Compare ETFs
Side by side
| IWR | SPY | |
|---|---|---|
| Name | iShares Russell Mid-Cap ETF | State Street® SPDR® S&P 500® ETF Trust |
| Assets | $56.35B | $809.77B |
| Fee | 0.18% | 0.09% |
| Yield | 1.2% | 1.0% |
| Components | 821 | 502 |
| Top 10 weight | 7% | 39% |
| This year | +13.1% | +12.5% |
| 1 year | +14.9% | +17.4% |
| 3 years, yearly | +17.2% | +21.8% |
| 5 years, yearly | +7.2% | +12.4% |
| 10 years, yearly | +11.8% | +15.2% |
| Volatility, 3 years | 14.7% | 12.7% |
| Sharpe ratio, 3 years | 0.81 | 1.38 |
Green: the lowest fee and the best return in each row.
How much they overlap
For every company two funds both hold, the smaller of its two weights, added up: 100% would be the same portfolio.
13% IWR and SPY
299 companies in both: 36% of IWR's holdings, 60% of SPY's.
MPC 0.2%PSX 0.2%DDOG 0.1%MRNA 0.1%HOOD 0.1%HPE 0.1%LITE 0.1%RCL 0.1%SPG 0.1%TRGP 0.1%
Sectors
| IWR | SPY | |
|---|---|---|
| Technology | 18.6% | 41.1% |
| Industrials | 14.8% | 7.7% |
| Financial Services | 13.5% | 11.4% |
| Healthcare | 13.4% | 9.7% |
| Communication Services | 2.6% | 10.3% |
| Consumer Cyclicals | 9.8% | 8.6% |
| Energy | 7.2% | 3.8% |
| Real Estate | 6.3% | 1.8% |
| Utilities | 5.4% | 2.0% |
| Consumer Defensive | 4.7% | 4.7% |
| Basic Materials | 3.8% | 1.5% |
From the market data provider's fund data. Returns are the funds' own and say nothing certain about future ones. None of this is advice.