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ETF comparison

IJH vs IWN

US Mid Cap vs US Small Cap.

iShares Core S&P Mid-Cap ETF · iShares Russell 2000 Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
8.0 %

60 positions appear in both funds. Buying equal dollars of IJH and IWN would leave roughly 8.0% of each dollar exposed to the same underlying securities.

IJH unmatched 91.8% Shared 8.0% IWN unmatched 91.7%

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
340 positions
Shared
60 positions
In IWN only
1,362 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%
IWN

iShares Russell 2000 Value ETF

iShares · US Small Cap

88 composite / 100
Expense ratio
0.24%
Net assets
$13.79B
TTM yield
1.53%
Top-10 conc.
5.5%

Sub-score comparison

95
Cost
76
88
Tax efficiency
87
100
Liquidity
100
99
Concentration
100
—
Tracking quality
—
IJH sub-score IWN

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

Cost difference

IJH is 19 bps cheaper than IWN. On a $100,000 position that's about $190/yr more in fees for IWN.

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 IWN.

Top shared holdings

60 shared in total
# Holding In IJH In IWN Overlap
1 CYTOKINETICS INC 0.32% 0.65% 0.32%
2 UMB FINANCIAL CORP 0.28% 0.62% 0.28%
3 CARETRUST REIT INC 0.26% 0.59% 0.26%
4 OLD NATIONAL BANCORP 0.25% 0.52% 0.25%
5 TEREX CORP 0.23% 0.54% 0.23%
6 FLUOR CORP 0.20% 0.34% 0.20%
7 VALLEY NATIONAL BANCORP 0.19% 0.34% 0.19%
8 COMMERCIAL METALS COMPANY 0.19% 0.38% 0.19%
9 TAYLOR MORRISON HOME CORP 0.18% 0.44% 0.18%
10 ORMAT TECHNOLOGIES INC 0.18% 0.40% 0.18%
11 GLACIER BANCORP INC 0.18% 0.35% 0.18%
12 GATX CORP 0.17% 0.38% 0.17%

Only in IJH

340 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%

Only in IWN

1,362 total
  • Viasat, Inc. 0.74%
  • JBT Marel Corp. 0.50%
  • Lumen Technologies, Inc. 0.48%
  • Terreno Realty Corp. 0.45%
  • Vishay Intertechnology, Inc. 0.43%
  • Essential Properties Realty Trust, Inc. 0.43%
  • Macerich Co. (The) 0.43%
  • Garrett Motion, Inc. 0.41%
  • Jackson Financial, Inc. 0.41%
  • VSE Corp. 0.39%

Percentages are holdings overlap with the named fund.

Open IJH or IWN 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.