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ETF comparison

IJH vs RDVY

US Mid Cap vs Dividend.

iShares Core S&P Mid-Cap ETF · First Trust Rising Dividend Achievers ETF

Holdings overlap

Weighted by ISIN/CUSIP
1.9 %

6 positions appear in both funds. Buying equal dollars of IJH and RDVY would leave roughly 1.9% of each dollar exposed to the same underlying securities.

IJH unmatched 97.9% Shared 1.9% RDVY unmatched 98.0%

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
394 positions
Shared
6 positions
In RDVY only
66 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
1.24%
Top-10 conc.
10.9%
RDVY

First Trust Rising Dividend Achievers ETF

First Trust · Dividend

73 composite / 100
Expense ratio
0.47%
Net assets
$24.91B
TTM yield
0.86%
Top-10 conc.
28.6%

Sub-score comparison

95
Cost
53
88
Tax efficiency
79
100
Liquidity
100
99
Concentration
73
—
Tracking quality
—
IJH sub-score RDVY

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

Cost difference

IJH is 42 bps cheaper than RDVY. On a $100,000 position that's about $420/yr more in fees for RDVY.

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 RDVY.

Top shared holdings

6 shared in total
# Holding In IJH In RDVY Overlap
1 EAST WEST BANCORP INC 0.49% 1.01% 0.49%
2 MUELLER INDUSTRIES INC 0.37% 1.93% 0.37%
3 UNUM GROUP 0.36% 0.51% 0.36%
4 COCA-COLA CONSOLIDATED INC 0.30% 1.16% 0.30%
5 AECOM 0.25% 0.22% 0.22%
6 WEATHERFORD INTERNATIONAL PLC 0.16% 0.38% 0.16%

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 RDVY

66 total
  • APPLIED MATERIALS INC 4.68%
  • LAM RESEARCH CORP 4.42%
  • KLA CORP 4.14%
  • GE VERNOVA INC 2.80%
  • BANK OF NEW YORK MELLON CORP (THE) 2.15%
  • GE AEROSPACE 2.13%
  • ALPHABET INC 2.12%
  • WILLIAMS SONOMA INC 2.12%
  • ROSS STORES INC 2.01%
  • ALLSTATE CORP (THE) 2.01%

Percentages are holdings overlap with the named fund.

Open IJH or RDVY 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.