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IJH vs IWR

iShares Core S&P Mid-Cap ETF vs iShares Russell Mid-Cap ETF

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

IWR

iShares Russell Mid-Cap ETF

iShares

Annual cost

0.18%

Fund size

$52.6B

Key differences

  • IJH costs 0.13% less per year.
  • Over the last 3 years, IWR has delivered higher annualized returns.

Side-by-side comparison

IJHIWR
Annual cost (TER)0.05%0.18%
Fund size (AUM)$115.7B$52.6B
Since20002001
Dividend yield1.22%1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+21.8%
CAGR 3Y+16.0%+17.2%
CAGR 5Y+7.8%+8.1%
Sharpe 3Y0.720.86
Volatility 1Y15.66%13.50%
Max drawdown-42.18%-40.59%

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

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