Screener
VLUE vs IWN
iShares MSCI USA Value Factor ETF vs iShares Russell 2000 Value ETF
Key differences
- VLUE costs 0.09% less per year.
- Over the last 3 years, VLUE has delivered higher annualized returns.
- IWN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VLUE | IWN | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.24% |
| Fund size (AUM) | $12.0B | $13.4B |
| Since | 2013 | 2000 |
| Dividend yield | 1.70% | 1.49% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +79.1% | +43.7% |
| CAGR 3Y | +31.4% | +18.7% |
| CAGR 5Y | +15.0% | +6.9% |
| Sharpe 3Y | 1.54 | 0.77 |
| Volatility 1Y | 16.92% | 17.87% |
| Max drawdown | -39.47% | -46.08% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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