IWR vs MDY: holdings overlap, shared companies and scores
As of October 28, 2026, IWR and MDY overlap 21.4% by weight. iShares Russell Mid-Cap ETF (IWR): Russell Midcap index. State Street SPDR S&P MIDCAP 400 ETF Trust (MDY): U.S. mid-cap stocks.
Updated October 28, 2026
Where IWR and MDY trade against their own history
IWR trades at 20.3 times earnings, against its own median of 20.3, and is more expensive than 50% 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 IWR and MDY each hold?
What's inside IWR: Tech 19%, Semiconductors 3%.
7% of IWR is its ten largest holdings.
What's inside MDY: Tech 16%, Semiconductors 4%.
7% of MDY is its ten largest holdings.
How much do IWR and MDY overlap? 21.4% by weight
As of October 28, 2026, IWR and MDY overlap 21.4% by weight.
21% of IWR is already inside MDY.
87% of MDY is already inside IWR.
IWR holds 825 companies and MDY holds 397; 316 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 IWR and MDY? 4.9 and 4.4 out of 10
As of October 28, 2026, ETF Copilot scores IWR 4.9 out of 10 and MDY 4.4 out of 10.
They differ most on Value: IWR 7.1 and MDY 4.9.
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 | IWR | MDY |
|---|---|---|
| Growth | 3.9 | 5.0 |
| Value | 7.1 | 4.9 |
| Risk | 5.8 | 5.3 |
| Quality | 2.6 | 2.4 |
| Return | 5.3 | 4.2 |
IWR is the cheaper of the two at 0.18% a year
As of October 28, 2026, IWR charges 0.18% a year, yields 1.16% and holds $57.8B in assets across 825 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 | IWR | MDY |
|---|---|---|
| Expense ratio | 0.18% | 0.23% |
| Dividend yield | 1.16% | 1.05% |
| Assets under management | $57.8B | $25.9B |
| Holdings | 825 | 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, “IWR vs MDY holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iwr-vs-mdy
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