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IWL vs IWR

iShares Russell Top 200 ETF vs iShares Russell Mid-Cap ETF

IWL

iShares Russell Top 200 ETF

iShares

Annual cost

0.15%

Fund size

$2.1B

IWR

iShares Russell Mid-Cap ETF

iShares

Annual cost

0.18%

Fund size

$52.6B

Key differences

  • IWR is significantly larger than IWL — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IWL has delivered higher annualized returns.
  • IWR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IWLIWR
Annual cost (TER)0.15%0.18%
Fund size (AUM)$2.1B$52.6B
Since20092001
Dividend yield0.86%1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.1%+21.8%
CAGR 3Y+24.4%+17.2%
CAGR 5Y+14.7%+8.1%
Sharpe 3Y1.280.86
Volatility 1Y12.34%13.50%
Max drawdown-32.71%-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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