📉 Live Chart
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📈 1-Year Performance
Normalized to 100 one year ago · weekly close
IWR +12.6%SPY +16.5%
🥧 Sector Weightings
Top sectors
Technology18.5%
Industrials15.6%
Financial Services13.2%
Healthcare11.9%
Consumer Cyclical9.7%
realestate6.8%
✍️ marketbrief View
IWR tracks the Russell Midcap index, competing with Vanguard's VO. Its top holdings include names like Snowflake and Marathon Petroleum, giving it a somewhat different composition from VO.
Its 16.1% one-year return has edged out VO's 13.7%, but at a 0.18% expense ratio — much higher than VO's 0.03%. For long-term holding, VO is often the more cost-efficient choice.
