Screener
IWR vs SMMD
iShares Russell Mid-Cap ETF vs iShares Russell 2500 ETF
Key differences
Both IWR and SMMD are equity ETFs. IWR charges 0.18% a year and SMMD 0.15%. The main difference: IWR is much larger than SMMD. Larger funds are usually more liquid and less likely to close.
- IWR is much larger than SMMD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SMMD has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWR | SMMD | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.15% |
| Fund size (AUM) | $54.8B | $3.4B |
| Since | 2001 | 2017 |
| Dividend yield | 1.16% | 1.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +18.3% | +30.8% |
| CAGR 3Y | +16.5% | +17.8% |
| CAGR 5Y | +7.6% | +7.2% |
| Sharpe 3Y | 0.81 | 0.76 |
| Volatility 1Y | 13.60% | 17.46% |
| Max drawdown | -40.59% | -41.06% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.