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 29 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Core S&P U.S. Value ETF | 0.04% | 27.22B | Jul 2000 | IWX vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.32B | Jun 2004 | IWX vs ILCV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.73B | Dec 2009 | IWX vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 36.23B | Sep 2000 | IWX vs SPYV | |
| Vanguard Value ETF | 0.04% | 254.20B | Jan 2004 | IWX vs VTV |
Best Risk-Adjusted Alternatives to IWX
IWX has a PortfoliosLab risk / return rank of 96. There are 3 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 MSCI USA Value Factor ETF | 97 | 9.07B | Apr 2013 | IWX vs VLUE | |
| Invesco Large Cap Value ETF | 97 | 1.72B | Mar 2005 | IWX vs PWV | |
| SEI QiM U.S. Large Cap Value Active ETF | 96 | 956.28M | May 2022 | IWX vs SEIV | |
| VictoryShares Free Cash Flow ETF | 96 | 9.18B | Jun 2023 | IWX vs VFLO | |
| Fidelity Enhanced Large Cap Value ETF | 96 | 3.20B | Apr 2007 | IWX vs FELV |
Top Performing IWX Alternatives (YTD)
IWX is at 22.04% YTD. There are 7 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 42.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 42.20% | 9.07B | Apr 2013 | IWX vs VLUE | |
| VictoryShares Free Cash Flow ETF | 27.47% | 9.18B | Jun 2023 | IWX vs VFLO | |
| iShares Core Dividend ETF | 25.86% | 1.71B | Nov 2017 | IWX vs DIVB | |
| Bushido Capital US Equity ETF | 23.66% | 479.57M | Sep 2023 | IWX vs SMRI | |
| Avantis U.S. Large Cap Value ETF | 23.60% | 17.85B | Sep 2021 | IWX vs AVLV |
Lowest Volatility Alternatives to IWX
IWX has 10.71% 1-year volatility. There are 44 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.03% | 60.32M | Oct 2025 | IWX vs KWIN | |
| Franklin Income Equity Focus ETF | 8.40% | 135.67M | Sep 2016 | IWX vs INCE | |
| Bahl & Gaynor Income Growth ETF | 8.91% | 342.03M | Sep 2023 | IWX vs BGIG | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.99% | 6.25B | Jun 2006 | IWX vs DLN | |
| Absolute Select Value ETF | 9.12% | 143.00M | Jan 2020 | IWX vs ABEQ |
Lowest Drawdown Alternatives to IWX
IWX has a 1-year max drawdown of -6.59%. There are 46 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Large Cap Value ETF | -4.05% | 1.72B | Mar 2005 | IWX vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.77B | Mar 2006 | IWX vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | IWX vs MDLV | |
| Franklin Income Equity Focus ETF | -4.90% | 135.67M | Sep 2016 | IWX vs INCE | |
| Hartford US Value ETF | -4.93% | 49.18M | Dec 2023 | IWX vs VMAX |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, SOXX and span 14 categories. AUM among these funds goes as high as $869B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 2.13% | 99.95B | May 2020 | IWX vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 2 | -27.17% | 46.52B | Jan 2024 | IWX vs IBIT | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 90 | 68.76% | 44.69B | Jul 2001 | IWX vs SOXX | |
| iShares Core S&P 500 ETF | S&P 500 | 78 | 11.75% | 869.20B | May 2000 | IWX vs IVV | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 92 | 13.79% | 42.77B | Jun 2014 | IWX vs DGRO | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 7 | -3.18% | 41.54B | Jul 2002 | IWX vs TLT | |
| iShares Silver Trust | Silver, Precious Metals | 35 | -18.57% | 28.08B | Apr 2006 | IWX vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 28 | -6.14% | 59.74B | Jan 2005 | IWX vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 85 | 20.84% | 80.11B | May 2000 | IWX vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 77 | 12.35% | 32.49B | 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