IWP vs TSCM

IWP vs TSCM

Which is better, IWP or TSCM?

IWP costs less.

IWP has a lower expense ratio. IWP is less concentrated, with 22.4% of the fund in its ten largest positions against 35.5%.

Lower Fees: IWPLess Concentrated: IWP

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIWPTSCM
Expense Ratio0.23%Best0.55%
AUM$19.7B$43M
Dividend Yield0.38%0.00%
Holdings27042
YTD Return-1.07%Best-4.16%
1Y Return-3.97%-
3Y Return (annualized)+14.50%-
5Y Return (annualized)+3.72%-
Top 10 Weight22.4%Best35.5%
Fund FamilyiShares by BlackRock (US)TimesSquare Capital Management, LLC
CategoryEquityEquity
StyleMid Cap GrowthMid Cap Growth
InceptionJul 17, 2001Dec 29, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IWP vs TSCM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare IWP against instead:IWP vs SPYIWP vs QQQIWP vs VOOIWP vs VTITSCM against:TSCM vs VXUS

IWP vs TSCM Performance

iShares Russell Midcap Growth ETF (IWP) is an ETF from iShares by BlackRock (US) and TimesSquare Quality Mid Cap Growth ETF (TSCM) is an ETF from TimesSquare Capital Management, LLC. Year to date, IWP is down 1.07% versus a loss of 4.16% for TSCM.

Past performance does not guarantee future results.

Fees and Cost Over Time

IWP charges 0.23% per year while TSCM charges 0.55%. On a $10,000 position that is $23 vs $55 annually, a gap of $32 per year that compounds over a long holding period. On income, IWP currently yields 0.38% against 0.00% for TSCM.

Holdings Overlap

IWP already in TSCM19.4%
TSCM already in IWP54.5%

19.4% of IWP's money is in holdings TSCM also owns. 54.5% of TSCM's money is in holdings IWP also owns.

The two portfolios partly overlap.

20 positions in common, counted across the 271 positions we hold weights for in IWP and 41 in TSCM, against full books of 270 and 42.

What only one of them owns

Our book lists 18 positions for TSCM that do not appear in our book for IWP (39.0% of the fund), and 234 for IWP that do not appear in TSCM (77.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IWPWeight in TSCMDifference
SNOWSnowflake Inc3.29%3.66%0.37%
LITELumentum Holdings Inc2.32%3.41%1.09%
FIXComfort Systems USA Inc.1.69%3.67%1.98%
ALABAstera Labs Inc - Common1.57%3.41%1.84%
EMEEmcor Group Inc0.98%3.88%2.90%
TTWOTake-Two Interactive Software, Inc.1.07%2.95%1.88%
IDXXIdexx Laboratories Inc Common Stock Usd 0.10.99%3.02%2.03%
CASYCaseys General0.58%3.38%2.80%
TRGPTarga Resources Corp Preferred1.70%2.21%0.51%
MTSIMacom Technology Solutions Holdings, Inc.0.59%3.31%2.72%

54.5% of TSCM is already inside IWP.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IWPTSCM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IWP or TSCM?

IWP has an expense ratio of 0.23% while TSCM charges 0.55%. IWP is the cheaper option, by $32 a year on a $10,000 investment.

What is the holdings overlap between IWP and TSCM?

54.5% of TSCM's money is in holdings IWP also owns. 54.5% of TSCM's is in holdings IWP also owns. They hold 20 positions in common, counted across the 271 positions we hold weights for in IWP and 41 in TSCM.

Which pays a higher dividend, IWP or TSCM?

IWP yields 0.38% while TSCM yields 0.00%, so IWP currently pays the higher dividend yield.

Is TSCM better than IWP?

IWP has a lower expense ratio. IWP is less concentrated, with 22.4% of the fund in its ten largest positions against 35.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.