IWR vs. RNMC
Compare and contrast key facts about iShares Russell Midcap ETF (IWR) and First Trust Mid Cap US Equity Select ETF (RNMC).
IWR and RNMC 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. RNMC is a passively managed fund by First Trust that tracks the performance of the Nasdaq Riskalyze Mid Cap US Equity Select Index. It was launched on Jun 20, 2017. Both IWR and RNMC 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. RNMC - Performance Comparison
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IWR vs. RNMC - 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% | 9.83% |
RNMC First Trust Mid Cap US Equity Select ETF | -1.33% | 1.77% | 14.98% | 16.81% | -9.11% | 26.08% | 5.71% | 28.00% | -12.85% | 10.74% |
Returns By Period
In the year-to-date period, IWR achieves a 1.27% return, which is significantly higher than RNMC's -1.33% return.
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%
RNMC
- 1D
- 1.22%
- 1M
- -5.61%
- YTD
- -1.33%
- 6M
- -3.50%
- 1Y
- 2.82%
- 3Y*
- 9.68%
- 5Y*
- 5.99%
- 10Y*
- —
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IWR vs. RNMC - Expense Ratio Comparison
IWR has a 0.19% expense ratio, which is lower than RNMC's 0.60% expense ratio.
Return for Risk
IWR vs. RNMC — Risk / Return Rank
IWR
RNMC
IWR vs. RNMC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Midcap ETF (IWR) and First Trust Mid Cap US Equity Select ETF (RNMC). 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 | RNMC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.16 | +0.67 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.37 | +0.91 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.05 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 0.25 | +0.97 |
Martin ratioReturn relative to average drawdown | 5.67 | 0.87 | +4.80 |
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
| IWR | RNMC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.16 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.33 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.39 | +0.08 |
Correlation
The correlation between IWR and RNMC is 0.85, 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. RNMC - Dividend Comparison
IWR's dividend yield for the trailing twelve months is around 1.28%, more than RNMC's 0.91% 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% |
RNMC First Trust Mid Cap US Equity Select ETF | 0.91% | 0.75% | 1.12% | 1.47% | 1.71% | 1.21% | 1.33% | 1.68% | 1.67% | 0.67% | 0.00% | 0.00% |
Drawdowns
IWR vs. RNMC - Drawdown Comparison
The maximum IWR drawdown since its inception was -58.78%, which is greater than RNMC's maximum drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for IWR and RNMC.
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Drawdown Indicators
| IWR | RNMC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.78% | -43.57% | -15.21% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -12.56% | -0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -26.18% | -21.25% | -4.93% |
Max Drawdown (10Y)Largest decline over 10 years | -40.59% | — | — |
Current DrawdownCurrent decline from peak | -5.75% | -7.13% | +1.38% |
Average DrawdownAverage peak-to-trough decline | -7.85% | -6.00% | -1.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 3.63% | -0.74% |
Volatility
IWR vs. RNMC - Volatility Comparison
iShares Russell Midcap ETF (IWR) has a higher volatility of 5.53% compared to First Trust Mid Cap US Equity Select ETF (RNMC) at 3.53%. This indicates that IWR's price experiences larger fluctuations and is considered to be riskier than RNMC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IWR | RNMC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 3.53% | +2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 10.46% | 8.76% | +1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.07% | 17.50% | +1.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.25% | 18.15% | +0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.35% | 21.35% | -2.00% |