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ETF comparison

DSI vs IJH

US Total Market vs US Mid Cap.

iShares ESG MSCI KLD 400 ETF · iShares Core S&P Mid-Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
1.9 %

64 positions appear in both funds. Buying equal dollars of DSI and IJH would leave roughly 1.9% of each dollar exposed to the same underlying securities.

DSI unmatched 98.0% Shared 1.9% IJH unmatched 97.9%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In DSI only
338 positions
Shared
64 positions
In IJH only
336 positions

Side by side

DSI

iShares ESG MSCI KLD 400 ETF

iShares · US Total Market

78 composite / 100
Expense ratio
0.25%
Net assets
$5.47B
TTM yield
0.87%
Top-10 conc.
44.2%
IJH

iShares Core S&P Mid-Cap ETF

iShares · US Mid Cap

95 composite / 100
Expense ratio
0.050%
Net assets
$120.93B
TTM yield
1.24%
Top-10 conc.
10.9%

Sub-score comparison

75
Cost
95
89
Tax efficiency
88
89
Liquidity
100
51
Concentration
99
—
Tracking quality
—
DSI sub-score IJH

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

IJH is 20 bps cheaper than DSI. On a $100,000 position that's about $200/yr more in fees for DSI.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DSI vs IJH.

Top shared holdings

64 shared in total
# Holding In DSI In IJH Overlap
1 ILLUMINA, INC. 0.09% 0.73% 0.09%
2 TECHNIPFMC PLC 0.08% 0.73% 0.08%
3 TWILIO INC. 0.08% 0.86% 0.08%
4 OKTA, INC. 0.07% 0.63% 0.07%
5 XPO, INC. 0.07% 0.66% 0.07%
6 JONES LANG LASALLE INCORPORATED 0.05% 0.40% 0.05%
7 TRANSUNION 0.04% 0.38% 0.04%
8 ARAMARK 0.04% 0.41% 0.04%
9 NUTANIX, INC. 0.04% 0.37% 0.04%
10 HF SINCLAIR CORPORATION 0.04% 0.29% 0.04%
11 LINCOLN ELECTRIC HOLDINGS, INC. 0.04% 0.40% 0.04%
12 JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY 0.04% 0.42% 0.04%

Only in DSI

338 total
  • NVIDIA CORPORATION 13.42%
  • MICROSOFT CORPORATION 9.49%
  • ALPHABET INC. 6.00%
  • ALPHABET INC. 4.77%
  • TESLA, INC. 2.54%
  • ADVANCED MICRO DEVICES, INC. 2.25%
  • VISA INC. 1.78%
  • MASTERCARD INCORPORATED 1.36%
  • CISCO SYSTEMS, INC. 1.33%
  • ABBVIE INC. 1.29%

Only in IJH

336 total
  • CARPENTER TECHNOLOGY CORP 0.84%
  • MKS INC 0.83%
  • CURTISS-WRIGHT CORP 0.77%
  • NVENT ELECTRIC PLC 0.75%
  • ENTEGRIS INC 0.75%
  • ATI INC 0.74%
  • STERLING INFRASTRUCTURE INC 0.71%
  • MASTEC INC 0.71%
  • WOODWARD INC 0.70%
  • MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0.69%

Percentages are holdings overlap with the named fund.

Open DSI or IJH at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.