IWR vs MDYG: Differences, Returns & Fees
IWR and MDYG hold 15% of their weight in the same names. Net assets on Oct 20, 2026: $57.0bn for iShares Russell Mid-Cap ETF and $2.8bn for State Street SPDR S & P 400 Mid Cap Growth ETF.
MDYG costs 0.03 points a year less; their one-year returns differ by 0.2 points; IWR is far larger, $57.0bn against $2.8bn.
| IWR | MDYG | |
|---|---|---|
| Expense ratio | 0.18% | 0.15% |
| Net assets | $57.0bn | $2.8bn |
| Total return, 1 year | +15.1% | +14.9% |
| What it tracks | Russell Midcap Index | S&P MidCap 400 Growth Index |
| Holdings in common | 15% | |
| Top ten holdings, share of the fund | 6.8% | 13.6% |
| Below its high | 4.3%, high on Aug 14, 2026 | 8.2%, high on Aug 17, 2026 |
Holdings in common uses holdings dated Oct 19, 2026.
IWR and MDYG are built for the same job. How do they differ in cost, holdings and results?
- What each follows. IWR follows Russell Midcap Index and MDYG follows S&P MidCap 400 Growth Index.
- Holdings in common. 15% of the weight is in the same securities (holdings dated Oct 19, 2026).
- Number of holdings. IWR holds 825 positions and MDYG holds 247.
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, IWR and MDYG hold 15% of their money in the same securities at the same weight. Holdings dated Oct 19, 2026.
half
15% in common
On the same fields
IWR and MDYG on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.
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.
About MDYG
MDYG tracks an index. Over the year to Oct 20, 2026 it returned +14.9% with distributions reinvested, against +14.9% for its benchmark, the S&P MidCap 400 Growth Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 19, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 247 positions, with the top ten at 13.6%. It sat 8.2% below its high of Aug 17, 2026 on Oct 20, 2026.
Questions people ask
- Which returned more over the last year, IWR or MDYG?
- In the year to Oct 20, 2026, with distributions reinvested, IWR returned +15.1% and MDYG +14.9%.
- Which is cheaper, IWR or MDYG?
- MDYG is cheaper, by 0.03 percentage points a year. That is about $3 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.
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ETFIQ, IWR against MDYG, data as of Oct 20, 2026. https://etfiq.com/compare/any/iwr-vs-mdyg
ETFIQ. (Oct 20, 2026). IWR against MDYG. Retrieved from https://etfiq.com/compare/any/iwr-vs-mdyg
[IWR against MDYG (ETFIQ, Oct 20, 2026)](https://etfiq.com/compare/any/iwr-vs-mdyg)
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