Screener
IWR vs TMSL
iShares Russell Mid-Cap ETF vs T. Rowe Price Small-Mid Cap ETF
Key differences
Both IWR and TMSL are equity ETFs. IWR charges 0.18% a year and TMSL 0.55%. The main difference: IWR costs 0.37% less per year.
- IWR costs 0.37% less per year.
- IWR is much larger than TMSL. 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 | TMSL | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.55% |
| Fund size (AUM) | $54.8B | $2.4B |
| Since | 2001 | 2023 |
| Dividend yield | 1.16% | 0.49% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +19.9% | +27.4% |
| CAGR 3Y | +17.8% | N/A |
| CAGR 5Y | +7.7% | N/A |
| Sharpe 3Y | 0.89 | N/A |
| Volatility 1Y | 13.54% | 17.59% |
| Max drawdown | -40.59% | -24.39% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.