Screener
IWR vs XCHG
iShares Russell Mid-Cap ETF vs Ab US Equity ETF
Key differences
- IWR costs 0.32% less per year.
- IWR is significantly larger than XCHG — larger funds tend to be more liquid and less likely to close.
- IWR follows a index tracking strategy; XCHG uses active selection.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWR | XCHG | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.50% |
| Fund size (AUM) | $52.6B | $685M |
| Since | 2001 | 2025 |
| Dividend yield | 1.19% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.8% | N/A |
| CAGR 3Y | +17.2% | N/A |
| CAGR 5Y | +8.1% | N/A |
| Sharpe 3Y | 0.86 | N/A |
| Volatility 1Y | 13.50% | — |
| Max drawdown | -40.59% | -9.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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