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ETF comparison

IJH vs JQUA

US Mid Cap vs Quality Factor.

iShares Core S&P Mid-Cap ETF · JPMorgan U.S. Quality Factor ETF

Holdings overlap

Weighted by ISIN/CUSIP
10.7 %

75 positions appear in both funds. Buying equal dollars of IJH and JQUA would leave roughly 10.7% of each dollar exposed to the same underlying securities.

IJH unmatched 89.1% Shared 10.7% JQUA unmatched 88.9%

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
325 positions
Shared
75 positions
In JQUA only
232 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%
JQUA

JPMorgan U.S. Quality Factor ETF

JPMorgan · Quality Factor

90 composite / 100
Expense ratio
0.12%
Net assets
$8.92B
TTM yield
1.05%
Top-10 conc.
18.6%

Sub-score comparison

95
Cost
88
88
Tax efficiency
86
100
Liquidity
98
99
Concentration
88
—
Tracking quality
—
IJH sub-score JQUA

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

Cost difference

IJH is 7 bps cheaper than JQUA. On a $100,000 position that's about $70/yr more in fees for JQUA.

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 JQUA.

Top shared holdings

75 shared in total
# Holding In IJH In JQUA Overlap
1 OKTA INC 0.63% 0.30% 0.30%
2 EVERPURE INC 0.68% 0.27% 0.27%
3 TWILIO INC 0.86% 0.27% 0.27%
4 NUTANIX INC 0.37% 0.26% 0.26%
5 CLEAN HARBORS INC 0.41% 0.25% 0.25%
6 UNITED THERAPEUTICS CORP 0.63% 0.24% 0.24%
7 LAMAR ADVERTISING COMPANY 0.37% 0.24% 0.24%
8 TECHNIPFMC PLC 0.73% 0.23% 0.23%
9 MANHATTAN ASSOCIATES INC 0.23% 0.26% 0.23%
10 SEI INVESTMENTS COMPANY 0.22% 0.22% 0.22%
11 CARLISLE COMPANIES INC 0.40% 0.21% 0.21%
12 LATTICE SEMICONDUCTOR CORP 0.58% 0.21% 0.21%

Only in IJH

325 total
  • 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%
  • STERLING INFRASTRUCTURE INC 0.71%
  • MASTEC INC 0.71%
  • WOODWARD INC 0.70%

Only in JQUA

232 total
  • Apple, Inc. 2.08%
  • Microsoft Corp. 2.01%
  • Broadcom, Inc. 2.00%
  • Alphabet, Inc. 1.94%
  • NVIDIA Corp. 1.92%
  • Advanced Micro Devices, Inc. 1.83%
  • Visa, Inc. 1.75%
  • ExxonMobil Holdings Corp. 1.73%
  • Berkshire Hathaway, Inc. 1.71%
  • Meta Platforms, Inc. 1.66%

Percentages are holdings overlap with the named fund.

Open IJH or JQUA 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.