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IWR vs BRHY
iShares Russell Mid-Cap ETF vs iShares High Yield Active ETF
Key differences
IWR is an equity ETF, while BRHY is a fixed income ETF. IWR charges 0.18% a year and BRHY 0.45%.
- IWR is an equity fund, while BRHY is a fixed income fund. They carry different risk/return profiles.
- IWR follows a index tracking strategy; BRHY uses active selection.
- IWR covers North America; BRHY covers global markets.
- IWR costs 0.27% less per year.
- IWR is much larger than BRHY. Larger funds are usually more liquid and less likely to close.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWR | BRHY | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.45% |
| Fund size (AUM) | $54.8B | $107M |
| Since | 2001 | 2024 |
| Dividend yield | 1.16% | 6.63% |
| Asset class | equity | fixed income |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +19.9% | +7.0% |
| CAGR 3Y | +17.8% | N/A |
| CAGR 5Y | +7.7% | N/A |
| Sharpe 3Y | 0.89 | N/A |
| Volatility 1Y | 13.54% | 3.26% |
| Max drawdown | -40.59% | -4.42% |
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