IWR vs. IWD
Compare and contrast key facts about iShares Russell Midcap ETF (IWR) and iShares Russell 1000 Value ETF (IWD).
IWR and IWD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWR is a passively managed fund by iShares that tracks the performance of the Russell Midcap Index. It was launched on Jul 17, 2001. IWD is a passively managed fund by iShares that tracks the performance of the Russell 1000 Value Index. It was launched on May 22, 2000. Both IWR and IWD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IWR vs. IWD - Performance Comparison
Loading graphics...
IWR vs. IWD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IWR iShares Russell Midcap ETF | 1.27% | 10.37% | 15.21% | 17.05% | -17.48% | 22.44% | 16.93% | 30.23% | -9.10% | 18.25% |
IWD iShares Russell 1000 Value ETF | 1.97% | 15.68% | 14.17% | 11.34% | -7.75% | 24.95% | 2.73% | 26.12% | -8.45% | 13.45% |
Returns By Period
In the year-to-date period, IWR achieves a 1.27% return, which is significantly lower than IWD's 1.97% return. Both investments have delivered pretty close results over the past 10 years, with IWR having a 10.69% annualized return and IWD not far behind at 10.33%.
IWR
- 1D
- 2.63%
- 1M
- -5.34%
- YTD
- 1.27%
- 6M
- 1.38%
- 1Y
- 15.79%
- 3Y*
- 13.14%
- 5Y*
- 6.77%
- 10Y*
- 10.69%
IWD
- 1D
- 2.03%
- 1M
- -4.89%
- YTD
- 1.97%
- 6M
- 5.86%
- 1Y
- 15.56%
- 3Y*
- 14.10%
- 5Y*
- 9.01%
- 10Y*
- 10.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IWR vs. IWD - Expense Ratio Comparison
IWR has a 0.19% expense ratio, which is higher than IWD's 0.18% expense ratio. However, 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
IWR vs. IWD — Risk / Return Rank
IWR
IWD
IWR vs. IWD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Midcap ETF (IWR) and iShares Russell 1000 Value ETF (IWD). 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.
| IWR | IWD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.99 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.45 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 1.42 | -0.19 |
Martin ratioReturn relative to average drawdown | 5.67 | 6.68 | -1.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IWR | IWD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.99 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.61 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.60 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.40 | +0.07 |
Correlation
The correlation between IWR and IWD 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
IWR vs. IWD - Dividend Comparison
IWR's dividend yield for the trailing twelve months is around 1.28%, less than IWD's 1.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWR iShares Russell Midcap ETF | 1.28% | 1.29% | 1.27% | 1.43% | 1.59% | 1.04% | 1.28% | 1.43% | 1.98% | 1.52% | 1.72% | 1.59% |
IWD iShares Russell 1000 Value ETF | 1.67% | 1.69% | 1.87% | 2.02% | 2.15% | 1.62% | 2.05% | 2.45% | 2.71% | 2.09% | 2.25% | 2.47% |
Drawdowns
IWR vs. IWD - Drawdown Comparison
The maximum IWR drawdown since its inception was -58.78%, roughly equal to the maximum IWD drawdown of -60.10%. Use the drawdown chart below to compare losses from any high point for IWR and IWD.
Loading graphics...
Drawdown Indicators
| IWR | IWD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.78% | -60.10% | +1.32% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -11.80% | -1.58% |
Max Drawdown (5Y)Largest decline over 5 years | -26.18% | -19.04% | -7.14% |
Max Drawdown (10Y)Largest decline over 10 years | -40.59% | -38.51% | -2.08% |
Current DrawdownCurrent decline from peak | -5.75% | -4.89% | -0.86% |
Average DrawdownAverage peak-to-trough decline | -7.85% | -8.71% | +0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 2.50% | +0.39% |
Volatility
IWR vs. IWD - Volatility Comparison
iShares Russell Midcap ETF (IWR) has a higher volatility of 5.53% compared to iShares Russell 1000 Value ETF (IWD) at 4.33%. This indicates that IWR's price experiences larger fluctuations and is considered to be riskier than IWD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IWR | IWD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 4.33% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 10.46% | 8.26% | +2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.07% | 15.76% | +3.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.25% | 14.80% | +3.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.35% | 17.28% | +2.07% |