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TMSL vs IWM

T. Rowe Price Small-Mid Cap ETF vs iShares Russell 2000 ETF

TMSL

T. Rowe Price Small-Mid Cap ETF

Annual cost

0.55%

Fund size

$2.4B

IWM

iShares Russell 2000 ETF

Annual cost

0.19%

Fund size

$80.9B

Key differences

Both TMSL and IWM are equity ETFs. TMSL charges 0.55% a year and IWM 0.19%. The main difference: IWM costs 0.36% less per year.

  • IWM costs 0.36% less per year.
  • IWM is much larger than TMSL. Larger funds are usually more liquid and less likely to close.
  • IWM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TMSLIWM
Annual cost (TER)0.55%0.19%
Fund size (AUM)$2.4B$80.9B
Since20232000
Dividend yield0.49%0.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.6%+37.7%
CAGR 3YN/A+18.8%
CAGR 5YN/A+5.8%
Sharpe 3YN/A0.75
Volatility 1Y17.63%19.55%
Max drawdown-24.39%-41.13%

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

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