IWR vs SPMD: holdings overlap, shared companies and scores
As of October 28, 2026, IWR and SPMD overlap 21.6% by weight. iShares Russell Mid-Cap ETF (IWR): Russell Midcap index. State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD): U.S. mid-cap equities.
Updated October 28, 2026
Where IWR and SPMD 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.
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 IWR and SPMD each hold?
What's inside IWR: Tech 19%, Semiconductors 3%.
7% of IWR is its ten largest holdings.
What's inside SPMD: Tech 16%, Semiconductors 4%.
7% of SPMD is its ten largest holdings.
How much do IWR and SPMD overlap? 21.6% by weight
As of October 28, 2026, IWR and SPMD overlap 21.6% by weight.
22% of IWR is already inside SPMD.
87% of SPMD is already inside IWR.
IWR holds 825 companies and SPMD holds 400; 319 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 SPMD? 4.9 and 4.5 out of 10
As of October 28, 2026, ETF Copilot scores IWR 4.9 out of 10 and SPMD 4.5 out of 10.
They differ most on Value: IWR 7.1 and SPMD 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 | SPMD |
|---|---|---|
| Growth | 3.9 | 5.0 |
| Value | 7.1 | 4.9 |
| Risk | 5.8 | 5.3 |
| Quality | 2.6 | 2.4 |
| Return | 5.3 | 4.5 |
SPMD is the cheaper of the two at 0.03% 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, SPMD charges 0.03% a year, yields 1.30% and holds $18.6B in assets across 400 positions.
| Measure | IWR | SPMD |
|---|---|---|
| Expense ratio | 0.18% | 0.03% |
| Dividend yield | 1.16% | 1.30% |
| Assets under management | $57.8B | $18.6B |
| Holdings | 825 | 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, “IWR vs SPMD holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/iwr-vs-spmd
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