IWR vs. LTBR
IWR (iShares Russell Midcap ETF) is Mid Cap Growth Equities fund tracking the Russell Midcap Index, while LTBR (Lightbridge Corporation) is a stock. Over the past 10 years, IWR returned 11.41%/yr vs -9.07%/yr for LTBR. At a 0.16 correlation, their price movements are largely independent.
Performance
IWR vs. LTBR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IWR achieves a 10.71% return, which is significantly higher than LTBR's -24.84% return. Over the past 10 years, IWR has outperformed LTBR with an annualized return of 11.41%, while LTBR has yielded a comparatively lower -9.07% annualized return.
IWR
- 1D
- 0.08%
- 1M
- 1.05%
- YTD
- 10.71%
- 6M
- 10.50%
- 1Y
- 19.23%
- 3Y*
- 16.25%
- 5Y*
- 7.68%
- 10Y*
- 11.41%
LTBR
- 1D
- 0.90%
- 1M
- -29.26%
- YTD
- -24.84%
- 6M
- -43.92%
- 1Y
- -39.68%
- 3Y*
- 25.47%
- 5Y*
- 7.20%
- 10Y*
- -9.07%
IWR vs. LTBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IWR iShares Russell Midcap ETF | 10.71% | 10.37% | 15.21% | 17.05% | -17.48% | 22.44% | 16.93% | 30.23% | -9.10% | 18.25% |
LTBR Lightbridge Corporation | -24.84% | 167.23% | 47.35% | -17.48% | -41.28% | 56.62% | -6.00% | -31.19% | -55.33% | 7.02% |
Correlation
The correlation between IWR and LTBR is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Jul 20, 2001 | 0.16 |
Over the past year, IWR and LTBR have become more correlated (0.51) than their long-term average of 0.16, meaning their price movements have been converging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IWR vs. LTBR — Risk / Return Rank
IWR
LTBR
IWR vs. LTBR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Midcap ETF (IWR) and Lightbridge Corporation (LTBR). 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 | LTBR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.83 | ||
| Sortino ratioReturn per unit of downside risk | +2.08 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.00 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | -0.60 | +2.97 |
| Martin ratioReturn relative to average drawdown | 9.09 | -1.00 | +10.09 |
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 charts...
Sharpe Ratios by Period
| IWR | LTBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | -0.40 | +1.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.07 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | -0.09 | +0.68 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | -0.13 | +0.62 |
Drawdowns
IWR vs. LTBR - Drawdown Comparison
The maximum IWR drawdown since its inception was -58.78%, smaller than the maximum LTBR drawdown of -99.96%. Use the drawdown chart below to compare losses from any high point for IWR and LTBR.
Loading charts...
Drawdown Indicators
| IWR | LTBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.78% | -99.96% | +41.18% |
Max Drawdown (1Y)Largest decline over 1 year | -8.17% | -66.04% | +57.87% |
Max Drawdown (3Y)Largest decline over 3 years | -21.09% | -66.04% | +44.95% |
Max Drawdown (5Y)Largest decline over 5 years | -26.18% | -83.72% | +57.54% |
Max Drawdown (10Y)Largest decline over 10 years | -40.59% | -95.69% | +55.10% |
Current DrawdownCurrent decline from peak | -2.04% | -99.77% | +97.73% |
Average DrawdownAverage peak-to-trough decline | -7.80% | -95.02% | +87.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 39.74% | -37.62% |
Volatility
IWR vs. LTBR - Volatility Comparison
The current volatility for iShares Russell Midcap ETF (IWR) is 3.59%, while Lightbridge Corporation (LTBR) has a volatility of 26.37%. This indicates that IWR experiences smaller price fluctuations and is considered to be less risky than LTBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IWR | LTBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 26.37% | -22.78% |
Volatility (6M)Calculated over the trailing 6-month period | 10.06% | 60.74% | -50.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.54% | 100.20% | -86.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.25% | 109.14% | -90.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.38% | 106.15% | -86.77% |
Dividends
IWR vs. LTBR - Dividend Comparison
IWR's dividend yield for the trailing twelve months is around 1.17%, while LTBR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWR iShares Russell Midcap ETF | 1.17% | 1.29% | 1.27% | 1.43% | 1.59% | 1.04% | 1.28% | 1.43% | 1.98% | 1.52% | 1.72% | 1.59% |
LTBR Lightbridge Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IWR and LTBR have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LTBR has higher volatility (26.37%) compared to IWR (3.59%). In terms of maximum drawdown, IWR dropped -58.78% vs LTBR's -99.96%.
IWR currently has the higher Sharpe Ratio (1.43 vs -0.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for IWR and LTBR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer