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TSPA vs IWM

T. Rowe Price US Equity Research ETF vs iShares Russell 2000 ETF

TSPA

T. Rowe Price US Equity Research ETF

Annual cost

0.34%

Fund size

$3.4B

IWM

iShares Russell 2000 ETF

Annual cost

0.19%

Fund size

$80.9B

Key differences

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

  • IWM costs 0.15% less per year.
  • IWM is much larger than TSPA. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, TSPA has delivered higher annualized returns.
  • IWM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TSPAIWM
Annual cost (TER)0.34%0.19%
Fund size (AUM)$3.4B$80.9B
Since20212000
Dividend yield0.56%0.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+36.6%
CAGR 3Y+23.0%+18.9%
CAGR 5YN/A+5.8%
Sharpe 3Y1.220.75
Volatility 1Y12.59%19.54%
Max drawdown-24.72%-41.13%

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

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