FCTRvsIWRETF Comparison
First Trust Lunt U.S. Factor Rotation ETF (FCTR) belongs to the US Multi-Factor segment. iShares Russell Mid-Cap ETF (IWR) is part of the US Mid Cap segment. FCTR's top 3 sector exposures are Information Technology, Financials and Industrials. In contrast, IWR's top sector exposures are Industrials, Information Technology and Financials. FCTR is more expensive with a Total Expense Ratio (TER) of 0.65%, versus 0.18% for IWR. FCTR is up 10.14% year-to-date (YTD) with -$4M in YTD flows. IWR performs worse with 9.75% YTD performance, and +$3.09B in YTD flows. Run a side-by-side ETF comparison of FCTR and IWR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
FCTR vs IWR performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | FCTR IWR | +0.58%-0.16% | +8.56%+6.53% | +10.14%+9.75% | +18.50%+17.85% | +55.11%+54.56% | +16.51%+43.11% |
| Flows | FCTR IWR | -+$823M | -$2M+$2.91B | -$4M+$3.09B | -$19M+$5.57B | -$129M+$10.93B | -$105M+$12.43B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | FCTR IWR | +18.26%+15.31% | +17.99%+13.68% | +18.41%+15.93% | +20.03%+18.28% |
| Max drawdown | FCTR IWR | -5.14%-4.23% | -11.18%-8.16% | -22.60%-21.08% | -37.23%-26.20% |
| Max drawdown duration | FCTR IWR | 6d28d | 37d49d | 231d239d | 1186d854d |
FCTR | IWR | |
Last sale 6/11/2026 at 6:15 PM | $39.84 | $107.92 |
| Previous close 06/10/2026 | $39.25 | $105.39 |
| Consolidated volume 06/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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FCTR | IWR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
FCTR | IWR | |
|---|---|---|
| Last price | $39.84 | $107.92 |
| 1D performance | +1.52% | +2.40% |
| AuM | $54.89 M | $54.01 B |
| E/R | 0.65% | 0.18% |
FCTR | IWR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | First Trust | iShares |
| Benchmark | Lunt Capital Large Cap Factor Rotation Index | Russell Midcap Index |
| N° of holdings | 164 | 718 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 25, 2018 | July 17, 2001 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
