ETF comparison
IWD vs SPMD
US Value vs US Mid Cap.
iShares Russell 1000 Value ETF · State Street SPDR Portfolio S&P 400 Mid Cap ETF
Holdings overlap
284 positions appear in both funds. Buying equal dollars of IWD and SPMD 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
SPMD is 15 bps cheaper than IWD. On a $100,000 position that's about $150/yr more in fees for IWD.
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 SPMD.
Top shared holdings
284 shared in total| # | Holding | In IWD | In SPMD | Overlap |
|---|---|---|---|---|
| 1 | MKS, INCORPORATED. | 0.08% | 0.83% | 0.08% |
| 2 | ILLUMINA, INC. | 0.07% | 0.73% | 0.07% |
| 3 | TWILIO INC. | 0.07% | 0.86% | 0.07% |
| 4 | ENTEGRIS, INC. | 0.07% | 0.76% | 0.07% |
| 5 | OKTA, INC. | 0.06% | 0.63% | 0.06% |
| 6 | UNITED THERAPEUTICS CORPORATION | 0.06% | 0.63% | 0.06% |
| 7 | US FOODS HOLDING CORP. | 0.06% | 0.62% | 0.06% |
| 8 | RB Global, Inc. | 0.06% | 0.60% | 0.06% |
| 9 | TD SYNNEX CORPORATION | 0.06% | 0.55% | 0.06% |
| 10 | RELIANCE, INC. | 0.05% | 0.53% | 0.05% |
| 11 | NEXTPOWER INC. | 0.05% | 0.49% | 0.05% |
| 12 | ITT INC. | 0.05% | 0.49% | 0.05% |
Only in IWD
586 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 SPMD
116 total- Carpenter Technology Corp 0.84%
- ATI Inc 0.74%
- Sterling Infrastructure Inc 0.71%
- MasTec Inc 0.71%
- Woodward Inc 0.70%
- MACOM Technology Solutions Holdings Inc 0.69%
- XPO Inc 0.66%
- Lattice Semiconductor Corp 0.58%
- Fabrinet 0.55%
- Burlington Stores Inc 0.55%
Related comparisons
More comparisons with IWD
- IWD vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 6.8%
- 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%
More comparisons with SPMD
- SPMD vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 5.0%
- SPMD vs VTI · Vanguard Morningstar Total Stock Market ETF 5.0%
- SPMD vs SCHB · Schwab U.S. Broad Market ETF 4.8%
- SPMD vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 4.5%
- SPMD vs DGRO · iShares Core Dividend Growth ETF 4.0%
- SPMD vs SCHD · Schwab U.S. Dividend Equity ETF 3.4%
Percentages are holdings overlap with the named fund.
Open IWD or SPMD 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.