ETF comparison

IJHvsMDY

Both US Mid Cap.

iShares Core S&P Mid-Cap ETF · State Street SPDR S&P MIDCAP 400 ETF Trust

Holdings overlap

Weighted by ISIN/CUSIP
85.5%

377 positions appear in both funds. Buying equal dollars of IJH and MDY would leave roughly85.5%of each dollar exposed to the same underlying securities.

IJH only 14.3%Shared 85.5%MDY only 14.5%
In IJH only
23 positions
Shared
377 positions
In MDY only
24 positions

Side by side

IJH

iShares Core S&P Mid-Cap ETF

iShares · US Mid Cap

95composite / 100
Expense ratio
0.050%
Net assets
$124.94B
TTM yield
1.20%
Top-10 conc.
10.9%
MDY

State Street SPDR S&P MIDCAP 400 ETF Trust

State Street · US Mid Cap

88composite / 100
Expense ratio
0.23%
Net assets
$26.25B
TTM yield
1.04%
Top-10 conc.
8.0%

Sub-score comparison

95
Cost
77
88
Tax efficiency
88
100
Liquidity
100
99
Concentration
100
Tracking quality
IJHsub-scoreMDY

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

IJH is 18 bps cheaper than MDY. On a $100,000 position that's about $180/yr more in fees for MDY.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with IJH vs MDY.

Top shared holdings

377 shared in total
#HoldingIn IJHIn MDYOverlap
1TWILIO INC0.86%1.01%0.86%
2ATI INC0.74%0.77%0.74%
3ILLUMINA INC0.73%0.93%0.73%
4EVERPURE INC0.68%0.86%0.68%
5CARPENTER TECHNOLOGY CORP0.84%0.64%0.64%
6OKTA INC0.63%0.79%0.63%
7US FOODS HOLDING CORP0.62%0.64%0.62%
8XPO INC0.66%0.60%0.60%
9CURTISS-WRIGHT CORP0.77%0.58%0.58%
10UNITED THERAPEUTICS CORP0.63%0.58%0.58%
11WOODWARD INC0.70%0.57%0.57%
12ENTEGRIS INC0.75%0.55%0.55%

Only in IJH

23 total
  • NVENT ELECTRIC PLC0.75%
  • TECHNIPFMC PLC0.73%
  • FABRINET0.55%
  • ROIVANT SCIENCES LTD0.44%
  • JAZZ PHARMACEUTICALS PLC0.42%
  • RENAISSANCERE HOLDINGS LTD0.37%
  • WEBSTER FINANCIAL CORP0.34%
  • SHARKNINJA INC0.30%
  • TOPBUILD CORP0.27%
  • CNH INDUSTRIAL NV0.27%

Only in MDY

24 total
  • TechnipFMC plc0.88%
  • U.S. Dollar0.77%
  • nVent Electric plc0.68%
  • Toast Inc. Class A0.44%
  • Jazz Pharmaceuticals Public Limited Company0.43%
  • Roivant Sciences Ltd.0.43%
  • RenaissanceRe Holdings Ltd.0.40%
  • Fabrinet0.39%
  • Sun Communities Inc.0.38%
  • SharkNinja Inc.0.34%

Open IJH or MDY 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 methodologyand 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.