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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
60.9 %

294 positions appear in both funds. Buying equal dollars of IJJ and IVOO would leave roughly 60.9% of each dollar exposed to the same underlying securities.

IJJ unmatched 38.5% Shared 60.9% IVOO unmatched 38.9%

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 IJJ only
5 positions
Shared
294 positions
In IVOO only
106 positions

Side by side

IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares · US Mid Cap

90 composite / 100
Expense ratio
0.18%
Net assets
$8.67B
TTM yield
1.60%
Top-10 conc.
10.1%
IVOO

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

Vanguard · US Mid Cap

92 composite / 100
Expense ratio
0.070%
Net assets
$5.81B
whole fund, 2 share classes
TTM yield
1.19%
Top-10 conc.
7.8%

Sub-score comparison

82
Cost
93
87
Tax efficiency
88
97
Liquidity
90
100
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

294 shared in total
# Holding In IJJ In IVOO Overlap
1 Illumina, Inc. 0.70% 0.91% 0.70%
2 US Foods Holding Corp. 1.29% 0.65% 0.65%
3 Entegris, Inc. 0.95% 0.58% 0.58%
4 Reliance, Inc. 1.10% 0.55% 0.55%
5 TD SYNNEX Corp. 1.15% 0.53% 0.53%
6 Permian Resources Corp. 0.83% 0.51% 0.51%
7 Ovintiv, Inc. 0.83% 0.51% 0.51%
8 East West Bancorp, Inc. 0.50% 0.49% 0.49%
9 MKS, Inc. 0.50% 0.49% 0.49%
10 Jones Lang LaSalle, Inc. 0.83% 0.48% 0.48%
11 Annaly Capital Management, Inc. 0.94% 0.47% 0.47%
12 WESCO International, Inc. 0.97% 0.46% 0.46%

Only in IJJ

5 total
  • Webster Financial Corp. 0.71%
  • Taylor Morrison Home Corp. 0.38%
  • Janus Henderson Group plc 0.37%
  • Goodyear Tire & Rubber Co. (The) 0.11%
  • National Storage Affiliates Trust 0.11%

Only in IVOO

106 total
  • Twilio Inc 1.00%
  • TechnipFMC PLC 0.87%
  • Everpure Inc 0.82%
  • Okta Inc 0.81%
  • ATI Inc 0.78%
  • nVent Electric PLC 0.68%
  • Carpenter Technology Corp 0.66%
  • Tenet Healthcare Corp 0.64%
  • XPO Inc 0.64%
  • United Therapeutics Corp 0.61%

Percentages are holdings overlap with the named fund.

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.