iShares MSCI World Mid-Cap Equal Weight UCITS ETF (IWSZ.L) belongs to the Mid Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with IWSZ.L. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IWSZ.L
IWSZ.L charges 0.30% annually. There are 2 ETFs in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.20%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Size Factor UCITS ETF | 0.20% | 221.39M | Oct 2016 | IWSZ.L vs IUSF.L | |
| iShares MSCI USA Mid-Cap Equal Weight UCITS ETF US... | 0.20% | — | Oct 2016 | IWSZ.L vs IUSZ.L | |
| SPDR S&P 400 US Mid Cap UCITS ETF | 0.30% | — | Jan 2012 | IWSZ.L vs SPX4.L | |
| Northern Trust Listed Private Equity UCITS ETF USD... | 0.40% | — | Dec 2021 | IWSZ.L vs FLPE.L | |
| iShares MSCI EMU Mid Cap UCITS ETF EUR (Acc) | 0.49% | — | Sep 2013 | IWSZ.L vs EMUM.L |
Best Risk-Adjusted Alternatives to IWSZ.L
IWSZ.L has a PortfoliosLab risk / return rank of 43. There are 4 ETFs in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 70.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI EMU Mid Cap UCITS ETF EUR (Acc) | 70 | — | Sep 2013 | IWSZ.L vs EMUM.L | |
| SPDR S&P 400 US Mid Cap UCITS ETF | 64 | — | Jan 2012 | IWSZ.L vs SPX4.L | |
| iShares MSCI Japan Small Cap UCITS ETF USD (Dist) | 55 | — | May 2008 | IWSZ.L vs IDJP.L | |
| iShares MSCI USA Mid-Cap Equal Weight UCITS ETF US... | 45 | — | Oct 2016 | IWSZ.L vs IUSZ.L | |
| iShares Edge MSCI USA Size Factor UCITS ETF | 43 | 221.39M | Oct 2016 | IWSZ.L vs IUSF.L |
Top Performing IWSZ.L Alternatives (YTD)
IWSZ.L is at 7.23% YTD. There are 6 ETFs in the Mid Cap Blend Equities category with higher YTD returns, going as high as 16.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI Turkey UCITS ETF USD (Dist) | 16.16% | — | Nov 2006 | IWSZ.L vs IDTK.L | |
| SPDR S&P 400 US Mid Cap UCITS ETF | 14.27% | — | Jan 2012 | IWSZ.L vs SPX4.L | |
| iShares MSCI EMU Mid Cap UCITS ETF EUR (Acc) | 13.23% | — | Sep 2013 | IWSZ.L vs EMUM.L | |
| iShares MSCI Japan Small Cap UCITS ETF USD (Dist) | 12.62% | — | May 2008 | IWSZ.L vs IDJP.L | |
| iShares MSCI USA Mid-Cap Equal Weight UCITS ETF US... | 8.82% | — | Oct 2016 | IWSZ.L vs IUSZ.L |
Lowest Volatility Alternatives to IWSZ.L
IWSZ.L has 12.86% 1-year volatility. There are 2 ETFs in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 11.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Size Factor UCITS ETF | 11.19% | 221.39M | Oct 2016 | IWSZ.L vs IUSF.L | |
| iShares MSCI USA Mid-Cap Equal Weight UCITS ETF US... | 12.41% | — | Oct 2016 | IWSZ.L vs IUSZ.L | |
| iShares MSCI EMU Mid Cap UCITS ETF EUR (Acc) | 13.15% | — | Sep 2013 | IWSZ.L vs EMUM.L | |
| iShares Global Water UCITS ETF USD (Dist) | 13.64% | — | Mar 2007 | IWSZ.L vs DH2O.L | |
| SPDR S&P 400 US Mid Cap UCITS ETF | 13.75% | — | Jan 2012 | IWSZ.L vs SPX4.L |
Lowest Drawdown Alternatives to IWSZ.L
IWSZ.L has a 1-year max drawdown of -9.49%. There are 4 ETFs in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR S&P 400 US Mid Cap UCITS ETF | -6.63% | — | Jan 2012 | IWSZ.L vs SPX4.L | |
| iShares Edge MSCI USA Size Factor UCITS ETF | -7.39% | 221.39M | Oct 2016 | IWSZ.L vs IUSF.L | |
| iShares MSCI EMU Mid Cap UCITS ETF EUR (Acc) | -7.87% | — | Sep 2013 | IWSZ.L vs EMUM.L | |
| iShares MSCI USA Mid-Cap Equal Weight UCITS ETF US... | -8.21% | — | Oct 2016 | IWSZ.L vs IUSZ.L | |
| iShares Global Water UCITS ETF USD (Dist) | -10.53% | — | Mar 2007 | IWSZ.L vs DH2O.L |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include IWDA.L, IUIT.L, SGLN.L and span 8 categories. AUM among these funds goes as high as $143B.
Often Compared With IWSZ.L
Investors most often compare IWSZ.L with IWMO.L, JEPQ.L, IWQU.L. These 14 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare IWSZ.L with Any Fund or Stock
Compare IWSZ.L with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IWSZ.L with funds that move differently
iShares MSCI World Mid-Cap Equal Weight UCITS ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IWSZ.L.
Explore IWSZ.L Diversifiers