iShares Russell Midcap ETF (IWR) belongs to the Mid Cap Growth Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with IWR. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IWR
IWR charges 0.19% annually. There are 6 ETFs in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| BNY Mellon US Mid Cap Core Equity ETF | 0.04% | 658.44M | Apr 2020 | IWR vs BKMC | |
| Vanguard Mid-Cap Growth ETF | 0.05% | 33.80B | Aug 2006 | IWR vs VOT | |
| iShares Morningstar Mid-Cap Growth ETF | 0.06% | 4.65B | Jun 2004 | IWR vs IMCG | |
| Invesco NASDAQ Next Gen 100 ETF | 0.15% | 1.12B | Oct 2020 | IWR vs QQQJ | |
| SPDR S&P 400 Mid Cap Growth ETF | 0.15% | 2.95B | Nov 2005 | IWR vs MDYG |
Best Risk-Adjusted Alternatives to IWR
IWR has a PortfoliosLab risk / return rank of 60. There are 10 ETFs in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Galaxy Transformative Tech Accelerators ETF | 94 | 14.64M | Sep 2024 | IWR vs TEKX | |
| Pinnacle Focused Opportunities ETF | 82 | 97.96M | Dec 2022 | IWR vs FCUS | |
| Invesco NASDAQ Next Gen 100 ETF | 79 | 1.12B | Oct 2020 | IWR vs QQQJ | |
| Invesco S&P MidCap Momentum ETF | 74 | 8.18B | Mar 2005 | IWR vs XMMO | |
| First Trust Multi Cap Growth AlphaDEX Fund | 69 | 566.40M | May 2007 | IWR vs FAD |
Top Performing IWR Alternatives (YTD)
IWR is at 14.90% YTD. There are 16 ETFs in the Mid Cap Growth Equities category with higher YTD returns, going as high as 75.99%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Galaxy Transformative Tech Accelerators ETF | 75.99% | 14.64M | Sep 2024 | IWR vs TEKX | |
| Pinnacle Focused Opportunities ETF | 43.69% | 97.96M | Dec 2022 | IWR vs FCUS | |
| Innovator IBD Breakout Opportunities ETF | 34.56% | 15.73M | Sep 2018 | IWR vs BOUT | |
| Invesco Dorsey Wright Momentum ETF | 30.35% | 1.64B | Mar 2007 | IWR vs PDP | |
| Invesco S&P MidCap Momentum ETF | 23.99% | 8.18B | Mar 2005 | IWR vs XMMO |
Lowest Volatility Alternatives to IWR
IWR has 13.83% 1-year volatility. There is 1 ETF in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Timothy Plan Fund Timothy Plan US Large/Mid Cap Co... | 11.72% | 310.95M | Apr 2019 | IWR vs TPLC | |
| John Hancock Multifactor Mid Cap ETF | 14.44% | 5.70B | Sep 2015 | IWR vs JHMM | |
| Virtus KAR Mid-Cap ETF | 14.84% | 47.86M | Oct 2024 | IWR vs KMID | |
| WisdomTree U.S. MidCap Quality Growth Fund | 15.11% | 2.17M | Jan 2024 | IWR vs QMID | |
| BNY Mellon US Mid Cap Core Equity ETF | 15.43% | 658.44M | Apr 2020 | IWR vs BKMC |
Lowest Drawdown Alternatives to IWR
IWR has a 1-year max drawdown of -8.17%. There is 1 ETF in the Mid Cap Growth Equities category with a shallower 1-year drawdown, going as shallow as -7.58%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Timothy Plan Fund Timothy Plan US Large/Mid Cap Co... | -7.58% | 310.95M | Apr 2019 | IWR vs TPLC | |
| Invesco S&P MidCap Momentum ETF | -8.34% | 8.18B | Mar 2005 | IWR vs XMMO | |
| John Hancock Multifactor Mid Cap ETF | -8.64% | 5.70B | Sep 2015 | IWR vs JHMM | |
| BNY Mellon US Mid Cap Core Equity ETF | -9.82% | 658.44M | Apr 2020 | IWR vs BKMC | |
| SPDR S&P 400 Mid Cap Growth ETF | -9.91% | 2.95B | Nov 2005 | IWR vs MDYG |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, IVV and span 14 categories. AUM among these funds goes as high as $838B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 1.73% | 95.28B | May 2020 | IWR vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 2 | -32.49% | 48.04B | Jan 2024 | IWR vs IBIT | |
| iShares Core S&P 500 ETF | S&P 500 | 63 | 8.10% | 837.93B | May 2000 | IWR vs IVV | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 96 | 107.83% | 46.67B | Jul 2001 | IWR vs SOXX | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 15 | 2.11% | 41.34B | Jul 2002 | IWR vs TLT | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 82 | 9.70% | 41.89B | Jun 2014 | IWR vs DGRO | |
| iShares Silver Trust | Silver, Precious Metals | 29 | -18.72% | 32.53B | Apr 2006 | IWR vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 22 | -6.73% | 64.29B | Jan 2005 | IWR vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 78 | 21.93% | 81.35B | May 2000 | IWR vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 63 | 10.05% | 32.95B | Mar 2008 | IWR vs ACWI |
Often Compared With IWR
Investors most often compare IWR with VO, IWD, SPMD. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare IWR with Any Fund or Stock
Compare IWR with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IWR with funds that move differently
iShares Russell Midcap ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IWR.
Explore IWR Diversifiers