Compare IWS and MDY | ETF Tracker

IWS and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap Value ETFUS Stock Styles · Mid cap0.23%1.27%+24.2%+27.4%+22.7%+9.8%−7.5%13.1%$14.9B1.0

State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.03%+13.6%+16.0%+18.0%+7.6%−8.8%14.9%$26.1B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IWS 2001 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell Mid-Cap Value ETF · $14.9B$15,956

IWS

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B$14,436

$10,000 five years ago, dividends reinvested · they hold 22.8% in common

IWSMeasureMDY

+24.2%Year to dateJan 1 → Nov 4+13.6%

+27.4%1 yearTotal return+16.0%

+22.7%3 years · per year$10,000 became $18,488 · $16,442+18.0%

+9.8%5 years · per year$10,000 became $15,956 · $14,436+7.6%

0.23%Expense ratio$23 · $23 a year on $10k · lower is better0.23%

1.27%Trailing 12-mo yield$127 · $103 a year on $10k1.03%

−7.5%Worst dropSmaller is better−8.8%

13.1%VolatilityLower is calmer14.9%

IWSMDY Winner of the row, in its colourEach row: the bigger of the two fills its side

7–0IWS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWS vs MDY: Top 5 Holdings

Today

IWS

3.7%in top 5

MDY

in top 53.8%

IWSStockMDY

1.0%PSXnot top 5

not top 5OKTA0.9%

0.8%MRNAnot top 5

not top 5FTI0.8%

not top 5CASH_USD0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

0.7%HPEnot top 5

0.6%ALLnot top 5

0.6%DLRnot top 5

Held in common22.8%

End-of-day Nov 4, 2026 · share of each fund

IWS vs MDY Returns, Every Period

5Y

iSharesIWS

+9.8%

5 years, per year

MDYSPDR

+7.6%

5 years, per year

IWSMDYFaded: behind in that period

4–0IWS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWS vs MDY

YTD

iSharesIWS

+24.2%

MDYSPDR

+13.6%

+24.2%Year to date+13.6%

−7.5%Worst drop · 1Y−8.8%

13.1%Volatility · 1Y14.9%

1.3%Yield1.0%

$14.9BAssets$26.1B

4–0IWS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWS, MDY

Today

0.23%lowest, IWS

FundExpense ratioFee$10k

IWS0.23%$23

MDY0.23%$23

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWS, MDY

1Y

1.27%highest, IWS

FundTrailing yieldYield$10k

IWS1.27%$127

MDY1.03%$103

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$104most kept, IWS

IWS$127 − $23 = $104

MDY$103 − $23 = $80

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWS, MDY

Today

22.8%most shared, IWS and MDY

IWSMDY

IWS—22.8%

MDY22.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+27.4%IWS, at 13.1% volatility

IWSWorst drop−7.5%13.1% vol

MDYWorst drop−8.8%14.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWSMDY

+24.2%Year to date+13.6%

1.3%Yield1.0%

+27.4%Past year+16.0%

0.23%Fee0.23%

3–0IWS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026