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AIWD

BSASS

Measures won2–0IWD wins · of 6 · 5Y

$10,000 · 5Y$17,402IWD · IJH $13,809

Lowest cost0.05%IJH · $5 on $10k

Most income1.34%IWD · $134 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common8.4%IWD and SASS

iShares Russell 1000 Value ETF · $85.1BM.D. Sass Concentrated Value ETF · $80M

+22.6%3 years · per year$18,423 · […][…]

+11.7%5 years · per year$17,402 · […][…]

0.18%Expense ratio$18 · $75 on $10k · lower wins0.75%

1.34%12-mo yield$134 · $0 on $10k0.00%

Cards for this view

IWD

iShares Russell 1000 Value

$17,402

SASS

M.D. Sass Concentrated Value

[…]

MeasureIWDSASS

Fee0.18%0.75%

Cost on $10k a year$18$75

Yield1.34%0.00%

5 years, per year+11.7%[…]

3 years, per year+22.6%[…]

Worst drop · 1Y−6.8%[…]

Volatility · 1Y11.7%[…]

#
1	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	−0.4%	+26.2%	+28.7%	+22.6%	+11.7%	−6.8%	$85.1B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	BSASS	M.D. Sass Concentrated Value ETFRead Desk	0.75%	0.00%	−1.1%	new	new	new	new	[…]	$80M

#
1	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	−0.4%	+26.2%	+28.7%	+22.6%	+11.7%	−6.8%	$85.1B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	BSASS	M.D. Sass Concentrated Value ETFRead Desk	0.75%	0.00%	−1.1%	new	new	new	new	[…]	$80M