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ETF comparison

IWP vs IWR

Both US Mid Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
34.1 %

266 positions appear in both funds. Buying equal dollars of IWP and IWR would leave roughly 34.1% of each dollar exposed to the same underlying securities.

IWP unmatched 65.7% Shared 34.1% IWR unmatched 65.7%

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 IWP only
0 positions
Shared
266 positions
In IWR only
558 positions

Side by side

IWP

iShares Russell Mid-Cap Growth ETF

iShares · US Mid Cap

87 composite / 100
Expense ratio
0.23%
Net assets
$19.35B
TTM yield
0.40%
Top-10 conc.
19.7%
IWR

iShares Russell Mid-Cap ETF

iShares · US Mid Cap

90 composite / 100
Expense ratio
0.18%
Net assets
$54.90B
TTM yield
1.16%
Top-10 conc.
5.6%

Sub-score comparison

77
Cost
82
90
Tax efficiency
88
100
Liquidity
100
86
Concentration
100
—
Tracking quality
—
IWP sub-score IWR

Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with IWP vs IWR.

Top shared holdings

266 shared in total
# Holding In IWP In IWR Overlap
1 Datadog, Inc. 2.34% 0.62% 0.62%
2 Snowflake, Inc. 2.33% 0.61% 0.61%
3 Royal Caribbean Cruises Ltd. 1.24% 0.58% 0.58%
4 Cloudflare, Inc. 2.12% 0.56% 0.56%
5 Robinhood Markets, Inc. 1.75% 0.56% 0.56%
6 Teradyne, Inc. 2.07% 0.55% 0.55%
7 Marathon Petroleum Corp. 1.05% 0.54% 0.54%
8 Astera Labs, Inc. 2.02% 0.53% 0.53%
9 Simon Property Group, Inc. 1.96% 0.52% 0.52%
10 Comfort Systems USA, Inc. 1.89% 0.50% 0.50%
11 United Rentals, Inc. 0.45% 0.51% 0.45%
12 Lumentum Holdings, Inc. 1.67% 0.44% 0.44%

Only in IWP

0 total

Every IWP position is also held by IWR.

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%

Percentages are holdings overlap with the named fund.

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 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.