Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IGM vs MDY: how they differ
IGM and MDY hold 2% of their weight in the same names, and IGM returned more over the year.
iShares Expanded Tech Sector ETF and SPDR S&P MidCap 400 ETF Trust.
What they hold in common
By the books each fund has filed, IGM and MDY hold 2% of their money in the same securities at the same weight.
| Holding | IGM | MDY |
|---|---|---|
| Twilio, Inc. | 0.14% | 0.86% |
| MKS, Inc. | 0.13% | 0.83% |
| Entegris, Inc. | 0.12% | 0.76% |
| MACOM Technology Solutions Holdings, Inc | 0.11% | 0.69% |
| Everpure, Inc. | 0.11% | 0.69% |
| Okta, Inc. | 0.10% | 0.63% |
| Lattice Semiconductor Corp. | 0.09% | 0.58% |
| TD SYNNEX Corp. | 0.09% | 0.55% |
| TTM Technologies, Inc. | 0.09% | 0.54% |
| Onto Innovation, Inc. | 0.08% | 0.52% |
| SiTime Corp. | 0.07% | 0.46% |
| Semtech Corp. | 0.07% | 0.42% |
| Only in IGM | Only in MDY |
|---|---|
| NVIDIA Corp. 7.97% | CARPENTER TECHNOLOGY CORP 0.85% |
| Apple, Inc. 7.92% | CURTISS-WRIGHT CORP 0.77% |
| Broadcom, Inc. 7.61% | NVENT ELECTRIC PLC 0.76% |
| Microsoft Corp. 7.50% | ATI INC 0.74% |
| Micron Technology, Inc. 5.47% | ILLUMINA INC 0.73% |
| Alphabet, Inc. 4.45% | TECHNIPFMC PLC 0.73% |
| Meta Platforms, Inc. 4.17% | STERLING INFRASTRUCTURE INC 0.71% |
| Advanced Micro Devices, Inc. 4.13% | MASTEC INC 0.71% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.
| IGM iShares Expanded Tech Sector ETF | MDY SPDR S&P MidCap 400 ETF Trust | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | State Street |
| What it is | Expanded Tech Sector | S&P MidCap 400, book from IJH |
| Total return, 1 year | +32.7% | +13.0% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +15.2 pts | −4.5 pts |
| Expense ratio | 0.37% | 0.23% |
| Already in the S&P 500 | 92.0% | 0.0% |
| Holdings | 295 | 400 |
IGM in plain words
IGM is an index equity fund tracking the Expanded Tech Sector. Over the year to Sep 11, 2026 it returned +32.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.37% a year. By its holdings filed for Jun 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 295 positions, with the top ten at 55.7%. It sat 5.1% below its high of Jun 2, 2026 on Sep 11, 2026.
MDY in plain words
MDY is an index equity fund tracking the S&P MidCap 400. Over the year to Sep 11, 2026 it returned +13.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.23% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 400 positions, with the top ten at 7.7%. It sat 5.3% below its high of Aug 14, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, IGM or MDY?
- In the year to Sep 12, 2026, with distributions reinvested, IGM returned +32.7% and MDY returned +13.0%, so IGM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IGM or MDY?
- IGM charges 0.37% a year and MDY charges 0.23%, so MDY is cheaper. Fees come from each fund's prospectus.
- How much do IGM and MDY overlap with the S&P 500?
- By their latest filed holdings, 92% of IGM and 0% of MDY by weight is stocks the S&P 500 already holds. Between the two funds, 2% of their books are the same securities at the same weight.
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IGM against MDY, data as of Sep 12, 2026. https://etfiq.com/compare/any/IGM-MDY Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources