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BLCR vs IWR

iShares Large Cap Core Active ETF vs iShares Russell Mid-Cap ETF

BLCR

iShares Large Cap Core Active ETF

Annual cost

0.36%

Fund size

$5.1B

IWR

iShares Russell Mid-Cap ETF

Annual cost

0.18%

Fund size

$52.6B

Key differences

  • IWR costs 0.18% less per year.
  • IWR is significantly larger than BLCR — larger funds tend to be more liquid and less likely to close.
  • BLCR covers global markets; IWR covers north america.
  • BLCR follows a active selection strategy; IWR uses index tracking.
  • IWR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BLCRIWR
Annual cost (TER)0.36%0.18%
Fund size (AUM)$5.1B$52.6B
Since20232001
Dividend yield0.24%1.19%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+52.7%+23.2%
CAGR 3YN/A+17.3%
CAGR 5YN/A+8.5%
Sharpe 3YN/A0.86
Volatility 1Y15.68%13.52%
Max drawdown-21.29%-40.59%

Similar to BLCR and IWR