IWR vs REMC

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

Overlap by weight
33%
260 shared positions
Fee gap
14 bp
IWR is cheaper
1-year return gap
—
Larger fund
IWR
$56.8B

Side by side

IWRREMC
FundiShares Russell Mid-Cap ETFColumbia Research Enhanced Mid Cap ETF
IssueriSharesColumbia
CategoryMid Cap BlendMulti-Factor
Expense ratio0.18%0.32%
Assets$56.8B$3.4M
Average daily dollar volume$143M$1K
ListedJul 17, 2001Dec 11, 2025
FrenzyCap score9041
1-month return+0.8%+1.5%
3-month return+0.0%+2.7%
Year to date+14.1%+15.1%
1-year return+12.9%—
30-day volatility11.3%10.5%
Worst drawdown, 1 year−8.4%−6.6%
Trailing 12-month yield1.16%0.07%
Holdings830281
Top 10 weight7.1%15.0%
Look-through P/E26.421.9
Holdings vs fair value+10.4%+13.0%
Holdings above 200-day average52%54%
Net flow, latest 3 reported months+$2.1B thru Jun 2026$0 thru Jun 2026
30-day implied volatility13.0%—
Holdings as ofas of Oct 8, 2026issuer dataas of Jun 30, 2026SEC filing

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

Largest shared holdings

33% of IWR · 94% of REMC
HoldingIWRREMC
SNOW0.85%1.56%
PSX0.83%1.72%
DDOG0.67%1.53%
KEYS0.47%1.09%
SPG0.47%1.64%
TER0.46%1.38%
FIX0.44%1.70%
ALL0.44%1.37%
CAH0.41%1.27%
ALAB0.39%1.23%
DAL0.37%1.49%
BDX0.37%0.95%
ADSK0.36%0.75%
ROK0.36%1.33%
F0.35%1.13%
ETR0.35%1.02%
P0.35%0.45%
STT0.35%1.04%
NTAP0.34%0.55%
OXY0.32%1.23%
EXC0.32%0.92%
IQV0.31%0.73%
FERG0.31%1.12%
TWLO0.30%0.57%
ILMN0.30%0.61%

Sector mix of the stock holdings

SectorIWRREMCGap
Technology21.3%21.0%+0.3%
Industrials18.9%19.7%−0.8%
Financials12.3%11.1%+1.2%
Health Care10.2%9.4%+0.8%
Utilities7.7%5.9%+1.7%
Consumer Discretionary7.2%6.4%+0.7%
Real Estate6.3%7.2%−0.9%
Materials5.7%5.0%+0.7%
Energy4.3%4.4%−0.1%
Consumer Staples4.2%3.4%+0.8%
Communication Services1.4%1.4%−0.1%
Other0.1%0.2%−0.1%

More: full overlap table · IWR holdings · REMC 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.