Compare · 2 funds side by side · dividends reinvested

IWS and IWR

IWSiShares×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,424IWS · best of the two

02 / 04

IWS and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap Value ETFUS Stock Styles · Mid cap0.23%1.29%+22.1%+25.2%+22.3%+9.1%−7.5%13.0%$14.9B1.1

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: IWS 2001 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap Value ETF · $14.9B$15,424

IWS

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,220

$10,000 five years ago, dividends reinvested · they hold 78.4% in common

IWSMeasureIWR

+22.1%Year to dateJan 1 → Nov 3+15.6%

+25.2%1 yearTotal return+16.7%

+22.3%3 years · per year$10,000 became $18,297 · $17,698+21.0%

+9.1%5 years · per year$10,000 became $15,424 · $14,220+7.3%

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

1.29%Trailing 12-mo yield$129 · $115 a year on $10k1.15%

−7.5%Worst dropSmaller is better−8.2%

13.0%VolatilityLower is calmer13.4%

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

7–1IWS wins

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

More Ways to See the Pairs

IWS vs IWR: Top 5 Holdings

Today

IWS

3.8%in top 5

IWR

in top 53.8%

IWSStockIWR

1.0%PSX0.8%

not top 5MPC1.0%

0.8%MRNA0.6%

not top 5SNOW0.8%

0.7%HPEnot top 5

not top 5NET0.7%

0.6%DLRnot top 5

0.6%ALLnot top 5

Held in common78.4%

End-of-day Nov 3, 2026 · share of each fund

IWS vs IWR Returns, Every Period

iSharesIWS

+9.1%

5 years, per year

IWRiShares

+7.3%

5 years, per year

IWSIWRFaded: behind in that period

4–0IWS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IWS vs IWR

YTD

iSharesIWS

+22.1%

IWRiShares

+15.6%

+22.1%Year to date+15.6%

−7.5%Worst drop · 1Y−8.2%

13.0%Volatility · 1Y13.4%

1.3%Yield1.2%

$14.9BAssets$58.2B

4–0IWS wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWS, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

IWS0.23%$23

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IWS, IWR

1.29%highest, IWS

FundTrailing yieldYield$10k

IWS1.29%$129

IWR1.15%$115

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IWS

IWS$129 − $23 = $106

IWR$115 − $18 = $97

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IWS, IWR

Today

78.4%most shared, IWS and IWR

IWSIWR

IWS—78.4%

IWR78.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.2%IWS, at 13.0% volatility

IWSWorst drop−7.5%13.0% vol

IWRWorst drop−8.2%13.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWSIWR

+22.1%Year to date+15.6%

1.3%Yield1.2%

+25.2%Past year+16.7%

0.23%Fee0.18%

3–1IWS wins

End-of-day Nov 3, 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 3, 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 3, 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 3, 2026