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TMFE vs IWD
Motley Fool Capital Efficiency 100 Index ETF vs iShares Russell 1000 Value ETF
Key differences
Both TMFE and IWD are equity ETFs. TMFE charges 0.50% a year and IWD 0.18%. The main difference: IWD costs 0.32% less per year.
- IWD costs 0.32% less per year.
- IWD is much larger than TMFE. Larger funds are usually more liquid and less likely to close.
- IWD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TMFE | IWD | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.18% |
| Fund size (AUM) | $85M | $75.6B |
| Since | 2021 | 2000 |
| Dividend yield | 0.31% | 1.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.0% | +27.1% |
| CAGR 3Y | +19.4% | +19.0% |
| CAGR 5Y | N/A | +10.1% |
| Sharpe 3Y | 0.98 | 1.13 |
| Volatility 1Y | 12.28% | 10.96% |
| Max drawdown | -31.07% | -38.51% |
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