Screener
FSCS vs IWR
First Trust SMID Capital Strength ETF vs iShares Russell Mid-Cap ETF
Key differences
Both FSCS and IWR are equity ETFs. FSCS charges 0.60% a year and IWR 0.18%. The main difference: IWR costs 0.42% less per year.
- IWR costs 0.42% less per year.
- IWR is much larger than FSCS. 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
| FSCS | IWR | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.18% |
| Fund size (AUM) | $56M | $54.8B |
| Since | 2017 | 2001 |
| Dividend yield | 0.91% | 1.16% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +2.3% | +21.9% |
| CAGR 3Y | +9.9% | +17.0% |
| CAGR 5Y | +5.6% | +8.2% |
| Sharpe 3Y | 0.45 | 0.84 |
| Volatility 1Y | 12.82% | 13.79% |
| Max drawdown | -43.57% | -40.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.