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VOE vs IWS

Vanguard Mid-Cap Value Index Fund vs iShares Russell Mid-Cap Value ETF

VOE

Vanguard Mid-Cap Value Index Fund

Vanguard

Annual cost

0.05%

Fund size

$36.7B

IWS

iShares Russell Mid-Cap Value ETF

iShares

Annual cost

0.23%

Fund size

$14.9B

Key differences

  • VOE costs 0.18% less per year.
  • IWS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VOEIWS
Annual cost (TER)0.05%0.23%
Fund size (AUM)$36.7B$14.9B
Since20062001
Dividend yield1.88%1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.7%+26.4%
CAGR 3Y+16.6%+17.1%
CAGR 5Y+8.6%+8.2%
Sharpe 3Y0.920.87
Volatility 1Y11.61%13.31%
Max drawdown-43.18%-43.83%

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

Similar to VOE and IWS