Which Small-Cap Value ETF Is the Better Buy: iShares' IWN or State Street's SLYV?
IWN delivered stronger 12-month returns despite higher fees, while SLYV offers lower costs and better dividend income.
Overview
iShares Russell 2000 Value ETF (NYSEMKT:IWN) and State Street SPDR S&P 600 Small Cap Value ETF (NYSEMKT:SLYV) both provide exposure to small-cap value stocks, but they differ in cost, index construction, and historical performance.
Investors seeking exposure to the small-cap segment of the market often choose between these two popular funds. While both IWN and SLYV look for undervalued smaller companies, they follow different indexes, leading to variations in sector concentrations and risk-adjusted returns over time.
Details
Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
Source
Originally published at www.fool.com.