Screener
IWS vs FMDE
iShares Russell Mid-Cap Value ETF vs Fidelity Enhanced Mid Cap Core ETF
Key differences
Both IWS and FMDE are equity ETFs. IWS charges 0.23% a year and FMDE 0.23%. The main difference: IWS follows a index tracking strategy; FMDE uses index enhanced.
- IWS follows a index tracking strategy; FMDE uses index enhanced.
- IWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWS | FMDE | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.23% |
| Fund size (AUM) | $15.3B | $7.0B |
| Since | 2001 | 2007 |
| Dividend yield | 1.35% | 1.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +25.6% | +18.7% |
| CAGR 3Y | +18.1% | N/A |
| CAGR 5Y | +8.2% | N/A |
| Sharpe 3Y | 0.93 | N/A |
| Volatility 1Y | 13.30% | 13.75% |
| Max drawdown | -43.83% | -21.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.