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ETF comparison

IWP vs SPYM

US Mid Cap vs US Large Cap.

iShares Russell Mid-Cap Growth ETF · State Street SPDR Portfolio S&P 500 ETF

Holdings overlap

Weighted by ISIN/CUSIP
4.6 %

82 positions appear in both funds. Buying equal dollars of IWP and SPYM would leave roughly 4.6% of each dollar exposed to the same underlying securities.

IWP unmatched 95.2% Shared 4.6% SPYM unmatched 95.2%

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
184 positions
Shared
82 positions
In SPYM only
424 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%
SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street · US Large Cap

91 composite / 100
Expense ratio
0.020%
Net assets
$173.63B
TTM yield
1.02%
Top-10 conc.
36.4%

Sub-score comparison

77
Cost
98
90
Tax efficiency
88
100
Liquidity
100
86
Concentration
62
—
Tracking quality
—
IWP sub-score SPYM

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

Cost difference

SPYM is 21 bps cheaper than IWP. On a $100,000 position that's about $210/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 SPYM.

Top shared holdings

82 shared in total
# Holding In IWP In SPYM Overlap
1 Datadog, Inc. 2.34% 0.13% 0.13%
2 Robinhood Markets, Inc. 1.75% 0.12% 0.12%
3 Royal Caribbean Cruises Ltd. 1.24% 0.12% 0.12%
4 Coherent Corp. 0.40% 0.12% 0.12%
5 Teradyne, Inc. 2.07% 0.12% 0.12%
6 Marathon Petroleum Corp. 1.05% 0.12% 0.12%
7 Simon Property Group, Inc. 1.96% 0.11% 0.11%
8 United Rentals, Inc. 0.45% 0.11% 0.11%
9 Comfort Systems USA, Inc. 1.89% 0.11% 0.11%
10 Phillips 66 0.11% 0.11% 0.11%
11 Lumentum Holdings, Inc. 1.67% 0.10% 0.10%
12 Delta Air Lines, Inc. 0.10% 0.09% 0.09%

Only in IWP

184 total
  • Snowflake, Inc. 2.33%
  • Cloudflare, Inc. 2.12%
  • Astera Labs, Inc. 2.02%
  • Rocket Lab Corp. 1.49%
  • Credo Technology Group Holding Ltd. 1.23%
  • Alnylam Pharmaceuticals, Inc. 1.10%
  • Natera, Inc. 1.01%
  • Anglogold Ashanti plc 1.01%
  • Revolution Medicines, Inc. 0.98%
  • CoreWeave, Inc. 0.95%

Only in SPYM

424 total
  • NVIDIA Corp 7.51%
  • Apple Inc 6.59%
  • Microsoft Corp 4.29%
  • Amazon.com Inc 3.62%
  • Alphabet Inc 3.25%
  • Broadcom Inc 2.77%
  • Alphabet Inc 2.59%
  • Micron Technology Inc 2.02%
  • Meta Platforms Inc 1.92%
  • Tesla Inc 1.83%

Percentages are holdings overlap with the named fund.

Open IWP or SPYM 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.