IJH vs MDY: Holdings Overlap
IJHiShares Core S&P Mid-Cap ETF
iShares · 399 holdings · $126.1B · as of 2026-03-31
MDYState Street® SPDR® S&P MIDCAP 400® ETF Trust
State Street (SPDR) · 399 holdings · $27.1B · as of 2026-08-06
Holdings snapshots are 128 days apart (IJH: 2026-03-31, MDY: 2026-08-06). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IJH and MDY?
iShares Core S&P Mid-Cap ETF (IJH, by iShares) holds 399 positions; State Street® SPDR® S&P MIDCAP 400® ETF Trust (MDY, by State Street (SPDR)) holds 399. They have 384 holdings in common, and by portfolio weight the two funds are 89.0% identical. In practical terms the pair is essentially interchangeable, so holding both adds little diversification.
- Overlap by Weight
- 89.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 384IJH holds 399 · MDY holds 399
- Weight in Shared Holdings
- IJH 96%·MDY 100%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IJH
15 of 399 positions (3.5% of the fund) are not held by MDY.
Sector Breakdown
| Sector | IJH | MDY |
|---|---|---|
| Industrials | 25.3% | 25.9% |
| Financials | 14.6% | 16.0% |
| Information Technology | 12.3% | 15.6% |
| Consumer Discretionary | 11.3% | 11.6% |
| Health Care | 8.9% | 10.3% |
| Other Sectors | 27.1% | 25.7% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IJH | +3.1% | +18.4% | +26.0% | +14.5% | +9.0% | +11.2% | 1.14% |
| MDY | +3.1% | +18.1% | +25.6% | +14.2% | +8.8% | +10.9% | 0.99% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IJH vs MDY →
Shared Holdings(384)
The top 10 shared positions account for 7% of the overlap, led by FTI, CW and USFD.
 FTITechnipFMC PLC USD1 | 0.87% | 0.76% | 0.76% |
|---|---|---|---|
 CWCurtiss-Wright Corporation | 0.78% | 0.72% | 0.72% |
 USFDUS Foods Holding Corp COM | 0.63% | 0.64% | 0.63% |
 BURLBurlington Stores Inc. COM | 0.63% | 0.64% | 0.63% |
 XPOXPO Inc COM | 0.71% | 0.63% | 0.63% |
 UTHRUnited Therapeutics Corporation COM | 0.80% | 0.62% | 0.62% |
 ATIATI Inc COM | 0.62% | 0.83% | 0.62% |
 CRSCarpenter Technology Corporation COM | 0.61% | 0.76% | 0.61% |
 WWDWoodward Inc. COM | 0.67% | 0.60% | 0.60% |
 NVTNVent Electric PLC COM USD0.01 | 0.60% | 0.72% | 0.60% |
 TWLOTwilio Inc. Class A | 0.60% | 0.80% | 0.60% |
 ILMNIllumina Inc COM | 0.59% | 0.80% | 0.59% |
 PEverpure Inc. Class A | 0.58% | 0.75% | 0.58% |
 ENTGEntegris Inc COM | 0.56% | 0.59% | 0.56% |
 AAAlcoa Corporation COM | 0.54% | 0.68% | 0.54% |
 FNFabrinet COM USD0.01 | 0.58% | 0.53% | 0.53% |
 THCTenet Healthcare Corporation COM NEW | 0.52% | 0.60% | 0.52% |
 ITTITT Inc COM | 0.51% | 0.52% | 0.51% |
 RSReliance Inc COM | 0.50% | 0.58% | 0.50% |
 RBCRBC Bearings Incorporated | 0.54% | 0.49% | 0.49% |
 RGLDRoyal Gold, Inc. COM | 0.64% | 0.49% | 0.49% |
 MKSIMKS Inc. COM | 0.48% | 0.54% | 0.48% |
 RBARB Global Inc COM | 0.56% | 0.47% | 0.47% |
 EWBCEast West Bancorp Inc COM | 0.46% | 0.49% | 0.46% |
 NLYAnnaly Capital Management, Inc. COM NEW | 0.47% | 0.45% | 0.45% |
Showing the top 250 of 384 shared holdings by overlap weight.
Frequently Asked Questions
How much do IJH and MDY overlap?
IJH and MDY overlap by 89.0% of portfolio weight. They share 384 holdings (IJH holds 399 positions and MDY holds 399), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJH and MDY?
The two portfolios are 89.0% identical by weight. Owning both is largely redundant: they are close to the same portfolio, so a second position mostly duplicates the first.
What are the biggest shared holdings of IJH and MDY?
The largest positions held by both funds are FTI, CW, USFD, BURL and XPO. Together the top 10 shared positions account for 7% of the total overlap.
What does IJH own that MDY doesn't?
15 positions (3.5% of IJH) are unique to IJH, led by CASY, FLEX and LAMR. In the other direction, 15 positions (5.2% of MDY) are unique to MDY.