Fund comparison · from official SEC filings
IWR vs MCDS: how much do they overlap?
iShares Russell Mid-Cap ETF and JPMorgan Fundamental Data Science Mid Core ETF
vs
Shared holdings
Company
IWR
MCDS
W
WDCWESTERN DIGITAL CORP
0.32%
1.62%
H
HWMHOWMET AEROSPACE INC
0.60%
1.56%
T
TERTERADYNE INC
0.17%
1.38%
H
HLTHILTON WORLDWIDE HOLDINGS IN
0.46%
1.21%
R
ROSTROSS STORES INC
0.37%
1.19%
M
MPCMARATHON PETROLEUM CORP
0.45%
1.19%
X
XELXCEL ENERGY INC
0.36%
1.18%
C
CAHCARDINAL HEALTH INC
0.29%
1.16%
P
PWRQUANTA SERVICES INC
0.47%
1.13%
W
WABWABTEC CORP
0.26%
1.12%
D
DOVDOVER CORP
0.17%
1.10%
C
CMSCMS ENERGY CORP
0.17%
1.10%
S
STTSTATE STREET CORP
0.25%
1.05%
E
ETRENTERGY CORP
0.32%
1.04%
M
MTBM & T BANK CORP
0.24%
1.01%
A
ACGLARCH CAPITAL GROUP LTD
0.25%
0.98%
L
LLOEWS CORP
0.13%
0.97%
L
LNGCHENIERE ENERGY INC
0.40%
0.96%
F
FTITECHNIPFMC PLC
0.12%
0.93%
H
HIGHARTFORD INSURANCE GROUP INC
0.29%
0.93%
R
RJFRAYMOND JAMES FINANCIAL INC
0.24%
0.90%
A
AMEAMETEK INC
0.33%
0.89%
A
AEEAMEREN CORPORATION
0.22%
0.88%
J
JBHTHUNT (JB) TRANSPRT SVCS INC
0.08%
0.88%
D
DGXQUEST DIAGNOSTICS INC
0.16%
0.87%
Only in IWR
B
BISXXBCF INSTITUTIONAL-SL AGNCY
4.02%
B
BNYBANK OF NEW YORK MELLON CORP
0.59%
U
URIUNITED RENTALS INC
0.47%
S
SPGSIMON PROPERTY GROUP INC
0.46%
C
CMICUMMINS INC
0.44%
C
CORCENCORA INC
0.44%
A
ALLALLSTATE CORP
0.43%
F
FASTFASTENAL CO
0.43%
P
PSXPHILLIPS 66
0.42%
K
KMIKINDER MORGAN INC
0.42%
O
OREALTY INCOME CORP
0.42%
V
VLOVALERO ENERGY CORP
0.41%
I
IDXXIDEXX LABORATORIES INC
0.39%
E
EAELECTRONIC ARTS INC
0.39%
F
FFORD MOTOR CO
0.36%
C
CTVACORTEVA INC
0.35%
A
AMPAMERIPRISE FINANCIAL INC
0.35%
O
OKEONEOK INC
0.35%
E
EXCEXELON CORP
0.35%
D
DHIDR HORTON INC
0.34%
F
FERGFERGUSON ENTERPRISES INC
0.33%
M
MPWRMONOLITHIC POWER SYSTEMS INC
0.33%
E
EBAYEBAY INC
0.32%
C
CCICROWN CASTLE INC
0.32%
P
PAYXPAYCHEX INC
0.31%
Only in MCDS
J
JIMXXJPM PRIME MMKT-IM
4.12%
W
WMBWILLIAMS COS INC
0.64%
C
COFCAPITAL ONE FINANCIAL CORP
0.52%
C
CCCHEMOURS CO/THE
0.48%
A
AJGARTHUR J GALLAGHER & CO
0.30%
V
VSLXXJPMRGN SEC LND MMKT-AGNCY SL
0.27%
Q
QDELQUIDELORTHO CORP
0.11%
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Unwrap your portfolio →Other comparisons you might like
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71% overlap
IWR vs IWSiShares Russell Mid-Cap Value ETF
71% overlap
IWR vs ONEOState Street(R) SPDR(R) Russell 1000 Momentum Focus ETF
51% overlap
IWR vs EQALInvesco Russell 1000 Equal Weight ETF
45% overlap
MCDS vs FSMDXFidelity Mid Cap Index Fund
34% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.