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TMSL vs IWR

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

TMSL

T. Rowe Price Small-Mid Cap ETF

Annual cost

0.55%

Fund size

$2.4B

IWR

iShares Russell Mid-Cap ETF

Annual cost

0.18%

Fund size

$54.8B

Key differences

Both TMSL and IWR are equity ETFs. TMSL charges 0.55% a year and IWR 0.18%. The main difference: IWR costs 0.37% less per year.

  • IWR costs 0.37% less per year.
  • IWR is much larger than TMSL. 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

TMSLIWR
Annual cost (TER)0.55%0.18%
Fund size (AUM)$2.4B$54.8B
Since20232001
Dividend yield0.49%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.4%+19.9%
CAGR 3YN/A+17.8%
CAGR 5YN/A+7.7%
Sharpe 3YN/A0.89
Volatility 1Y17.59%13.54%
Max drawdown-24.39%-40.59%

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

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