Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
IJH vs IWD: how they differ
IJH and IWD hold 7% of their weight in the same names, and IWD returned more over the year.
iShares Core S&P Mid-Cap ETF and iShares Russell 1000 Value ETF.
What they hold in common
By the books each fund has filed, IJH and IWD hold 7% of their money in the same securities at the same weight.
| Holding | IJH | IWD |
|---|---|---|
| BLK CSH FND TREASURY SL AGENCY | 0.16% | 0.13% |
| ILLUMINA INC | 0.87% | 0.08% |
| OKTA CLASS A | 0.82% | 0.08% |
| TWILIO CLASS A | 1.00% | 0.08% |
| COEUR MINING | 0.60% | 0.06% |
| ROYAL GOLD | 0.59% | 0.06% |
| TENET HEALTHCARE CORP | 0.65% | 0.06% |
| UNITED THERAPEUTICS | 0.61% | 0.06% |
| US FOODS HOLDING | 0.60% | 0.06% |
| EAST WEST BANCORP | 0.51% | 0.05% |
| ENTEGRIS INC | 0.60% | 0.05% |
| ITT INC | 0.50% | 0.05% |
| Only in IJH | Only in IWD |
|---|---|
| ATI 0.78% | AMAZON.COM INC 6.04% |
| CARPENTER TECHNOLOGY 0.64% | APPLE 5.83% |
| XPO 0.61% | MICROSOFT 4.93% |
| ROKU CLASS A 0.58% | BERKSHIRE HATHAWAY INC CLASS B 2.54% |
| WOODWARD 0.57% | JPMORGAN CHASE & CO 2.54% |
| MACOM TECHNOLOGY SOLUTIONS 0.51% | EXXONMOBIL HOLDINGS CORP 1.85% |
| LATTICE SEMICONDUCTOR 0.45% | JOHNSON & JOHNSON 1.73% |
| TOAST CLASS A 0.43% | INTEL CORPORATION 1.23% |
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 Sep 10, 2026.
| IJH iShares Core S&P Mid-Cap ETF | IWD iShares Russell 1000 Value ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | iShares |
| What it is | S&P MidCap 400 | Russell 1000 value |
| Total return, 1 year | +13.4% | +27.4% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −4.1 pts | +9.9 pts |
| Expense ratio | 0.05% | 0.18% |
| Already in the S&P 500 | 0.0% | 90.2% |
| Holdings | 405 | 814 |
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 Sep 10, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 405 positions, with the top ten at 7.8%. It sat 5.4% below its high of Aug 14, 2026 on Sep 11, 2026.
IWD in plain words
IWD is an index equity fund tracking the Russell 1000 value. Over the year to Sep 11, 2026 it returned +27.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% a year. By its holdings filed for Sep 10, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 814 positions, with the top ten at 29.0%.
Questions people ask
- Which returned more over the last year, IJH or IWD?
- In the year to Sep 13, 2026, with distributions reinvested, IJH returned +13.4% and IWD returned +27.4%, so IWD returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IJH or IWD?
- IJH charges 0.05% a year and IWD charges 0.18%, so IJH is cheaper. Fees come from each fund's prospectus.
- How much do IJH and IWD overlap with the S&P 500?
- By their latest filed holdings, 0% of IJH and 90% of IWD by weight is stocks the S&P 500 already holds. Between the two funds, 7% of their books are the same securities at the same weight.
Other comparisons
Where to next
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.
Cite this page. ETFIQ, IJH against IWD, data as of Sep 13, 2026. https://etfiq.com/compare/any/ijh-vs-iwd Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources