2024-06-02 10:27:43 ET
Summary
- The iShares Russell 3000 ETF has slightly underperformed the S&P 500 index in the past and is expected to continue to do so in the future.
- IWV's inclusion of mid-cap and small-cap stocks has impacted its long-term performance, as these stocks tend to deliver inferior returns compared to large-cap stocks in the long run.
- IWV has a higher expense ratio than its peer fund, Vanguard Russell 3000 ETF.
Introduction
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IWV: Future Performance Will Likely Remain Slightly Inferior To The S&P 500 Index