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ETF comparison

IWP vs IWR

Both US Mid Cap.

iShares Russell Mid-Cap Growth ETF · iShares Russell Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
34.9 %

279 positions appear in both funds. Buying equal dollars of IWP and IWR would leave roughly 34.9% of each dollar exposed to the same underlying securities.

IWP only 69.4% Shared 34.9% IWR only 67.9%
In IWP only
0 positions
Shared
279 positions
In IWR only
529 positions

Side by side

IWP

iShares Russell Mid-Cap Growth ETF

iShares · US Mid Cap

85 composite / 100
Expense ratio
0.23%
Net assets
$21.57B
TTM yield
0.35%
Top-10 conc.
26.5%
IWR

iShares Russell Mid-Cap ETF

iShares · US Mid Cap

90 composite / 100
Expense ratio
0.18%
Net assets
$56.98B
TTM yield
1.16%
Top-10 conc.
9.2%

Sub-score comparison

77
Cost
82
90
Tax efficiency
88
100
Liquidity
100
76
Concentration
100
—
Tracking quality
—
IWP sub-score IWR

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

IWR is 5 bps cheaper than IWP. On a $100,000 position that's about $50/yr more in fees for IWP.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IWP vs IWR.

Top shared holdings

279 shared in total
# Holding In IWP In IWR Overlap
1 BlackRock Funds III 4.34% 2.98% 2.98%
2 Vertiv Holdings Co. 3.43% 0.76% 0.76%
3 Howmet Aerospace, Inc. 3.32% 0.73% 0.73%
4 Quanta Services, Inc. 2.25% 0.64% 0.64%
5 Royal Caribbean Cruises Ltd. 2.51% 0.55% 0.55%
6 Hilton Worldwide Holdings, Inc. 2.49% 0.55% 0.55%
7 Cloudflare, Inc. 2.33% 0.51% 0.51%
8 Ross Stores, Inc. 0.50% 0.55% 0.50%
9 Cheniere Energy, Inc. 0.98% 0.48% 0.48%
10 Simon Property Group, Inc. 0.48% 0.48% 0.48%
11 Cencora, Inc. 2.07% 0.46% 0.46%
12 Fastenal Co. 1.57% 0.42% 0.42%

Only in IWP

0 total

Every IWP position is also held by IWR.

Only in IWR

529 total
  • Corning, Inc. 0.84%
  • Western Digital Corp. 0.73%
  • Sandisk Corp. 0.72%
  • Valero Energy Corp. 0.60%
  • Cummins, Inc. 0.59%
  • Marathon Petroleum Corp. 0.58%
  • Kinder Morgan, Inc. 0.52%
  • L3Harris Technologies, Inc. 0.51%
  • Warner Bros Discovery, Inc. 0.51%
  • Digital Realty Trust, Inc. 0.49%

Open IWP or IWR at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.