Which stocks do IJH and SDVY both hold?

76 stocks are in both. The biggest shared positions: CW (0.8% of IJH, 0.8% of SDVY), WWD (0.7% of IJH, 1.1% of SDVY), SNX (0.6% of IJH, 0.6% of SDVY), EWBC (0.5% of IJH, 1.0% of SDVY), ITT (0.5% of IJH, 0.6% of SDVY).

IJHvsSDVY

iShares Core S&P Mid-Cap ETF or First Trust SMID Cap Rising Dividend Achievers ETF, side by side from their own SEC filings. 18% of their stock holdings are the same at the same weight, across 76 stocks in both. IJH costs 0.05% a year against 0.58% for SDVY, $53 a year less on $10,000. Over the last twelve months IJH returned +25.8% and SDVY +23.6%.

18%of the two portfolios is the same stocks at the same weight

IJH20% in stocks the other holds too

SDVY45% in stocks the other holds too

stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

IJHSDVYYearly cost0.05%0.58%Net assets$124.3B$11.4BPositions410174Last 12 months+25.8%+23.6%3 years, a year+15.4%+16.8%5 years, a year+9.0%+10.1%Largest holdingBlackrock 3.8%ENS 1.3%Main sectorIndustrials 24%Financial Services 33%Holdings as ofJun 30, 2026Jun 30, 2026

Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.

Growth of $100

Both funds from July 2019, the first month both report, dividends reinvested.

IJH$220SDVY$237

July 2019June 2026

What they both hold

76 stocks are in both funds: 20% of IJH and 45% of SDVY. The biggest shared positions:

Stockin IJHin SDVY

CWCurtiss-Wright Corporation0.8%0.8%WWDWoodward, Inc.0.7%1.1%SNXTD SYNNEX Corporation0.6%0.6%EWBCEast West Bancorp, Inc.0.5%1.0%ITTITT Inc.0.5%0.6%TOLToll Brothers, Inc.0.4%0.9%PNFPPinnacle Financial Partners, Inc.0.4%0.4%CSLCarlisle Companies Incorporated0.4%0.4%RGAReinsurance Group of America, Incorporated0.4%0.9%MLIMueller Industries, Inc.0.4%0.9%

Only in IJH

Its biggest stocks the other fund does not hold.

Only in SDVY

Its biggest stocks the other fund does not hold.

More comparisons

IJH vs SPMD IJH vs IJK IJH vs IJJ IJH vs SCHM IJH vs VBK SDVY vs SPMD IJJ vs SDVY SDVY vs VBR

From each fund’s Form N-PORT (IJH: June 2026, SDVY: June 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.