iShares Russell 2000 Value ETF

IWN

Market cap $13B

Designed to provide broad exposure to the Small Cap Value segment of the US equity market, the iShares Russell 2000 Value ETF (IWN) is a passively managed exchange traded fund launched on July 24, 2000.

The iShares Morningstar Small-Cap Value ETF (NYSEMKT:ISCV) charges a much lower expense ratio and offers a higher dividend yield than the iShares Russell 2000 Value ETF (NYSEMKT:IWN). IWN delivered a stronger one-year return, but ISCV showed a milder five-year drawdown.

IWN holds over three times as many stocks as SLYV, with heavier exposure to real estate and financials IWN has delivered a higher 1-year return and shallower drawdown over five years, but charges a higher expense ratio Both funds are highly liquid, but IWN's larger assets under management may appeal to investors seeking scale

IWN has delivered a stronger one-year return but carries a higher expense ratio than VBR. VBR is more concentrated in industrials, while IWN leans more heavily into financial services and real estate.

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IWN has outperformed IJJ over the last 12 months, but IJJ has had better long-term growth. IJJ has a slightly lower expense ratio and offers a marginally higher dividend yield than IWN.

If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the iShares Russell 2000 Value ETF (IWN), a passively managed exchange traded fund launched on July 24, 2000.

IWN is much larger and more actively traded than ISCV, but it also charges a higher expense ratio. ISCV has a slightly higher yield, while IWN posted stronger one-year total returns.

VBR carries a lower expense ratio and higher yield. IWN holds more stocks with a heavier tilt toward financials, while VBR leans industrial.

IWN has delivered a stronger one-year total return than VBR but trails over a five-year period. VBR charges a much lower expense ratio than IWN, which could appeal to cost-conscious investors.