IWR Fund Comparisons

IWR is shown with FundQuant's current comparable-fund evidence. Current comparable funds include FSMDX, IMCB, SWMCX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
IWR
Name
iShares Russell Mid-Cap ETF
Type
1940 Act ETF
Originator
BlackRock / iShares
Asset class
equity
Net expense ratio
0.18%
AUM
$57B

Comparable Funds

FundQuant reviewed 2,876 active searchable funds, 639 ETFs, 2,230 mutual funds and returned 3 comparable funds for IWR.

  1. FSMDX - Fidelity Mid Cap Index Fund (Mutual Fund; Fidelity; equity; Closest Fit; fit score 98)
  2. IMCB - iShares Morningstar Mid-Cap ETF (1940 Act ETF; BlackRock / iShares; equity; Closest Fit; fit score 95)
  3. SWMCX - Schwab U.S. Mid-Cap Index Fund (Mutual Fund; Schwab; equity; Closest Fit; fit score 96)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/IWR/comps