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TACU vs IWR

T. Rowe Price Active Core U.S. Equity ETF vs iShares Russell Mid-Cap ETF

TACU

T. Rowe Price Active Core U.S. Equity ETF

Annual cost

0.00%

Fund size

$14M

IWR

iShares Russell Mid-Cap ETF

Annual cost

0.18%

Fund size

$54.8B

Key differences

Both TACU and IWR are equity ETFs. TACU charges 0.00% a year and IWR 0.18%. The main difference: TACU follows a active selection strategy; IWR uses index tracking.

  • TACU follows a active selection strategy; IWR uses index tracking.
  • TACU costs 0.18% less per year.
  • IWR is much larger than TACU. Larger funds are usually 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

TACUIWR
Annual cost (TER)0.00%0.18%
Fund size (AUM)$14M$54.8B
Since20252001
Dividend yield1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+19.9%
CAGR 3YN/A+17.8%
CAGR 5YN/A+7.7%
Sharpe 3YN/A0.89
Volatility 1Y13.54%
Max drawdown-8.91%-40.59%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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