Screener
SMCP vs IWR
Smart Mid Cap Etf vs iShares Russell Mid-Cap ETF
Key differences
- SMCP follows a active selection strategy; IWR uses index tracking.
Side-by-side comparison
| SMCP | IWR | |
|---|---|---|
| Annual cost (TER) | — | 0.18% |
| Fund size (AUM) | — | $52.6B |
| Since | — | 2001 |
| Dividend yield | — | 1.19% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +23.2% |
| CAGR 3Y | N/A | +17.3% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | N/A | 0.86 |
| Volatility 1Y | — | 13.52% |
| Max drawdown | -4.57% | -40.59% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SMCP and IWR
Explore further