Compare · 2 funds side by side · dividends reinvested

TMSL and IWR

TMSLT. Rowe Price×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,220IWR · best of the two

02 / 04

TMSL 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%$58.2B1.4

T. Rowe Price Small-Mid Cap ETFUS Stock Styles · Mid cap0.55%0.48%+17.0%+19.4%+22.6%[…]−11.2%18.2%$3.2B1.6

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: TMSL 2023 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Price Small-Mid Cap ETF · $3.2B[…]

TMSL

IWR

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

$10,000 five years ago, dividends reinvested · they hold 15.7% in common

TMSLMeasureIWR

+17.0%Year to dateJan 1 → Nov 3+15.6%

+19.4%1 yearTotal return+16.7%

+22.6%3 years · per year$10,000 became $18,421 · $17,698+21.0%

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

0.55%Expense ratio$55 · $18 a year on $10k · lower is better0.18%

0.48%Trailing 12-mo yield$48 · $115 a year on $10k1.15%

−11.2%Worst dropSmaller is better−8.2%

18.2%VolatilityLower is calmer13.4%

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

3–4IWR wins

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

More Ways to See the Pairs

TMSL vs IWR: Top 5 Holdings

Today

TMSL

5.3%in top 5

IWR

in top 53.8%

TMSLStockIWR

1.2%THCnot top 5

1.1%BPOPnot top 5

1.1%PRnot top 5

1.0%RSnot top 5

1.0%SWKnot top 5

not top 5MPC1.0%

not top 5PSX0.8%

not top 5SNOW0.8%

not top 5NET0.7%

not top 5MRNA0.6%

Held in common15.7%

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

TMSL vs IWR Returns, Every Period

T. Rowe PriceTMSL

+19.4%

past year

IWRiShares

+16.7%

past year

TMSLIWRFaded: behind in that period

3–0TMSL wins

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

TMSL vs IWR

YTD

T. Rowe PriceTMSL

+17.0%

IWRiShares

+15.6%

+17.0%Year to date+15.6%

−11.2%Worst drop · 1Y−8.2%

18.2%Volatility · 1Y13.4%

0.5%Yield1.2%

$3.2BAssets$58.2B

3–1IWR wins

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

Cost, Income and Risk

Fees: TMSL, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

TMSL0.55%$55

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

Yields: TMSL, IWR

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

TMSL0.48%$48

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

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

TMSL$48 − $55 = −$7

KeptFee

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

Overlap: TMSL, IWR

Today

15.7%most shared, TMSL and IWR

TMSLIWR

TMSL—15.7%

IWR15.7%—

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

Return vs Bumpiness: 2 ETFs

+19.4%TMSL, at 18.2% volatility

IWRWorst drop−8.2%13.4% vol

TMSLWorst drop−11.2%18.2% vol

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

Paid More vs Made More

YTD

IWRTMSL

+15.6%Year to date+17.0%

1.2%Yield0.5%

+16.7%Past year+19.4%

0.18%Fee0.55%

2–2level

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