Screener
VLUE vs IWS
iShares MSCI USA Value Factor ETF vs iShares Russell Mid-Cap Value ETF
Key differences
- VLUE costs 0.08% less per year.
- Over the last 3 years, VLUE has delivered higher annualized returns.
- IWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VLUE | IWS | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.23% |
| Fund size (AUM) | $12.0B | $14.9B |
| Since | 2013 | 2001 |
| Dividend yield | 1.70% | 1.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +79.1% | +26.4% |
| CAGR 3Y | +31.4% | +17.1% |
| CAGR 5Y | +15.0% | +8.2% |
| Sharpe 3Y | 1.54 | 0.87 |
| Volatility 1Y | 16.92% | 13.31% |
| Max drawdown | -39.47% | -43.83% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to VLUE and IWS
Explore further