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ETF comparison

IJJ vs IWP

Both US Mid Cap.

iShares S&P Mid-Cap 400 Value ETF · iShares Russell Mid-Cap Growth ETF

Holdings overlap

Weighted by ISIN/CUSIP
4.7 %

43 positions appear in both funds. Buying equal dollars of IJJ and IWP would leave roughly 4.7% of each dollar exposed to the same underlying securities.

IJJ unmatched 94.8% Shared 4.7% IWP unmatched 95.2%

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 IJJ only
256 positions
Shared
43 positions
In IWP only
223 positions

Side by side

IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares · US Mid Cap

89 composite / 100
Expense ratio
0.18%
Net assets
$8.33B
TTM yield
1.64%
Top-10 conc.
10.1%
IWP

iShares Russell Mid-Cap Growth ETF

iShares · US Mid Cap

87 composite / 100
Expense ratio
0.23%
Net assets
$19.35B
TTM yield
0.40%
Top-10 conc.
19.7%

Sub-score comparison

82
Cost
77
87
Tax efficiency
90
97
Liquidity
100
100
Concentration
86
—
Tracking quality
—
IJJ sub-score IWP

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

Cost difference

IJJ is 5 bps cheaper than IWP. On a $100,000 position that's about $50/yr more in fees for IWP.

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 IWP.

Top shared holdings

43 shared in total
# Holding In IJJ In IWP Overlap
1 Lattice Semiconductor Corp. 0.49% 0.57% 0.49%
2 Burlington Stores, Inc. 0.45% 0.54% 0.45%
3 Solstice Advanced Materials, Inc. 0.38% 0.39% 0.38%
4 American Airlines Group, Inc. 0.69% 0.32% 0.32%
5 Semtech Corp. 0.26% 0.41% 0.26%
6 Murphy USA, Inc. 0.52% 0.25% 0.25%
7 Dutch Bros, Inc. 0.23% 0.23% 0.23%
8 Cava Group, Inc. 0.26% 0.21% 0.21%
9 Manhattan Associates, Inc. 0.18% 0.22% 0.18%
10 Allegro MicroSystems, Inc. 0.18% 0.24% 0.18%
11 Wyndham Hotels & Resorts, Inc. 0.17% 0.15% 0.15%
12 Hyatt Hotels Corp. 0.14% 0.20% 0.14%

Only in IJJ

256 total
  • US Foods Holding Corp. 1.29%
  • TD SYNNEX Corp. 1.15%
  • Reliance, Inc. 1.10%
  • Performance Food Group Co. 1.01%
  • WESCO International, Inc. 0.97%
  • Annaly Capital Management, Inc. 0.94%
  • Regal Rexnord Corp. 0.91%
  • Toll Brothers, Inc. 0.90%
  • Aramark 0.86%
  • Watsco, Inc. 0.84%

Only in IWP

223 total
  • Datadog, Inc. 2.34%
  • Snowflake, Inc. 2.33%
  • Cloudflare, Inc. 2.12%
  • Teradyne, Inc. 2.07%
  • Astera Labs, Inc. 2.02%
  • Simon Property Group, Inc. 1.96%
  • Comfort Systems USA, Inc. 1.89%
  • Robinhood Markets, Inc. 1.75%
  • Lumentum Holdings, Inc. 1.67%
  • Targa Resources Corp. 1.56%

Percentages are holdings overlap with the named fund.

Open IJJ or IWP 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.