Screener
IYLD vs IWR
iShares Morningstar Multi-Asset Income ETF vs iShares Russell Mid-Cap ETF
Key differences
- IWR costs 0.32% less per year.
- IWR is significantly larger than IYLD — larger funds tend to be more liquid and less likely to close.
- IYLD is classified as mixed asset, while IWR is equity — different risk/return profiles.
- IYLD follows a active selection strategy; IWR uses index tracking.
- Over the last 3 years, IWR has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IYLD | IWR | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.18% |
| Fund size (AUM) | $128M | $54.8B |
| Since | 2012 | 2001 |
| Dividend yield | 4.56% | 1.16% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +13.1% | +19.9% |
| CAGR 3Y | +11.0% | +17.8% |
| CAGR 5Y | +3.4% | +7.7% |
| Sharpe 3Y | 1.11 | 0.89 |
| Volatility 1Y | 5.82% | 13.54% |
| Max drawdown | -30.23% | -40.59% |
Similar to IYLD and IWR
Explore further