ETF comparison

IWPvsIWR

Both US Mid Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
36.8%

267 positions appear in both funds. Buying equal dollars of IWP and IWR would leave roughly36.8%of each dollar exposed to the same underlying securities.

IWP only 66.9%Shared 36.8%IWR only 65.7%
In IWP only
1 positions
Shared
267 positions
In IWR only
558 positions

Side by side

IWP

iShares Russell Mid-Cap Growth ETF

iShares · US Mid Cap

86composite / 100
Expense ratio
0.23%
Net assets
$19.76B
TTM yield
0.36%
Top-10 conc.
21.9%
IWR

iShares Russell Mid-Cap ETF

iShares · US Mid Cap

90composite / 100
Expense ratio
0.18%
Net assets
$56.82B
TTM yield
1.16%
Top-10 conc.
7.7%

Sub-score comparison

77
Cost
82
90
Tax efficiency
88
100
Liquidity
100
83
Concentration
100
Tracking quality
IWPsub-scoreIWR

Tracking quality isn't part of the composite — seewhat we don't scorefor 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 thecost calculator pre-filled with IWP vs IWR.

Top shared holdings

267 shared in total
#HoldingIn IWPIn IWROverlap
1BlackRock Funds III3.70%2.61%2.61%
2Datadog, Inc.2.34%0.62%0.62%
3Snowflake, Inc.2.33%0.61%0.61%
4Royal Caribbean Cruises Ltd.1.24%0.58%0.58%
5Cloudflare, Inc.2.12%0.56%0.56%
6Robinhood Markets, Inc.1.75%0.56%0.56%
7Teradyne, Inc.2.07%0.55%0.55%
8Marathon Petroleum Corp.1.05%0.54%0.54%
9Astera Labs, Inc.2.02%0.53%0.53%
10Simon Property Group, Inc.1.96%0.52%0.52%
11Comfort Systems USA, Inc.1.89%0.50%0.50%
12United Rentals, Inc.0.45%0.51%0.45%

Only in IWP

1 total
  • BlackRock Funds III0.11%

Only in IWR

558 total
  • Warner Bros Discovery, Inc.0.46%
  • Digital Realty Trust, Inc.0.45%
  • Kinder Morgan, Inc.0.45%
  • Allstate Corp. (The)0.44%
  • Hewlett Packard Enterprise Co.0.43%
  • Flex Ltd.0.43%
  • Realty Income Corp.0.42%
  • Corteva, Inc.0.41%
  • AMETEK, Inc.0.40%
  • Baker Hughes Co.0.40%

Open IWP 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 methodologyand 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.