Skip to content
Beacon
Screener

VALQ vs IWN

American Century U.S. Quality Value ETF vs iShares Russell 2000 Value ETF

VALQ

American Century U.S. Quality Value ETF

American Century Investments

Annual cost

0.29%

Fund size

$306M

IWN

iShares Russell 2000 Value ETF

iShares

Annual cost

0.24%

Fund size

$13.4B

Key differences

  • IWN is significantly larger than VALQ — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IWN has delivered higher annualized returns.
  • IWN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VALQIWN
Annual cost (TER)0.29%0.24%
Fund size (AUM)$306M$13.4B
Since20182000
Dividend yield1.80%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+16.3%+43.7%
CAGR 3Y+15.4%+18.7%
CAGR 5Y+8.7%+6.9%
Sharpe 3Y0.920.77
Volatility 1Y11.27%17.87%
Max drawdown-38.19%-46.08%

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

Similar to VALQ and IWN