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IWV vs IWR

iShares Russell 3000 ETF vs iShares Russell Mid-Cap ETF

IWV

iShares Russell 3000 ETF

Annual cost

0.20%

Fund size

$19.8B

IWR

iShares Russell Mid-Cap ETF

Annual cost

0.18%

Fund size

$54.8B

Key differences

Both IWV and IWR are equity ETFs. IWV charges 0.20% a year and IWR 0.18%. The main difference: Over the last three years, IWV has delivered higher annualized returns.

  • Over the last three years, IWV has delivered higher annualized returns.

Side-by-side comparison

IWVIWR
Annual cost (TER)0.20%0.18%
Fund size (AUM)$19.8B$54.8B
Since20002001
Dividend yield0.85%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.1%+18.3%
CAGR 3Y+20.4%+16.5%
CAGR 5Y+11.9%+7.6%
Sharpe 3Y1.070.81
Volatility 1Y12.46%13.60%
Max drawdown-35.22%-40.59%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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