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ETF comparison

IJH vs IWR

Both US Mid Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
22.9 %

317 positions appear in both funds. Buying equal dollars of IJH and IWR would leave roughly 22.9% of each dollar exposed to the same underlying securities.

IJH unmatched 76.9% Shared 22.9% IWR unmatched 76.9%

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
83 positions
Shared
317 positions
In IWR only
507 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%
IWR

iShares Russell Mid-Cap ETF

iShares · US Mid Cap

90 composite / 100
Expense ratio
0.18%
Net assets
$54.90B
TTM yield
1.16%
Top-10 conc.
5.6%

Sub-score comparison

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

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

Cost difference

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

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 IWR.

Top shared holdings

317 shared in total
# Holding In IJH In IWR Overlap
1 TWILIO INC 0.86% 0.22% 0.22%
2 MKS INC 0.83% 0.22% 0.22%
3 CARPENTER TECHNOLOGY CORP 0.84% 0.22% 0.22%
4 CURTISS-WRIGHT CORP 0.77% 0.20% 0.20%
5 ENTEGRIS INC 0.75% 0.20% 0.20%
6 NVENT ELECTRIC PLC 0.75% 0.20% 0.20%
7 ILLUMINA INC 0.73% 0.19% 0.19%
8 ATI INC 0.74% 0.19% 0.19%
9 TECHNIPFMC PLC 0.73% 0.19% 0.19%
10 MASTEC INC 0.71% 0.19% 0.19%
11 MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0.69% 0.18% 0.18%
12 WOODWARD INC 0.70% 0.18% 0.18%

Only in IJH

83 total
  • MOOG INC 0.33%
  • CYTOKINETICS INC 0.32%
  • UMB FINANCIAL CORP 0.28%
  • CARETRUST REIT INC 0.26%
  • OLD NATIONAL BANCORP 0.25%
  • ENERSYS 0.24%
  • FIRSTCASH HOLDINGS INC 0.23%
  • TEREX CORP 0.23%
  • AUTOLIV INC 0.22%
  • HEALTHEQUITY INC 0.21%

Only in IWR

507 total
  • Datadog, Inc. 0.62%
  • Snowflake, Inc. 0.61%
  • Royal Caribbean Cruises Ltd. 0.58%
  • Cloudflare, Inc. 0.56%
  • Robinhood Markets, Inc. 0.56%
  • Teradyne, Inc. 0.55%
  • Marathon Petroleum Corp. 0.54%
  • Astera Labs, Inc. 0.53%
  • Simon Property Group, Inc. 0.52%
  • United Rentals, Inc. 0.51%

Percentages are holdings overlap with the named fund.

Open IJH or IWR 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.