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IWR vs FFSM

iShares Russell Mid-Cap ETF vs Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF

IWR

iShares Russell Mid-Cap ETF

iShares

Annual cost

0.18%

Fund size

$52.6B

FFSM

Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF

Annual cost

Fund size

Key differences

  • IWR follows a index tracking strategy; FFSM uses active selection.
  • Over the last 3 years, FFSM has delivered higher annualized returns.

Side-by-side comparison

IWRFFSM
Annual cost (TER)0.18%
Fund size (AUM)$52.6B
Since2001
Dividend yield1.19%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+21.8%+37.7%
CAGR 3Y+17.2%+21.1%
CAGR 5Y+8.1%+9.9%
Sharpe 3Y0.860.91
Volatility 1Y13.50%17.99%
Max drawdown-40.59%-26.65%

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

Similar to IWR and FFSM