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ESUM vs IWR

Strategy Shares - Eventide US Market ETF vs iShares Russell Mid-Cap ETF

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

IWR

iShares Russell Mid-Cap ETF

iShares

Annual cost

0.18%

Fund size

$52.6B

Side-by-side comparison

ESUMIWR
Annual cost (TER)0.18%
Fund size (AUM)$52.6B
Since2001
Dividend yield1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+21.8%
CAGR 3YN/A+17.2%
CAGR 5YN/A+8.1%
Sharpe 3YN/A0.86
Volatility 1Y13.11%13.50%
Max drawdown-17.70%-40.59%

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

Similar to ESUM and IWR