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IWD vs IWR

iShares Russell 1000 Value ETF vs iShares Russell Mid-Cap ETF

IWD

iShares Russell 1000 Value ETF

iShares

Annual cost

0.18%

Fund size

$74.3B

IWR

iShares Russell Mid-Cap ETF

iShares

Annual cost

0.18%

Fund size

$52.6B

Key differences

  • Over the last 3 years, IWD has delivered higher annualized returns.

Side-by-side comparison

IWDIWR
Annual cost (TER)0.18%0.18%
Fund size (AUM)$74.3B$52.6B
Since20002001
Dividend yield1.55%1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.5%+21.8%
CAGR 3Y+18.3%+17.2%
CAGR 5Y+10.1%+8.1%
Sharpe 3Y1.090.86
Volatility 1Y10.88%13.50%
Max drawdown-38.51%-40.59%

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

Similar to IWD and IWR