ETF comparison
IWD vs MDY
US Value vs US Mid Cap.
iShares Russell 1000 Value ETF · State Street SPDR S&P MIDCAP 400 ETF Trust
Holdings overlap
283 positions appear in both funds. Buying equal dollars of IWD and MDY would leave roughly 6.8% 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
IWD 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 IWD vs MDY.
Top shared holdings
283 shared in total| # | Holding | In IWD | In MDY | Overlap |
|---|---|---|---|---|
| 1 | MKS, INCORPORATED. | 0.08% | 0.54% | 0.08% |
| 2 | TWILIO INC. | 0.07% | 1.30% | 0.07% |
| 3 | ENTEGRIS, INC. | 0.07% | 0.73% | 0.07% |
| 4 | OKTA, INC. | 0.06% | 1.01% | 0.06% |
| 5 | UNITED THERAPEUTICS CORPORATION | 0.06% | 0.67% | 0.06% |
| 6 | US FOODS HOLDING CORP. | 0.06% | 0.60% | 0.06% |
| 7 | RB Global, Inc. | 0.06% | 0.43% | 0.06% |
| 8 | TD SYNNEX CORPORATION | 0.06% | 0.64% | 0.06% |
| 9 | RELIANCE, INC. | 0.05% | 0.59% | 0.05% |
| 10 | NEXTPOWER INC. | 0.05% | 0.37% | 0.05% |
| 11 | ITT INC. | 0.05% | 0.53% | 0.05% |
| 12 | EAST WEST BANCORP, INC. | 0.05% | 0.50% | 0.05% |
Only in IWD
587 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 MDY
118 total- U.S. Dollar 0.89%
- ATI Inc 0.75%
- MACOM Technology Solutions Holdings Inc. 0.64%
- XPO Inc. 0.62%
- Woodward Inc. 0.56%
- Carpenter Technology Corporation 0.55%
- Lattice Semiconductor Corporation 0.55%
- Semtech Corporation 0.52%
- Burlington Stores Inc. 0.50%
- Fabrinet 0.48%
Related comparisons
More comparisons with IWD
- IWD vs DON · WisdomTree U.S. MidCap Dividend Fund 6.1%
- IWD vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 5.6%
- IWD vs IJJ · iShares S&P Mid-Cap 400 Value ETF 5.2%
- IWD vs FNDA · Schwab Fundamental U.S. Small Company ETF 5.0%
- IWD vs IWP · iShares Russell Mid-Cap Growth ETF 4.8%
- IWD vs DFAT · U.S. Targeted Value Portfolio-ETF Class Shares 4.8%
More comparisons with MDY
- MDY vs VTI · Vanguard Morningstar Total Stock Market ETF 5.0%
- MDY vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 4.8%
- MDY vs SCHB · Schwab U.S. Broad Market ETF 4.6%
- MDY vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 4.4%
- MDY vs DGRO · iShares Core Dividend Growth ETF 4.0%
- MDY vs SCHD · Schwab U.S. Dividend Equity ETF 3.4%
Percentages are holdings overlap with the named fund.
Open IWD 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.