IWP vs PCSG

iShares Russell Mid-Cap Growth ETF against Polen 5Perspectives Small-Mid Growth ETF: cost, size, returns, what they hold and how much of it is the same.

Fee gap
—
same fee
1-year return gap
—
Larger fund
IWP
$20.1B

Side by side

IWPPCSG
FundiShares Russell Mid-Cap Growth ETFPolen 5Perspectives Small-Mid Growth ETF
IssueriSharesPolen
CategoryMid Cap GrowthMid Cap Growth
Expense ratio0.23%—
Assets$20.1B—
Average daily dollar volume$96M$23K
ListedJul 17, 2001May 18, 2026
FrenzyCap score88—
1-month return+4.7%+4.1%
3-month return+1.7%−2.5%
Year to date+4.5%—
1-year return−0.7%—
30-day volatility16.1%22.5%
Worst drawdown, 1 year−14.9%−19.6%
Trailing 12-month yield0.37%—
Holdings277—
Top 10 weight22.2%—
Look-through P/E58.2—
Holdings vs fair value−2.4%—
Holdings above 200-day average60%—
Net flow, latest 3 reported months+$245M thru Jun 2026—
30-day implied volatility17.0%—
Holdings as ofas of Oct 8, 2026issuer data

Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.

More: full overlap table · IWP holdings · PCSG holdings

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.