Screener
IWX vs IWR
iShares Russell Top 200 Value ETF vs iShares Russell Mid-Cap ETF
Key differences
- IWR is significantly larger than IWX — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IWX has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWX | IWR | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.18% |
| Fund size (AUM) | $3.4B | $52.6B |
| Since | 2009 | 2001 |
| Dividend yield | 1.53% | 1.19% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.4% | +21.8% |
| CAGR 3Y | +18.9% | +17.2% |
| CAGR 5Y | +11.1% | +8.1% |
| Sharpe 3Y | 1.20 | 0.86 |
| Volatility 1Y | 10.11% | 13.50% |
| Max drawdown | -35.76% | -40.59% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IWX and IWR
Explore further