MGMT vs IWR

AMGMT

BIWR

Measures won0–6IWR wins · of 6 · 5Y

$10,000 · 5Y$13,996IWR · MGMT $13,658

Lowest cost0.18%IWR · $18 on $10k

Most income1.15%IWR · $115 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common0.6%MGMT and IWR

Ballast Small/Mid Cap ETF · $167MiShares Russell Mid-Cap ETF · $58.6B

+16.0%3 years · per year$15,618 · $16,816+18.9%

+6.4%5 years · per year$13,658 · $13,996+7.0%

1.17%Expense ratio$117 · $18 on $10k · lower wins0.18%

0.30%12-mo yield$30 · $115 on $10k1.15%

End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.8%	+15.9%	+18.9%	+7.0%	−8.2%	$58.6B
2	AMGMT	Ballast Small/Mid Cap ETFRead Desk		1.17%	0.30%	−0.1%	+13.2%	+16.3%	+16.0%	+6.4%	−12.3%	$167M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	0.0%	+15.8%	+15.9%	+18.9%	+7.0%	−8.2%	$58.6B
2	AMGMT	Ballast Small/Mid Cap ETFRead Desk		1.17%	0.30%	−0.1%	+13.2%	+16.3%	+16.0%	+6.4%	−12.3%	$167M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MGMT

Ballast Small/Mid Cap

$13,658

IWR

iShares Russell Mid-Cap

$13,996

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