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 Technology. IWR is more expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.04% for BKMC. IWR is up 14.15% year-to-date (YTD) with +$2.84B in YTD flows. BKMC performs worse with 11.31% YTD performance, and -$14M 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 07/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWR BKMC | +0.73%-0.46% | +5.62%+2.89% | +14.15%+11.31% | +16.88%+15.78% | +50.95%+44.60% | +47.23%+44.82% |
| Flows | IWR BKMC | -$620M- | +$884M+$14M | +$2.84B-$14M | +$4.96B+$17M | +$10.57B+$63M | +$12.08B+$417M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWR BKMC | +12.80%+14.38% | +13.72%+15.42% | +15.92%+17.59% | +18.24%+19.26% |
| Max drawdown | IWR BKMC | -2.88%-4.04% | -8.16%-9.70% | -21.08%-23.71% | -26.20%-25.02% |
| Max drawdown duration | IWR BKMC | 16d19d | 49d49d | 239d284d | 854d827d |
Trading data
IWR | BKMC | |
Last sale 7/27/2026 at 1:30 PM | $109.98 | $40.35 |
| Previous close 07/24/2026 | $109.36 | $40.09 |
| Consolidated volume 07/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 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 7/27/2026 at 1:30 PM
Live
Closed
IWR | BKMC | |
|---|---|---|
| Last price | $109.98 | $40.35 |
| 1D performance | +0.57% | +0.64% |
| AuM | $55.78 B | $650.66 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 | 810 | 395 |
| 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
95.61%
Other
4.39%
BKMC
USA
94.05%
Other
5.95%
Sectors
IWR
Finance
21.03%
Technology
16.71%
Industrials
15.2%
Healthcare
10.74%
Other
36.32%
BKMC
Finance
21.22%
Industrials
18.92%
Technology
15.19%
Healthcare
11.71%
Non-Energy Materi.
9.7%
Other
23.26%
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Diversification
IWR
Total weight of top 15 holdings out of 15
7.98%
BKMC
Total weight of top 15 holdings out of 15
9.12%
Top 15 holdings
Data as of June 30, 2026
IWR
Datadog, Inc.
0.62%
Snowflake, Inc.
0.61%
Royal Caribbean Group
0.58%
Cloudflare, Inc.
0.56%
Robinhood Markets, Inc.
0.56%
Teradyne, Inc.
0.55%
Marathon Petroleum Corp.
0.54%
Astera Labs, Inc.
0.53%
Simon Property Group, Inc.
0.52%
United Rentals, Inc.
0.51%
Coherent Corp.
0.50%
Comfort Systems USA, Inc.
0.50%
Phillips 66
0.49%
Warner Bros. Discovery, Inc.
0.46%
Digital Realty Trust, Inc.
0.45%
BKMC
Revolution Medicines, Inc.
0.81%
Carpenter Technology Corp.
0.72%
nVent Electric Plc
0.69%
Twilio, Inc.
0.69%
ATI, Inc.
0.66%
Sterling Infrastructure, Inc.
0.65%
MKS, Inc.
0.63%
MACOM Technology Solutions Holdings, Inc.
0.60%
F5, Inc.
0.55%
US Foods Holding Corp.
0.54%
TTM Technologies, Inc.
0.53%
Snap-On, Inc.
0.52%
Okta, Inc.
0.52%
RBC Bearings, Inc.
0.51%
C.H. Robinson Worldwide, Inc.
0.51%
Frequently asked questions about IWR and BKMC
How have the IWR and BKMC ETFs performed in 2026?
As of July 24, 2026, IWR is up 14.15% year-to-date (YTD), while BKMC has returned 11.31%. 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 +$2.84B in flows, compared to -$14M for BKMC.
Which ETF is more volatile: IWR or BKMC?
Over the past year, IWR had a volatility of 13.72%, while BKMC experienced 15.42%.
Which ETF is bigger: IWR or BKMC?
As of July 24, 2026, IWR holds $55.78 B in assets under management (AUM), while BKMC manages $650.66 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 Technology.
What are the top holdings of the IWR ETF and BKMC ETF?
IWR top holdings include Datadog, Inc., Snowflake, Inc. and Royal Caribbean Group. BKMC holds in its top three: Revolution Medicines, Inc., Carpenter Technology Corp. and nVent Electric Plc.
Which ETF is more diversified: IWR or BKMC?
IWR holds 824 securities with 7.98% of its assets in the top 15. BKMC has 400 securities and a top 15 weight of 9.12%.
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