ETF comparison

IJKvsSPMD

Both US Mid Cap.

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

Holdings overlap

Weighted by ISIN/CUSIP
65.5%

243 positions appear in both funds. Buying equal dollars of IJK and SPMD would leave roughly65.5%of each dollar exposed to the same underlying securities.

IJK only 40.2%Shared 65.5%SPMD only 34.3%
In IJK only
2 positions
Shared
243 positions
In SPMD only
158 positions

Side by side

IJK

iShares S&P Mid-Cap 400 Growth ETF

iShares · US Mid Cap

90composite / 100
Expense ratio
0.16%
Net assets
$10.73B
TTM yield
0.55%
Top-10 conc.
18.9%
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

84
Cost
97
89
Tax efficiency
88
100
Liquidity
100
87
Concentration
100
Tracking quality
IJKsub-scoreSPMD

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

Cost difference

SPMD is 13 bps cheaper than IJK. On a $100,000 position that's about $130/yr more in fees for IJK.

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 IJK vs SPMD.

Top shared holdings

243 shared in total
#HoldingIn IJKIn SPMDOverlap
1Twilio, Inc.1.66%0.86%0.86%
2Carpenter Technology Corp.1.62%0.84%0.84%
3MKS, Inc.1.13%0.83%0.83%
4Curtiss-Wright Corp.1.48%0.77%0.77%
5nVent Electric plc1.45%0.76%0.76%
6ATI, Inc.1.42%0.74%0.74%
7Illumina, Inc.0.76%0.73%0.73%
8TechnipFMC plc1.40%0.73%0.73%
9Sterling Infrastructure, Inc.1.36%0.71%0.71%
10MasTec, Inc.1.36%0.71%0.71%
11Woodward, Inc.1.34%0.70%0.70%
12MACOM Technology Solutions Holdings, Inc.1.32%0.69%0.69%

Only in IJK

2 total
  • BlackRock Funds III5.77%
  • BlackRock Funds III0.09%

Only in SPMD

158 total
  • US Foods Holding Corp0.62%
  • TD SYNNEX Corp0.55%
  • Reliance Inc0.53%
  • Performance Food Group Co0.48%
  • WESCO International Inc0.46%
  • Annaly Capital Management Inc0.45%
  • Regal Rexnord Corp0.44%
  • Toll Brothers Inc0.43%
  • Pinnacle Financial Partners Inc0.42%
  • Aramark0.41%

Open IJK 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.