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USPX vs IWR
Franklin U.S. Equity Index ETF vs iShares Russell Mid-Cap ETF
Key differences
- USPX costs 0.15% less per year.
- IWR is significantly larger than USPX — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, USPX has delivered higher annualized returns.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| USPX | IWR | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.18% |
| Fund size (AUM) | $1.8B | $52.6B |
| Since | 2016 | 2001 |
| Dividend yield | 1.09% | 1.19% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.8% | +21.8% |
| CAGR 3Y | +23.3% | +17.2% |
| CAGR 5Y | +12.6% | +8.1% |
| Sharpe 3Y | 1.22 | 0.86 |
| Volatility 1Y | 12.24% | 13.50% |
| Max drawdown | -31.21% | -40.59% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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