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TOPT vs IWB

iShares Top 20 U.S. Stocks ETF vs iShares Russell 1000 ETF

TOPT

iShares Top 20 U.S. Stocks ETF

Annual cost

0.20%

Fund size

$582M

IWB

iShares Russell 1000 ETF

Annual cost

0.15%

Fund size

$46.2B

Key differences

  • IWB costs 0.05% less per year.
  • IWB is significantly larger than TOPT — larger funds tend to be more liquid and less likely to close.
  • IWB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TOPTIWB
Annual cost (TER)0.20%0.15%
Fund size (AUM)$582M$46.2B
Since20242000
Dividend yield0.38%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+35.7%+29.9%
CAGR 3YN/A+22.7%
CAGR 5YN/A+13.5%
Sharpe 3YN/A1.21
Volatility 1Y13.83%12.07%
Max drawdown-21.21%-34.60%

Similar to TOPT and IWB