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VTWV vs IWN

Vanguard Russell 2000 Value Index Fund ETF Shares vs iShares Russell 2000 Value ETF

VTWV

Vanguard Russell 2000 Value Index Fund ETF Shares

Vanguard

Annual cost

0.06%

Fund size

$1.2B

IWN

iShares Russell 2000 Value ETF

iShares

Annual cost

0.24%

Fund size

$13.4B

Key differences

  • VTWV costs 0.18% less per year.
  • IWN is significantly larger than VTWV — larger funds tend to be more liquid and less likely to close.
  • IWN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VTWVIWN
Annual cost (TER)0.06%0.24%
Fund size (AUM)$1.2B$13.4B
Since20102000
Dividend yield1.62%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+44.2%+43.7%
CAGR 3Y+19.1%+18.7%
CAGR 5Y+7.1%+6.9%
Sharpe 3Y0.770.77
Volatility 1Y18.29%17.87%
Max drawdown-45.73%-46.08%

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

Similar to VTWV and IWN