Which returned more over the last year, FLQM or IWR?

In the year to Oct 20, 2026, with distributions reinvested, FLQM returned +10.3% and IWR +15.1%.

Which is cheaper, FLQM or IWR?

IWR is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do FLQM and IWR overlap with the S&P 500?

By their latest filed holdings, 68% of FLQM and 62% of IWR by weight is stocks the S&P 500 already holds.

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FLQM vs IWR: Differences, Returns & Fees

FLQM and IWR hold 26% of their weight in the same names, and IWR returned +15.1% over the year. Net assets on Oct 20, 2026: $1.5bn for Franklin U.S. Mid Cap Multifactor Index ETF and $57.0bn for iShares Russell Mid-Cap ETF.

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Answers cite the figures on this page.

IWR costs 0.12 points a year less; their one-year returns differ by 4.8 points; IWR is far larger, $57.0bn against $1.5bn.

FLQM vs IWR: Differences, Returns & Fees
	FLQM	IWR
Expense ratio	0.30%	0.18%
Net assets	$1.5bn	$57.0bn
Total return, 1 year	+10.3%	+15.1%
What it tracks	not read by ETFIQ	Russell Midcap Index
Holdings in common	26%
Top ten holdings, share of the fund	11.3%	6.8%
Below its high		4.3%, high on Aug 14, 2026

Holdings in common uses holdings dated Jun 30, 2026 and Oct 19, 2026.

+10.3%

FLQM total return, 1 year

+15.1%

IWR total return, 1 year

0.30%

FLQM expense ratio

0.18%

IWR expense ratio

What they hold in common

By the books each fund has filed, FLQM and IWR hold 26% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Oct 19, 2026.

50%

half

26% in common

Positions both hold, largest shared weight first

Holding FLQM IWR

ALLSTATE CORP (THE) 1.13% 0.47%

CENCORA INC 1.04% 0.47%

TARGA RESOURCES CORP 0.91% 0.46%

FASTENAL COMPANY 1.07% 0.44%

DEVON ENERGY CORP 0.91% 0.43%

W.W. GRAINGER INC 1.08% 0.43%

BECTON DICKINSON & COMPANY 0.78% 0.39%

TERADYNE INC 1.20% 0.39%

AUTODESK INC 0.77% 0.38%

EBAY INC 1.01% 0.36%

GARMIN LTD 1.00% 0.35%

ANGLOGOLD ASHANTI PLC 0.76% 0.34%

Only in FLQM

ELECTRONIC ARTS INC 1.00%

Only in IWR

MARATHON PETROLEUM 1.04%

PHILLIPS 66 0.87%

SNOWFLAKE 0.79%

CLOUDFLARE CLASS A 0.71%

DATADOG INC CLASS A 0.64%

MODERNA 0.61%

HEWLETT PACKARD ENTERPRISE 0.55%

ROBINHOOD MARKETS CLASS A 0.55%

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On the same fields

FLQM

Franklin U.S. Mid Cap Multifactor Index ETF

IWR

iShares Russell Mid-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer Franklin iShares

What it is Tracks an index Tracks an index

Total return, 1 year +10.3% +15.1%

Its benchmark over the same days not measured +15.0% (IWV)

Gap to its benchmark not measured +0.1 pts vs IWV

Expense ratio 0.30% 0.18%

Already in the S&P 500 68.2% 61.6%

Holdings 205 825

Net assets $1.5bn $57.0bn

FLQM and IWR on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.

About FLQM

FLQM tracks an index. Over the year to Oct 20, 2026 it returned +10.3% with distributions reinvested. The prospectus expense ratio is 0.30% a year. By its holdings filed for Jun 30, 2026, 68% of the fund by weight is stocks the S&P 500 also holds, across 205 positions, with the top ten at 11.3%.

About IWR

IWR tracks an index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 19, 2026, 62% of the fund by weight is stocks the S&P 500 also holds, across 825 positions, with the top ten at 6.8%. It sat 4.3% below its high of Aug 14, 2026 on Oct 20, 2026.

Over the year to Oct 20, 2026 it returned +15.1% with distributions reinvested, against +15.0% for its benchmark, the Russell 3000 Index.

Questions people ask

Which returned more over the last year, FLQM or IWR?: In the year to Oct 20, 2026, with distributions reinvested, FLQM returned +10.3% and IWR +15.1%.
Which is cheaper, FLQM or IWR?: IWR is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do FLQM and IWR overlap with the S&P 500?: By their latest filed holdings, 68% of FLQM and 62% of IWR by weight is stocks the S&P 500 already holds.

Other comparisons

FLQM vs IJH FLQM vs SPMD FLQM vs SCHM FLQM vs IJK IWR vs MLRG FTC vs IWR IVOG vs IWR IMCB vs IWR

FLQM on its own →IWR on its own →Hold both: look the portfolio through →Rankings →FLQM dividend history →FLQM holdings →IWR dividend history →IWR holdings →Standards and sources →

Where these figures came from

FLQM filings on SEC EDGAR ↗FLQM prospectus with the expense ratio (SEC) ↗Franklin website ↗IWR filings on SEC EDGAR ↗IWR prospectus with the expense ratio (SEC) ↗iShares page for IWR ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, FLQM against IWR, data as of Oct 20, 2026. https://etfiq.com/compare/any/flqm-vs-iwr

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.