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IWR vs IWV

iShares Russell Mid-Cap ETF vs iShares Russell 3000 ETF

IWR

iShares Russell Mid-Cap ETF

Annual cost

0.18%

Fund size

$54.8B

IWV

iShares Russell 3000 ETF

Annual cost

0.20%

Fund size

$19.8B

Key differences

Both IWR and IWV are equity ETFs. IWR charges 0.18% a year and IWV 0.20%. The main difference: Over the last three years, IWV has delivered higher annualized returns.

  • Over the last three years, IWV has delivered higher annualized returns.

Side-by-side comparison

IWRIWV
Annual cost (TER)0.18%0.20%
Fund size (AUM)$54.8B$19.8B
Since20012000
Dividend yield1.16%0.85%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.9%+24.5%
CAGR 3Y+17.0%+21.2%
CAGR 5Y+8.2%+12.2%
Sharpe 3Y0.841.11
Volatility 1Y13.79%12.57%
Max drawdown-40.59%-35.22%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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