IWR vs QUAL
Comparison between ISHARES RUSSELL MID-CAP ETF (IWR, ETF) and ISHARES MSCI USA QUALITY FACTOR ETF (QUAL, ETF).
5-Year PerformanceQUAL has outperformed IWR, delivering a return of +11.5% compared to +7.6%
IWR vs QUAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWR
$48B
QUAL
$47B
Expense Ratio
IWR
0.18%
Winner
QUAL
0.15%
Max Drawdown
IWR
59.73%
Winner
QUAL
34.06%
Sharpe Ratio
IWR
1.39
Winner
QUAL
1.52
5Y Beta
Winner
IWR
0.91
QUAL
0.91
P/E Ratio
IWR
28.28
Winner
QUAL
27.29
Forward P/E
Winner
IWR
17.63
QUAL
23.25
PEG Ratio
IWR
N/A
QUAL
0.86
5Y Dividends CAGR
Winner
IWR
11.39%
QUAL
7.13%
5Y EPS CAGR
IWR
12.91%
Winner
QUAL
27.89%
Debt to Equity
Winner
IWR
6.50%
QUAL
58.35%
P/S Ratio
Winner
IWR
1.83
QUAL
4.39
P/B Ratio
Winner
IWR
3.08
QUAL
7.04
IWR vs QUAL - Holdings Comparison
IWR and QUAL have 52 common holdings. Overlap is 7.67%
IWR's top 25 holdings weight is 14.64%. QUAL's top 25 holdings weight is 63.67%.
| Rank | IWR | QUAL |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.14% | APPLE INC (AAPL) - 6.20% |
| #2 | WESTERN DIGITAL CORP (WDC) - 1.02% | NVIDIA CORP (NVDA) - 6.11% |
| #3 | CORNING INC (GLW) - 0.98% | MICROSOFT CORP (MSFT) - 5.05% |
| #4 | VERTIV HOLDINGS CO CLASS A (VRT) - 0.91% | META PLATFORMS INC CLASS A (META) - 3.68% |
| #5 | HOWMET AEROSPACE INC (HWM) - 0.72% | TJX COMPANIES INC (TJX) - 3.40% |
| #6 | QUANTA SERVICES INC (PWR) - 0.70% | LAM RESEARCH CORP (LRCX) - 3.11% |
| #7 | BANK OF NEW YORK MELLON CORP (BK) - 0.69% | VISA INC CLASS A (V) - 3.04% |
| #8 | CUMMINS INC (CMI) - 0.68% | ELI LILLY AND CO (LLY) - 3.03% |
| #9 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.57% | KLA CORP (KLAC) - 2.57% |
| #10 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.55% | MASTERCARD INC CLASS A (MA) - 2.44% |
| #11 | ROSS STORES INC (ROST) - 0.54% | APPLIED MATERIALS INC (AMAT) - 2.39% |
| #12 | VALERO ENERGY CORP (VLO) - 0.54% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.29% |
| #13 | CIENA CORP (CIEN) - 0.53% | CATERPILLAR INC (CAT) - 2.12% |
| #14 | BAKER HUGHES CO CLASS A (BKR) - 0.51% | NETFLIX INC (NFLX) - 2.12% |
| #15 | MARATHON PETROLEUM CORP (MPC) - 0.51% | ALPHABET INC CLASS A (GOOGL) - 2.12% |
| #16 | DIGITAL REALTY TRUST INC (DLR) - 0.50% | JOHNSON & JOHNSON (JNJ) - 2.10% |
| #17 | CLOUDFLARE INC (NET) - 0.50% | ALPHABET INC CLASS C (GOOG) - 1.77% |
| #18 | PHILLIPS 66 (PSX) - 0.49% | SLB LTD (SLB) - 1.44% |
| #19 | ROYAL CARIBBEAN GROUP (RCL) - 0.49% | COSTCO WHOLESALE CORP (COST) - 1.33% |
| #20 | SIMON PROPERTY GROUP INC (SPG) - 0.49% | ADOBE INC (ADBE) - 1.28% |
| #21 | YUM BRANDS INC (YUM) - 0.32% | ARISTA NETWORKS INC (ANET) - 1.25% |
| #22 | AMERIPRISE FINANCIAL INC (AMP) - 0.32% | ATMOS ENERGY CORP (ATO) - 1.23% |
| #23 | STATE STREET CORP (STT) - 0.32% | MERCK & CO INC (MRK) - 1.22% |
| #24 | NASDAQ INC (NDAQ) - 0.31% | WALMART INC (WMT) - 1.20% |
| #25 | D.R. HORTON INC (DHI) - 0.31% | NIKE INC CLASS B (NKE) - 1.18% |
| Total Holdings | 759 | 124 |
IWR vs QUAL - Historical Returns
Returns include dividend reinvestment.
1M
IWR
+3.90%
Winner
QUAL
+5.74%
3M
IWR
+3.30%
Winner
QUAL
+3.36%
6M
Winner
IWR
+11.00%
QUAL
+9.48%
1Y
IWR
+22.95%
Winner
QUAL
+23.93%
5Y(CAGR)
IWR
+7.57%
Winner
QUAL
+11.52%
10Y(CAGR)
IWR
+11.57%
Winner
QUAL
+14.14%
Max(CAGR)
IWR
+9.85%
Winner
QUAL
+13.56%
IWR vs QUAL - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWR | QUAL |
|---|---|---|
| 2026 | +8.38% | +5.87% |
| 2025 | +10.50% | +12.95% |
| 2024 | +15.85% | +23.18% |
| 2023 | +17.57% | +31.26% |
| 2022 | -17.15% | -20.28% |
| 2021 | +24.43% | +28.99% |
| 2020 | +16.54% | +16.02% |
| 2019 | +30.71% | +33.96% |
| 2018 | -9.72% | -6.11% |
| 2017 | +17.37% | +21.39% |
| 2016 | +15.08% | +10.84% |
| 2015 | -2.62% | +5.47% |
| 2014 | +14.16% | +12.54% |
| 2013 | +31.20% | +13.45% |
| 2012 | +15.74% | N/A |
| 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 QUAL Drawdown Comparison
The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.
The maximum drawdown for QUAL was -34.06%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The current IWR drawdown is -0.86%.
| Rank | IWR | QUAL |
|---|---|---|
| #1 | -58.78% Jul 13, 2007 - Feb 7, 2011 | -34.06% Feb 19, 2020 - Aug 12, 2020 |
| #2 | -40.59% Feb 20, 2020 - Oct 12, 2020 | -28.22% Dec 29, 2021 - Dec 11, 2023 |
| #3 | -32.26% Mar 19, 2002 - Sep 2, 2003 | -20.46% Sep 21, 2018 - Apr 5, 2019 |
| #4 | -26.17% Nov 16, 2021 - Mar 20, 2024 | -18.00% Dec 4, 2024 - Jul 23, 2025 |
| #5 | -24.17% Jul 7, 2011 - Mar 15, 2012 | -11.49% Jul 20, 2015 - Oct 28, 2015 |
| #6 | -21.21% Aug 29, 2018 - Apr 8, 2019 | -11.20% Nov 3, 2015 - Apr 1, 2016 |
| #7 | -21.09% Nov 25, 2024 - Jul 23, 2025 | -9.92% Jan 26, 2018 - Aug 20, 2018 |
| #8 | -20.33% Aug 2, 2001 - Jan 4, 2002 | -9.03% Feb 25, 2026 - Apr 17, 2026 |
| #9 | -19.42% Apr 23, 2015 - Jul 12, 2016 | -8.69% Sep 2, 2020 - Nov 9, 2020 |
| #10 | -10.82% Apr 2, 2012 - Sep 6, 2012 | -7.63% Jul 16, 2024 - Aug 21, 2024 |
| #11 | -10.11% May 5, 2006 - Oct 16, 2006 | -7.40% Aug 30, 2021 - Oct 29, 2021 |
| #12 | -9.68% Jan 26, 2018 - Jul 26, 2018 | -6.92% Apr 23, 2019 - Jun 20, 2019 |
| #13 | -9.33% Sep 5, 2014 - Nov 7, 2014 | -6.63% Sep 19, 2014 - Oct 30, 2014 |
| #14 | -8.91% Apr 5, 2004 - Oct 1, 2004 | -6.58% Mar 21, 2024 - May 15, 2024 |
| #15 | -8.17% Feb 26, 2026 - Apr 17, 2026 | -6.46% Jan 21, 2014 - Feb 26, 2014 |
Correlation
Correlation between IWR and QUAL is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2001 - 2026)
IWR vs QUAL dividend yield comparison.
| Year | IWR | QUAL |
|---|---|---|
| 2026 | 0.25% | 0.20% |
| 2025 | 1.29% | 0.94% |
| 2024 | 1.27% | 1.02% |
| 2023 | 1.43% | 1.23% |
| 2022 | 1.59% | 1.59% |
| 2021 | 1.05% | 1.20% |
| 2020 | 1.28% | 1.39% |
| 2019 | 1.43% | 1.60% |
| 2018 | 1.98% | 2.00% |
| 2017 | 1.52% | 1.76% |
| 2016 | 1.72% | 1.96% |
| 2015 | 1.59% | 1.63% |
| 2014 | 1.45% | 1.35% |
| 2013 | 1.31% | 0.63% |
| 2012 | 1.81% | 0.00% |
| 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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