IWR vs SPMD: holdings overlap, shared companies and scores
As of September 11, 2026, IWR and SPMD overlap 22.4% 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 September 11, 2026
How much do IWR and SPMD overlap?
As of September 11, 2026, IWR and SPMD overlap 22.4% by weight.
22% of IWR is already inside SPMD.
88% of SPMD is already inside IWR.
IWR holds 821 companies and SPMD holds 399; 317 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?
As of September 11, 2026, ETF Copilot scores IWR 4.9 out of 10 and SPMD 4.4 out of 10.
They differ most on Valuation: IWR 7.1 and SPMD 5.3.
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 | 5.8 | 6.1 |
| Valuation | 7.1 | 5.3 |
| Risk | 3.9 | 3.5 |
| Quality | 2.9 | 1.9 |
| Return | 4.7 | 4.4 |
SPMD is the cheaper of the two at 0.03% a year
As of September 11, 2026, IWR charges 0.18% a year, yields 1.54% and holds $57.0B in assets across 821 positions.
As of September 11, 2026, SPMD charges 0.03% a year, yields 1.28% and holds $18.6B in assets across 399 positions.
| Measure | IWR | SPMD |
|---|---|---|
| Expense ratio | 0.18% | 0.03% |
| Dividend yield | 1.54% | 1.28% |
| Assets under management | $57.0B | $18.6B |
| Holdings | 821 | 399 |
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.
Where IWR and SPMD trade against their own history
IWR trades at 20.2 times earnings, against its own median of 19.6, and is more expensive than 54% of its own 114 monthly readings since 2017.
SPMD trades at 20.2 times earnings, against its own median of 18.8, and is more expensive than 68% of its own 114 monthly readings since 2017.
What moved IWR and SPMD this week
IWR fell 2.0% in the week to September 11, 2026. The holdings that moved it most were Snowflake (−7.7%), Robinhood Markets (−9.7%) and Autodesk (−10.6%); Hewlett Packa (+14.1%) pushed the other way.
SPMD fell 1.7% in the week to September 11, 2026. The holdings that moved it most were Guidewire Software (−30.5%), Illumina (−6.9%) and Twilio (−5.5%); Semtech (+23.5%) pushed the other way.
What do IWR and SPMD each hold?
What's inside IWR: Tech 18%, AI 3%.
6% of IWR is its ten largest holdings.
What's inside SPMD: Tech 16%, Semiconductors 4%.
8% of SPMD is its ten largest holdings.
Compare with similar funds
Cite this
ETF Copilot, “IWR vs SPMD holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/iwr-vs-spmd
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