Compare · 2 funds side by side · dividends reinvested

IWR and MDY

IWRiShares×MDYSPDR×
$7.5k$10k$12.5k$15kLow $7,765 · 2022IWR$14,220MDY$14,126Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,220IWR · best of the two
02 / 04

IWR and MDY, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.0
State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.04%+12.9%+15.3%+18.1%+7.2%−8.8%14.9%$26.1B2.0
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 3, 2026 · returns include dividends · since: IWR 2001 · MDY 1995
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Head to Head

5Y
iShares Russell Mid-Cap ETF · $58.2B$14,220
IWR
MDY
State Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B$14,126

$10,000 five years ago, dividends reinvested · they hold 21.6% in common

IWRMeasureMDY
+15.6%Year to dateJan 1 → Nov 3+12.9%
+16.7%1 yearTotal return+15.3%
+21.0%3 years · per year$10,000 became $17,698 · $16,479+18.1%
+7.3%5 years · per year$10,000 became $14,220 · $14,126+7.2%
0.18%Expense ratio$18 · $23 a year on $10k · lower is better0.23%
1.15%Trailing 12-mo yield$115 · $104 a year on $10k1.04%
−8.2%Worst dropSmaller is better−8.8%
13.4%VolatilityLower is calmer14.9%
IWRMDY Winner of the row, in its colourEach row: the bigger of the two fills its side
8–0IWR wins
End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

IWR vs MDY: Top 5 Holdings

Today
IWR
3.8%in top 5
MDY
in top 54.2%
IWRStockMDY
not top 5OKTA1.1%
1.0%MPCnot top 5
not top 5CASH_USD1.0%
0.8%PSXnot top 5
0.8%SNOWnot top 5
not top 5FTI0.8%
not top 5UTHR0.7%
not top 5ENTG0.7%
0.7%NETnot top 5
0.6%MRNAnot top 5
Held in common21.6%
End-of-day Nov 3, 2026 · share of each fund
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IWR vs MDY Returns, Every Period

5Y
iSharesIWR
+7.3%
5 years, per year
MDYSPDR
+7.2%
5 years, per year
0%+10%+20%+30%+15.6%+12.9%YTD+16.7%+15.3%1 year+21.0%+18.1%3 yrs · yr+7.3%+7.2%5 yrs · yr
IWRMDYFaded: behind in that period
4–0IWR wins
End-of-day Nov 3, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

IWR vs MDY

YTD
iSharesIWR
+15.6%
MDYSPDR
+12.9%
Jan 1Nov 3+15.6%+12.9%
+15.6%Year to date+12.9%
−8.2%Worst drop · 1Y−8.8%
13.4%Volatility · 1Y14.9%
1.2%Yield1.0%
$58.2BAssets$26.1B
4–0IWR wins
End-of-day Nov 3, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: IWR, MDY

Today
0.18%lowest, IWR
FundExpense ratioFee$10k
IWR0.18%$18
MDY0.23%$23
End-of-day Nov 3, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: IWR, MDY

1Y
1.15%highest, IWR
FundTrailing yieldYield$10k
IWR1.15%$115
MDY1.04%$104
End-of-day Nov 3, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$97most kept, IWR
IWR$115 − $18 = $97
MDY$104 − $23 = $81
KeptFee
End-of-day Nov 3, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: IWR, MDY

Today
21.6%most shared, IWR and MDY
IWRMDY
IWR—21.6%
MDY21.6%—
End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+16.7%IWR, at 13.4% volatility
0%+5%+10%+15%+20%10%15%20%Volatility · 1 year → bumpierIWR +16.7%MDY +15.3%
IWRWorst drop−8.2%13.4% vol
MDYWorst drop−8.8%14.9% vol
End-of-day Nov 3, 2026 · up and left is better
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Paid More vs Made More

YTD
IWRMDY
Jan 1Nov 3+15.6%+12.9%
+15.6%Year to date+12.9%
1.2%Yield1.0%
+16.7%Past year+15.3%
0.18%Fee0.23%
4–0IWR wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+32.8%
VIGVanguard
+14.0%
Jan 1Nov 3+32.8%+14.0%
+32.8%Year to date+14.0%
3.0%Yield1.5%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+7.5%
JEPIJ.P. Morgan
+7.0%
Jan 1Nov 3+7.5%+7.0%
+7.5%Year to date+7.0%
12.3%Yield8.0%
$41.8BAssets$46.0B
2–0JEPQ wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+11.5%
SPYSPDR
+11.5%
Jan 1Nov 3+11.5%+11.5%
+11.5%Year to date+11.5%
1.0%Yield1.0%
$185BAssets$798B
0–0level
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com