iShares Russell 1000 Value ETF (IWD)

142.02 -1.13%
11:48 am EDT; Powered by Koyfin
Pros
Low expense ratio
Cons
3-year return below the benchmark
5-year return below the benchmark
10-year return below the benchmark
15-year return below the benchmark

Pros

  1. IWD expense ratio is 0.19%, which is considered low. Nice job picking a low-cost fund.

Cons

  1. IWD 3-year return is 7.57%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  2. IWD 5-year return is 8.32%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  3. IWD 10-year return is 10.67%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  4. IWD 15-year return is 5.57%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.