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USRD vs IWM

Themes US R&D Champions ETF vs iShares Russell 2000 ETF

USRD

Themes US R&D Champions ETF

Annual cost

0.29%

Fund size

$1M

IWM

iShares Russell 2000 ETF

Annual cost

0.19%

Fund size

$76.9B

Key differences

  • IWM costs 0.10% less per year.
  • IWM is significantly larger than USRD — larger funds tend to be more liquid and less likely to close.
  • IWM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USRDIWM
Annual cost (TER)0.29%0.19%
Fund size (AUM)$1M$76.9B
Since20232000
Dividend yield0.40%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.5%+44.9%
CAGR 3YN/A+19.6%
CAGR 5YN/A+7.2%
Sharpe 3YN/A0.78
Volatility 1Y16.40%19.29%
Max drawdown-23.79%-41.13%

Similar to USRD and IWM