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ETF comparison

IJH vs SPY

US Mid Cap vs US Large Cap.

iShares Core S&P Mid-Cap ETF · State Street SPDR S&P 500 ETF Trust

Holdings overlap

Weighted by ISIN/CUSIP
0.2 %

4 positions appear in both funds. Buying equal dollars of IJH and SPY would leave roughly 0.2% of each dollar exposed to the same underlying securities.

IJH unmatched 99.6% Shared 0.2% SPY unmatched 99.7%

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 IJH only
396 positions
Shared
4 positions
In SPY only
500 positions

Side by side

IJH

iShares Core S&P Mid-Cap ETF

iShares · US Mid Cap

95 composite / 100
Expense ratio
0.050%
Net assets
$123.20B
TTM yield
1.22%
Top-10 conc.
10.9%
SPY

State Street SPDR S&P 500 ETF Trust

State Street · US Large Cap

88 composite / 100
Expense ratio
0.094%
Net assets
$796.87B
TTM yield
1.01%
Top-10 conc.
37.3%

Sub-score comparison

95
Cost
91
88
Tax efficiency
88
100
Liquidity
100
99
Concentration
61
—
Tracking quality
—
IJH sub-score SPY

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

Cost difference

IJH is 4 bps cheaper than SPY. On a $100,000 position that's about $44/yr more in fees for SPY.

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 IJH vs SPY.

Top shared holdings

4 shared in total
# Holding In IJH In SPY Overlap
1 EVERPURE INC 0.68% 0.06% 0.06%
2 ILLUMINA INC 0.73% 0.05% 0.05%
3 TWILIO INC 0.86% 0.05% 0.05%
4 OKTA INC 0.63% 0.05% 0.05%

Only in IJH

396 total
  • CARPENTER TECHNOLOGY CORP 0.84%
  • MKS INC 0.83%
  • CURTISS-WRIGHT CORP 0.77%
  • NVENT ELECTRIC PLC 0.75%
  • ENTEGRIS INC 0.75%
  • ATI INC 0.74%
  • TECHNIPFMC PLC 0.73%
  • STERLING INFRASTRUCTURE INC 0.71%
  • MASTEC INC 0.71%
  • WOODWARD INC 0.70%

Only in SPY

500 total
  • APPLE INC 7.69%
  • NVIDIA CORP 7.30%
  • MICROSOFT CORP 6.22%
  • AMAZON.COM INC 3.94%
  • ALPHABET INC CL A 2.56%
  • BROADCOM INC 2.33%
  • META PLATFORMS INC CLASS A 2.09%
  • ALPHABET INC CL C 2.06%
  • ELI LILLY + CO 1.71%
  • TESLA INC 1.64%

Percentages are holdings overlap with the named fund.

Open IJH or SPY 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.