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ETF comparison

IWR vs MDY

Both US Mid Cap.

iShares Russell Mid-Cap ETF · State Street SPDR S&P MIDCAP 400 ETF Trust

Holdings overlap

Weighted by ISIN/CUSIP
21.6 %

306 positions appear in both funds. Buying equal dollars of IWR and MDY would leave roughly 21.6% of each dollar exposed to the same underlying securities.

IWR unmatched 78.2% Shared 21.6% MDY unmatched 78.4%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In IWR only
518 positions
Shared
306 positions
In MDY only
95 positions

Side by side

IWR

iShares Russell Mid-Cap ETF

iShares · US Mid Cap

90 composite / 100
Expense ratio
0.18%
Net assets
$58.06B
TTM yield
1.15%
Top-10 conc.
5.6%
MDY

State Street SPDR S&P MIDCAP 400 ETF Trust

State Street · US Mid Cap

88 composite / 100
Expense ratio
0.23%
Net assets
$25.95B
TTM yield
1.04%
Top-10 conc.
7.2%

Sub-score comparison

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

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

Cost difference

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

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 IWR vs MDY.

Top shared holdings

306 shared in total
# Holding In IWR In MDY Overlap
1 Corteva, Inc. 0.41% 0.23% 0.23%
2 MKS, Inc. 0.22% 0.38% 0.22%
3 Carpenter Technology Corp. 0.22% 0.41% 0.22%
4 Curtiss-Wright Corp. 0.20% 0.48% 0.20%
5 Entegris, Inc. 0.20% 0.63% 0.20%
6 ATI, Inc. 0.19% 0.70% 0.19%
7 MasTec, Inc. 0.19% 0.30% 0.19%
8 MACOM Technology Solutions Holdings, Inc. 0.18% 0.46% 0.18%
9 Woodward, Inc. 0.18% 0.55% 0.18%
10 Sterling Infrastructure, Inc. 0.18% 0.25% 0.18%
11 XPO, Inc. 0.17% 0.63% 0.17%
12 United Therapeutics Corp. 0.16% 0.75% 0.16%

Only in IWR

518 total
  • Datadog, Inc. 0.62%
  • Snowflake, Inc. 0.61%
  • Royal Caribbean Cruises Ltd. 0.58%
  • Cloudflare, Inc. 0.56%
  • Robinhood Markets, Inc. 0.56%
  • Teradyne, Inc. 0.55%
  • Marathon Petroleum Corp. 0.54%
  • Astera Labs, Inc. 0.53%
  • Simon Property Group, Inc. 0.52%
  • United Rentals, Inc. 0.51%

Only in MDY

95 total
  • U.S. Dollar 0.77%
  • TechnipFMC plc 0.72%
  • Roivant Sciences Ltd. 0.59%
  • nVent Electric plc 0.52%
  • SharkNinja Inc. 0.52%
  • Jazz Pharmaceuticals Public Limited Company 0.44%
  • RenaissanceRe Holdings Ltd. 0.42%
  • Glaukos Corp 0.41%
  • Fabrinet 0.35%
  • BrightSpring Health Services Inc. 0.34%

Percentages are holdings overlap with the named fund.

Open IWR or MDY at a brokerage

Both funds trade commission-free at major US brokerages.

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.