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TSPA vs IWL

T. Rowe Price US Equity Research ETF vs iShares Russell Top 200 ETF

TSPA

T. Rowe Price US Equity Research ETF

Annual cost

0.34%

Fund size

$3.4B

IWL

iShares Russell Top 200 ETF

Annual cost

0.15%

Fund size

$2.2B

Key differences

Both TSPA and IWL are equity ETFs. TSPA charges 0.34% a year and IWL 0.15%. The main difference: IWL costs 0.19% less per year.

  • IWL costs 0.19% less per year.
  • IWL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TSPAIWL
Annual cost (TER)0.34%0.15%
Fund size (AUM)$3.4B$2.2B
Since20212009
Dividend yield0.56%0.82%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+25.4%
CAGR 3Y+23.0%+23.4%
CAGR 5YN/A+14.2%
Sharpe 3Y1.221.22
Volatility 1Y12.59%12.52%
Max drawdown-24.72%-32.71%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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