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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
65.5 %

243 positions appear in both funds. Buying equal dollars of IJK and SPMD would leave roughly 65.5% of each dollar exposed to the same underlying securities.

IJK unmatched 34.3% Shared 65.5% SPMD unmatched 34.3%

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 IJK only
0 positions
Shared
243 positions
In SPMD only
157 positions

Side by side

IJK

iShares S&P Mid-Cap 400 Growth ETF

iShares · US Mid Cap

91 composite / 100
Expense ratio
0.16%
Net assets
$10.29B
TTM yield
0.60%
Top-10 conc.
14.4%
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
$17.95B
TTM yield
1.32%
Top-10 conc.
7.7%

Sub-score comparison

84
Cost
97
89
Tax efficiency
88
100
Liquidity
100
94
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 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 the cost calculator pre-filled with IJK vs SPMD.

Top shared holdings

243 shared in total
# Holding In IJK In SPMD Overlap
1 Twilio, Inc. 1.66% 0.86% 0.86%
2 Carpenter Technology Corp. 1.62% 0.84% 0.84%
3 MKS, Inc. 1.13% 0.83% 0.83%
4 Curtiss-Wright Corp. 1.48% 0.77% 0.77%
5 nVent Electric plc 1.45% 0.76% 0.76%
6 ATI, Inc. 1.42% 0.74% 0.74%
7 Illumina, Inc. 0.76% 0.73% 0.73%
8 TechnipFMC plc 1.40% 0.73% 0.73%
9 Sterling Infrastructure, Inc. 1.36% 0.71% 0.71%
10 MasTec, Inc. 1.36% 0.71% 0.71%
11 Woodward, Inc. 1.34% 0.70% 0.70%
12 MACOM Technology Solutions Holdings, Inc. 1.32% 0.69% 0.69%

Only in IJK

0 total

Every IJK position is also held by SPMD.

Only in SPMD

157 total
  • US Foods Holding Corp 0.62%
  • TD SYNNEX Corp 0.55%
  • Reliance Inc 0.53%
  • Performance Food Group Co 0.48%
  • WESCO International Inc 0.46%
  • Annaly Capital Management Inc 0.45%
  • Regal Rexnord Corp 0.44%
  • Toll Brothers Inc 0.43%
  • Pinnacle Financial Partners Inc 0.42%
  • Aramark 0.41%

Percentages are holdings overlap with the named fund.

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 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.