ETF comparison

IJH vs VBR

US Mid Cap vs US Small Cap.

iShares Core S&P Mid-Cap ETF · Vanguard Small-Cap Value Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
44.0 %

260 positions appear in both funds. Buying equal dollars of IJH and VBR would leave roughly 44.0% of each dollar exposed to the same underlying securities.

IJH only 55.4% Shared 44.0% VBR only 55.9%
In IJH only
139 positions
Shared
260 positions
In VBR only
578 positions

Side by side

IJH

iShares Core S&P Mid-Cap ETF

iShares · US Mid Cap

96 composite / 100
Expense ratio
0.050%
Net assets
$124.33B
TTM yield
1.17%
Top-10 conc.
10.4%
VBR

Vanguard Small-Cap Value Index Fund ETF Shares

Vanguard · US Small Cap

95 composite / 100
Expense ratio
0.050%
Net assets
$67.78B
TTM yield
1.78%
Top-10 conc.
6.1%

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

260 shared in total
# Holding In IJH In VBR Overlap
1 United Therapeutics Corporation 0.80% 0.63% 0.63%
2 FLEX LTD 0.75% 0.58% 0.58%
3 US Foods Holding Corp 0.63% 0.49% 0.49%
4 Illumina Inc 0.59% 0.43% 0.43%
5 Alcoa Corporation 0.54% 0.42% 0.42%
6 Ovintiv Inc 0.51% 0.41% 0.41%
7 Tenet Healthcare Corporation 0.52% 0.40% 0.40%
8 ITT Inc 0.51% 0.40% 0.40%
9 Reliance Inc 0.50% 0.38% 0.38%
10 MKS Inc. 0.48% 0.37% 0.37%
11 W. P. Carey Inc 0.46% 0.37% 0.37%
12 Annaly Capital Management, Inc. 0.47% 0.37% 0.37%

Only in IJH

139 total
  • TechnipFMC PLC 0.87%
  • Casey'S General Stores Inc. 0.84%
  • Curtiss-Wright Corp. 0.78%
  • Woodward Inc. 0.67%
  • Royal Gold, Inc. 0.64%
  • Burlington Stores Inc. 0.63%
  • ATI Inc 0.62%
  • Mastec, Inc. 0.62%
  • Carpenter Technology Corporation 0.61%
  • NVent Electric PLC 0.60%

Only in VBR

578 total
  • NRG Energy Inc 0.75%
  • Atmos Energy Corp 0.74%
  • Tapestry Inc 0.69%
  • Jabil Inc 0.65%
  • Omnicom Group Inc 0.57%
  • Williams-Sonoma Inc 0.53%
  • Smurfit Westrock PLC 0.50%
  • CF Industries Holdings Inc 0.48%
  • CH Robinson Worldwide Inc 0.48%
  • Bunge Global SA 0.48%

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.