GVUS vs. IWD
Compare and contrast key facts about Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) and iShares Russell 1000 Value ETF (IWD).
GVUS and IWD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GVUS is a passively managed fund by Goldman Sachs that tracks the performance of the Russell 1000 Value 40 Act Daily Capped Index - Benchmark TR Gross. It was launched on Nov 28, 2023. 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. Both GVUS and IWD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GVUS or IWD.
Correlation
The correlation between GVUS and IWD is 0.99, 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
GVUS vs. IWD - Performance Comparison
Key characteristics
GVUS:
1.73
IWD:
1.69
GVUS:
2.45
IWD:
2.40
GVUS:
1.31
IWD:
1.30
GVUS:
2.44
IWD:
2.41
GVUS:
7.26
IWD:
7.18
GVUS:
2.62%
IWD:
2.62%
GVUS:
10.98%
IWD:
11.12%
GVUS:
-7.78%
IWD:
-60.10%
GVUS:
-2.23%
IWD:
-2.19%
Returns By Period
The year-to-date returns for both stocks are quite close, with GVUS having a 5.11% return and IWD slightly lower at 5.02%.
GVUS
5.11%
4.39%
12.41%
19.51%
N/A
N/A
IWD
5.02%
4.36%
12.40%
19.21%
9.56%
8.93%
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GVUS vs. IWD - Expense Ratio Comparison
GVUS has a 0.12% expense ratio, which is lower than IWD's 0.19% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
GVUS vs. IWD — Risk-Adjusted Performance Rank
GVUS
IWD
GVUS vs. IWD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) 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.
Dividends
GVUS vs. IWD - Dividend Comparison
GVUS's dividend yield for the trailing twelve months is around 2.15%, more than IWD's 1.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GVUS Goldman Sachs MarketBeta Russell 1000 Value Equity ETF | 2.15% | 2.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWD iShares Russell 1000 Value ETF | 1.79% | 1.88% | 2.02% | 2.15% | 1.62% | 2.05% | 2.45% | 2.71% | 2.09% | 2.25% | 2.47% | 2.00% |
Drawdowns
GVUS vs. IWD - Drawdown Comparison
The maximum GVUS drawdown since its inception was -7.78%, smaller than the maximum IWD drawdown of -60.10%. Use the drawdown chart below to compare losses from any high point for GVUS and IWD. For additional features, visit the drawdowns tool.
Volatility
GVUS vs. IWD - Volatility Comparison
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF (GVUS) and iShares Russell 1000 Value ETF (IWD) have volatilities of 3.07% and 3.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.