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IWR vs TMFC
iShares Russell Mid-Cap ETF vs Motley Fool 100 Index ETF
Key differences
Both IWR and TMFC are equity ETFs. IWR charges 0.18% a year and TMFC 0.50%. The main difference: IWR costs 0.32% less per year.
- IWR costs 0.32% less per year.
- IWR is much larger than TMFC. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TMFC has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWR | TMFC | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.50% |
| Fund size (AUM) | $54.8B | $2.1B |
| Since | 2001 | 2018 |
| Dividend yield | 1.16% | 0.13% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +19.9% | +22.0% |
| CAGR 3Y | +17.8% | +25.9% |
| CAGR 5Y | +7.7% | +15.3% |
| Sharpe 3Y | 0.89 | 1.20 |
| Volatility 1Y | 13.54% | 13.85% |
| Max drawdown | -40.59% | -33.06% |
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