QMID vs. IWR
Compare and contrast key facts about WisdomTree U.S. MidCap Quality Growth Fund (QMID) and iShares Russell Midcap ETF (IWR).
QMID and IWR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QMID is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. MidCap Quality Growth Index. It was launched on Jan 25, 2024. IWR is a passively managed fund by iShares that tracks the performance of the Russell Midcap Index. It was launched on Jul 17, 2001. Both QMID and IWR 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
QMID vs. IWR - Performance Comparison
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QMID vs. IWR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
QMID WisdomTree U.S. MidCap Quality Growth Fund | -4.14% | 5.02% | 9.33% |
IWR iShares Russell Midcap ETF | 1.27% | 10.37% | 15.94% |
Returns By Period
In the year-to-date period, QMID achieves a -4.14% return, which is significantly lower than IWR's 1.27% return.
QMID
- 1D
- 2.88%
- 1M
- -7.04%
- YTD
- -4.14%
- 6M
- -3.82%
- 1Y
- 7.43%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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%
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QMID vs. IWR - Expense Ratio Comparison
QMID has a 0.38% expense ratio, which is higher than IWR's 0.19% expense ratio.
Return for Risk
QMID vs. IWR — Risk / Return Rank
QMID
IWR
QMID vs. IWR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. MidCap Quality Growth Fund (QMID) and iShares Russell Midcap ETF (IWR). 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.
| QMID | IWR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | 0.83 | -0.47 |
Sortino ratioReturn per unit of downside risk | 0.68 | 1.28 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.18 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 1.22 | -0.62 |
Martin ratioReturn relative to average drawdown | 2.40 | 5.67 | -3.28 |
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
| QMID | IWR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 0.83 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.37 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.47 | -0.23 |
Correlation
The correlation between QMID and IWR is 0.95, 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
QMID vs. IWR - Dividend Comparison
QMID's dividend yield for the trailing twelve months is around 0.54%, less than IWR's 1.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QMID WisdomTree U.S. MidCap Quality Growth Fund | 0.54% | 0.51% | 1.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
QMID vs. IWR - Drawdown Comparison
The maximum QMID drawdown since its inception was -24.42%, smaller than the maximum IWR drawdown of -58.78%. Use the drawdown chart below to compare losses from any high point for QMID and IWR.
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Drawdown Indicators
| QMID | IWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.42% | -58.78% | +34.36% |
Max Drawdown (1Y)Largest decline over 1 year | -13.65% | -13.38% | -0.27% |
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 | -8.10% | -5.75% | -2.35% |
Average DrawdownAverage peak-to-trough decline | -5.63% | -7.85% | +2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 2.89% | +0.55% |
Volatility
QMID vs. IWR - Volatility Comparison
WisdomTree U.S. MidCap Quality Growth Fund (QMID) and iShares Russell Midcap ETF (IWR) have volatilities of 5.46% and 5.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QMID | IWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 5.53% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 11.45% | 10.46% | +0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.55% | 19.07% | +1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.84% | 18.25% | +0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.84% | 19.35% | -0.51% |