ETF comparison
HDV vs IJH
Dividend vs US Mid Cap.
iShares Core High Dividend ETF · iShares Core S&P Mid-Cap ETF
Holdings overlap
16 positions appear in both funds. Buying equal dollars of HDV and IJH would leave roughly 2.0% 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 3 bps cheaper than HDV. On a $100,000 position that's about $30/yr more in fees for HDV.
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 HDV vs IJH.
Top shared holdings
16 shared in total| # | Holding | In HDV | In IJH | Overlap |
|---|---|---|---|---|
| 1 | VIPER ENERGY INC | 0.23% | 0.23% | 0.23% |
| 2 | ESSENTIAL UTILITIES INC | 0.19% | 0.30% | 0.19% |
| 3 | WATSCO INC | 0.17% | 0.40% | 0.17% |
| 4 | OGE ENERGY CORP | 0.16% | 0.28% | 0.16% |
| 5 | DT MIDSTREAM INC | 0.16% | 0.41% | 0.16% |
| 6 | CARLYLE GROUP INC (THE) | 0.14% | 0.30% | 0.14% |
| 7 | ANTERO MIDSTREAM CORP | 0.13% | 0.21% | 0.13% |
| 8 | CULLEN/FROST BANKERS INC | 0.13% | 0.27% | 0.13% |
| 9 | AMERICAN FINANCIAL GROUP INC | 0.12% | 0.27% | 0.12% |
| 10 | NATIONAL FUEL GAS COMPANY | 0.10% | 0.20% | 0.10% |
| 11 | NEW JERSEY RESOURCES CORP | 0.09% | 0.16% | 0.09% |
| 12 | IDACORP INC | 0.09% | 0.23% | 0.09% |
Only in HDV
59 total- EXXONMOBIL HOLDINGS CORP 7.88%
- ABBVIE INC 6.16%
- CHEVRON CORP 6.13%
- VERIZON COMMUNICATIONS INC 5.51%
- PROCTER & GAMBLE COMPANY (THE) 4.52%
- HOME DEPOT INC (THE) 4.45%
- PHILIP MORRIS INTERNATIONAL INC 4.44%
- PFIZER INC 4.27%
- COCA-COLA COMPANY (THE) 4.09%
- MERCK & COMPANY INC 3.99%
Only in IJH
384 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 HDV
- HDV vs DON · WisdomTree U.S. MidCap Dividend Fund 2.0%
- HDV vs VUG · Vanguard Morningstar Growth ETF 1.0%
- HDV vs IWM · iShares Russell 2000 ETF 0.3%
- HDV vs IJR · iShares Core S&P Small-Cap ETF 0.2%
- HDV vs DEM · WisdomTree Emerging Markets High Dividend Fund 0.0%
- HDV vs DGS · WisdomTree Emerging Markets SmallCap Dividend Fund 0.0%
More comparisons with IJH
- IJH vs TCAF · T. Rowe Price Capital Appreciation Equity ETF 1.9%
- IJH vs RDVY · First Trust Rising Dividend Achievers ETF 1.9%
- IJH vs DSI · iShares ESG MSCI KLD 400 ETF 1.9%
- IJH vs FDVV · Fidelity High Dividend ETF 1.7%
- IJH vs DFLV · Dimensional US Large Cap Value ETF 1.7%
- IJH vs VLUE · iShares MSCI USA Value Factor ETF 1.7%
Percentages are holdings overlap with the named fund.
Open HDV 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.