iShares Russell Top 200 Value ETF (IWX) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with IWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IWX
IWX charges 0.20% annually. There are 26 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.22B | Sep 2000 | IWX vs SPYV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.54B | Dec 2009 | IWX vs SCHV | |
| Vanguard Value ETF | 0.04% | 238.00B | Jan 2004 | IWX vs VTV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.12B | Jul 2000 | IWX vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.27B | Jun 2004 | IWX vs ILCV |
Best Risk-Adjusted Alternatives to IWX
IWX has a PortfoliosLab risk / return rank of 85. There are 14 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 97 | 15.87B | Apr 2013 | IWX vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | IWX vs SEIV | |
| LSV Disciplined Value ETF | 92 | 617.15M | Dec 2024 | IWX vs LSVD | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | IWX vs AVLV | |
| Schwab Fundamental U.S. Large Company Index ETF | 90 | 25.47B | Aug 2013 | IWX vs FNDX |
Top Performing IWX Alternatives (YTD)
IWX is at 13.79% YTD. There are 26 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 49.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 49.00% | 15.87B | Apr 2013 | IWX vs VLUE | |
| Clough Select Equity ETF | 32.18% | 52.30M | Nov 2020 | IWX vs CBSE | |
| Eventide High Dividend ETF | 21.38% | 150.61M | Sep 2024 | IWX vs ELCV | |
| Astoria US Equal Weight Quality Kings ETF | 20.98% | 164.26M | Jul 2023 | IWX vs ROE | |
| Avantis U.S. Large Cap Value ETF | 20.64% | 12.01B | Sep 2021 | IWX vs AVLV |
Lowest Volatility Alternatives to IWX
IWX has 10.02% 1-year volatility. There are 27 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Dempsey Large Cap Value ETF | 8.76% | 32.39M | Apr 2023 | IWX vs MDLV | |
| CornerCap Fundametrics Large-Cap ETF FUNL | 8.82% | 212.00M | Aug 2020 | IWX vs FUNL | |
| Absolute Select Value ETF | 8.91% | 140.50M | Jan 2020 | IWX vs ABEQ | |
| Bahl & Gaynor Income Growth ETF | 9.00% | 342.03M | Sep 2023 | IWX vs BGIG | |
| Opal Dividend Income ETF | 9.28% | 247.48M | Jan 2021 | IWX vs DIVZ |
Lowest Drawdown Alternatives to IWX
IWX has a 1-year max drawdown of -6.59%. There are 47 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -3.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CornerCap Fundametrics Large-Cap ETF FUNL | -3.83% | 212.00M | Aug 2020 | IWX vs FUNL | |
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.50B | Mar 2005 | IWX vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.39B | Mar 2006 | IWX vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | IWX vs MDLV | |
| Pacer Global Cash Cows Dividend ETF | -4.77% | 3.35B | Feb 2016 | IWX vs GCOW |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, IVV and span 14 categories. AUM among these funds goes as high as $855B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 1.51% | 91.90B | May 2020 | IWX vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 2 | -25.48% | 58.12B | Jan 2024 | IWX vs IBIT | |
| iShares Core S&P 500 ETF | S&P 500 | 70 | 10.85% | 854.92B | May 2000 | IWX vs IVV | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 16 | -0.27% | 42.90B | Jul 2002 | IWX vs TLT | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 97 | 104.57% | 38.37B | Jul 2001 | IWX vs SOXX | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 71 | 8.76% | 40.46B | Jun 2014 | IWX vs DGRO | |
| iShares Silver Trust | Silver, Precious Metals | 47 | 2.78% | 36.82B | Apr 2006 | IWX vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 32 | 2.98% | 69.92B | Jan 2005 | IWX vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 62 | 17.07% | 80.93B | May 2000 | IWX vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 66 | 12.13% | 32.93B | Mar 2008 | IWX vs ACWI |
Often Compared With IWX
Investors most often compare IWX with IWN, IWY, IWC. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare IWX with Any Fund or Stock
Compare IWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IWX with funds that move differently
iShares Russell Top 200 Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IWX.
Explore IWX Diversifiers