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BRHY vs IWR
iShares High Yield Active ETF vs iShares Russell Mid-Cap ETF
Key differences
BRHY is a fixed income ETF, while IWR is an equity ETF. BRHY charges 0.45% a year and IWR 0.18%.
- BRHY is a fixed income fund, while IWR is an equity fund. They carry different risk/return profiles.
- BRHY follows a active selection strategy; IWR uses index tracking.
- BRHY covers global markets; IWR covers North America.
- IWR costs 0.27% less per year.
- IWR is much larger than BRHY. Larger funds are usually more liquid and less likely to close.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BRHY | IWR | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.18% |
| Fund size (AUM) | $107M | $54.8B |
| Since | 2024 | 2001 |
| Dividend yield | 6.63% | 1.16% |
| Asset class | fixed income | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.0% | +19.9% |
| CAGR 3Y | N/A | +17.8% |
| CAGR 5Y | N/A | +7.7% |
| Sharpe 3Y | N/A | 0.89 |
| Volatility 1Y | 3.26% | 13.54% |
| Max drawdown | -4.42% | -40.59% |
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