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ETF comparison

IWP vs SPMD

Both US Mid Cap.

iShares Russell Mid-Cap Growth ETF · State Street SPDR Portfolio S&P 400 Mid Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
20.0 %

98 positions appear in both funds. Buying equal dollars of IWP and SPMD would leave roughly 20.0% of each dollar exposed to the same underlying securities.

IWP unmatched 79.9% Shared 20.0% SPMD unmatched 79.8%

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
168 positions
Shared
98 positions
In SPMD only
302 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%
SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$17.95B
TTM yield
1.32%
Top-10 conc.
7.7%

Sub-score comparison

77
Cost
97
90
Tax efficiency
88
100
Liquidity
100
86
Concentration
100
—
Tracking quality
—
IWP sub-score SPMD

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SPMD is 20 bps cheaper than IWP. On a $100,000 position that's about $200/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 SPMD.

Top shared holdings

98 shared in total
# Holding In IWP In SPMD Overlap
1 Carpenter Technology Corp. 0.81% 0.84% 0.81%
2 ATI, Inc. 0.73% 0.74% 0.73%
3 MasTec, Inc. 0.71% 0.71% 0.71%
4 Woodward, Inc. 0.69% 0.70% 0.69%
5 Sterling Infrastructure, Inc. 0.69% 0.71% 0.69%
6 MACOM Technology Solutions Holdings, Inc. 0.70% 0.69% 0.69%
7 XPO, Inc. 0.64% 0.66% 0.64%
8 Everpure, Inc. 0.58% 0.68% 0.58%
9 Lattice Semiconductor Corp. 0.57% 0.58% 0.57%
10 Fabrinet 0.55% 0.55% 0.55%
11 Burlington Stores, Inc. 0.54% 0.55% 0.54%
12 Roku, Inc. 0.47% 0.50% 0.47%

Only in IWP

168 total
  • Datadog, Inc. 2.34%
  • Snowflake, Inc. 2.33%
  • Cloudflare, Inc. 2.12%
  • Teradyne, Inc. 2.07%
  • Astera Labs, Inc. 2.02%
  • Simon Property Group, Inc. 1.96%
  • Comfort Systems USA, Inc. 1.89%
  • Robinhood Markets, Inc. 1.75%
  • Lumentum Holdings, Inc. 1.67%
  • Targa Resources Corp. 1.56%

Only in SPMD

302 total
  • Illumina Inc 0.73%
  • United Therapeutics Corp 0.63%
  • Okta Inc 0.63%
  • US Foods Holding Corp 0.62%
  • RB Global Inc 0.60%
  • TD SYNNEX Corp 0.55%
  • Reliance Inc 0.53%
  • Nextpower Inc 0.49%
  • East West Bancorp Inc 0.49%
  • ITT Inc 0.49%

Percentages are holdings overlap with the named fund.

Open IWP 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.