Fund comparison · from official SEC filings
IWR vs MCPRX: how much do they overlap?
iShares Russell Mid-Cap ETF and MFS Mid Cap Growth Fund
vs
Shared holdings
Company
IWR
MCPRX
M
MPWRMONOLITHIC POWER SYSTEMS INC
0.33%
4.22%
H
HWMHOWMET AEROSPACE INC
0.60%
3.91%
P
PWRQUANTA SERVICES INC
0.47%
3.30%
T
TTWOTAKE-TWO INTERACTIVE SOFTWRE
0.36%
2.69%
L
LYVLIVE NATION ENTERTAINMENT IN
0.20%
2.60%
N
NTRANATERA INC
0.16%
2.16%
T
TKOTKO GROUP HOLDINGS INC
0.11%
2.10%
M
MASI*MASIMO CORP
0.05%
2.10%
B
BURLBURLINGTON STORES INC
0.12%
1.93%
N
NETCLOUDFLARE INC - CLASS A
0.51%
1.90%
V
VSTVISTRA CORP
0.51%
1.74%
N
NDAQNASDAQ INC
0.28%
1.73%
L
LNGCHENIERE ENERGY INC
0.40%
1.65%
V
VIKVIKING HOLDINGS LTD
0.08%
1.65%
H
HHYATT HOTELS CORP - CL A
0.04%
1.58%
C
CIENCIENA CORP
0.16%
1.56%
A
AXONAXON ENTERPRISE INC
0.41%
1.54%
L
LPLALPL FINANCIAL HOLDINGS INC
0.20%
1.53%
E
EMEEMCOR GROUP INC
0.22%
1.44%
C
COHRCOHERENT CORP
0.13%
1.39%
V
VMCVULCAN MATERIALS CO
0.31%
1.32%
C
CWCURTISS-WRIGHT CORP
0.16%
1.30%
C
CVNACARVANA CO
0.38%
1.28%
C
CGCARLYLE GROUP INC/THE
0.13%
1.19%
V
VRTVERTIV HOLDINGS CO-A
0.44%
1.18%
Only in IWR
B
BISXXBCF INSTITUTIONAL-SL AGNCY
4.02%
B
BNYBANK OF NEW YORK MELLON CORP
0.59%
C
COINCOINBASE GLOBAL INC -CLASS A
0.54%
G
GLWCORNING INC
0.49%
U
URIUNITED RENTALS INC
0.47%
S
SPGSIMON PROPERTY GROUP INC
0.46%
H
HLTHILTON WORLDWIDE HOLDINGS IN
0.46%
M
MPCMARATHON PETROLEUM CORP
0.45%
D
DLRDIGITAL REALTY TRUST INC
0.45%
C
CMICUMMINS INC
0.44%
C
CORCENCORA INC
0.44%
L
LHXL3HARRIS TECHNOLOGIES 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%
R
ROSTROSS STORES INC
0.37%
X
XELXCEL ENERGY INC
0.36%
F
FFORD MOTOR CO
0.36%
C
CTVACORTEVA INC
0.35%
A
AMPAMERIPRISE FINANCIAL INC
0.35%
Only in MCPRX
A
ASNDASCENDIS PHARMA A/S
2.05%
S
STXSEAGATE TECHNOLOGY HOLDINGS
1.88%
C
CCJCAMECO CORP
1.37%
A
ASMXFASM INTERNATIONAL NV
1.17%
M
MGMXXJPMORGAN US GOVT MMKT-IM
1.02%
?
—MFS Institutional Money Market Portfolio
0.95%
O
ORLYO'REILLY AUTOMOTIVE INC
0.87%
M
MODMODINE MANUFACTURING CO
0.84%
C
CDNSCADENCE DESIGN SYS INC
0.73%
M
MDLNMEDLINE INC-CL A
0.63%
B
BEBLOOM ENERGY CORP- A
0.61%
A
ANFGFANTOFAGASTA PLC
0.57%
F
FROGJFROG LTD
0.48%
S
SPOTSPOTIFY TECHNOLOGY SA
0.47%
C
CBRSCEREBRAS SYSTEMS INC - A
0.46%
S
SRRKSCHOLAR ROCK HOLDING CORP
0.40%
S
SRADSPORTRADAR GROUP AG-A
0.39%
P
POWIPOWER INTEGRATIONS INC
0.33%
A
AGIALAMOS GOLD INC-CLASS A
0.33%
N
NENOBLE CORP PLC
0.30%
T
TTMITTM TECHNOLOGIES
0.19%
A
ARXSARXIS INC-A
0.19%
G
GRABGRAB HOLDINGS LTD - CL A
0.18%
S
SMTCSEMTECH CORP
0.13%
V
VGVENTURE GLOBAL INC-CL A
0.11%
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71% overlap
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51% overlap
IWR vs EQALInvesco Russell 1000 Equal Weight ETF
45% 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.