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ETF comparison

IJH vs IWD

US Mid Cap vs US Value.

iShares Core S&P Mid-Cap ETF · iShares Russell 1000 Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
6.8 %

284 positions appear in both funds. Buying equal dollars of IJH and IWD would leave roughly 6.8% of each dollar exposed to the same underlying securities.

IJH unmatched 92.9% Shared 6.8% IWD unmatched 92.9%

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 IJH only
116 positions
Shared
284 positions
In IWD only
586 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%
IWD

iShares Russell 1000 Value ETF

iShares · US Value

87 composite / 100
Expense ratio
0.18%
Net assets
$80.96B
TTM yield
1.37%
Top-10 conc.
27.8%

Sub-score comparison

95
Cost
82
88
Tax efficiency
88
100
Liquidity
100
99
Concentration
75
—
Tracking quality
—
IJH sub-score IWD

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

Cost difference

IJH is 13 bps cheaper than IWD. On a $100,000 position that's about $130/yr more in fees for IWD.

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 IWD.

Top shared holdings

284 shared in total
# Holding In IJH In IWD Overlap
1 MKS INC 0.83% 0.08% 0.08%
2 ILLUMINA INC 0.73% 0.07% 0.07%
3 TWILIO INC 0.86% 0.07% 0.07%
4 ENTEGRIS INC 0.75% 0.07% 0.07%
5 OKTA INC 0.63% 0.06% 0.06%
6 UNITED THERAPEUTICS CORP 0.63% 0.06% 0.06%
7 US FOODS HOLDING CORP 0.62% 0.06% 0.06%
8 RB GLOBAL INC 0.60% 0.06% 0.06%
9 TD SYNNEX CORP 0.55% 0.06% 0.06%
10 RELIANCE INC 0.52% 0.05% 0.05%
11 NEXTPOWER INC 0.49% 0.05% 0.05%
12 ITT INC 0.49% 0.05% 0.05%

Only in IJH

116 total
  • CARPENTER TECHNOLOGY CORP 0.84%
  • ATI INC 0.74%
  • STERLING INFRASTRUCTURE INC 0.71%
  • MASTEC INC 0.71%
  • WOODWARD INC 0.70%
  • MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0.69%
  • XPO INC 0.66%
  • LATTICE SEMICONDUCTOR CORP 0.58%
  • FABRINET 0.55%
  • BURLINGTON STORES INC 0.55%

Only in IWD

586 total
  • AMAZON.COM, INC. 5.93%
  • APPLE INC. 5.37%
  • MICROSOFT CORPORATION 3.88%
  • BERKSHIRE HATHAWAY INC. 2.61%
  • JPMORGAN CHASE & CO. 2.45%
  • INTEL CORPORATION 1.72%
  • JOHNSON & JOHNSON 1.71%
  • EXXON MOBIL CORPORATION 1.59%
  • CISCO SYSTEMS, INC. 1.30%
  • WALMART INC. 1.27%

Percentages are holdings overlap with the named fund.

Open IJH or IWD 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.