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TMFE vs IWS
Motley Fool Capital Efficiency 100 Index ETF vs iShares Russell Mid-Cap Value ETF
Key differences
Both TMFE and IWS are equity ETFs. TMFE 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 TMFE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TMFE has delivered higher annualized returns.
- IWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TMFE | IWS | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.23% |
| Fund size (AUM) | $85M | $15.3B |
| Since | 2021 | 2001 |
| Dividend yield | 0.31% | 1.35% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.0% | +25.6% |
| CAGR 3Y | +19.4% | +18.1% |
| CAGR 5Y | N/A | +8.2% |
| Sharpe 3Y | 0.98 | 0.93 |
| Volatility 1Y | 12.28% | 13.30% |
| Max drawdown | -31.07% | -43.83% |
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