Compare SPMD and IWR | ETF Tracker

SPMD and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.4

State Street SPDR Portfolio S&P 400 Mid Cap ETFUS Stock Styles · Mid cap0.03%1.29%+14.0%+16.4%+18.4%+7.9%−8.9%15.1%$18.8B1.6

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: SPMD 2005 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 400 Mid Cap ETF · $18.8B$14,627

SPMD

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

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

SPMDMeasureIWR

+14.0%Year to dateJan 1 → Nov 4+16.9%

+16.4%1 yearTotal return+18.2%

+18.4%3 years · per year$10,000 became $16,596 · $17,790+21.2%

+7.9%5 years · per year$10,000 became $14,627 · $14,596+7.9%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.29%Trailing 12-mo yield$129 · $114 a year on $10k1.14%

−8.9%Worst dropSmaller is better−8.2%

15.1%VolatilityLower is calmer13.4%

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

2–5IWR wins

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

More Ways to See the Pairs

SPMD vs IWR: Top 5 Holdings

Today

SPMD

3.6%in top 5

IWR

in top 53.7%

SPMDStockIWR

not top 5MPC0.9%

not top 5PSX0.8%

0.8%FTInot top 5

0.7%UTHRnot top 5

not top 5SNOW0.7%

0.7%ATInot top 5

0.7%ENTGnot top 5

0.7%RSnot top 5

not top 5NET0.6%

not top 5MRNA0.6%

Held in common21.6%

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

SPMD vs IWR Returns, Every Period

5Y

SPDRSPMD

+7.9%

5 years, per year

IWRiShares

+7.9%

5 years, per year

SPMDIWRFaded: behind in that period

0–3IWR wins

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

SPMD vs IWR

YTD

SPDRSPMD

+14.0%

IWRiShares

+16.9%

+14.0%Year to date+16.9%

−8.9%Worst drop · 1Y−8.2%

15.1%Volatility · 1Y13.4%

1.3%Yield1.1%

$18.8BAssets$58.2B

3–1IWR wins

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

Cost, Income and Risk

Fees: SPMD, IWR

Today

0.03%lowest, SPMD

FundExpense ratioFee$10k

SPMD0.03%$3

IWR0.18%$18

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

Yields: SPMD, IWR

1Y

1.29%highest, SPMD

FundTrailing yieldYield$10k

SPMD1.29%$129

IWR1.14%$114

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

Income After Fees on $10,000

1Y

$126most kept, SPMD

SPMD$129 − $3 = $126

IWR$114 − $18 = $96

KeptFee

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

Overlap: SPMD, IWR

Today

21.6%most shared, SPMD and IWR

SPMDIWR

SPMD—21.6%

IWR21.6%—

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

Return vs Bumpiness: 2 ETFs

1Y

+18.2%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

SPMDWorst drop−8.9%15.1% vol

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

Paid More vs Made More

YTD

SPMDIWR

+14.0%Year to date+16.9%

1.3%Yield1.1%

+16.4%Past year+18.2%

0.03%Fee0.18%

2–2level

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