Compare · 2 funds side by side · dividends reinvested

RSMC and IWR

RSMCRockefeller×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

RSMC and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.0

Rockefeller U.S. Small-Mid Cap ETFUS Stock Styles · Mid cap0.75%0.00%+11.3%+10.2%[…][…]−10.5%16.5%$736M2.0

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: RSMC 2024 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Rockefeller U.S. Small-Mid Cap ETF · $736M[…]

RSMC

IWR

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

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

RSMCMeasureIWR

+11.3%Year to dateJan 1 → Nov 4+16.9%

+10.2%1 yearTotal return+18.2%

[…]3 years · per year$10,000 became […] · $17,790+21.2%

[…]5 years · per year$10,000 became […] · $14,596+7.9%

0.75%Expense ratio$75 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $114 a year on $10k1.14%

−10.5%Worst dropSmaller is better−8.2%

16.5%VolatilityLower is calmer13.4%

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

0–6IWR wins

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

More Ways to See the Pairs

RSMC vs IWR: Top 5 Holdings

Today

RSMC

17.0%in top 5

IWR

in top 53.7%

RSMCStockIWR

3.9%HASInot top 5

3.3%RDNTnot top 5

3.3%BJnot top 5

3.3%PJTnot top 5

3.2%KFYnot top 5

not top 5MPC0.9%

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common1.3%

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

RSMC vs IWR Returns, Every Period

RockefellerRSMC

+10.2%

past year

IWRiShares

+18.2%

past year

RSMCIWRFaded: behind in that period

0–2IWR wins

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

RSMC vs IWR

YTD

RockefellerRSMC

+11.3%

IWRiShares

+16.9%

+11.3%Year to date+16.9%

−10.5%Worst drop · 1Y−8.2%

16.5%Volatility · 1Y13.4%

0.0%Yield1.1%

$736MAssets$58.2B

4–0IWR wins

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

Cost, Income and Risk

Fees: RSMC, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

RSMC0.75%$75

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

Yields: RSMC, IWR

1.14%highest, IWR

FundTrailing yieldYield$10k

IWR1.14%$114

RSMC0.00%$0

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

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

RSMC$0 − $75 = −$75

KeptFee

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

Overlap: RSMC, IWR

Today

1.3%most shared, RSMC and IWR

RSMCIWR

RSMC—1.3%

IWR1.3%—

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

IWRWorst drop−8.2%13.4% vol

RSMCWorst drop−10.5%16.5% vol

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

Paid More vs Made More

YTD

IWRRSMC

+16.9%Year to date+11.3%

1.1%Yield0.0%

+18.2%Past year+10.2%

0.18%Fee0.75%

4–0IWR 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