IWRvsBKMCETF Comparison
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iShares Russell Mid-Cap ETF (IWR) and BNY Mellon US Mid Cap Core Equity ETF (BKMC) belong to the same industry segment: US Mid Cap. IWR's top 3 sector exposures are Finance, Technology and Industrials. In contrast, BKMC's top sector exposures are Finance, Industrials and Healthcare. IWR is more expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.04% for BKMC. IWR is up 14.68% year-to-date (YTD) with +$3.95B in YTD flows. BKMC performs worse with 8.09% YTD performance, and -$3M in YTD flows. Run a side-by-side ETF comparison of IWR and BKMC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IWR vs BKMC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWR BKMC | +1.12%-0.89% | +0.86%-2.60% | +14.68%+8.09% | +14.51%+8.59% | +72.09%+59.11% | +40.63%+32.75% |
| Flows | IWR BKMC | +$826M+$13M | +$1.02B+$11M | +$3.95B-$3M | +$5.32B+$3M | +$11.44B+$40M | +$13.29B+$428M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWR BKMC | +11.41%+12.30% | +13.47%+14.90% | +15.76%+17.51% | +18.24%+19.20% |
| Max drawdown | IWR BKMC | -6.83%-8.59% | -8.16%-9.70% | -21.08%-23.71% | -26.20%-25.02% |
| Max drawdown duration | IWR BKMC | 68d68d | 49d49d | 239d284d | 854d827d |
Trading data
IWR | BKMC | |
Last sale 10/26/2026 at 1:30 PM | $110.03 | $38.95 |
| Previous close 10/23/2026 | $109.47 | $38.80 |
| Consolidated volume 10/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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IWR | BKMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/26/2026 at 1:30 PM
Live
Closed
IWR | BKMC | |
|---|---|---|
| Last price | $110.03 | $38.95 |
| 1D performance | +0.51% | +0.39% |
| AuM | $56.99 B | $640.04 M |
| E/R | 0.18% | 0.04% |
Characteristics
IWR | BKMC | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | BNY Mellon |
| Benchmark | Russell Midcap Index | Solactive GBS United States 400 Index |
| N° of holdings | 808 | 393 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 17, 2001 | April 7, 2020 |
| ESG | No | No |
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Exposure
Countries
IWR
USA
96.24%
Other
3.76%
BKMC
USA
94.53%
Other
5.47%
Sectors
IWR
Finance
21.61%
Technology
16.34%
Industrials
13.72%
Healthcare
11.84%
Other
36.48%
BKMC
Finance
22.3%
Industrials
16.57%
Healthcare
13.87%
Technology
13.78%
Non-Energy Materi.
8.71%
Other
24.77%
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Diversification
IWR
Total weight of top 15 holdings out of 15
8.43%
BKMC
Total weight of top 15 holdings out of 15
7.43%
Top 15 holdings
Data as of August 31, 2026
IWR
Snowflake, Inc.
0.80%
Marathon Petroleum Corp.
0.79%
Phillips 66
0.71%
Cloudflare, Inc.
0.69%
Robinhood Markets, Inc.
0.58%
Datadog, Inc.
0.56%
Hewlett Packard Enterprise Co.
0.50%
Warner Bros. Discovery, Inc.
0.49%
Simon Property Group, Inc.
0.49%
Royal Caribbean Group
0.49%
Digital Realty Trust, Inc.
0.48%
The Allstate Corp.
0.47%
Lumentum Holdings, Inc.
0.47%
United Rentals, Inc.
0.47%
Baker Hughes Co.
0.45%
BKMC
US Foods Holding Corp.
0.59%
Tenet Healthcare Corp.
0.58%
Coeur Mining, Inc.
0.55%
Guardant Health, Inc.
0.54%
Roku, Inc.
0.53%
Snap-On, Inc.
0.50%
Viatris, Inc.
0.49%
Burlington Stores, Inc.
0.49%
ITT, Inc.
0.48%
CF Industries Holdings, Inc.
0.47%
Ovintiv, Inc.
0.45%
East West Bancorp, Inc.
0.45%
TD SYNNEX Corp.
0.44%
Jones Lang LaSalle, Inc.
0.44%
C.H. Robinson Worldwide, Inc.
0.44%
Frequently asked questions about IWR and BKMC
How have the IWR and BKMC ETFs performed in 2026?
As of October 23, 2026, IWR is up 14.68% year-to-date (YTD), while BKMC has returned 8.09%. That puts IWR better performer ahead so far this year.
Which ETF is attracting more investor money: IWR or BKMC?
Year-to-date, the IWR ETF saw +$3.95B in flows, compared to -$3M for BKMC.
Which ETF is more volatile: IWR or BKMC?
Over the past year, IWR had a volatility of 13.47%, while BKMC experienced 14.9%.
Which ETF is bigger: IWR or BKMC?
As of October 23, 2026, IWR holds $56.99 B in assets under management (AUM), while BKMC manages $640.04 M.
What sectors do the IWR and BKMC ETFs invest in?
IWR leans toward sectors like Finance, Technology and Industrials. Meanwhile, BKMC focuses on Finance, Industrials and Healthcare.
What are the top holdings of the IWR ETF and BKMC ETF?
IWR top holdings include Snowflake, Inc., Marathon Petroleum Corp. and Phillips 66. BKMC holds in its top three: US Foods Holding Corp., Tenet Healthcare Corp. and Coeur Mining, Inc..
Which ETF is more diversified: IWR or BKMC?
IWR holds 818 securities with 8.43% of its assets in the top 15. BKMC has 397 securities and a top 15 weight of 7.43%.
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