Screener
MDIV vs IWR
Multi-Asset Diversified Income Index Fund vs iShares Russell Mid-Cap ETF
Key differences
MDIV is a mixed asset ETF, while IWR is an equity ETF. MDIV charges 0.71% a year and IWR 0.18%.
- MDIV is a mixed asset fund, while IWR is an equity fund. They carry different risk/return profiles.
- IWR costs 0.53% less per year.
- IWR is much larger than MDIV. Larger funds are usually more liquid and less likely to close.
- Over the last three 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
| MDIV | IWR | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.18% |
| Fund size (AUM) | $411M | $54.8B |
| Since | 2012 | 2001 |
| Dividend yield | 6.38% | 1.16% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +12.3% | +21.9% |
| CAGR 3Y | +11.4% | +17.0% |
| CAGR 5Y | +5.9% | +8.2% |
| Sharpe 3Y | 0.85 | 0.84 |
| Volatility 1Y | 6.71% | 13.79% |
| Max drawdown | -48.50% | -40.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.