Skip to content
Beacon
Screener

TMFC vs IWD

Motley Fool 100 Index ETF vs iShares Russell 1000 Value ETF

TMFC

Motley Fool 100 Index ETF

Motley Fool

Annual cost

0.50%

Fund size

$2.0B

IWD

iShares Russell 1000 Value ETF

iShares

Annual cost

0.18%

Fund size

$74.3B

Key differences

  • IWD costs 0.32% less per year.
  • IWD 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.
  • IWD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TMFCIWD
Annual cost (TER)0.50%0.18%
Fund size (AUM)$2.0B$74.3B
Since20182000
Dividend yield0.14%1.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.7%+28.5%
CAGR 3Y+28.4%+18.3%
CAGR 5Y+16.5%+10.1%
Sharpe 3Y1.311.09
Volatility 1Y13.72%10.88%
Max drawdown-33.06%-38.51%

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

Similar to TMFC and IWD