IWP vs MDY: holdings overlap, shared companies and scores
As of October 28, 2026, IWP and MDY overlap 17.9% by weight. iShares Russell Mid-Cap Growth ETF (IWP): Russell MidCap Growth index. State Street SPDR S&P MIDCAP 400 ETF Trust (MDY): U.S. mid-cap stocks.
Updated October 28, 2026
Where IWP and MDY trade against their own history
IWP trades at 28.2 times earnings, against its own median of 28.0, and is more expensive than 51% of its own last 9 years.
MDY trades at 20.2 times earnings, against its own median of 18.9, and is more expensive than 65% of its own last 9 years.
What do IWP and MDY each hold?
What's inside IWP: Tech 35%, AI 8%.
22% of IWP is its ten largest holdings.
What's inside MDY: Tech 16%, Semiconductors 4%.
7% of MDY is its ten largest holdings.
How much do IWP and MDY overlap? 17.9% by weight
As of October 28, 2026, IWP and MDY overlap 17.9% by weight.
18% of IWP is already inside MDY.
31% of MDY is already inside IWP.
IWP holds 273 companies and MDY holds 397; 101 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IWP and MDY? 4.9 and 4.4 out of 10
As of October 28, 2026, ETF Copilot scores IWP 4.9 out of 10 and MDY 4.4 out of 10.
They differ most on Growth: IWP 8.5 and MDY 5.0.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IWP | MDY |
|---|---|---|
| Growth | 8.5 | 5.0 |
| Value | 6.7 | 4.9 |
| Risk | 2.3 | 5.3 |
| Quality | 1.9 | 2.4 |
| Return | 3.8 | 4.2 |
IWP and MDY both charge 0.23% a year
As of October 28, 2026, IWP charges 0.23% a year, yields 0.35% and holds $19.1B in assets across 273 positions.
As of October 28, 2026, MDY charges 0.23% a year, yields 1.05% and holds $25.9B in assets across 397 positions.
| Measure | IWP | MDY |
|---|---|---|
| Expense ratio | 0.23% | 0.23% |
| Dividend yield | 0.35% | 1.05% |
| Assets under management | $19.1B | $25.9B |
| Holdings | 273 | 397 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “IWP vs MDY holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iwp-vs-mdy
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