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USRD vs IWB

Themes US R&D Champions ETF vs iShares Russell 1000 ETF

USRD

Themes US R&D Champions ETF

Annual cost

0.29%

Fund size

$1M

IWB

iShares Russell 1000 ETF

Annual cost

0.15%

Fund size

$46.2B

Key differences

  • IWB costs 0.14% less per year.
  • IWB is significantly larger than USRD — 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

USRDIWB
Annual cost (TER)0.29%0.15%
Fund size (AUM)$1M$46.2B
Since20232000
Dividend yield0.40%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.5%+29.9%
CAGR 3YN/A+22.7%
CAGR 5YN/A+13.5%
Sharpe 3YN/A1.21
Volatility 1Y16.40%12.07%
Max drawdown-23.79%-34.60%

Similar to USRD and IWB