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ETFT vs IWR

Fundsmith Equity ETF vs iShares Russell Mid-Cap ETF

ETFT

Fundsmith Equity ETF

Annual cost

Fund size

IWR

iShares Russell Mid-Cap ETF

iShares

Annual cost

0.18%

Fund size

$52.6B

Key differences

  • ETFT is classified as alternative, while IWR is equity — different risk/return profiles.
  • ETFT follows a long short strategy; IWR uses index tracking.

Side-by-side comparison

ETFTIWR
Annual cost (TER)0.18%
Fund size (AUM)$52.6B
Since2001
Dividend yield1.19%
Asset classalternativeequity
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1YN/A+21.8%
CAGR 3YN/A+17.2%
CAGR 5YN/A+8.1%
Sharpe 3YN/A0.86
Volatility 1Y13.50%
Max drawdown-14.76%-40.59%

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

Similar to ETFT and IWR