IWR vs MDY

Both IWR and MDY are ETFs. IWR has a higher 5-year return than MDY (10.17% vs 8.37%). IWR has a lower expense ratio than MDY (0.19% vs 0.23%). Below is the comparison between IWR and MDY.

IWR MDY
Segment Equity: U.S. - Mid Cap Equity: U.S. - Mid Cap
Issuer BlackRock State Street Global Advisors
Net Assets $17.38B $12.55B
Expense Ratio 0.19% 0.23%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.89% 1.76%
Underlying Index Russell Midcap Index S&P MidCap 400 Index
YTD Return 3.55% -1.93%
1-Year Return 11.17% 5.59%
3-Year Return 8.62% 4.69%
5-Year Return 10.17% 8.37%
10-Year Return 11.94% 10.74%

IWR description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell Midcap Index.

IWR performance & returns

YTD Return 3.55%
1-Month Return 4.87%
3-Month Return 10.38%
1-Year Return 11.17%
3-Year Return 8.62%
5-Year Return 10.17%
10-Year Return 11.94%
IWR expense ratio is 0.19%.

IWR holdings

Top 10 Holdings (4.32% of Total Assets)

Name Symbol % Assets
Lululemon Athletica Inc LULU 0.49%
Spotify Technology SA SPOT 0.46%
Xcel Energy Inc XEL 0.45%
Veeva Systems Inc Class A VEEV 0.43%
Splunk Inc SPLK 0.43%
O'Reilly Automotive Inc ORLY 0.42%
DocuSign Inc DOCU 0.42%
KLA Corp KLAC 0.41%
IHS Markit Ltd INFO 0.41%
Chipotle Mexican Grill Inc Class A CMG 0.40%

Other relevant IWR comparisons

You may also want to check out the following IWR comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

MDY description

The Trust seeks invest results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P MidCap 400 Index.

MDY performance & returns

YTD Return -1.93%
1-Month Return 5.28%
3-Month Return 9.55%
1-Year Return 5.59%
3-Year Return 4.69%
5-Year Return 8.37%
10-Year Return 10.74%
MDY expense ratio is 0.23%.

MDY holdings

Top 10 Holdings (7.63% of Total Assets)

Name Symbol % Assets
Catalent Inc CTLT 0.88%
Teradyne Inc TER 0.83%
Etsy Inc ETSY 0.83%
FactSet Research Systems Inc FDS 0.78%
Trimble Inc TRMB 0.77%
Pool Corp POOL 0.77%
Fair Isaac Corp FICO 0.72%
Generac Holdings Inc GNRC 0.70%
Cognex Corp CGNX 0.70%
Masimo Corp MASI 0.65%

Other relevant MDY comparisons

You may also want to check out the following MDY comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

Follow Us