Compare · 3 funds side by side · dividends reinvested

MMID, IWR and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

MMID, IWR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+16.3%+19.2%+19.5%+7.3%−8.2%14.1%$58.7B1.5

MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap ETFUS Stock Styles · Mid cap0.59%0.91%+11.3%+14.6%[…][…]−7.9%13.5%$37M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: MMID 2025 · IWR 2001 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap ETF · $37M[…]

MMID

IWR

iShares Russell Mid-Cap ETF · $58.7B$14,217

$10,000 five years ago, dividends reinvested · they hold 14.9% in common

MMIDMeasureIWR

+11.3%Year to dateJan 1 → Nov 9+16.3%

+14.6%1 yearTotal return+19.2%

[…]3 years · per year$10,000 became […] · $17,081+19.5%

[…]5 years · per year$10,000 became […] · $14,217+7.3%

0.59%Expense ratio$59 · $18 a year on $10k · lower is better0.18%

0.91%Trailing 12-mo yield$91 · $115 a year on $10k1.15%

−7.9%Worst dropSmaller is better−8.2%

13.5%VolatilityLower is calmer14.1%

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

2–4IWR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MMID vs IWR: Top 5 Holdings

Today

MMID

9.1%in top 5

IWR

in top 53.6%

MMIDStockIWR

2.1%GPNnot top 5

1.8%BDXnot top 5

1.8%WATnot top 5

1.7%Anot top 5

1.6%LNGnot top 5

not top 5MPC0.8%

not top 5PSX0.7%

not top 5MRNA0.7%

not top 5SNOW0.7%

not top 5NET0.6%

Held in common14.9%

End-of-day Nov 9, 2026 · share of each fund

MMID vs IWR Returns, Every Period

MFSMMID

+14.6%

past year

IWRiShares

+19.2%

past year

MMIDIWRFaded: behind in that period

0–2IWR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

MMID vs IWR

YTD

MFSMMID

+11.3%

IWRiShares

+16.3%

+11.3%Year to date+16.3%

−7.9%Worst drop · 1Y−8.2%

13.5%Volatility · 1Y14.1%

0.9%Yield1.1%

$36.9MAssets$58.7B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MMID, IWR, IWF

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

IWF0.18%$18

MMID0.59%$59

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MMID, IWR, IWF

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

MMID0.91%$91

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

MMID$91 − $59 = $32

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MMID, IWR, IWF

Today

14.9%most shared, MMID and IWR

MMIDIWRIWF

MMID—14.9%1.3%

IWR14.9%—10.1%

IWF1.3%10.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.2%IWR, at 14.1% volatility

MMIDWorst drop−7.9%13.5% vol

IWRWorst drop−8.2%14.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IWRMMID

+16.3%Year to date+11.3%

1.1%Yield0.9%

+19.2%Past year+14.6%

0.18%Fee0.59%

4–0IWR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026