Compare · 2 funds side by side · dividends reinvested

SMIZ and IWR

SMIZZacks×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

SMIZ 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%$58.2B1.1

Zacks Small/Mid Cap ETFUS Stock Styles · Mid cap0.60%0.56%+11.0%+10.7%+21.2%[…]−10.5%17.8%$275M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: SMIZ 2023 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Zacks Small/Mid Cap ETF · $275M[…]

SMIZ

IWR

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

$10,000 five years ago, dividends reinvested · they hold 16.7% in common

SMIZMeasureIWR

+11.0%Year to dateJan 1 → Nov 4+15.6%

+10.7%1 yearTotal return+16.7%

+21.2%3 years · per year$10,000 became $17,801 · $17,698+21.0%

[…]5 years · per year$10,000 became […] · $14,220+7.3%

0.60%Expense ratio$60 · $18 a year on $10k · lower is better0.18%

0.56%Trailing 12-mo yield$56 · $115 a year on $10k1.15%

−10.5%Worst dropSmaller is better−8.2%

17.8%VolatilityLower is calmer13.4%

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

1–6IWR wins

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

More Ways to See the Pairs

SMIZ vs IWR: Top 5 Holdings

Today

SMIZ

6.0%in top 5

IWR

in top 53.8%

SMIZStockIWR

1.4%EMEnot top 5

1.3%VSTSnot top 5

1.1%AMGnot top 5

1.1%CVLTnot top 5

1.0%EXPDnot top 5

not top 5MPC1.0%

not top 5PSX0.8%

not top 5SNOW0.8%

not top 5NET0.7%

not top 5MRNA0.6%

Held in common16.7%

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

SMIZ vs IWR Returns, Every Period

ZacksSMIZ

+10.7%

past year

IWRiShares

+16.7%

past year

SMIZIWRFaded: behind in that period

1–2IWR wins

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

SMIZ vs IWR

YTD

ZacksSMIZ

+11.0%

IWRiShares

+15.6%

+11.0%Year to date+15.6%

−10.5%Worst drop · 1Y−8.2%

17.8%Volatility · 1Y13.4%

0.6%Yield1.2%

$275MAssets$58.2B

4–0IWR wins

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

Cost, Income and Risk

Fees: SMIZ, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

SMIZ0.60%$60

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

Yields: SMIZ, IWR

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

SMIZ0.56%$56

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

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

SMIZ$56 − $60 = −$4

KeptFee

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

Overlap: SMIZ, IWR

Today

16.7%most shared, SMIZ and IWR

SMIZIWR

SMIZ—16.7%

IWR16.7%—

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

SMIZWorst drop−10.5%17.8% vol

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

Paid More vs Made More

YTD

IWRSMIZ

+15.6%Year to date+11.0%

1.2%Yield0.6%

+16.7%Past year+10.7%

0.18%Fee0.60%

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