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USPX vs IWB

Franklin U.S. Equity Index ETF vs iShares Russell 1000 ETF

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

IWB

iShares Russell 1000 ETF

iShares

Annual cost

0.15%

Fund size

$46.2B

Key differences

  • USPX costs 0.12% less per year.
  • IWB is significantly larger than USPX — 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

USPXIWB
Annual cost (TER)0.03%0.15%
Fund size (AUM)$1.8B$46.2B
Since20162000
Dividend yield1.09%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.8%+28.3%
CAGR 3Y+23.3%+22.8%
CAGR 5Y+12.6%+13.1%
Sharpe 3Y1.221.21
Volatility 1Y12.24%12.07%
Max drawdown-31.21%-34.60%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to USPX and IWB