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STRN vs IWR

SMART Trend 25 ETF vs iShares Russell Mid-Cap ETF

STRN

SMART Trend 25 ETF

Annual cost

Fund size

IWR

iShares Russell Mid-Cap ETF

Annual cost

0.18%

Fund size

$52.6B

Key differences

  • STRN follows a active selection strategy; IWR uses index tracking.

Side-by-side comparison

STRNIWR
Annual cost (TER)0.18%
Fund size (AUM)$52.6B
Since2001
Dividend yield1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+23.2%
CAGR 3YN/A+17.3%
CAGR 5YN/A+8.5%
Sharpe 3YN/A0.86
Volatility 1Y13.52%
Max drawdown-15.43%-40.59%

Similar to STRN and IWR