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TMFC vs IWB

Motley Fool 100 Index ETF vs iShares Russell 1000 ETF

TMFC

Motley Fool 100 Index ETF

Motley Fool

Annual cost

0.50%

Fund size

$2.0B

IWB

iShares Russell 1000 ETF

iShares

Annual cost

0.15%

Fund size

$46.2B

Key differences

  • IWB costs 0.35% less per year.
  • IWB is significantly larger than TMFC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, TMFC has delivered higher annualized returns.
  • IWB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TMFCIWB
Annual cost (TER)0.50%0.15%
Fund size (AUM)$2.0B$46.2B
Since20182000
Dividend yield0.14%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.7%+28.3%
CAGR 3Y+28.4%+22.8%
CAGR 5Y+16.5%+13.1%
Sharpe 3Y1.311.21
Volatility 1Y13.72%12.07%
Max drawdown-33.06%-34.60%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to TMFC and IWB