ETF comparison
IJH vs PEY
US Mid Cap vs Dividend.
iShares Core S&P Mid-Cap ETF · Invesco High Yield Equity Dividend Achievers ETF
Holdings overlap
6 positions appear in both funds. Buying equal dollars of IJH and PEY would leave roughly 0.9% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IJH is 63 bps cheaper than PEY. On a $100,000 position that's about $630/yr more in fees for PEY.
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 PEY.
Top shared holdings
6 shared in total| # | Holding | In IJH | In PEY | Overlap |
|---|---|---|---|---|
| 1 | PORTLAND GENERAL ELECTRIC COMPANY | 0.17% | 1.57% | 0.17% |
| 2 | BLACK HILLS CORP | 0.16% | 1.41% | 0.16% |
| 3 | SONOCO PRODUCTS COMPANY | 0.15% | 1.93% | 0.15% |
| 4 | BANK OZK | 0.14% | 1.52% | 0.14% |
| 5 | H & R BLOCK INC | 0.13% | 1.85% | 0.13% |
| 6 | POLARIS INC | 0.10% | 1.38% | 0.10% |
Only in IJH
394 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 PEY
44 total- Robert Half Inc. 3.91%
- Insperity, Inc. 3.89%
- Flowers Foods, Inc. 3.44%
- Perrigo Co. PLC 3.42%
- LyondellBasell Industries N.V. 2.55%
- Prudential Financial, Inc. 2.52%
- Universal Corp. 2.44%
- Main Street Capital Corp. 2.43%
- Pfizer Inc. 2.39%
- United Parcel Service, Inc. 2.28%
Related comparisons
More comparisons with IJH
- IJH vs DUHP · DFA U.S. High Relative Profitability Portfolio – ETF Class Shares 0.9%
- IJH vs USMV · iShares MSCI USA Min Vol Factor ETF 0.6%
- IJH vs ACWV · iShares MSCI Global Min Vol Factor ETF 0.5%
- IJH vs VIOV · Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 0.4%
- IJH vs QUAL · iShares MSCI USA Quality Factor ETF 0.4%
- IJH vs ESGU · iShares ESG Aware MSCI USA ETF 0.4%
More comparisons with PEY
- PEY vs QQQ · Invesco QQQ Trust 0.5%
- PEY vs DGRO · iShares Core Dividend Growth ETF 0.1%
- PEY vs IWF · iShares Russell 1000 Growth ETF 0.0%
- PEY vs DEM · WisdomTree Emerging Markets High Dividend Fund 0.0%
- PEY vs DGS · WisdomTree Emerging Markets SmallCap Dividend Fund 0.0%
- PEY vs DVYE · iShares Emerging Markets Dividend ETF 0.0%
Percentages are holdings overlap with the named fund.
Open IJH or PEY 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.