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IWR vs IWD

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

IWR

iShares Russell Mid-Cap ETF

iShares

Annual cost

0.18%

Fund size

$52.6B

IWD

iShares Russell 1000 Value ETF

iShares

Annual cost

0.18%

Fund size

$74.3B

Key differences

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

Side-by-side comparison

IWRIWD
Annual cost (TER)0.18%0.18%
Fund size (AUM)$52.6B$74.3B
Since20012000
Dividend yield1.19%1.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.8%+28.5%
CAGR 3Y+17.2%+18.3%
CAGR 5Y+8.1%+10.1%
Sharpe 3Y0.861.09
Volatility 1Y13.50%10.88%
Max drawdown-40.59%-38.51%

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

Similar to IWR and IWD