iShares Russell Mid-Cap Value ETF (IWS) belongs to the Mid Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with IWS. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IWS
IWS charges 0.23% annually. There are 10 ETFs in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.06%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Morningstar Mid-Cap ETF | 0.06% | 1.05B | Jun 2004 | IWS vs IMCV | |
| Vanguard Mid-Cap Value ETF | 0.07% | 36.70B | Aug 2006 | IWS vs VOE | |
| Research Affiliates Deletions ETF | 0.09% | 34.44M | Sep 2024 | IWS vs NIXT | |
| Vanguard S&P Mid-Cap 400 Value ETF | 0.10% | 1.40B | Sep 2010 | IWS vs IVOV | |
| Vanguard U.S. Value Factor ETF | 0.13% | 814.80M | Feb 2018 | IWS vs VFVA |
Best Risk-Adjusted Alternatives to IWS
IWS has a PortfoliosLab risk / return rank of 67. There are 8 ETFs in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Equities for Rising Rates ETF | 93 | 62.00M | Jul 2017 | IWS vs EQRR | |
| Invesco S&P Ultra Dividend Revenue ETF | 77 | 1.08B | Oct 2013 | IWS vs RDIV | |
| Bushido Capital US SMID Cap Equity ETF | 73 | — | May 2025 | IWS vs RNIN | |
| Alpha Architect U.S. Quantitative Value ETF | 72 | 509.34M | Oct 2014 | IWS vs QVAL | |
| Amplify Cash Flow Dividend Leaders ETF | 70 | 34.01M | Sep 2023 | IWS vs COWS |
Top Performing IWS Alternatives (YTD)
IWS is at 15.10% YTD. There are 5 ETFs in the Mid Cap Value Equities category with higher YTD returns, going as high as 28.07%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Equities for Rising Rates ETF | 28.07% | 62.00M | Jul 2017 | IWS vs EQRR | |
| Research Affiliates Deletions ETF | 20.11% | 34.44M | Sep 2024 | IWS vs NIXT | |
| Harbor Mid Cap Value ETF | 18.27% | 4.62M | May 2025 | IWS vs EPMV | |
| Bushido Capital US SMID Cap Equity ETF | 17.39% | — | May 2025 | IWS vs RNIN | |
| iShares MSCI Agriculture Producers ETF | 16.31% | 158.01M | Jan 2012 | IWS vs VEGI |
Lowest Volatility Alternatives to IWS
IWS has 13.19% 1-year volatility. There are 19 ETFs in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 9.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Value Line Dividend Index Fund | 9.48% | 7.96B | Aug 2003 | IWS vs FVD | |
| Global X Adaptive U.S. Factor ETF | 10.14% | 848.05M | Aug 2018 | IWS vs AUSF | |
| SPDR S&P Dividend ETF | 10.33% | 21.14B | Nov 2005 | IWS vs SDY | |
| Timothy Plan High Dividend Stock ETF | 10.48% | 341.43M | Apr 2019 | IWS vs TPHD | |
| Xtrackers S&P ESG Dividend Aristocrats ETF | 11.05% | 2.61M | Nov 2022 | IWS vs SNPD |
Lowest Drawdown Alternatives to IWS
IWS has a 1-year max drawdown of -7.53%. There are 15 ETFs in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.84%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Ultra Dividend Revenue ETF | -4.84% | 1.08B | Oct 2013 | IWS vs RDIV | |
| ProShares Equities for Rising Rates ETF | -4.95% | 62.00M | Jul 2017 | IWS vs EQRR | |
| Pacer US Cash Cows 100 ETF | -5.00% | 18.47B | Dec 2016 | IWS vs COWZ | |
| Bushido Capital US SMID Cap Equity ETF | -5.70% | — | May 2025 | IWS vs RNIN | |
| Global X Adaptive U.S. Factor ETF | -5.84% | 848.05M | Aug 2018 | IWS vs AUSF |
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 $855B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 1.50% | 91.90B | May 2020 | IWS vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 2 | -23.36% | 58.12B | Jan 2024 | IWS vs IBIT | |
| iShares Core S&P 500 ETF | S&P 500 | 75 | 11.70% | 854.92B | May 2000 | IWS vs IVV | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 16 | 0.13% | 42.90B | Jul 2002 | IWS vs TLT | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 97 | 101.03% | 38.37B | Jul 2001 | IWS vs SOXX | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 76 | 9.06% | 40.46B | Jun 2014 | IWS vs DGRO | |
| iShares Silver Trust | Silver, Precious Metals | 52 | 5.54% | 36.82B | Apr 2006 | IWS vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 34 | 4.00% | 69.92B | Jan 2005 | IWS vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 69 | 18.69% | 80.93B | May 2000 | IWS vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 71 | 13.06% | 32.93B | Mar 2008 | IWS vs ACWI |
Often Compared With IWS
Investors most often compare IWS with IWP, IWN, IWD. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare IWS with Any Fund or Stock
Compare IWS with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IWS with funds that move differently
iShares Russell Mid-Cap Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IWS.
Explore IWS Diversifiers