Compare · 2 funds side by side · dividends reinvested

FLQM and IWR

FLQMFranklin Templeton×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,962FLQM · best of the two

02 / 04

FLQM and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin U.S. Mid Cap Multifactor Index ETFUS Stock Styles · Mid cap0.30%1.55%+14.1%+17.8%+17.4%+8.4%−7.6%12.5%$1.5B1.5

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FLQM 2017 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Franklin U.S. Mid Cap Multifactor Index ETF · $1.5B$14,962

FLQM

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 25.1% in common

FLQMMeasureIWR

+14.1%Year to dateJan 1 → Nov 4+16.9%

+17.8%1 yearTotal return+18.2%

+17.4%3 years · per year$10,000 became $16,191 · $17,790+21.2%

+8.4%5 years · per year$10,000 became $14,962 · $14,596+7.9%

0.30%Expense ratio$30 · $18 a year on $10k · lower is better0.18%

1.55%Trailing 12-mo yield$155 · $114 a year on $10k1.14%

−7.6%Worst dropSmaller is better−8.2%

12.5%VolatilityLower is calmer13.4%

FLQMIWR Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FLQM vs IWR: Top 5 Holdings

Today

FLQM

6.2%in top 5

IWR

in top 53.7%

FLQMStockIWR

1.5%KMBnot top 5

1.2%ALLnot top 5

1.2%EXPEnot top 5

1.2%CORnot top 5

1.2%WSMnot top 5

not top 5MPC0.9%

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common25.1%

End-of-day Nov 4, 2026 · share of each fund

FLQM vs IWR Returns, Every Period

Franklin TempletonFLQM

+8.4%

5 years, per year

IWRiShares

+7.9%

5 years, per year

FLQMIWRFaded: behind in that period

1–3IWR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FLQM vs IWR

YTD

Franklin TempletonFLQM

+14.1%

IWRiShares

+16.9%

+14.1%Year to date+16.9%

−7.6%Worst drop · 1Y−8.2%

12.5%Volatility · 1Y13.4%

1.6%Yield1.1%

$1.5BAssets$58.2B

3–1FLQM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FLQM, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

FLQM0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FLQM, IWR

1.55%highest, FLQM

FundTrailing yieldYield$10k

FLQM1.55%$155

IWR1.14%$114

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$125most kept, FLQM

FLQM$155 − $30 = $125

IWR$114 − $18 = $96

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FLQM, IWR

Today

25.1%most shared, FLQM and IWR

FLQMIWR

FLQM—25.1%

IWR25.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.2%IWR, at 13.4% volatility

FLQMWorst drop−7.6%12.5% vol

IWRWorst drop−8.2%13.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FLQMIWR

+14.1%Year to date+16.9%

1.6%Yield1.1%

+17.8%Past year+18.2%

0.30%Fee0.18%

3–1IWR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026