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STXMvsIWRETF Comparison
Strive Mid-Cap ETF (STXM) and iShares Russell Mid-Cap ETF (IWR) belong to the same industry segment: US Mid Cap. Both ETFs have the same top 3 sector exposures: Industrials, Information Technology and Financials. Both STXM and IWR have the same Total Expense Ratio (TER) of 0.18%. STXM is up 2.62% year-to-date (YTD) with -$6M in YTD flows. IWR performs worse with 0.96% YTD performance, and +$281M in YTD flows. Run a side-by-side ETF comparison of STXM 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.
STXM vs IWR performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | STXM IWR | -4.27%-3.37% | +1.28%-0.19% | +2.62%+0.96% | +21.41%+17.17% | n/a+51.37% | n/a+39.23% |
| Flows | STXM IWR | -$6M+$566M | -$6M+$729M | -$6M+$281M | -$3M+$4.17B | -+$7.76B | -+$10.09B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | STXM IWR | +16.16%+14.02% | +21.23%+19.18% | n/a+16.03% | n/a+18.23% |
| Max drawdown | STXM IWR | -6.67%-6.03% | -15.06%-14.39% | n/a-21.08% | n/a-26.20% |
| Max drawdown duration | STXM IWR | 14d14d | 46d46d | n/a239d | n/a854d |
STXM | IWR | |
Last sale 3/12/2026 at 7:59 PM | $29.23 | $97.25 |
| Previous close 03/12/2026 | $29.84 | $97.20 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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STXM | IWR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
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STXM | IWR | |
|---|---|---|
| Last price | $29.23 | $97.25 |
| 1D performance | -2.04% | +0.05% |
| AuM | $15.79 M | $47.10 B |
| E/R | 0.18% | 0.18% |
STXM | IWR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Strive Asset Management | iShares |
| Benchmark | Bloomberg US 400 Index | Russell Midcap Index |
| N° of holdings | 357 | 724 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 11, 2024 | 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
Top 15 holdings
How have the STXM and IWR ETFs performed in 2026?
As of March 12, 2026, STXM is up 2.62% year-to-date (YTD), while IWR has returned 0.96%. That puts STXM better performer ahead so far this year.
Which ETF is attracting more investor money: STXM or IWR?
Year-to-date, the STXM ETF saw -$6M in flows, compared to +$281M for IWR.
Which ETF is more volatile: STXM or IWR?
Over the past year, STXM had a volatility of 21.23%, while IWR experienced 19.18%.
Which ETF is bigger: STXM or IWR?
As of March 12, 2026, STXM holds $15.79 M in assets under management (AUM), while IWR manages $47.10 B.
What sectors do the STXM and IWR ETFs invest in?
STXM leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, IWR focuses on Industrials, Information Technology and Financials.
What are the top holdings of the STXM ETF and IWR ETF?
STXM top holdings include US80004C2008, BLOOM ENERGY CORP and CIENA. IWR holds in its top three: WESTERN DIGITAL, ROYAL CARIBBEAN GROUP and BANK OF NEW YORK MELLON.
Which ETF is more diversified: STXM or IWR?
STXM holds 393 securities with 11.34% of its assets in the top 15. IWR has 808 securities and a top 15 weight of 8.71%.
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