IMCG vs IWR: Differences, Returns & Fees
IMCG and IWR hold 46% of their weight in the same names. Net assets on Oct 20, 2026: $4.1bn for iShares Morningstar Mid-Cap Growth ETF and $57.0bn for iShares Russell Mid-Cap ETF.
IMCG costs 0.12 points a year less; both returned +15.1% over a year; IWR is 14.0 times larger.
| IMCG | IWR | |
|---|---|---|
| Expense ratio | 0.06% | 0.18% |
| Net assets | $4.1bn | $57.0bn |
| Total return, 1 year | +15.1% | +15.1% |
| What it tracks | Morningstar US Mid Cap Broad Growth Index | Russell Midcap Index |
| Holdings in common | 46% | |
| Top ten holdings, share of the fund | 12.5% | 6.8% |
| Below its high | 5.9%, high on Aug 13, 2026 | 4.3%, high on Aug 14, 2026 |
Holdings in common uses holdings dated Oct 19, 2026.
IMCG and IWR are built for the same job. How do they differ in cost, holdings and results?
- What each follows. IMCG follows Morningstar US Mid Cap Broad Growth Index and IWR follows Russell Midcap Index.
- Holdings in common. 46% of the weight is in the same securities (holdings dated Oct 19, 2026).
- Number of holdings. IMCG holds 260 positions and IWR holds 825.
Data as of Oct 20, 2026. The differences are picked by a fixed rule, in a fixed order; the PDF prints it. Page 2 has the returns, overlap, risks and sources.
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What they hold in common
By the books each fund has filed, IMCG and IWR hold 46% of their money in the same securities at the same weight. Holdings dated Oct 19, 2026.
half
46% in common
On the same fields
IMCG and IWR on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.
About IMCG
IMCG tracks an index. Over the year to Oct 20, 2026 it returned +15.1% with distributions reinvested. The prospectus expense ratio is 0.06% a year. By its holdings published by its issuer for Oct 19, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 260 positions, with the top ten at 12.5%. It sat 5.9% below its high of Aug 13, 2026 on Oct 20, 2026.
About IWR
IWR tracks an index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 19, 2026, 62% of the fund by weight is stocks the S&P 500 also holds, across 825 positions, with the top ten at 6.8%. It sat 4.3% below its high of Aug 14, 2026 on Oct 20, 2026.
Over the year to Oct 20, 2026 it returned +15.1% with distributions reinvested, against +15.0% for its benchmark, the Russell 3000 Index.
Questions people ask
- Which returned more over the last year, IMCG or IWR?
- In the year to Oct 20, 2026, with distributions reinvested, IMCG returned +15.1% and IWR +15.1%.
- Which is cheaper, IMCG or IWR?
- IMCG is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, IMCG against IWR, data as of Oct 20, 2026. https://etfiq.com/compare/any/imcg-vs-iwr
ETFIQ. (Oct 20, 2026). IMCG against IWR. Retrieved from https://etfiq.com/compare/any/imcg-vs-iwr
[IMCG against IWR (ETFIQ, Oct 20, 2026)](https://etfiq.com/compare/any/imcg-vs-iwr)
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