Compare · 2 funds side by side · dividends reinvested

IWP and IWR

IWPiShares×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,596IWR · best of the two

02 / 04

IWP and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.0

iShares Russell Mid-Cap Growth ETFUS Stock Styles · Mid cap0.23%0.40%−3.6%−6.9%+15.9%+2.5%−12.8%18.8%$18.5B2.0

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: IWP 2001 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap Growth ETF · $18.5B$11,378

IWP

IWR

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

$10,000 five years ago, dividends reinvested · they hold 32.3% in common

IWPMeasureIWR

−3.6%Year to dateJan 1 → Nov 4+15.6%

−6.9%1 yearTotal return+16.7%

+15.9%3 years · per year$10,000 became $15,564 · $17,698+21.0%

+2.5%5 years · per year$10,000 became $11,319 · $14,220+7.3%

0.23%Expense ratio$23 · $18 a year on $10k · lower is better0.18%

0.40%Trailing 12-mo yield$40 · $115 a year on $10k1.15%

−12.8%Worst dropSmaller is better−8.2%

18.8%VolatilityLower is calmer13.4%

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

0–8IWR wins

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

More Ways to See the Pairs

IWP vs IWR: Top 5 Holdings

Today

IWP

12.4%in top 5

IWR

in top 53.8%

IWPStockIWR

3.1%SNOW0.8%

2.7%NET0.7%

2.4%DDOGnot top 5

2.1%SPGnot top 5

2.0%TRGPnot top 5

not top 5MPC1.0%

not top 5PSX0.8%

not top 5MRNA0.6%

Held in common32.3%

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

IWP vs IWR Returns, Every Period

iSharesIWP

+2.5%

5 years, per year

IWRiShares

+7.3%

5 years, per year

IWPIWRFaded: behind in that period

0–4IWR wins

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

IWP vs IWR

YTD

iSharesIWP

−3.6%

IWRiShares

+15.6%

−3.6%Year to date+15.6%

−12.8%Worst drop · 1Y−8.2%

18.8%Volatility · 1Y13.4%

0.4%Yield1.2%

$18.5BAssets$58.2B

4–0IWR wins

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

Cost, Income and Risk

Fees: IWP, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

IWP0.23%$23

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

Yields: IWP, IWR

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

IWP0.40%$40

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

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

IWP$40 − $23 = $17

KeptFee

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

Overlap: IWP, IWR

Today

32.3%most shared, IWP and IWR

IWPIWR

IWP—32.3%

IWR32.3%—

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

Return vs Bumpiness: 2 ETFs

+16.7%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

IWPWorst drop−12.8%18.8% vol

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

Paid More vs Made More

YTD

IWRIWP

+15.6%Year to date−3.6%

1.2%Yield0.4%

+16.7%Past year−6.9%

0.18%Fee0.23%

4–0IWR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026