SHRYvsIWXETF Comparison
First Trust Bloomberg Shareholder Yield ETF (SHRY) belongs to the US High Dividend segment. iShares Russell Top 200 Value ETF (IWX) is part of the US Large Cap Value segment. SHRY's top 3 sector exposures are Information Technology, Financials and Communication Services. In contrast, IWX's top sector exposures are Financials, Information Technology and Health Care. SHRY is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.2% for IWX. SHRY is up 5.38% year-to-date (YTD) with -$2M in YTD flows. IWX performs better with 16.43% YTD performance, and -$483M in YTD flows. Run a side-by-side ETF comparison of SHRY and IWX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SHRY vs IWX performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SHRY IWX | +1.21%+5.00% | +1.69%+13.38% | +5.38%+16.43% | +6.14%+30.74% | +46.84%+67.07% | +47.78%+74.67% |
| Flows | SHRY IWX | -$2M-$5M | -$2M-$302M | -$2M-$483M | -$4M+$41M | -$8M+$590M | -$18M+$1.14B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHRY IWX | +10.35%+13.05% | +10.84%+10.59% | +12.89%+12.24% | +15.85%+13.98% |
| Max drawdown | SHRY IWX | -3.31%-3.60% | -7.16%-6.62% | -15.23%-13.33% | -23.88%-18.26% |
| Max drawdown duration | SHRY IWX | 53d21d | 99d67d | 208d128d | 717d555d |
SHRY | IWX | |
Last sale 6/15/2026 at 1:30 PM | $43.38 | $106.16 |
| Previous close 06/15/2026 | $43.99 | $105.38 |
| Consolidated volume 06/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SHRY | IWX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SHRY | IWX | |
|---|---|---|
| Last price | $43.38 | $106.16 |
| 1D performance | -1.38% | +0.74% |
| AuM | $15.41 M | $3.57 B |
| E/R | 0.6% | 0.2% |
SHRY | IWX | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | First Trust | iShares |
| Benchmark | Bloomberg Shareholder Yield Index | Russell Top 200 Value Index |
| N° of holdings | 49 | 149 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 20, 2017 | September 22, 2009 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
