Screener
IWR vs OASC
iShares Russell Mid-Cap ETF vs OneAscent Enhanced Small and Mid Cap ETF
Key differences
- IWR costs 0.51% less per year.
- IWR is significantly larger than OASC — larger funds tend to be 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 | OASC | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.69% |
| Fund size (AUM) | $52.6B | $78M |
| Since | 2001 | 2024 |
| Dividend yield | 1.19% | 0.48% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.2% | +39.6% |
| CAGR 3Y | +17.3% | N/A |
| CAGR 5Y | +8.5% | N/A |
| Sharpe 3Y | 0.86 | N/A |
| Volatility 1Y | 13.52% | 18.21% |
| Max drawdown | -40.59% | -26.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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