BRMKX vs. IWP
Compare and contrast key facts about iShares Russell Mid-Cap Index Fund (BRMKX) and iShares Russell Mid-Cap Growth ETF (IWP).
BRMKX is managed by BlackRock. It was launched on May 13, 2015. IWP is a passively managed fund by iShares that tracks the performance of the Russell Midcap Growth Index. It was launched on Jul 17, 2001.
Performance
BRMKX vs. IWP - Performance Comparison
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BRMKX vs. IWP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRMKX iShares Russell Mid-Cap Index Fund | 1.36% | 10.48% | 15.28% | 17.30% | -17.22% | 22.52% | 17.17% | 30.47% | -9.09% | 17.74% |
IWP iShares Russell Mid-Cap Growth ETF | -5.91% | 8.45% | 21.86% | 25.70% | -26.90% | 12.60% | 35.25% | 35.04% | -4.89% | 24.93% |
Returns By Period
In the year-to-date period, BRMKX achieves a 1.36% return, which is significantly higher than IWP's -5.91% return. Over the past 10 years, BRMKX has underperformed IWP with an annualized return of 10.79%, while IWP has yielded a comparatively higher 11.47% annualized return.
BRMKX
- 1D
- 2.68%
- 1M
- -5.54%
- YTD
- 1.36%
- 6M
- 1.46%
- 1Y
- 15.56%
- 3Y*
- 13.32%
- 5Y*
- 6.95%
- 10Y*
- 10.79%
IWP
- 1D
- 0.52%
- 1M
- -5.80%
- YTD
- -5.91%
- 6M
- -9.13%
- 1Y
- 9.02%
- 3Y*
- 12.74%
- 5Y*
- 4.89%
- 10Y*
- 11.47%
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BRMKX vs. IWP - Expense Ratio Comparison
BRMKX has a 0.06% expense ratio, which is lower than IWP's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
BRMKX vs. IWP — Risk / Return Rank
BRMKX
IWP
BRMKX vs. IWP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Mid-Cap Index Fund (BRMKX) and iShares Russell Mid-Cap Growth ETF (IWP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BRMKX | IWP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.39 | +0.45 |
Sortino ratioReturn per unit of downside risk | 1.29 | 0.73 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.10 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 0.68 | +0.56 |
Martin ratioReturn relative to average drawdown | 5.74 | 2.10 | +3.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRMKX | IWP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.39 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.22 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.53 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.41 | +0.16 |
Correlation
The correlation between BRMKX and IWP is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BRMKX vs. IWP - Dividend Comparison
BRMKX's dividend yield for the trailing twelve months is around 5.84%, more than IWP's 0.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRMKX iShares Russell Mid-Cap Index Fund | 5.84% | 5.92% | 6.43% | 3.02% | 3.67% | 4.07% | 2.86% | 3.95% | 3.87% | 19.24% | 2.11% | 0.00% |
IWP iShares Russell Mid-Cap Growth ETF | 0.36% | 0.37% | 0.40% | 0.54% | 0.77% | 0.30% | 0.38% | 0.59% | 1.02% | 0.78% | 1.16% | 0.98% |
Drawdowns
BRMKX vs. IWP - Drawdown Comparison
The maximum BRMKX drawdown since its inception was -40.20%, smaller than the maximum IWP drawdown of -56.92%. Use the drawdown chart below to compare losses from any high point for BRMKX and IWP.
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Drawdown Indicators
| BRMKX | IWP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.20% | -56.92% | +16.72% |
Max Drawdown (1Y)Largest decline over 1 year | -13.37% | -14.79% | +1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -26.04% | -38.62% | +12.58% |
Max Drawdown (10Y)Largest decline over 10 years | -40.20% | -38.62% | -1.58% |
Current DrawdownCurrent decline from peak | -5.71% | -11.22% | +5.51% |
Average DrawdownAverage peak-to-trough decline | -5.73% | -9.71% | +3.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 4.76% | -1.88% |
Volatility
BRMKX vs. IWP - Volatility Comparison
The current volatility for iShares Russell Mid-Cap Index Fund (BRMKX) is 5.60%, while iShares Russell Mid-Cap Growth ETF (IWP) has a volatility of 7.02%. This indicates that BRMKX experiences smaller price fluctuations and is considered to be less risky than IWP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRMKX | IWP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 7.02% | -1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 10.52% | 13.18% | -2.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.08% | 23.08% | -4.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.25% | 22.34% | -4.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.30% | 21.63% | -2.33% |