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TMFC vs IWM

Motley Fool 100 Index ETF vs iShares Russell 2000 ETF

TMFC

Motley Fool 100 Index ETF

Motley Fool

Annual cost

0.50%

Fund size

$2.0B

IWM

iShares Russell 2000 ETF

iShares

Annual cost

0.19%

Fund size

$76.9B

Key differences

  • IWM costs 0.31% less per year.
  • IWM 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.
  • IWM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TMFCIWM
Annual cost (TER)0.50%0.19%
Fund size (AUM)$2.0B$76.9B
Since20182000
Dividend yield0.14%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.7%+41.8%
CAGR 3Y+28.4%+18.8%
CAGR 5Y+16.5%+6.5%
Sharpe 3Y1.310.75
Volatility 1Y13.72%19.22%
Max drawdown-33.06%-41.13%

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

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