IJH vs SPTM: Differences, Returns & Fees
IJH and SPTM hold 5% of their weight in the same names, and SPTM returned +15.7% over the year. Net assets on Oct 20, 2026: $122.5bn for iShares Core S&P Mid-Cap ETF and $14.1bn for State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF.
SPTM costs 0.02 points a year less; their one-year returns differ by 2.3 points; IJH is 8.7 times larger.
| IJH | SPTM | |
|---|---|---|
| Expense ratio | 0.05% | 0.03% |
| Net assets | $122.5bn | $14.1bn |
| Total return, 1 year | +13.4% | +15.7% |
| What it tracks | S&P MidCap 400 | S&P Composite 1500 Index |
| Holdings in common | 5% | |
| Top ten holdings, share of the fund | 7.1% | 35.8% |
| Below its high | 6.8%, high on Aug 14, 2026 | |
Holdings in common uses holdings dated Oct 19, 2026.
IJH and SPTM are built for the same job. How do they differ in cost, holdings and results?
- What each follows. IJH follows S&P MidCap 400 and SPTM follows S&P Composite 1500 Index.
- Holdings in common. 5% of the weight is in the same securities (holdings dated Oct 19, 2026).
- One-year total return. Over 1 year to Oct 20, 2026 IJH returned +13.4% and SPTM +15.7% with distributions reinvested, a gap of 2.3 points.
Data as of Oct 20, 2026. The differences are picked by a fixed rule, in a fixed order; the PDF prints it. Page 2 has the returns, overlap, risks and sources.
Take this comparison to a client
The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.
Not advice. The brief uses the figures on this page, with the data date and a report id. Saved comparisons are listed on your saved page; privacy.
What they hold in common
By the books each fund has filed, IJH and SPTM hold 5% of their money in the same securities at the same weight. Holdings dated Oct 19, 2026.
half
5% in common
On the same fields
IJH and SPTM on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.
About IJH
IJH tracks the S&P MidCap 400. Over the year to Oct 20, 2026 it returned +13.4% with distributions reinvested, against +13.1% for its benchmark, the S&P MidCap 400. The prospectus expense ratio is 0.05% a year. By its holdings published by its issuer for Oct 19, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 410 positions, with the top ten at 7.1%. It sat 6.8% below its high of Aug 14, 2026 on Oct 20, 2026.
About SPTM
SPTM tracks an index. Over the year to Oct 20, 2026 it returned +15.7% with distributions reinvested, against +15.8% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.03% a year. By its holdings published by its issuer for Oct 19, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,512 positions, with the top ten at 35.8%.
Questions people ask
- Which returned more over the last year, IJH or SPTM?
- In the year to Oct 20, 2026, with distributions reinvested, IJH returned +13.4% and SPTM +15.7%.
- Which is cheaper, IJH or SPTM?
- SPTM is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, IJH against SPTM, data as of Oct 20, 2026. https://etfiq.com/compare/any/ijh-vs-sptm
ETFIQ. (Oct 20, 2026). IJH against SPTM. Retrieved from https://etfiq.com/compare/any/ijh-vs-sptm
[IJH against SPTM (ETFIQ, Oct 20, 2026)](https://etfiq.com/compare/any/ijh-vs-sptm)
Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.