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IWR vs VOE

iShares Russell Mid-Cap ETF vs Vanguard Mid-Cap Value Index Fund

IWR

iShares Russell Mid-Cap ETF

iShares

Annual cost

0.18%

Fund size

$52.6B

VOE

Vanguard Mid-Cap Value Index Fund

Vanguard

Annual cost

0.05%

Fund size

$36.7B

Key differences

  • VOE costs 0.13% less per year.
  • IWR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IWRVOE
Annual cost (TER)0.18%0.05%
Fund size (AUM)$52.6B$36.7B
Since20012006
Dividend yield1.19%1.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.8%+23.7%
CAGR 3Y+17.2%+16.6%
CAGR 5Y+8.1%+8.6%
Sharpe 3Y0.860.92
Volatility 1Y13.50%11.61%
Max drawdown-40.59%-43.18%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IWR and VOE