IWS Fund Comparisons

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

Target Fund

Symbol
IWS
Name
iShares Russell Mid-Cap Value ETF
Type
1940 Act ETF
Originator
BlackRock / iShares
Asset class
equity
Net expense ratio
0.23%
AUM
$15.6B

Comparable Funds

FundQuant reviewed 2,433 active searchable funds, 545 ETFs, 1,883 mutual funds and returned 3 comparable funds for IWS.

  1. FIMVX - Fidelity Mid Cap Value Index Fund (Mutual Fund; Fidelity; equity; Closest Fit; fit score 97)
  2. IMCB - iShares Morningstar Mid-Cap ETF (1940 Act ETF; BlackRock / iShares; equity; Closest Fit; fit score 89)
  3. FSMDX - Fidelity Mid Cap Index Fund (Mutual Fund; Fidelity; equity; Closest Fit; fit score 89)

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

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