iShares Russell Mid-Cap Value ETF
0.23%
15.6B
15,646M USDMedium
533
Physical
Distributing
USD
US
Russell Mid-Cap Value
iShares
2001-07-17 (25 years)
With 15.6B in assets, this is a large fund — good liquidity and tight spreads.
A TER of 0.23% is in line with the market average (~0.35%).
Launched in 2001-07-17, this fund has 25 years of history — long and reliable track record.
Medium risk — good risk/return balance for a 5+ year horizon.
Simulated from available data points. Past returns do not guarantee future results.
| Period | Ann. Return | Cumulative |
|---|---|---|
| 1 Month (est.) | — | +1.9% |
| 3 Months (est.) | — | +5.7% |
| 6 Months (est.) | — | +11.7% |
| YTD (est.) | — | +9.7% |
| 1 Year | +24.8% | +24.8% |
| 3 Years | +14.2% | +48.8% |
| 5 Years | +7.5% | +43.2% |
| Since inception (25y) | +15.5% | +3540.0% |
533
58.6%
9.9%
15.4%
16.7%
2.07
0.75
0.33
0.23%
-21.5%
0.33
16.7%
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The iShares Russell Mid-Cap Value ETF tracks the Russell Mid-Cap Value index. It is managed by iShares using physical replication and follows a distributing distribution policy. The fund is denominated in USD and domiciled in US. It has a total expense ratio (TER) of 0.23%.
This ranking is for informational purposes only and does not constitute a recommendation to buy or sell any security. Displayed performance is simulated.