Screener
IWR vs TACU
iShares Russell Mid-Cap ETF vs T. Rowe Price Active Core U.S. Equity ETF
Key differences
Both IWR and TACU are equity ETFs. IWR charges 0.18% a year and TACU 0.00%. The main difference: IWR follows a index tracking strategy; TACU uses active selection.
- IWR follows a index tracking strategy; TACU uses active selection.
- TACU costs 0.18% less per year.
- IWR is much larger than TACU. Larger funds are usually 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 | TACU | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.00% |
| Fund size (AUM) | $54.8B | $14M |
| Since | 2001 | 2025 |
| Dividend yield | 1.16% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +19.9% | N/A |
| CAGR 3Y | +17.8% | N/A |
| CAGR 5Y | +7.7% | N/A |
| Sharpe 3Y | 0.89 | N/A |
| Volatility 1Y | 13.54% | — |
| Max drawdown | -40.59% | -8.91% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.