BRMKX vs. MDY

In the year-to-date period, BRMKX achieves a -1.56% return, which is significantly higher than MDY's -5.21% return.

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BRMKX has a 0.06% expense ratio, which is lower than MDY'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%.

This table presents a comparison of risk-adjusted performance metrics for iShares Russell Mid-Cap Index Fund (BRMKX) and SPDR S&P MidCap 400 ETF (MDY). 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.

The current BRMKX Sharpe Ratio is 0.10, which is higher than the MDY Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of BRMKX and MDY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BRMKX's dividend yield for the trailing twelve months is around 1.61%, more than MDY's 1.31% yield.

The maximum BRMKX drawdown since its inception was -40.20%, smaller than the maximum MDY drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for BRMKX and MDY. For additional features, visit the drawdowns tool.