IWR vs MDY — stock comparison tool

IWR currently yields 1.16% TTM versus MDY at 1.05%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IWRMDY

Performance Comparison

Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.

IWR

MDY

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

IWR Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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MDY Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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Best Total Return

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Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary

$10,000 initial investment with DRIP (live)

Ticker	Period	Start $	End $	Dividends	Start Price	End Price	Shares	Return %

Current Data Comparison

Live fundamental metrics and analyst data

Metric

IWR$109.60

—

iShares Russell Mid-Cap ETF

MDY$666.92

—

State Street SPDR S&P MIDCAP 400 ETF Trust

Dividend Information

Dividend Yield

1.16%

1.05%

Annual Dividend

$1.27

$7.02

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

Side-by-side composition for each ETF in this comparison.

IWR

822 holdings

Technology18.50%

Information Technology17.66%

Industrials16.78%

Financials13.70%

Financial Services13.20%

Health Care12.28%

Healthcare11.92%

Consumer Cyclical9.70%

Consumer Discretionary8.47%

Energy6.97%

Real Estate6.24%

Other29.98%

Top 10 holdings

Name	Weight
MPCMARATHON PETROLEUM	1.03%
PSXPHILLIPS 66	0.85%
SNOWSNOWFLAKE	0.83%
NETCLOUDFLARE CLASS A	0.74%
DDOGDATADOG INC CLASS A	0.64%
MRNAMODERNA	0.63%
HOODROBINHOOD MARKETS CLASS A	0.59%
HPEHEWLETT PACKARD ENTERPRISE	0.57%
RCLROYAL CARIBBEAN GROUP	0.52%
LITELUMENTUM HOLDINGS	0.50%
Top 10	6.90%

MDY

400 holdings

Industrials23.67%

Financial Services15.08%

Technology14.15%

Consumer Cyclical10.43%

Healthcare10.33%

Real Estate6.99%

Basic Materials5.84%

Energy5.37%

Consumer Defensive3.36%

Utilities3.17%

Communication Services1.62%

Cash & Others0.70%

Top 10 holdings

Name	Weight
CASH_USDU.S. Dollar	0.97%
TWLOTwilio Inc. Class A	0.96%
OKTAOkta Inc. Class A	0.92%
ILMNIllumina Inc.	0.90%
PEverpure Inc. Class A	0.82%
FTITechnipFMC plc	0.80%
ATIATI Inc	0.76%
UTHRUnited Therapeutics Corporation	0.68%
NVTnVent Electric plc	0.67%
ENTGEntegris Inc.	0.65%
Top 10	8.13%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

IWRSharedMDY

Overlap by weight

Share of portfolio weight that appears in both funds.

# overlapping holdings

IWR: 3% also in MDYMDY: 3% also in IWR

IWR: showing top 100 holdings by weight (of 822) · MDY: showing top 100 holdings by weight (of 400). Overlap counts use this top slice, not the full fund book.

Sector drift (IWR vs MDY)

Left = heavier in IWR. Right = heavier in MDY.

IWR overweight (left)MDY overweight (right)

Search ticker

3 shown

Overlapping tickers


P	Technology	Computer Hardware	0.3%	0.8%	0.3%
ILMN	Healthcare	Medical - Diagnostics & Research	0.3%	0.9%	0.3%
TWLO	Technology	Software - Infrastructure	0.3%	1.0%	0.3%

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