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ETF comparison

IJH vs VBR

US Mid Cap vs US Small Cap.

iShares Core S&P Mid-Cap ETF · Vanguard Morningstar Small-Cap Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
41.3 %

259 positions appear in both funds. Buying equal dollars of IJH and VBR would leave roughly 41.3% of each dollar exposed to the same underlying securities.

IJH unmatched 58.5% Shared 41.3% VBR unmatched 58.5%

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
141 positions
Shared
259 positions
In VBR only
581 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%
VBR

Vanguard Morningstar Small-Cap Value ETF

Vanguard · US Small Cap

95 composite / 100
Expense ratio
0.050%
Net assets
$64.12B
whole fund, 4 share classes
TTM yield
1.84%
Top-10 conc.
5.9%

Sub-score comparison

95
Cost
95
88
Tax efficiency
87
100
Liquidity
100
99
Concentration
100
—
Tracking quality
—
IJH sub-score VBR

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

Cost difference

Expense ratios are effectively identical (0.050% vs 0.050%).

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 VBR.

Top shared holdings

259 shared in total
# Holding In IJH In VBR Overlap
1 US FOODS HOLDING CORP 0.62% 0.48% 0.48%
2 TD SYNNEX CORP 0.55% 0.41% 0.41%
3 RELIANCE INC 0.52% 0.41% 0.41%
4 EAST WEST BANCORP INC 0.49% 0.38% 0.38%
5 WESCO INTERNATIONAL INC 0.46% 0.36% 0.36%
6 PERFORMANCE FOOD GROUP COMPANY 0.48% 0.36% 0.36%
7 API GROUP CORP 0.45% 0.35% 0.35%
8 ANNALY CAPITAL MANAGEMENT INC 0.45% 0.35% 0.35%
9 TENET HEALTHCARE CORP 0.44% 0.35% 0.35%
10 W.P. CAREY INC 0.44% 0.34% 0.34%
11 REGAL REXNORD CORP 0.44% 0.34% 0.34%
12 TOLL BROTHERS INC 0.43% 0.33% 0.33%

Only in IJH

141 total
  • TWILIO INC 0.86%
  • CARPENTER TECHNOLOGY CORP 0.84%
  • CURTISS-WRIGHT CORP 0.77%
  • NVENT ELECTRIC PLC 0.75%
  • ENTEGRIS INC 0.75%
  • ATI INC 0.74%
  • TECHNIPFMC PLC 0.73%
  • STERLING INFRASTRUCTURE INC 0.71%
  • MASTEC INC 0.71%
  • WOODWARD INC 0.70%

Only in VBR

581 total
  • Jabil Inc 0.87%
  • NRG Energy Inc 0.66%
  • Tapestry Inc 0.63%
  • Atmos Energy Corp 0.62%
  • Williams-Sonoma Inc 0.59%
  • Moderna Inc 0.54%
  • Smurfit Westrock PLC 0.52%
  • F5 Inc 0.50%
  • JB Hunt Transport Services Inc 0.47%
  • Expand Energy Corp 0.47%

Percentages are holdings overlap with the named fund.

Open IJH or VBR 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.