ETF comparison
IWS vs SPMD
Both US Mid Cap.
iShares Russell Mid-Cap Value ETF · State Street SPDR Portfolio S&P 400 Mid Cap ETF
Holdings overlap
284 positions appear in both funds. Buying equal dollars of IWS and SPMD would leave roughly 24.0% 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 20 bps cheaper than IWS. On a $100,000 position that's about $200/yr more in fees for IWS.
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 IWS vs SPMD.
Top shared holdings
284 shared in total| # | Holding | In IWS | In SPMD | Overlap |
|---|---|---|---|---|
| 1 | MKS INC | 0.27% | 0.83% | 0.27% |
| 2 | ILLUMINA INC | 0.26% | 0.73% | 0.26% |
| 3 | TWILIO INC | 0.25% | 0.86% | 0.25% |
| 4 | ENTEGRIS INC | 0.23% | 0.76% | 0.23% |
| 5 | OKTA INC | 0.22% | 0.63% | 0.22% |
| 6 | UNITED THERAPEUTICS CORP | 0.22% | 0.63% | 0.22% |
| 7 | US FOODS HOLDING CORP | 0.22% | 0.62% | 0.22% |
| 8 | RB GLOBAL INC | 0.21% | 0.60% | 0.21% |
| 9 | TD SYNNEX CORP | 0.20% | 0.55% | 0.20% |
| 10 | RELIANCE INC | 0.19% | 0.53% | 0.19% |
| 11 | ITT INC | 0.17% | 0.49% | 0.17% |
| 12 | EAST WEST BANCORP INC | 0.17% | 0.49% | 0.17% |
Only in IWS
436 total- WARNER BROS. DISCOVERY INC 0.63%
- PHILLIPS 66 0.62%
- DIGITAL REALTY TRUST INC 0.62%
- KINDER MORGAN INC 0.61%
- ALLSTATE CORP (THE) 0.60%
- HEWLETT PACKARD ENTERPRISE COMPANY 0.59%
- FLEX LTD 0.58%
- REALTY INCOME CORP 0.57%
- DELTA AIR LINES INC 0.56%
- CORTEVA INC 0.56%
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 IWS
- IWS vs MDY · State Street SPDR S&P MIDCAP 400 ETF Trust 22.6%
- IWS vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 21.3%
- IWS vs VTV · Vanguard Morningstar Value ETF 18.8%
- IWS vs IJJ · iShares S&P Mid-Cap 400 Value ETF 18.2%
- IWS vs DGRO · iShares Core Dividend Growth ETF 16.2%
- IWS vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 16.2%
More comparisons with SPMD
- SPMD vs IWR · iShares Russell Mid-Cap ETF 22.9%
- SPMD vs IWP · iShares Russell Mid-Cap Growth ETF 20.0%
- SPMD vs IWM · iShares Russell 2000 ETF 11.2%
- SPMD vs IWD · iShares Russell 1000 Value ETF 6.8%
- 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%
Percentages are holdings overlap with the named fund.
Open IWS 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.