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ETF comparison

IJH vs SMLF

US Mid Cap vs Multi-Factor.

iShares Core S&P Mid-Cap ETF · iShares U.S. Small-Cap Equity Factor ETF

Holdings overlap

Weighted by ISIN/CUSIP
38.0 %

281 positions appear in both funds. Buying equal dollars of IJH and SMLF would leave roughly 38.0% of each dollar exposed to the same underlying securities.

IJH unmatched 61.7% Shared 38.0% SMLF unmatched 59.9%

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
119 positions
Shared
281 positions
In SMLF only
611 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%
SMLF

iShares U.S. Small-Cap Equity Factor ETF

iShares · Multi-Factor

87 composite / 100
Expense ratio
0.15%
Net assets
$4.04B
TTM yield
1.00%
Top-10 conc.
7.3%

Sub-score comparison

95
Cost
85
88
Tax efficiency
86
100
Liquidity
83
99
Concentration
100
—
Tracking quality
—
IJH sub-score SMLF

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

Cost difference

IJH is 10 bps cheaper than SMLF. On a $100,000 position that's about $100/yr more in fees for SMLF.

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 SMLF.

Top shared holdings

281 shared in total
# Holding In IJH In SMLF Overlap
1 NVENT ELECTRIC PLC 0.75% 0.80% 0.75%
2 RELIANCE INC 0.52% 0.56% 0.52%
3 STERLING INFRASTRUCTURE INC 0.71% 0.45% 0.45%
4 TENET HEALTHCARE CORP 0.44% 0.52% 0.44%
5 EAST WEST BANCORP INC 0.49% 0.43% 0.43%
6 CARPENTER TECHNOLOGY CORP 0.84% 0.43% 0.43%
7 CURTISS-WRIGHT CORP 0.77% 0.42% 0.42%
8 ATI INC 0.74% 0.40% 0.40%
9 EVERPURE INC 0.68% 0.40% 0.40%
10 UNITED THERAPEUTICS CORP 0.63% 0.39% 0.39%
11 MUELLER INDUSTRIES INC 0.37% 0.59% 0.37%
12 EVERCORE INC 0.36% 0.42% 0.36%

Only in IJH

119 total
  • TWILIO INC 0.86%
  • ILLUMINA INC 0.73%
  • TECHNIPFMC PLC 0.73%
  • OKTA INC 0.63%
  • RB GLOBAL INC 0.60%
  • BURLINGTON STORES INC 0.55%
  • PERFORMANCE FOOD GROUP COMPANY 0.48%
  • NEUROCRINE BIOSCIENCES INC 0.47%
  • ANNALY CAPITAL MANAGEMENT INC 0.45%
  • W.P. CAREY INC 0.44%

Only in SMLF

611 total
  • EMCOR Group, Inc. 0.95%
  • Interactive Brokers Group, Inc. 0.83%
  • Flex Ltd. 0.78%
  • Jabil, Inc. 0.75%
  • Astera Labs, Inc. 0.70%
  • Tapestry, Inc. 0.66%
  • Natera, Inc. 0.62%
  • Williams-Sonoma, Inc. 0.61%
  • Popular, Inc. 0.54%
  • Credo Technology Group Holding Ltd. 0.51%

Percentages are holdings overlap with the named fund.

Open IJH or SMLF 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.