ETF comparison
IWD vs IWR
US Value vs US Mid Cap.
iShares Russell 1000 Value ETF · iShares Russell Mid-Cap ETF
Holdings overlap
718 positions appear in both funds. Buying equal dollars of IWD and IWR would leave roughly 28.5% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
Expense ratios are effectively identical (0.18% vs 0.18%).
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 IWD vs IWR.
Top shared holdings
718 shared in total| # | Holding | In IWD | In IWR | Overlap |
|---|---|---|---|---|
| 1 | WARNER BROS. DISCOVERY, INC. | 0.18% | 0.46% | 0.18% |
| 2 | PHILLIPS 66 | 0.18% | 0.49% | 0.18% |
| 3 | DIGITAL REALTY TRUST, INC. | 0.18% | 0.45% | 0.18% |
| 4 | KINDER MORGAN, INC. | 0.17% | 0.45% | 0.17% |
| 5 | THE ALLSTATE CORPORATION | 0.17% | 0.44% | 0.17% |
| 6 | HEWLETT PACKARD ENTERPRISE COMPANY | 0.17% | 0.43% | 0.17% |
| 7 | FLEX LTD. | 0.17% | 0.43% | 0.17% |
| 8 | REALTY INCOME CORPORATION | 0.16% | 0.42% | 0.16% |
| 9 | DELTA AIR LINES, INC. | 0.16% | 0.44% | 0.16% |
| 10 | CORTEVA, INC. | 0.16% | 0.41% | 0.16% |
| 11 | AMETEK, INC. | 0.15% | 0.40% | 0.15% |
| 12 | Coherent Corp. | 0.15% | 0.50% | 0.15% |
Only in IWD
152 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Only in IWR
106 total- Datadog, Inc. 0.62%
- Snowflake, Inc. 0.61%
- Cloudflare, Inc. 0.56%
- Teradyne, Inc. 0.55%
- Astera Labs, Inc. 0.53%
- Simon Property Group, Inc. 0.52%
- Comfort Systems USA, Inc. 0.50%
- Lumentum Holdings, Inc. 0.44%
- Targa Resources Corp. 0.41%
- Rocket Lab Corp. 0.39%
Related comparisons
More comparisons with IWD
- IWD vs IWS · iShares Russell Mid-Cap Value ETF 28.5%
- IWD vs QUAL · iShares MSCI USA Quality Factor ETF 28.5%
- IWD vs SCHG · Schwab U.S. Large-Cap Growth ETF 28.5%
- IWD vs CGUS · Capital Group Core Equity ETF 27.3%
- IWD vs QQQM · Invesco NASDAQ 100 ETF 27.3%
- IWD vs FVD · First Trust Value Line Dividend Index Fund 27.2%
More comparisons with IWR
- IWR vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 24.8%
- IWR vs IJH · iShares Core S&P Mid-Cap ETF 22.9%
- IWR vs SPMD · State Street SPDR Portfolio S&P 400 Mid Cap ETF 22.9%
- IWR vs IVOO · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 22.8%
- IWR vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 22.6%
- IWR vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 21.7%
Percentages are holdings overlap with the named fund.
Open IWD or IWR 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.