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ETF comparison

IJH vs IUSV

US Mid Cap vs US Value.

iShares Core S&P Mid-Cap ETF · iShares Core S&P U.S. Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
5.6 %

299 positions appear in both funds. Buying equal dollars of IJH and IUSV would leave roughly 5.6% of each dollar exposed to the same underlying securities.

IJH unmatched 94.1% Shared 5.6% IUSV unmatched 94.1%

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 IJH only
101 positions
Shared
299 positions
In IUSV only
438 positions

Side by side

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
1.25%
Top-10 conc.
10.9%
IUSV

iShares Core S&P U.S. Value ETF

iShares · US Value

93 composite / 100
Expense ratio
0.040%
Net assets
$27.08B
TTM yield
1.64%
Top-10 conc.
22.4%

Sub-score comparison

95
Cost
96
88
Tax efficiency
87
100
Liquidity
100
99
Concentration
82
—
Tracking quality
—
IJH sub-score IUSV

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

Cost difference

IUSV is 1 bps cheaper than IJH. On a $100,000 position that's about $10/yr more in fees for IJH.

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 IJH vs IUSV.

Top shared holdings

299 shared in total
# Holding In IJH In IUSV Overlap
1 US FOODS HOLDING CORP 0.62% 0.07% 0.07%
2 TD SYNNEX CORP 0.55% 0.07% 0.07%
3 RELIANCE INC 0.52% 0.06% 0.06%
4 PERFORMANCE FOOD GROUP COMPANY 0.48% 0.06% 0.06%
5 WESCO INTERNATIONAL INC 0.46% 0.05% 0.05%
6 ANNALY CAPITAL MANAGEMENT INC 0.45% 0.05% 0.05%
7 ENTEGRIS INC 0.75% 0.05% 0.05%
8 REGAL REXNORD CORP 0.44% 0.05% 0.05%
9 TOLL BROTHERS INC 0.43% 0.05% 0.05%
10 PINNACLE FINANCIAL PARTNERS INC 0.42% 0.05% 0.05%
11 ARAMARK 0.41% 0.05% 0.05%
12 WATSCO INC 0.40% 0.05% 0.05%

Only in IJH

101 total
  • TWILIO INC 0.86%
  • CARPENTER TECHNOLOGY CORP 0.84%
  • CURTISS-WRIGHT CORP 0.77%
  • NVENT ELECTRIC PLC 0.75%
  • ATI INC 0.74%
  • TECHNIPFMC PLC 0.73%
  • STERLING INFRASTRUCTURE INC 0.71%
  • MASTEC INC 0.71%
  • WOODWARD INC 0.70%
  • MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0.69%

Only in IUSV

438 total
  • APPLE INC 6.90%
  • AMAZON.COM INC 3.56%
  • INTEL CORP 2.14%
  • EXXONMOBIL HOLDINGS CORP 1.84%
  • WALMART INC 1.61%
  • TESLA INC 1.46%
  • COSTCO WHOLESALE CORP 1.35%
  • UNITEDHEALTH GROUP INC 1.23%
  • BANK OF AMERICA CORP 1.21%
  • HOME DEPOT INC (THE) 1.14%

Percentages are holdings overlap with the named fund.

Open IJH or IUSV 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.