ETF comparison
IJJ vs IWD
US Mid Cap vs US Value.
iShares S&P Mid-Cap 400 Value ETF · iShares Russell 1000 Value ETF
Holdings overlap
219 positions appear in both funds. Buying equal dollars of IJJ and IWD would leave roughly 5.2% 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
Expense ratios are effectively identical (0.18% vs 0.18%).
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 IJJ vs IWD.
Top shared holdings
219 shared in total| # | Holding | In IJJ | In IWD | Overlap |
|---|---|---|---|---|
| 1 | MKS, Inc. | 0.50% | 0.08% | 0.08% |
| 2 | Illumina, Inc. | 0.70% | 0.07% | 0.07% |
| 3 | Entegris, Inc. | 0.95% | 0.07% | 0.07% |
| 4 | US Foods Holding Corp. | 1.29% | 0.06% | 0.06% |
| 5 | TD SYNNEX Corp. | 1.15% | 0.06% | 0.06% |
| 6 | Reliance, Inc. | 1.10% | 0.05% | 0.05% |
| 7 | Nextpower, Inc. | 0.36% | 0.05% | 0.05% |
| 8 | East West Bancorp, Inc. | 0.50% | 0.05% | 0.05% |
| 9 | Roivant Sciences Ltd. | 0.38% | 0.05% | 0.05% |
| 10 | Performance Food Group Co. | 1.01% | 0.05% | 0.05% |
| 11 | WESCO International, Inc. | 0.97% | 0.05% | 0.05% |
| 12 | Annaly Capital Management, Inc. | 0.94% | 0.05% | 0.05% |
Only in IJJ
80 total- American Airlines Group, Inc. 0.69%
- UMB Financial Corp. 0.59%
- Murphy USA, Inc. 0.52%
- Old National Bancorp 0.51%
- Lattice Semiconductor Corp. 0.49%
- Terex Corp. 0.48%
- Burlington Stores, Inc. 0.45%
- Fluor Corp. 0.42%
- Valley National Bancorp 0.40%
- Commercial Metals Co. 0.40%
Only in IWD
651 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- INTEL CORPORATION 1.72%
- JOHNSON & JOHNSON 1.71%
- EXXON MOBIL CORPORATION 1.59%
- CISCO SYSTEMS, INC. 1.30%
- WALMART INC. 1.27%
Related comparisons
More comparisons with IJJ
- IJJ vs IWP · iShares Russell Mid-Cap Growth ETF 4.7%
- IJJ vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 4.2%
- IJJ vs DGRO · iShares Core Dividend Growth ETF 3.6%
- IJJ vs SCHD · Schwab U.S. Dividend Equity ETF 3.3%
- IJJ vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 3.3%
- IJJ vs VTI · Vanguard Morningstar Total Stock Market ETF 3.3%
More comparisons with IWD
- IWD vs FNDA · Schwab Fundamental U.S. Small Company ETF 5.0%
- IWD vs IWP · iShares Russell Mid-Cap Growth ETF 4.8%
- IWD vs DFAT · U.S. Targeted Value Portfolio-ETF Class Shares 4.8%
- IWD vs VBK · Vanguard Morningstar Small-Cap Growth ETF 4.6%
- IWD vs PEY · Invesco High Yield Equity Dividend Achievers ETF 4.2%
- IWD vs IJK · iShares S&P Mid-Cap 400 Growth ETF 4.2%
Percentages are holdings overlap with the named fund.
Open IJJ or IWD 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.