ETF comparison
IJH vs SDY
US Mid Cap vs Dividend.
iShares Core S&P Mid-Cap ETF · State Street SPDR S&P Dividend ETF
Holdings overlap
36 positions appear in both funds. Buying equal dollars of IJH and SDY would leave roughly 8.4% 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 30 bps cheaper than SDY. On a $100,000 position that's about $300/yr more in fees for SDY.
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 SDY.
Top shared holdings
36 shared in total| # | Holding | In IJH | In SDY | Overlap |
|---|---|---|---|---|
| 1 | RB GLOBAL INC | 0.60% | 0.60% | 0.60% |
| 2 | CARLISLE COMPANIES INC | 0.40% | 0.56% | 0.40% |
| 3 | LINCOLN ELECTRIC HOLDINGS INC | 0.40% | 0.54% | 0.40% |
| 4 | RPM INTERNATIONAL INC | 0.39% | 0.63% | 0.39% |
| 5 | GRACO INC | 0.35% | 0.50% | 0.35% |
| 6 | EQUITY LIFESTYLE PROPERTIES INC | 0.34% | 0.58% | 0.34% |
| 7 | ESSENTIAL UTILITIES INC | 0.30% | 0.54% | 0.30% |
| 8 | DONALDSON COMPANY INC | 0.29% | 0.48% | 0.29% |
| 9 | RYDER SYSTEM INC | 0.28% | 0.44% | 0.28% |
| 10 | UMB FINANCIAL CORP | 0.28% | 0.45% | 0.28% |
| 11 | CULLEN/FROST BANKERS INC | 0.27% | 0.45% | 0.27% |
| 12 | AMERICAN FINANCIAL GROUP INC | 0.27% | 0.46% | 0.27% |
Only in IJH
364 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 SDY
119 total- Verizon Communications Inc 2.14%
- Realty Income Corp 2.14%
- Kenvue Inc 1.75%
- Kimberly-Clark Corp 1.75%
- AbbVie Inc 1.62%
- QUALCOMM Inc 1.57%
- Texas Instruments Inc 1.55%
- Target Corp 1.55%
- Automatic Data Processing Inc 1.54%
- Edison International 1.45%
Related comparisons
More comparisons with IJH
- IJH vs AVUS · Avantis US Equity ETF 8.3%
- IJH vs FVD · First Trust Value Line Dividend Index Fund 8.2%
- IJH vs IWN · iShares Russell 2000 Value ETF 8.0%
- IJH vs CALF · Pacer US Small Cap Cash Cows 100 ETF 7.8%
- IJH vs PRF · Invesco RAFI US 1000 ETF 7.2%
- IJH vs VONV · Vanguard Russell 1000 Value Index Fund ETF Shares 7.0%
More comparisons with SDY
Percentages are holdings overlap with the named fund.
Open IJH or SDY 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.