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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IJH vs XOVR: how they differ

IJH and XOVR hold 2% of their weight in the same names, and IJH returned more over the year.

iShares Core S&P Mid-Cap ETF and ERShares Private-Public Crossover ETF.

What they hold in common

By the books each fund has filed, IJH and XOVR hold 2% of their money in the same securities at the same weight.

Positions IJH and XOVR both hold, largest shared weight first
HoldingIJHXOVR
ROKU INC0.50%2.16%
EXELIXIS INC0.38%1.89%
MEDPACE HOLDINGS INC0.33%1.67%
GLOBUS MEDICAL INC0.25%1.35%
PEGASYSTEMS INC0.07%1.56%
Largest positions each one holds and the other does not
Only in IJHOnly in XOVR
TWILIO INC 0.86%Nvidia Corp 9.48%
CARPENTER TECHNOLOGY CORP 0.85%Astera Labs Inc 7.75%
MKS INC 0.83%Alphabet Inc 6.53%
CURTISS-WRIGHT CORP 0.77%Meta Platforms Inc 4.47%
ENTEGRIS INC 0.76%Applovin Corp 3.95%
NVENT ELECTRIC PLC 0.76%Natera Inc 3.70%
ATI INC 0.74%Robinhood Markets Inc 3.56%
ILLUMINA INC 0.73%Veeva Systems Inc 3.17%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.

IJH and XOVR on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IJH
iShares Core S&P Mid-Cap ETF
XOVR
ERShares Private-Public Crossover ETF
Where it sitsCore index fundCore index fund
IssueriSharesERShares
What it isS&P MidCap 400Private-Public Crossover
Total return, 1 year+13.4%0.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−4.1 pts−17.5 pts
Expense ratio0.05%0.75%
Already in the S&P 5000.0%43.4%
Holdings40032

IJH in plain words

IJH is an index equity fund tracking the S&P MidCap 400. Over the year to Sep 11, 2026 it returned +13.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 400 positions, with the top ten at 7.7%. It sat 5.4% below its high of Aug 14, 2026 on Sep 11, 2026.

XOVR in plain words

XOVR is an index equity fund tracking the Private-Public Crossover. Over the year to Sep 11, 2026 it returned 0.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.75% a year. By its holdings filed for Jun 30, 2026, 43% of the fund by weight is stocks the S&P 500 also holds, across 32 positions, with the top ten at 63.1%. It sat 4.2% below its high of Oct 27, 2025 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, IJH or XOVR?
In the year to Sep 12, 2026, with distributions reinvested, IJH returned +13.4% and XOVR returned 0.0%, so IJH returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IJH or XOVR?
IJH charges 0.05% a year and XOVR charges 0.75%, so IJH is cheaper. Fees come from each fund's prospectus.
How much do IJH and XOVR overlap with the S&P 500?
By their latest filed holdings, 0% of IJH and 43% of XOVR by weight is stocks the S&P 500 already holds. Between the two funds, 2% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

IJH against XOVR, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IJH against XOVR, data as of Sep 12, 2026. https://etfiq.com/compare/any/IJH-XOVR Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources