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Screener

BBH vs IWR

VanEck Biotech ETF vs iShares Russell Mid-Cap ETF

BBH

VanEck Biotech ETF

Annual cost

0.35%

Fund size

$367M

IWR

iShares Russell Mid-Cap ETF

Annual cost

0.18%

Fund size

$54.8B

Key differences

Both BBH and IWR are equity ETFs. BBH charges 0.35% a year and IWR 0.18%. The main difference: IWR costs 0.17% less per year.

  • IWR costs 0.17% less per year.
  • IWR is much larger than BBH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IWR has delivered higher annualized returns.
  • IWR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BBHIWR
Annual cost (TER)0.35%0.18%
Fund size (AUM)$367M$54.8B
Since20112001
Dividend yield0.51%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.9%+21.9%
CAGR 3Y+6.6%+17.0%
CAGR 5Y-0.2%+8.2%
Sharpe 3Y0.250.84
Volatility 1Y19.41%13.79%
Max drawdown-39.86%-40.59%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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