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ETF comparison

IJH vs USMV

US Mid Cap vs Low Volatility Factor.

iShares Core S&P Mid-Cap ETF · iShares MSCI USA Min Vol Factor ETF

Holdings overlap

Weighted by ISIN/CUSIP
0.6 %

2 positions appear in both funds. Buying equal dollars of IJH and USMV would leave roughly 0.6% of each dollar exposed to the same underlying securities.

IJH unmatched 99.2% Shared 0.6% USMV unmatched 99.2%

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
398 positions
Shared
2 positions
In USMV only
163 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%
USMV

iShares MSCI USA Min Vol Factor ETF

iShares · Low Volatility Factor

90 composite / 100
Expense ratio
0.15%
Net assets
$23.16B
TTM yield
1.37%
Top-10 conc.
15.1%

Sub-score comparison

95
Cost
85
88
Tax efficiency
85
100
Liquidity
100
99
Concentration
93
—
Tracking quality
—
IJH sub-score USMV

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

Cost difference

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

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 USMV.

Top shared holdings

2 shared in total
# Holding In IJH In USMV Overlap
1 NEUROCRINE BIOSCIENCES INC 0.47% 0.37% 0.37%
2 UNITED THERAPEUTICS CORP 0.63% 0.19% 0.19%

Only in IJH

398 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 USMV

163 total
  • MICROSOFT CORPORATION 1.62%
  • AMPHENOL CORPORATION 1.58%
  • WELLTOWER INC. 1.57%
  • Chubb Limited 1.54%
  • JOHNSON & JOHNSON 1.54%
  • BERKSHIRE HATHAWAY INC. 1.47%
  • CISCO SYSTEMS, INC. 1.46%
  • VERTEX PHARMACEUTICALS INCORPORATED 1.46%
  • DUKE ENERGY CORPORATION 1.45%
  • THE SOUTHERN COMPANY 1.44%

Percentages are holdings overlap with the named fund.

Open IJH or USMV 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.