ETF comparison

IJJ vs IVOO

Both US Mid Cap.

iShares S&P Mid-Cap 400 Value ETF · Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
61.5 %

300 positions appear in both funds. Buying equal dollars of IJJ and IVOO would leave roughly 61.5% of each dollar exposed to the same underlying securities.

IJJ only 40.9% Shared 61.5% IVOO only 38.4%
In IJJ only
3 positions
Shared
300 positions
In IVOO only
102 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%
IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard · US Mid Cap

92 composite / 100
Expense ratio
0.070%
Net assets
$5.86B
TTM yield
1.18%
Top-10 conc.
8.3%

Sub-score comparison

82
Cost
93
87
Tax efficiency
88
97
Liquidity
90
97
Concentration
100
Tracking quality
IJJ sub-score IVOO

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

Cost difference

IVOO is 11 bps cheaper than IJJ. On a $100,000 position that's about $110/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 IVOO.

Top shared holdings

300 shared in total
# Holding In IJJ In IVOO Overlap
1 US Foods Holding Corp. 1.30% 0.62% 0.62%
2 Entegris, Inc. 0.68% 0.58% 0.58%
3 Illumina, Inc. 0.55% 0.60% 0.55%
4 Burlington Stores, Inc. 0.50% 0.55% 0.50%
5 Reliance, Inc. 1.01% 0.48% 0.48%
6 Carlisle Cos., Inc. 0.49% 0.48% 0.48%
7 Alcoa Corp. 1.09% 0.47% 0.47%
8 Annaly Capital Management, Inc. 0.97% 0.46% 0.46%
9 WP Carey, Inc. 0.45% 0.47% 0.45%
10 Performance Food Group Co. 0.86% 0.44% 0.44%
11 Toll Brothers, Inc. 0.82% 0.44% 0.44%
12 Graco, Inc. 0.44% 0.45% 0.44%

Only in IJJ

3 total
  • BlackRock Funds III 3.36%
  • BlackRock Funds III 0.66%
  • Solstice Advanced Materials, Inc. 0.36%

Only in IVOO

102 total
  • Lumentum Holdings Inc 1.44%
  • Coherent Corp 1.18%
  • TechnipFMC PLC 0.78%
  • Curtiss-Wright Corp 0.75%
  • Casey's General Stores Inc 0.74%
  • XPO Inc 0.72%
  • Royal Gold Inc 0.70%
  • Flex Ltd 0.68%
  • Woodward Inc 0.67%
  • ATI Inc 0.64%

Open IJJ or IVOO 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.