iShares
IWR
US4642874998
iShares Russell Midcap ETF
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TER
0.18%

Total Expense Ratio per year

Fund Size
€51.04B

Assets under management

Holdings
813

Underlying equities

Dividend Yield
1.19%

Distributing

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
19.86
Weighted Fwd P/E
15.66
💰 Revenue Estimates
Current Year CY
+18.23% ⌀ 15 Analysts Coverage
Next Year NY
+14.62% ⌀ 15 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+8.03% ⌀ 16 Analysts Coverage
Next Year NY
+23.49% ⌀ 16 Analysts Coverage

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
-
Index Group
Russell Midcap
Region
-
Sector
-
Strategy
Mid Cap
Theme
-
Distribution Policy
Distributing
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
18.3% p.a.
Max Drawdown (5Y)
-27.2%
Sharpe Ratio (5Y)
0.23
Beta Factor
0.98
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
🟡 Moderate analyst coverage (15.9 analysts)
⚠️ Elevated Regulatory & Policy Risk: 44% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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