ETF comparison
DVY vs IJH
Dividend vs US Mid Cap.
Holdings overlap
24 positions appear in both funds. Buying equal dollars of DVY and IJH would leave roughly 4.9% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IJH is 33 bps cheaper than DVY. On a $100,000 position that's about $330/yr more in fees for DVY.
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 DVY vs IJH.
Top shared holdings
24 shared in total| # | Holding | In DVY | In IJH | Overlap |
|---|---|---|---|---|
| 1 | WATSCO INC | 0.74% | 0.40% | 0.40% |
| 2 | UNUM GROUP | 0.98% | 0.36% | 0.36% |
| 3 | FIRST HORIZON CORP | 0.98% | 0.33% | 0.33% |
| 4 | FIDELITY NATIONAL FINANCIAL INC | 1.13% | 0.33% | 0.33% |
| 5 | HF SINCLAIR CORP | 1.08% | 0.29% | 0.29% |
| 6 | OGE ENERGY CORP | 0.79% | 0.28% | 0.28% |
| 7 | OLD REPUBLIC INTERNATIONAL CORP | 0.81% | 0.25% | 0.25% |
| 8 | IDACORP INC | 0.63% | 0.23% | 0.23% |
| 9 | UGI CORP | 0.68% | 0.20% | 0.20% |
| 10 | VALLEY NATIONAL BANCORP | 0.62% | 0.19% | 0.19% |
| 11 | F.N.B. CORP (PENNSYLVANIA) | 0.62% | 0.19% | 0.19% |
| 12 | CHORD ENERGY CORP | 0.63% | 0.18% | 0.18% |
Only in DVY
75 total- PRUDENTIAL FINANCIAL INC 2.21%
- T. ROWE PRICE GROUP INC 2.13%
- ALTRIA GROUP INC 2.09%
- HP INC 2.04%
- PFIZER INC 2.00%
- VERIZON COMMUNICATIONS INC 1.74%
- ONEOK INC 1.74%
- FORD MOTOR CO 1.62%
- KIMBERLY CLARK CORP 1.62%
- EDISON INTERNATIONAL 1.56%
Only in IJH
376 total- TWILIO INC 0.86%
- 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%
- ILLUMINA INC 0.73%
- TECHNIPFMC PLC 0.73%
- STERLING INFRASTRUCTURE INC 0.71%
Related comparisons
More comparisons with DVY
More comparisons with IJH
- IJH vs SCHB · Schwab U.S. Broad Market ETF 4.8%
- IJH vs VTHR · Vanguard Russell 3000 Index Fund ETF Shares 4.8%
- IJH vs IWB · iShares Russell 1000 ETF 4.6%
- IJH vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 4.5%
- IJH vs DFUS · Dimensional U.S. Equity Market ETF 4.5%
- IJH vs IWO · iShares Russell 2000 Growth ETF 4.4%
Percentages are holdings overlap with the named fund.
Open DVY 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.