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

In the year to Nov 4, 2026, with distributions reinvested, IWR returned +19.4% and JHMM +18.0%.

Which is cheaper, IWR or JHMM?

IWR is cheaper, by 0.23 percentage points a year. That is about $23 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 62% of IWR and 52% of JHMM by weight is stocks the S&P 500 already holds.

Data as of Nov 4, 2026.

Across categories

IWR vs JHMM: Differences, Returns & Fees

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Over the year to Nov 4, 2026, IWR returned +19.4% to JHMM's +18.0%; 56% of their weight is in the same names.

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Net assets: $58.2bn on Nov 3, 2026 for iShares Russell Mid-Cap ETF, and $5.8bn on Jun 30, 2026 for John Hancock Multifactor Mid Cap ETF.

IWR on its own →JHMM on its own →

At a glance

+19.4%

IWR total return, 1 year

+18.0%

JHMM total return, 1 year

0.18%

IWR expense ratio

0.41%

JHMM expense ratio

Pair scorecard

IWR costs 0.23 points a year less; their one-year returns differ by 1.4 points.

IWR vs JHMM: Differences, Returns & Fees
Measure	IWR	JHMM
Return
Measure	IWR	JHMM
Total return, 1 year	+19.4%	+18.0%
Drawdown
Measure	IWR	JHMM
Below its high		3.5%, high on Aug 14, 2026
Benchmark
Measure	IWR	JHMM
What it tracks	Russell Midcap Index	John Hancock Dimensional Mid Cap Index
Cost and size
Measure	IWR	JHMM
Expense ratio	0.18%	0.41%
Net assets, IWR as of Nov 3, 2026 and JHMM as of Jun 30, 2026	$58.2bn	$5.8bn
Holdings
Measure	IWR	JHMM
Holdings in common	56%
Top ten holdings, share of the fund	6.4%	6.1%

Method

What they share

56%

By the books each fund has filed, IWR and JHMM hold 56% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Nov 3, 2026.

50%

0 half 100%

half

56% in common

Positions both hold · largest shared weight first IWR JHMM

HEWLETT PACKARD ENTERPRISE 0.51% 0.60%

TARGA RESOURCES 0.46% 0.51%

CARDINAL HEALTH 0.43% 0.42%

AMETEK INC 0.41% 0.47%

DEVON ENERGY 0.39% 0.41%

LUMENTUM HOLDINGS 0.39% 0.41%

KEYSIGHT TECHNOLOGIES 0.38% 0.58%

ENTERGY CORP 0.37% 0.45%

ROCKWELL AUTOMATION INC 0.37% 0.47%

FIFTH THIRD BANCORP 0.36% 0.46%

EBAY 0.35% 0.46%

CHENIERE ENERGY 0.47% 0.34%

Only in one fund ↓

Only in IWR

MARATHON PETROLEUM 0.92%

PHILLIPS 66 0.80%

SNOWFLAKE 0.72%

CLOUDFLARE CLASS A 0.64%

ROYAL CARIBBEAN GROUP 0.57%

UNITED RENTALS 0.54%

DATADOG INC CLASS A 0.53%

SIMON PROPERTY GROUP REIT INC 0.52%

Only in JHMM

Ciena Corporation 0.53%

Monolithic Power Systems Inc. 0.52%

Westinghouse Air Brake Technologies Corporation 0.40%

MandT Bank Corporation 0.35%

Bloom Energy Corporation 0.31%

Interactive Brokers Group Inc. 0.31%

Casey's General Stores Inc. 0.29%

Reliance Inc. 0.28%

Check overlap with more funds →

Side by side

IWR iShares Russell Mid-Cap ETF JHMM John Hancock Multifactor Mid Cap ETF

Where it sits Stock ETF Stock ETF

Issuer iShares John Hancock

What it is Tracks an index Tracks an index

Total return, 1 year +19.4% +18.0%

Its benchmark over the same days +14.8% (IWV) +14.8% (IWV)

Gap to its benchmark +4.6 pts vs IWV +3.2 pts vs IWV

Expense ratio 0.18% 0.41%

Already in the S&P 500 61.6% 52.5%

Holdings 825 662

Net assets, IWR as of Nov 3, 2026 and JHMM as of Jun 30, 2026 $58.2bn $5.8bn

IWR and JHMM on the fields both publish, as of Nov 4, 2026. Source: ETFIQ.

Alert

About each fund

IWR

Over the year to Nov 4, 2026 it returned +19.4% with distributions reinvested, against +14.8% for its benchmark, the Russell 3000 Index.

IWR tracks an index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Nov 3, 2026, 62% of the fund by weight is stocks the S&P 500 also holds, across 825 positions, with the top ten at 6.4%.

JHMM

Over the year to Nov 4, 2026 it returned +18.0% with distributions reinvested, against +14.8% for its benchmark, the Russell 3000 Index.

JHMM tracks an index. The prospectus expense ratio is 0.41% a year. By its holdings filed for Jun 30, 2026, 52% of the fund by weight is stocks the S&P 500 also holds, across 662 positions, with the top ten at 6.1%. It sat 3.5% below its high of Aug 14, 2026 on Nov 4, 2026.

Questions people ask

Which returned more over the last year, IWR or JHMM?: In the year to Nov 4, 2026, with distributions reinvested, IWR returned +19.4% and JHMM +18.0%.
Which is cheaper, IWR or JHMM?: IWR is cheaper, by 0.23 percentage points a year. That is about $23 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWR and JHMM overlap with the S&P 500?: By their latest filed holdings, 62% of IWR and 52% of JHMM by weight is stocks the S&P 500 already holds.

Other comparisons

IWR vs MOAT IWR vs SCHM IWR vs SPMD IWR vs MDY JHMM vs SPMD JHMM vs VO JHMM vs VXF JHMM vs MDY

Where to next

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

Sources and dates

IWR filings on SEC EDGAR ↗

IWR prospectus with the expense ratio (SEC) ↗

iShares page for IWR ↗

JHMM filings on SEC EDGAR ↗

JHMM prospectus with the expense ratio (SEC) ↗

John Hancock website ↗

Links are sources, not endorsements. 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, IWR against JHMM, data as of Nov 4, 2026. https://etfiq.com/compare/any/iwr-vs-jhmm

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