Screener
IEDI vs IWR
iShares U.S. Consumer Focused ETF vs iShares Russell Mid-Cap ETF
Key differences
Both IEDI and IWR are equity ETFs. IEDI charges 0.18% a year and IWR 0.18%. The main difference: IEDI follows a active selection strategy; IWR uses index tracking.
- IEDI follows a active selection strategy; IWR uses index tracking.
- IWR is much larger than IEDI. 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
| IEDI | IWR | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.18% |
| Fund size (AUM) | $27M | $54.8B |
| Since | 2018 | 2001 |
| Dividend yield | 0.97% | 1.16% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +0.6% | +19.9% |
| CAGR 3Y | +14.2% | +17.8% |
| CAGR 5Y | +6.0% | +7.7% |
| Sharpe 3Y | 0.72 | 0.89 |
| Volatility 1Y | 13.44% | 13.54% |
| Max drawdown | -30.60% | -40.59% |
Similar to IEDI and IWR
Explore further