IWP vs SPMD: holdings overlap, shared companies and scores
As of October 28, 2026, IWP and SPMD overlap 17.9% by weight. iShares Russell Mid-Cap Growth ETF (IWP): Russell MidCap Growth index. State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD): U.S. mid-cap equities.
Updated October 28, 2026
Where IWP and SPMD 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.
SPMD trades at 20.2 times earnings, against its own median of 19.2, and is more expensive than 65% of its own last 9 years.
What do IWP and SPMD each hold?
What's inside IWP: Tech 35%, AI 8%.
22% of IWP is its ten largest holdings.
What's inside SPMD: Tech 16%, Semiconductors 4%.
7% of SPMD is its ten largest holdings.
How much do IWP and SPMD overlap? 17.9% by weight
As of October 28, 2026, IWP and SPMD overlap 17.9% by weight.
18% of IWP is already inside SPMD.
31% of SPMD is already inside IWP.
IWP holds 273 companies and SPMD holds 400; 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 SPMD? 4.9 and 4.5 out of 10
As of October 28, 2026, ETF Copilot scores IWP 4.9 out of 10 and SPMD 4.5 out of 10.
They differ most on Growth: IWP 8.5 and SPMD 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 | SPMD |
|---|---|---|
| Growth | 8.5 | 5.0 |
| Value | 6.7 | 4.9 |
| Risk | 2.3 | 5.3 |
| Quality | 1.9 | 2.4 |
| Return | 3.8 | 4.5 |
SPMD is the cheaper of the two at 0.03% 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, SPMD charges 0.03% a year, yields 1.30% and holds $18.6B in assets across 400 positions.
| Measure | IWP | SPMD |
|---|---|---|
| Expense ratio | 0.23% | 0.03% |
| Dividend yield | 0.35% | 1.30% |
| Assets under management | $19.1B | $18.6B |
| Holdings | 273 | 400 |
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 SPMD holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iwp-vs-spmd
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