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ETF comparison

IJK vs SPMD

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
64.9 %

242 positions appear in both funds. Buying equal dollars of IJK and SPMD would leave roughly 64.9% of each dollar exposed to the same underlying securities.

IJK only 39.7% Shared 64.9% SPMD only 35.0%
In IJK only
2 positions
Shared
242 positions
In SPMD only
159 positions

Side by side

IJK

iShares S&P Mid-Cap 400 Growth ETF

iShares · US Mid Cap

89 composite / 100
Expense ratio
0.17%
Net assets
$11.30B
TTM yield
0.54%
Top-10 conc.
17.8%
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

83
Cost
97
89
Tax efficiency
88
100
Liquidity
100
89
Concentration
100
—
Tracking quality
—
IJK sub-score SPMD

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

Cost difference

SPMD is 14 bps cheaper than IJK. On a $100,000 position that's about $140/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 the cost calculator pre-filled with IJK vs SPMD.

Top shared holdings

242 shared in total
# Holding In IJK In SPMD Overlap
1 TechnipFMC plc 1.71% 0.87% 0.87%
2 Casey's General Stores, Inc. 1.65% 0.84% 0.84%
3 United Therapeutics Corp. 1.57% 0.80% 0.80%
4 Curtiss-Wright Corp. 1.54% 0.79% 0.79%
5 Flex Ltd. 1.48% 0.75% 0.75%
6 XPO, Inc. 1.40% 0.71% 0.71%
7 Woodward, Inc. 1.31% 0.67% 0.67%
8 Royal Gold, Inc. 1.26% 0.64% 0.64%
9 Burlington Stores, Inc. 0.76% 0.63% 0.63%
10 ATI, Inc. 1.21% 0.62% 0.62%
11 MasTec, Inc. 1.21% 0.62% 0.62%
12 Carpenter Technology Corp. 1.20% 0.61% 0.61%

Only in IJK

2 total
  • BlackRock Funds III 4.65%
  • BlackRock Funds III 0.11%

Only in SPMD

159 total
  • US Foods Holding Corp 0.64%
  • Alcoa Corp 0.54%
  • Ovintiv Inc 0.52%
  • Reliance Inc 0.50%
  • Permian Resources Corp 0.49%
  • Annaly Capital Management Inc 0.48%
  • Jones Lang LaSalle Inc 0.45%
  • Performance Food Group Co 0.42%
  • Reinsurance Group of America Inc 0.42%
  • WESCO International Inc 0.42%

Open IJK 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.