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TMFC vs IWS
Motley Fool 100 Index ETF vs iShares Russell Mid-Cap Value ETF
Key differences
Both TMFC and IWS are equity ETFs. TMFC charges 0.50% a year and IWS 0.23%. The main difference: IWS costs 0.27% less per year.
- IWS costs 0.27% less per year.
- IWS is much larger than TMFC. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TMFC has delivered higher annualized returns.
- IWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TMFC | IWS | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.23% |
| Fund size (AUM) | $2.1B | $15.3B |
| Since | 2018 | 2001 |
| Dividend yield | 0.13% | 1.35% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.0% | +25.6% |
| CAGR 3Y | +25.9% | +18.1% |
| CAGR 5Y | +15.3% | +8.2% |
| Sharpe 3Y | 1.20 | 0.93 |
| Volatility 1Y | 13.85% | 13.30% |
| Max drawdown | -33.06% | -43.83% |
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