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AMID vs IWS

Argent Mid Cap ETF vs iShares Russell Mid-Cap Value ETF

AMID

Argent Mid Cap ETF

Argent

Annual cost

0.52%

Fund size

$109M

IWS

iShares Russell Mid-Cap Value ETF

iShares

Annual cost

0.23%

Fund size

$14.9B

Key differences

  • IWS costs 0.29% less per year.
  • IWS is significantly larger than AMID — larger funds tend to be more liquid and less likely to close.
  • AMID follows a active selection strategy; IWS uses index tracking.
  • Over the last 3 years, IWS has delivered higher annualized returns.
  • IWS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AMIDIWS
Annual cost (TER)0.52%0.23%
Fund size (AUM)$109M$14.9B
Since20222001
Dividend yield0.34%1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.5%+26.4%
CAGR 3Y+12.7%+17.1%
CAGR 5YN/A+8.2%
Sharpe 3Y0.570.87
Volatility 1Y16.10%13.31%
Max drawdown-23.32%-43.83%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AMID and IWS