AEMC vs IWR

Harbor AlphaEdge Mid Cap Core ETF against iShares Russell Mid-Cap ETF: cost, size, returns, what they hold and how much of it is the same.

Fee gap
—
same fee
1-year return gap
—
Larger fund
IWR
$56.8B

Side by side

AEMCIWR
FundHarbor AlphaEdge Mid Cap Core ETFiShares Russell Mid-Cap ETF
IssuerHarboriShares
CategoryMid Cap BlendMid Cap Blend
Expense ratio—0.18%
Assets—$56.8B
Average daily dollar volume$3K$143M
ListedAug 26, 2026Jul 17, 2001
FrenzyCap score—90
1-month return+2.2%+0.8%
3-month return—+0.0%
Year to date—+14.1%
1-year return—+12.9%
30-day volatility10.6%11.3%
Worst drawdown, 1 year−3.4%−8.4%
Trailing 12-month yield—1.16%
Holdings—830
Top 10 weight—7.1%
Look-through P/E—26.4
Holdings vs fair value—+10.4%
Holdings above 200-day average—52%
Net flow, latest 3 reported months—+$2.1B thru Jun 2026
30-day implied volatility—13.0%
Holdings as ofas of Oct 8, 2026issuer data

Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.

More: full overlap table · AEMC holdings · IWR holdings

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.