Screener
TEQI vs IWR
T. Rowe Price Equity Income ETF vs iShares Russell Mid-Cap ETF
Key differences
Both TEQI and IWR are equity ETFs. TEQI charges 0.54% a year and IWR 0.18%. The main difference: TEQI follows a active selection strategy; IWR uses index tracking.
- TEQI follows a active selection strategy; IWR uses index tracking.
- IWR costs 0.36% less per year.
- IWR is much larger than TEQI. 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
| TEQI | IWR | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.18% |
| Fund size (AUM) | $406M | $54.8B |
| Since | 2020 | 2001 |
| Dividend yield | 1.54% | 1.16% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +19.9% |
| CAGR 3Y | +17.3% | +17.8% |
| CAGR 5Y | +9.2% | +7.7% |
| Sharpe 3Y | 1.03 | 0.89 |
| Volatility 1Y | 10.59% | 13.54% |
| Max drawdown | -17.82% | -40.59% |
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