IXUS vs IWR
Comparison between ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS, ETF) and ISHARES RUSSELL MID-CAP ETF (IWR, ETF).
5-Year PerformanceIXUS has outperformed IWR, delivering a return of +9.1% compared to +8.5%
IXUS vs IWR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IXUS
$56B
IWR
$53B
Expense Ratio
Winner
IXUS
0.07%
IWR
0.18%
Max Drawdown
Winner
IXUS
39.92%
IWR
59.73%
Sharpe Ratio
Winner
IXUS
1.77
IWR
1.29
5Y Beta
Winner
IXUS
0.75
IWR
0.91
P/E Ratio
IXUS
N/A
IWR
28.20
Forward P/E
IXUS
N/A
IWR
18.38
5Y Dividends CAGR
Winner
IXUS
12.07%
IWR
11.39%
5Y EPS CAGR
IXUS
N/A
IWR
13.68%
Debt to Equity
IXUS
N/A
IWR
22.47%
P/S Ratio
IXUS
N/A
IWR
1.76
P/B Ratio
IXUS
N/A
IWR
3.27
IXUS vs IWR - Holdings Comparison
IXUS and IWR have 4 common holdings. Overlap is 0.19%
IXUS's top 25 holdings weight is 5.13%. IWR's top 25 holdings weight is 16.22%.
| Rank | IXUS | IWR |
|---|---|---|
| #1 | ROYAL BANK OF CANADA (RY) - 0.54% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.48% |
| #2 | n/a (SHOP) - 0.45% | WESTERN DIGITAL CORP (WDC) - 1.17% |
| #3 | THE TORONTO-DOMINION BANK (TD) - 0.32% | VERTIV HOLDINGS CO CLASS A (VRT) - 0.96% |
| #4 | ENBRIDGE INC (ENB) - 0.30% | CORNING INC (GLW) - 0.93% |
| #5 | SPOTIFY TECHNOLOGY SA (SPOT) - 0.27% | QUANTA SERVICES INC (PWR) - 0.84% |
| #6 | n/a (BN) - 0.26% | HOWMET AEROSPACE INC (HWM) - 0.72% |
| #7 | PDD HOLDINGS INC ADR (PDD) - 0.24% | CUMMINS INC (CMI) - 0.68% |
| #8 | CANADIAN PACIFIC KANSAS CITY LTD (CP) - 0.23% | BANK OF NEW YORK MELLON CORP (BK) - 0.67% |
| #9 | BANK OF MONTREAL (BMO) - 0.23% | MARATHON PETROLEUM CORP (MPC) - 0.58% |
| #10 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.21% | VALERO ENERGY CORP (VLO) - 0.57% |
| #11 | BANK OF NOVA SCOTIA (BNS) - 0.20% | CIENA CORP (CIEN) - 0.57% |
| #12 | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.18% | CLOUDFLARE INC (NET) - 0.56% |
| #13 | FERRARI NV (RACE) - 0.18% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.54% |
| #14 | MANULIFE FINANCIAL CORP (MFC) - 0.17% | ROSS STORES INC (ROST) - 0.53% |
| #15 | AGNICO EAGLE MINES LTD (AEM) - 0.16% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.53% |
| #16 | TC ENERGY CORP (TRP) - 0.15% | PHILLIPS 66 (PSX) - 0.53% |
| #17 | SEA LTD ADR (SE) - 0.15% | LUMENTUM HOLDINGS INC (LITE) - 0.52% |
| #18 | ALCON INC (ALC) - 0.15% | DIGITAL REALTY TRUST INC (DLR) - 0.50% |
| #19 | SUNCOR ENERGY INC (SU) - 0.15% | COMFORT SYSTEMS USA INC (FIX) - 0.50% |
| #20 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.13% | BAKER HUGHES CO CLASS A (BKR) - 0.49% |
| #21 | SUN LIFE FINANCIAL INC (SLF) - 0.11% | ROYAL CARIBBEAN GROUP (RCL) - 0.49% |
| #22 | THOMSON REUTERS CORP (TRI) - 0.09% | SIMON PROPERTY GROUP INC (SPG) - 0.48% |
| #23 | WHEATON PRECIOUS METALS CORP (WPM) - 0.09% | n/a (WBD) - 0.47% |
| #24 | WOODSIDE ENERGY GROUP LTD (WDS) - 0.09% | KINDER MORGAN INC CLASS P (KMI) - 0.46% |
| #25 | NUTRIEN LTD (NTR) - 0.08% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.45% |
| Total Holdings | 42 | 764 |
IXUS vs IWR - Historical Returns
Returns include dividend reinvestment.
1M
IXUS
+2.83%
Winner
IWR
+2.97%
3M
IXUS
+2.58%
Winner
IWR
+4.66%
6M
Winner
IXUS
+13.06%
IWR
+9.42%
1Y
Winner
IXUS
+32.38%
IWR
+19.37%
5Y(CAGR)
Winner
IXUS
+9.14%
IWR
+8.49%
10Y(CAGR)
IXUS
+9.78%
Winner
IWR
+11.52%
Max(CAGR)
IXUS
+7.94%
Winner
IWR
+9.84%
IXUS vs IWR - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXUS | IWR |
|---|---|---|
| 2026 | +10.22% | +8.15% |
| 2025 | +32.76% | +10.50% |
| 2024 | +6.49% | +15.85% |
| 2023 | +15.03% | +17.57% |
| 2022 | -16.88% | -17.15% |
| 2021 | +8.25% | +24.43% |
| 2020 | +9.56% | +16.54% |
| 2019 | +22.04% | +30.71% |
| 2018 | -15.35% | -9.72% |
| 2017 | +27.38% | +17.37% |
| 2016 | +6.75% | +15.08% |
| 2015 | -4.19% | -2.62% |
| 2014 | -3.17% | +14.16% |
| 2013 | +12.75% | +31.20% |
| 2012 | +7.61% | +15.74% |
| 2011 | N/A | -2.81% |
| 2010 | N/A | +23.51% |
| 2009 | N/A | +35.99% |
| 2008 | N/A | -40.68% |
| 2007 | N/A | +4.90% |
| 2006 | N/A | +13.43% |
| 2005 | N/A | +14.09% |
| 2004 | N/A | +20.21% |
| 2003 | N/A | +35.79% |
| 2002 | N/A | -15.46% |
| 2001 | N/A | +0.35% |
IXUS vs IWR Drawdown Comparison
The maximum drawdown for IXUS was -36.23%, occurring on Mar 23, 2020. Recovery took 707 trading sessions.
The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.
The current IXUS drawdown is -1.66%. The current IWR drawdown is -1.07%.
| Rank | IXUS | IWR |
|---|---|---|
| #1 | -36.23% Jan 26, 2018 - Nov 16, 2020 | -58.78% Jul 13, 2007 - Feb 7, 2011 |
| #2 | -30.00% Jun 14, 2021 - May 15, 2024 | -40.59% Feb 20, 2020 - Oct 12, 2020 |
| #3 | -25.06% Jul 3, 2014 - May 5, 2017 | -32.26% Mar 19, 2002 - Sep 2, 2003 |
| #4 | -13.75% Mar 19, 2025 - May 2, 2025 | -26.17% Nov 16, 2021 - Mar 20, 2024 |
| #5 | -11.36% Feb 25, 2026 - May 6, 2026 | -24.17% Jul 7, 2011 - Mar 15, 2012 |
| #6 | -11.23% May 8, 2013 - Sep 11, 2013 | -21.21% Aug 29, 2018 - Apr 8, 2019 |
| #7 | -9.75% Sep 26, 2024 - Mar 17, 2025 | -21.09% Nov 25, 2024 - Jul 23, 2025 |
| #8 | -7.81% Jul 12, 2024 - Aug 23, 2024 | -20.33% Aug 2, 2001 - Jan 4, 2002 |
| #9 | -7.09% Dec 31, 2013 - Mar 6, 2014 | -19.42% Apr 23, 2015 - Jul 12, 2016 |
| #10 | -4.95% Feb 16, 2021 - Apr 15, 2021 | -10.82% Apr 2, 2012 - Sep 6, 2012 |
| #11 | -4.89% Nov 12, 2025 - Dec 10, 2025 | -10.11% May 5, 2006 - Oct 16, 2006 |
| #12 | -4.69% Jan 21, 2021 - Feb 8, 2021 | -9.68% Jan 26, 2018 - Jul 26, 2018 |
| #13 | -4.34% Oct 22, 2013 - Dec 31, 2013 | -9.33% Sep 5, 2014 - Nov 7, 2014 |
| #14 | -4.06% Jul 23, 2025 - Aug 13, 2025 | -8.91% Apr 5, 2004 - Oct 1, 2004 |
| #15 | -4.05% Mar 6, 2014 - Apr 1, 2014 | -8.17% Feb 26, 2026 - Apr 17, 2026 |
Correlation
Correlation between IXUS and IWR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2001 - 2026)
IXUS vs IWR dividend yield comparison.
| Year | IXUS | IWR |
|---|---|---|
| 2026 | 0.00% | 0.25% |
| 2025 | 3.24% | 1.29% |
| 2024 | 3.33% | 1.27% |
| 2023 | 3.13% | 1.43% |
| 2022 | 2.48% | 1.59% |
| 2021 | 3.12% | 1.05% |
| 2020 | 1.85% | 1.28% |
| 2019 | 3.09% | 1.43% |
| 2018 | 3.00% | 1.98% |
| 2017 | 2.41% | 1.52% |
| 2016 | 2.58% | 1.72% |
| 2015 | 2.81% | 1.59% |
| 2014 | 2.95% | 1.45% |
| 2013 | 2.08% | 1.31% |
| 2012 | 0.33% | 1.81% |
| 2011 | 0.00% | 1.58% |
| 2010 | 0.00% | 1.45% |
| 2009 | 0.00% | 1.50% |
| 2008 | 0.00% | 2.09% |
| 2007 | 0.00% | 1.37% |
| 2006 | 0.00% | 1.31% |
| 2005 | 0.00% | 1.40% |
| 2004 | 0.00% | 1.11% |
| 2003 | 0.00% | 1.08% |
| 2002 | 0.00% | 1.08% |
| 2001 | 0.00% | 0.59% |
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