ETF comparison

IJJvsSPMD

Both US Mid Cap.

iShares S&P Mid-Cap 400 Value ETF · State Street SPDR Portfolio S&P 400 Mid Cap ETF

Holdings overlap

Weighted by ISIN/CUSIP
62.3%

299 positions appear in both funds. Buying equal dollars of IJJ and SPMD would leave roughly62.3%of each dollar exposed to the same underlying securities.

IJJ only 40.2%Shared 62.3%SPMD only 37.5%
In IJJ only
2 positions
Shared
299 positions
In SPMD only
102 positions

Side by side

IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares · US Mid Cap

89composite / 100
Expense ratio
0.18%
Net assets
$8.78B
TTM yield
1.63%
Top-10 conc.
12.2%
SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street · US Mid Cap

96composite / 100
Expense ratio
0.030%
Net assets
$18.60B
TTM yield
1.25%
Top-10 conc.
9.8%

Sub-score comparison

82
Cost
97
87
Tax efficiency
88
98
Liquidity
100
97
Concentration
100
Tracking quality
IJJsub-scoreSPMD

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

SPMD is 15 bps cheaper than IJJ. On a $100,000 position that's about $150/yr more in fees for IJJ.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with IJJ vs SPMD.

Top shared holdings

299 shared in total
#HoldingIn IJJIn SPMDOverlap
1Entegris, Inc.0.95%0.76%0.76%
2Illumina, Inc.0.70%0.73%0.70%
3US Foods Holding Corp.1.29%0.62%0.62%
4TD SYNNEX Corp.1.15%0.55%0.55%
5Reliance, Inc.1.10%0.53%0.53%
6Onto Innovation, Inc.0.56%0.52%0.52%
7MKS, Inc.0.50%0.83%0.50%
8Lattice Semiconductor Corp.0.49%0.58%0.49%
9East West Bancorp, Inc.0.50%0.49%0.49%
10Performance Food Group Co.1.01%0.48%0.48%
11WESCO International, Inc.0.97%0.46%0.46%
12Annaly Capital Management, Inc.0.94%0.45%0.45%

Only in IJJ

2 total
  • BlackRock Funds III2.99%
  • BlackRock Funds III0.08%

Only in SPMD

102 total
  • Twilio Inc0.86%
  • Carpenter Technology Corp0.84%
  • Curtiss-Wright Corp0.77%
  • nVent Electric PLC0.76%
  • ATI Inc0.74%
  • TechnipFMC PLC0.73%
  • Sterling Infrastructure Inc0.71%
  • MasTec Inc0.71%
  • Woodward Inc0.70%
  • MACOM Technology Solutions Holdings Inc0.69%

Open IJJ or SPMD 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 methodologyand 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.