Skip to content
Beacon
Screener

NOEQ vs IWR

Northern Trust Us Equity Etf vs iShares Russell Mid-Cap ETF

NOEQ

NORTHERN TRUST US EQUITY ETF

Northern Trust

Annual cost

0.12%

Fund size

$833M

IWR

iShares Russell Mid-Cap ETF

iShares

Annual cost

0.18%

Fund size

$52.6B

Key differences

  • NOEQ costs 0.06% less per year.
  • IWR is significantly larger than NOEQ — larger funds tend to be more liquid and less likely to close.
  • IWR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NOEQIWR
Annual cost (TER)0.12%0.18%
Fund size (AUM)$833M$52.6B
Since20262001
Dividend yield1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+21.8%
CAGR 3YN/A+17.2%
CAGR 5YN/A+8.1%
Sharpe 3YN/A0.86
Volatility 1Y13.50%
Max drawdown-2.99%-40.59%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to NOEQ and IWR