IWR vs. TEKX
Compare and contrast key facts about iShares Russell Midcap ETF (IWR) and SPDR Galaxy Transformative Tech Accelerators ETF (TEKX).
IWR and TEKX 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. TEKX is an actively managed fund by State Street Global Advisors. It was launched on Sep 9, 2024.
Performance
IWR vs. TEKX - Performance Comparison
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IWR vs. TEKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IWR iShares Russell Midcap ETF | 1.98% | 10.37% | 5.89% |
TEKX SPDR Galaxy Transformative Tech Accelerators ETF | 2.40% | 40.92% | 14.80% |
Returns By Period
In the year-to-date period, IWR achieves a 1.98% return, which is significantly lower than TEKX's 2.40% return.
IWR
- 1D
- 0.70%
- 1M
- -4.86%
- YTD
- 1.98%
- 6M
- 2.12%
- 1Y
- 16.21%
- 3Y*
- 13.41%
- 5Y*
- 6.92%
- 10Y*
- 10.77%
TEKX
- 1D
- 4.77%
- 1M
- -11.36%
- YTD
- 2.40%
- 6M
- -0.20%
- 1Y
- 85.48%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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IWR vs. TEKX - Expense Ratio Comparison
IWR has a 0.19% expense ratio, which is lower than TEKX's 0.65% expense ratio.
Return for Risk
IWR vs. TEKX — Risk / Return Rank
IWR
TEKX
IWR vs. TEKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Midcap ETF (IWR) and SPDR Galaxy Transformative Tech Accelerators ETF (TEKX). 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 | TEKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 2.01 | -1.16 |
Sortino ratioReturn per unit of downside risk | 1.31 | 2.62 | -1.32 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.34 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 4.65 | -3.41 |
Martin ratioReturn relative to average drawdown | 5.71 | 14.15 | -8.44 |
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 | TEKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 2.01 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.86 | -0.39 |
Correlation
The correlation between IWR and TEKX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IWR vs. TEKX - Dividend Comparison
IWR's dividend yield for the trailing twelve months is around 1.27%, more than TEKX's 0.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWR iShares Russell Midcap ETF | 1.27% | 1.29% | 1.27% | 1.43% | 1.59% | 1.04% | 1.28% | 1.43% | 1.98% | 1.52% | 1.72% | 1.59% |
TEKX SPDR Galaxy Transformative Tech Accelerators ETF | 0.35% | 0.36% | 3.47% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IWR vs. TEKX - Drawdown Comparison
The maximum IWR drawdown since its inception was -58.78%, which is greater than TEKX's maximum drawdown of -45.57%. Use the drawdown chart below to compare losses from any high point for IWR and TEKX.
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Drawdown Indicators
| IWR | TEKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.78% | -45.57% | -13.21% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -17.92% | +4.54% |
Max Drawdown (5Y)Largest decline over 5 years | -26.18% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -40.59% | — | — |
Current DrawdownCurrent decline from peak | -5.09% | -14.01% | +8.92% |
Average DrawdownAverage peak-to-trough decline | -7.85% | -11.24% | +3.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 5.89% | -2.98% |
Volatility
IWR vs. TEKX - Volatility Comparison
The current volatility for iShares Russell Midcap ETF (IWR) is 5.48%, while SPDR Galaxy Transformative Tech Accelerators ETF (TEKX) has a volatility of 14.22%. This indicates that IWR experiences smaller price fluctuations and is considered to be less risky than TEKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IWR | TEKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.48% | 14.22% | -8.74% |
Volatility (6M)Calculated over the trailing 6-month period | 10.48% | 28.63% | -18.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.08% | 42.82% | -23.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.24% | 44.86% | -26.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.35% | 44.86% | -25.51% |