IWX Fund Comparisons

IWX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include FLCOX, SWLVX, ILCV. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
IWX
Name
iShares Russell Top 200 Value ETF
Type
1940 Act ETF
Originator
BlackRock / iShares
Asset class
equity
Net expense ratio
0.2%
AUM
$3.6B

Comparable Funds

FundQuant reviewed 1,648 active searchable funds, 356 ETFs, 1,290 mutual funds and returned 3 comparable funds for IWX.

  1. FLCOX - Fidelity Large Cap Value Index Fund (Mutual Fund; Fidelity; equity; Closest Fit; fit score 91)
  2. SWLVX - Schwab U.S. Large-Cap Value Index Fund (Mutual Fund; Schwab; equity; Strong Fit; fit score 89)
  3. ILCV - iShares Morningstar Value ETF (1940 Act ETF; BlackRock / iShares; equity; Strong Fit; fit score 88)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/IWX/comps