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CFCV vs. IWD
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

CFCV vs. IWD

Last updated May 13, 2025

Compare and contrast key facts about ClearBridge Focus Value ESG ETF (CFCV) and iShares Russell 1000 Value ETF (IWD).

CFCV and IWD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CFCV is an actively managed fund by Franklin Templeton. It was launched on May 27, 2020. IWD is a passively managed fund by iShares that tracks the performance of the Russell 1000 Value Index. It was launched on May 22, 2000.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFCV or IWD.

Correlation

The correlation between CFCV and IWD is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

CFCV vs. IWD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ClearBridge Focus Value ESG ETF (CFCV) and iShares Russell 1000 Value ETF (IWD). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

CFCV

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

IWD

YTD

2.50%

1M

7.28%

6M

-2.90%

1Y

8.84%

5Y*

15.12%

10Y*

8.40%

*Annualized

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CFCV vs. IWD - Expense Ratio Comparison

CFCV has a 0.49% expense ratio, which is higher than IWD's 0.19% expense ratio.

CFCV
ClearBridge Focus Value ESG ETF
IWD
iShares Russell 1000 Value ETF

Risk-Adjusted Performance

CFCV vs. IWD — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CFCV
The Risk-Adjusted Performance Rank of CFCV is 5858
Overall Rank
The Sharpe Ratio Rank of CFCV is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of CFCV is 5757
Sortino Ratio Rank
The Omega Ratio Rank of CFCV is 5858
Omega Ratio Rank
The Calmar Ratio Rank of CFCV is 6868
Calmar Ratio Rank
The Martin Ratio Rank of CFCV is 4747
Martin Ratio Rank
IWD
The Risk-Adjusted Performance Rank of IWD is 6666
Overall Rank
The Sharpe Ratio Rank of IWD is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of IWD is 6565
Sortino Ratio Rank
The Omega Ratio Rank of IWD is 6666
Omega Ratio Rank
The Calmar Ratio Rank of IWD is 7171
Calmar Ratio Rank
The Martin Ratio Rank of IWD is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CFCV vs. IWD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Focus Value ESG ETF (CFCV) and iShares Russell 1000 Value ETF (IWD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

CFCV vs. IWD - Dividend Comparison

CFCV has not paid dividends to shareholders, while IWD's dividend yield for the trailing twelve months is around 1.85%.

TTM20242023202220212020201920182017201620152014
CFCV
ClearBridge Focus Value ESG ETF		1.02%1.22%1.37%2.78%4.94%1.76%0.00%0.00%0.00%0.00%0.00%0.00%
IWD
iShares Russell 1000 Value ETF		1.85%1.88%2.02%2.15%1.62%2.05%2.45%2.71%2.09%2.25%2.47%2.00%

Drawdowns

CFCV vs. IWD - Drawdown Comparison

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Volatility

CFCV vs. IWD - Volatility Comparison

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