Screener
LSEQ vs IWR
Harbor Long-Short Equity ETF vs iShares Russell Mid-Cap ETF
Key differences
- IWR costs 2.10% less per year.
- IWR is significantly larger than LSEQ — larger funds tend to be more liquid and less likely to close.
- LSEQ is classified as alternative, while IWR is equity — different risk/return profiles.
- LSEQ follows a long short strategy; IWR uses index tracking.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LSEQ | IWR | |
|---|---|---|
| Annual cost (TER) | 2.28% | 0.18% |
| Fund size (AUM) | $15M | $52.6B |
| Since | 2023 | 2001 |
| Dividend yield | 1.78% | 1.19% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | long short | index tracking |
| CAGR 1Y | +19.7% | +21.8% |
| CAGR 3Y | N/A | +17.2% |
| CAGR 5Y | N/A | +8.1% |
| Sharpe 3Y | N/A | 0.86 |
| Volatility 1Y | 14.96% | 13.50% |
| Max drawdown | -8.35% | -40.59% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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