ETF Versus

IWF vs MDY

iShares Russell 1000 Growth ETF vs State Street SPDR S&P MIDCAP 400 ETF Trust

Last updated: 2026-04-02

IWF iShares

iShares Russell 1000 Growth ETF (IWF) is an exchange-traded fund issued by iShares that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. It charges a moderate expense ratio of 0.19%. The fund offers a modest dividend yield of 0.39%. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: 0.19% Yield: 0.39% Since: 2000-05-26
MDY State Street

State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) is an exchange-traded fund issued by State Street that provides exposure to mid-cap U.S. companies balancing growth potential and stability. It charges a moderate expense ratio of 0.24%. The fund offers a moderate dividend yield of 1.15%. Launched in 1995, the fund has a 31-year track record.

AUM: $24.2B ER: 0.24% Yield: 1.15% Since: 1995-05-04

Quick Verdict

IWF has a slightly lower expense ratio (0.19% vs 0.24%), saving about $98 per $10,000 over 10 years. IWF has edged ahead over the past year (17.0% vs 13.9%). Income investors may prefer MDY for its higher yield (1.1% vs 0.4%).

Key Metrics

Metric IWF MDY
Expense Ratio 0.19% 0.24%
Dividend Yield 0.4% 1.1%
Fund Family iShares State Street
Category US Large Cap Growth US Mid Cap

Performance Chart

Indexed to 100 at start (5-year comparison)

80 103 126 149 172 195 2021-04 2022-06 2023-10 2024-12 2026-04
IWF +70.9%
MDY +27.8%

Performance Comparison

Period IWF MDY Difference
1 Month -4.36% -4.04% -0.32%
3 Months -9.04% +1.57% -10.61%
6 Months -9.26% +3.21% -12.47%
YTD -9.04% +1.57% -10.61%
1 Year +16.97% +13.95% +3.02%
3 Years +75.39% +35.56% +39.83%
5 Years +70.86% +27.83% +43.03%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWF Fees MDY Fees You Save
$10,000 10 years $377 $475 $98
$10,000 20 years $1,613 $2,028 $416
$10,000 30 years $5,178 $6,497 $1,319
$50,000 10 years $1,884 $2,375 $491
$50,000 30 years $25,888 $32,483 $6,596
$100,000 30 years $51,776 $64,967 $13,191

Risk Metrics

Based on 5 years of daily returns

Metric IWF MDY
Annualized Volatility 21.4% 19.8%
Max Drawdown -33.1% -24.5%
Sharpe Ratio 0.40 0.12

Dividend Comparison

Metric IWF MDY
Annual Dividend (per share) $1.69 $7.12
Dividend Yield 0.39% 1.15%
Distribution Frequency Quarterly Quarterly

Top Holdings

MDY Top Holdings

NameWeight
Ciena Corp102.57%
Coherent Corp90.18%
Lumentum Holdings Inc81.25%
Flex Ltd69.47%
Twilio Inc67.05%
United Therapeutics Corp65.23%
Pure Storage Inc65.05%
Casey's General Stores Inc63.89%
Curtiss-Wright Corp63.20%
Illumina Inc62.31%

Which One Should You Choose?

Choose IWF if...

you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.

Choose IWF if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

Choose MDY if...

you prioritize dividend income and want higher regular distributions from your portfolio.

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