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TOPT vs IWL

iShares Top 20 U.S. Stocks ETF vs iShares Russell Top 200 ETF

TOPT

iShares Top 20 U.S. Stocks ETF

Annual cost

0.20%

Fund size

$582M

IWL

iShares Russell Top 200 ETF

Annual cost

0.15%

Fund size

$2.1B

Key differences

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

Side-by-side comparison

TOPTIWL
Annual cost (TER)0.20%0.15%
Fund size (AUM)$582M$2.1B
Since20242009
Dividend yield0.38%0.86%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+35.7%+31.7%
CAGR 3YN/A+24.3%
CAGR 5YN/A+15.1%
Sharpe 3YN/A1.28
Volatility 1Y13.83%12.32%
Max drawdown-21.21%-32.71%

Similar to TOPT and IWL