IJH vs SPY

iShares Core S&P Mid-Cap ETF vs SPDR S&P 500 ETF Trust

Quick take
  • IJH has the lower expense ratio at 0.05% vs 0.09% for SPY.
  • IJH pays a higher dividend yield (1.15%).

Side-by-side metrics

MetricIJHSPY
Expense ratio
Annual fee. Lower is better.
0.05%0.09%
Dividend yield
Trailing 12-month yield.
1.15%1.01%
AUM
Assets under management — bigger funds are typically more liquid.
$124.33B$781.19B
YTD return
13.77%9.89%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.001.00
P/E ratio
21.8627.04
Last price
$75.70$751.71
Inception
Issuer
iSharesState Street

IJH top holdings

Top holdings · IJH
TWLOTwilio Inc Class A0.86%
CRSCarpenter Technology Corp0.84%
MKSIMKS Inc0.82%
CWCurtiss-Wright Corp0.77%
NVTnVent Electric PLC0.75%
ENTGEntegris Inc0.75%
ATIATI Inc0.74%
ILMNIllumina Inc0.73%
FTITechnipFMC PLC0.73%
STRLSterling Infrastructure Inc0.71%
Sector breakdown · IJH
Real Estate7.2%
Consumer Cyclical10.5%
Basic Materials4.8%
Consumer Defensive3.2%
Technology17.5%
Communication Services1.5%
Financial Services13.9%
Utilities2.8%
Industrials25.1%
Energy4.6%
Healthcare8.9%

SPY top holdings

Top holdings · SPY
NVDANVIDIA Corp7.50%
AAPLApple Inc6.58%
MSFTMicrosoft Corp4.29%
AMZNAmazon.com Inc3.61%
GOOGLAlphabet Inc Class A3.24%
AVGOBroadcom Inc2.77%
GOOGAlphabet Inc Class C2.58%
MUMicron Technology Inc2.01%
METAMeta Platforms Inc Class A1.91%
TSLATesla Inc1.83%
Sector breakdown · SPY
Real Estate1.8%
Consumer Cyclical9.5%
Basic Materials1.6%
Consumer Defensive4.5%
Technology38.5%
Communication Services9.9%
Financial Services11.6%
Utilities2.2%
Industrials8.5%
Energy3.0%
Healthcare8.9%

About IJH

IJH (iShares Core S&P Mid-Cap ETF) is Tracks the S&P MidCap 400 index. Managed by iShares, the fund carries $124.3B in assets under management, an expense ratio of 0.05%, a dividend yield of 1.15%. Its largest holding is Twilio Inc Class A (TWLO), which represents 0.9% of the portfolio. Real Estate is the fund's largest sector exposure at 7.2%.

About SPY

SPY (SPDR S&P 500 ETF Trust) is The original S&P 500 ETF, most heavily traded. Managed by State Street, the fund carries $781.2B in assets under management, an expense ratio of 0.09%, a dividend yield of 1.01%. Its largest holding is NVIDIA Corp (NVDA), which represents 7.5% of the portfolio. Real Estate is the fund's largest sector exposure at 1.8%.