TSME vs IWR

ATSME

BIWR

Measures won1–4IWR wins · of 6 · 5Y

$10,000 · 5Y$16,557VUG · IWR $14,198

Lowest cost0.03%VUG · $3 on $10k

Most income1.14%IWR · $114 on $10k

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

Held in common4.4%TSME and IWR

Thrivent Small-Mid Cap Equity ETF · $848MiShares Russell Mid-Cap ETF · $58.7B

+20.0%3 years · per year$17,270 · $16,967+19.3%

[…]5 years · per year[…] · $14,198+7.3%

0.65%Expense ratio$65 · $18 on $10k · lower wins0.18%

0.15%12-mo yield$15 · $114 on $10k1.14%

Cards for this view

TSME

Thrivent Small-Mid Cap Equity

[…]

IWR

iShares Russell Mid-Cap

$14,198

MeasureTSMEIWR

Fee0.65%0.18%

Cost on $10k a year$65$18

Yield0.15%1.14%

5 years, per year[…]+7.3%

3 years, per year+20.0%+19.3%

Worst drop · 1Y−16.0%−8.2%

Volatility · 1Y24.5%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.14%	+1.0%	+17.0%	+17.6%	+19.3%	+7.3%	−8.2%	$58.7B
3	ATSME	Thrivent Small-Mid Cap Equity ETFRead Desk	0.65%	0.15%	+0.8%	+9.5%	+10.1%	+20.0%	new	−16.0%	$848M

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.14%	+1.0%	+17.0%	+17.6%	+19.3%	+7.3%	−8.2%	$58.7B
3	ATSME	Thrivent Small-Mid Cap Equity ETFRead Desk	0.65%	0.15%	+0.8%	+9.5%	+10.1%	+20.0%	new	−16.0%	$848M

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