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ETF comparison

IJJ vs SPMD

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
62.8 %

301 positions appear in both funds. Buying equal dollars of IJJ and SPMD would leave roughly 62.8% of each dollar exposed to the same underlying securities.

IJJ only 39.6% Shared 62.8% SPMD only 37.1%
In IJJ only
2 positions
Shared
301 positions
In SPMD only
100 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
$8.73B
TTM yield
1.59%
Top-10 conc.
12.4%
SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street · US Mid Cap

96 composite / 100
Expense ratio
0.030%
Net assets
$18.39B
TTM yield
1.22%
Top-10 conc.
9.1%

Sub-score comparison

82
Cost
97
87
Tax efficiency
88
97
Liquidity
100
97
Concentration
100
—
Tracking quality
—
IJJ sub-score SPMD

Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with IJJ vs SPMD.

Top shared holdings

301 shared in total
# Holding In IJJ In SPMD Overlap
1 US Foods Holding Corp. 1.30% 0.64% 0.64%
2 Entegris, Inc. 0.68% 0.56% 0.56%
3 Illumina, Inc. 0.55% 0.59% 0.55%
4 Alcoa Corp. 1.09% 0.54% 0.54%
5 Ovintiv, Inc. 1.05% 0.52% 0.52%
6 Burlington Stores, Inc. 0.50% 0.63% 0.50%
7 Reliance, Inc. 1.01% 0.50% 0.50%
8 Permian Resources Corp. 1.01% 0.49% 0.49%
9 Annaly Capital Management, Inc. 0.97% 0.48% 0.48%
10 East West Bancorp, Inc. 0.46% 0.46% 0.46%
11 Clean Harbors, Inc. 0.45% 0.45% 0.45%
12 Jones Lang LaSalle, Inc. 0.91% 0.45% 0.45%

Only in IJJ

2 total
  • BlackRock Funds III 3.36%
  • BlackRock Funds III 0.66%

Only in SPMD

100 total
  • TechnipFMC PLC 0.87%
  • Casey's General Stores Inc 0.84%
  • United Therapeutics Corp 0.80%
  • Curtiss-Wright Corp 0.79%
  • Flex Ltd 0.75%
  • XPO Inc 0.71%
  • Woodward Inc 0.67%
  • Royal Gold Inc 0.64%
  • ATI Inc 0.62%
  • MasTec Inc 0.62%

Open IJJ or SPMD at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.