IWR vs IXUS
Comparison between ISHARES RUSSELL MID-CAP ETF (IWR, ETF) and ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS, ETF).
5-Year PerformanceIXUS has outperformed IWR, delivering a return of +9.0% compared to +8.3%
IWR vs IXUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWR
$57B
Winner
IXUS
$59B
Expense Ratio
IWR
0.18%
Winner
IXUS
0.07%
Max Drawdown
IWR
59.73%
Winner
IXUS
39.92%
Sharpe Ratio
IWR
1.20
Winner
IXUS
1.33
5Y Beta
IWR
0.90
Winner
IXUS
0.78
P/E Ratio
IWR
27.07
IXUS
N/A
Forward P/E
IWR
18.18
IXUS
N/A
5Y Dividends CAGR
IWR
9.85%
Winner
IXUS
13.68%
5Y EPS CAGR
IWR
12.23%
IXUS
N/A
Debt to Equity
IWR
117.11%
IXUS
N/A
P/S Ratio
IWR
1.79
IXUS
N/A
P/B Ratio
IWR
3.22
IXUS
N/A
IWR vs IXUS - Holdings Comparison
IWR and IXUS have 4 common holdings. Overlap is 0.19%
IWR's top 25 holdings weight is 12.32%. IXUS's top 25 holdings weight is 5.13%.
| Rank | IWR | IXUS |
|---|---|---|
| #1 | MARATHON PETROLEUM CORP (MPC) - 0.69% | ROYAL BANK OF CANADA (RY) - 0.54% |
| #2 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.66% | n/a (SHOP) - 0.45% |
| #3 | CLOUDFLARE INC (NET) - 0.63% | THE TORONTO-DOMINION BANK (TD) - 0.32% |
| #4 | PHILLIPS 66 (PSX) - 0.62% | ENBRIDGE INC (ENB) - 0.30% |
| #5 | DATADOG INC CLASS A (DDOG) - 0.61% | SPOTIFY TECHNOLOGY SA (SPOT) - 0.27% |
| #6 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.60% | n/a (BN) - 0.26% |
| #7 | ROYAL CARIBBEAN GROUP (RCL) - 0.53% | PDD HOLDINGS INC ADR (PDD) - 0.24% |
| #8 | SIMON PROPERTY GROUP INC (SPG) - 0.53% | CANADIAN PACIFIC KANSAS CITY LTD (CP) - 0.23% |
| #9 | ALLSTATE CORP (ALL) - 0.47% | BANK OF MONTREAL (BMO) - 0.23% |
| #10 | DIGITAL REALTY TRUST INC (DLR) - 0.47% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.21% |
| #11 | KINDER MORGAN INC CLASS P (KMI) - 0.46% | BANK OF NOVA SCOTIA (BNS) - 0.20% |
| #12 | UNITED RENTALS INC (URI) - 0.46% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.18% |
| #13 | COMFORT SYSTEMS USA INC (FIX) - 0.45% | FERRARI NV (RACE) - 0.18% |
| #14 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.45% | MANULIFE FINANCIAL CORP (MFC) - 0.17% |
| #15 | n/a (WBD) - 0.45% | AGNICO EAGLE MINES LTD (AEM) - 0.16% |
| #16 | REALTY INCOME CORP (O) - 0.44% | TC ENERGY CORP (TRP) - 0.15% |
| #17 | W.W. GRAINGER INC (GWW) - 0.43% | SEA LTD ADR (SE) - 0.15% |
| #18 | TARGA RESOURCES CORP (TRGP) - 0.43% | ALCON INC (ALC) - 0.15% |
| #19 | CORTEVA INC (CTVA) - 0.43% | SUNCOR ENERGY INC (SU) - 0.15% |
| #20 | TERADYNE INC (TER) - 0.43% | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.13% |
| #21 | LUMENTUM HOLDINGS INC (LITE) - 0.43% | SUN LIFE FINANCIAL INC (SLF) - 0.11% |
| #22 | ONEOK INC (OKE) - 0.42% | THOMSON REUTERS CORP (TRI) - 0.09% |
| #23 | COHERENT CORP (COHR) - 0.41% | WHEATON PRECIOUS METALS CORP (WPM) - 0.09% |
| #24 | CENCORA INC (COR) - 0.41% | WOODSIDE ENERGY GROUP LTD (WDS) - 0.09% |
| #25 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.41% | NUTRIEN LTD (NTR) - 0.08% |
| Total Holdings | 808 | 42 |
IWR vs IXUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWR
+1.05%
IXUS
+0.18%
3M
Winner
IWR
+5.61%
IXUS
+1.44%
6M
Winner
IWR
+10.40%
IXUS
+7.34%
1Y
IWR
+21.41%
Winner
IXUS
+27.51%
5Y(CAGR)
IWR
+8.29%
Winner
IXUS
+9.03%
10Y(CAGR)
Winner
IWR
+11.49%
IXUS
+9.63%
Max(CAGR)
Winner
IWR
+10.03%
IXUS
+8.04%
IWR vs IXUS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWR | IXUS |
|---|---|---|
| 2026 | +15.46% | +13.69% |
| 2025 | +10.50% | +32.76% |
| 2024 | +15.85% | +6.49% |
| 2023 | +17.57% | +15.03% |
| 2022 | -17.15% | -16.88% |
| 2021 | +24.43% | +8.25% |
| 2020 | +16.54% | +9.56% |
| 2019 | +30.71% | +22.04% |
| 2018 | -9.72% | -15.35% |
| 2017 | +17.37% | +27.38% |
| 2016 | +15.08% | +6.75% |
| 2015 | -2.62% | -4.19% |
| 2014 | +14.16% | -3.17% |
| 2013 | +31.20% | +12.75% |
| 2012 | +15.74% | +7.61% |
| 2011 | -2.81% | N/A |
| 2010 | +23.51% | N/A |
| 2009 | +35.99% | N/A |
| 2008 | -40.68% | N/A |
| 2007 | +4.90% | N/A |
| 2006 | +13.43% | N/A |
| 2005 | +14.09% | N/A |
| 2004 | +20.21% | N/A |
| 2003 | +35.79% | N/A |
| 2002 | -15.46% | N/A |
| 2001 | +0.35% | N/A |
IWR vs IXUS Drawdown Comparison
The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.
The maximum drawdown for IXUS was -36.23%, occurring on Mar 23, 2020. Recovery took 707 trading sessions.
The current IWR drawdown is -1.03%. The current IXUS drawdown is -0.84%.
| Rank | IWR | IXUS |
|---|---|---|
| #1 | -58.78% Jul 13, 2007 - Feb 7, 2011 | -36.23% Jan 26, 2018 - Nov 16, 2020 |
| #2 | -40.59% Feb 20, 2020 - Oct 12, 2020 | -30.00% Jun 14, 2021 - May 15, 2024 |
| #3 | -32.26% Mar 19, 2002 - Sep 2, 2003 | -25.06% Jul 3, 2014 - May 5, 2017 |
| #4 | -26.17% Nov 16, 2021 - Mar 20, 2024 | -13.75% Mar 19, 2025 - May 2, 2025 |
| #5 | -24.17% Jul 7, 2011 - Mar 15, 2012 | -11.36% Feb 25, 2026 - May 6, 2026 |
| #6 | -21.21% Aug 29, 2018 - Apr 8, 2019 | -11.23% May 8, 2013 - Sep 11, 2013 |
| #7 | -21.09% Nov 25, 2024 - Jul 23, 2025 | -9.75% Sep 26, 2024 - Mar 17, 2025 |
| #8 | -20.33% Aug 2, 2001 - Jan 4, 2002 | -7.81% Jul 12, 2024 - Aug 23, 2024 |
| #9 | -19.42% Apr 23, 2015 - Jul 12, 2016 | -7.09% Dec 31, 2013 - Mar 6, 2014 |
| #10 | -10.82% Apr 2, 2012 - Sep 6, 2012 | -5.34% Jun 22, 2026 - Jul 29, 2026 |
| #11 | -10.11% May 5, 2006 - Oct 16, 2006 | -5.20% Jun 2, 2026 - Jun 18, 2026 |
| #12 | -9.68% Jan 26, 2018 - Jul 26, 2018 | -4.95% Feb 16, 2021 - Apr 15, 2021 |
| #13 | -9.33% Sep 5, 2014 - Nov 7, 2014 | -4.89% Nov 12, 2025 - Dec 10, 2025 |
| #14 | -8.91% Apr 5, 2004 - Oct 1, 2004 | -4.69% Jan 21, 2021 - Feb 8, 2021 |
| #15 | -8.17% Feb 26, 2026 - Apr 17, 2026 | -4.34% Oct 22, 2013 - Dec 31, 2013 |
Correlation
Correlation between IWR and IXUS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2001 - 2026)
IWR vs IXUS dividend yield comparison.
| Year | IWR | IXUS |
|---|---|---|
| 2026 | 0.49% | 1.28% |
| 2025 | 1.29% | 3.24% |
| 2024 | 1.27% | 3.33% |
| 2023 | 1.43% | 3.13% |
| 2022 | 1.59% | 2.48% |
| 2021 | 1.05% | 3.12% |
| 2020 | 1.28% | 1.85% |
| 2019 | 1.43% | 3.09% |
| 2018 | 1.98% | 3.00% |
| 2017 | 1.52% | 2.41% |
| 2016 | 1.72% | 2.58% |
| 2015 | 1.59% | 2.81% |
| 2014 | 1.45% | 2.95% |
| 2013 | 1.31% | 2.08% |
| 2012 | 1.81% | 0.33% |
| 2011 | 1.58% | 0.00% |
| 2010 | 1.45% | 0.00% |
| 2009 | 1.50% | 0.00% |
| 2008 | 2.09% | 0.00% |
| 2007 | 1.37% | 0.00% |
| 2006 | 1.31% | 0.00% |
| 2005 | 1.40% | 0.00% |
| 2004 | 1.11% | 0.00% |
| 2003 | 1.08% | 0.00% |
| 2002 | 1.08% | 0.00% |
| 2001 | 0.59% | 0.00% |
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