What are the expense ratios for IJH and MDY, and why does this fee difference matter over time?

IJH has an expense ratio of 0.05%, while MDY's is 0.23%. This 0.18 percentage point difference means IJH is significantly cheaper to hold. Over the long term, lower fees help retain more returns for investors because less money is taken out to cover fund operating costs. The fund's inception date is May 22, 2000.

What specific index do IJH and MDY track, and how clear is this information for investors?

For both IJH and MDY, the specific index tracked is listed as 'not available' in the provided data. IJH launched on May 22, 2000, while MDY began on May 4, 1995. Because the precise benchmark methodology is unclear, investors cannot directly verify how each fund constructs its portfolio or replicates its target mid-cap exposure from this data alone.

How do the top holdings data availability differ between IJH and MDY?

The data for IJH shows that its top holdings are 'not available'. In contrast, MDY provides a list of its top ten holdings, including TWLO at 1.06% and ILMN at 1.04%. For MDY, no single position exceeds this 1.06% weight, indicating a diversified structure. This lack of holding data for IJH prevents a direct assessment of its concentration risk.

What are the net assets of IJH and MDY, and how might this relate to fund liquidity?

IJH holds net assets of $123.7 billion, whereas MDY has $25.6 billion. The substantially larger size of IJH provides significant scale, which often supports tighter bid-ask spreads and greater liquidity for trading. MDY, while still a large fund, has a smaller asset base, a factor that some might consider could impact liquidity more noticeably during periods of market stress.

What are the differences in dividend yields between IJH and MDY?

IJH has a dividend yield of 1.23%, compared to 1.05% for MDY. This indicates that IJH's current distribution level, based on the data, is higher relative to its share price. Investors evaluating income generation from these mid-cap blend ETFs would see this difference, which stems from the underlying portfolio holdings and their respective payout policies, though the specific holdings for IJH are not available for review.

How do the listed top holdings for MDY compare with any available data for IJH?

MDY's top ten holdings include TWLO (1.06%), ILMN (1.04%), P (0.94%), OKTA (0.88%), and FTI (0.82%), among others. The provided data states that IJH's top holdings are 'not available'. Consequently, it is impossible to determine any direct overlap or similarity between the top portfolio positions of the two funds based solely on the available information for IJH.

Do IJH and MDY share any top-ten holdings, and what does the data show?

The provided data explicitly states that there are 'none among the listed top holdings' for IJH and MDY. Since IJH's top holdings are 'not available', this comparison can only be made for the holdings disclosed for MDY. This means, from the information at hand, no overlap can be identified in the specific top-ten positions that are listed for MDY when attempting to compare them with the available data for both funds.

How long have IJH and MDY been in operation, and what is the significance of their inception dates?

MDY has a longer operating history, with an inception date of May 4, 1995. IJH was launched later, on May 22, 2000. The nearly five-year difference means MDY has a more extended track record in the market. A long operating history can provide investors with more historical performance data to analyse, which is one of the noted points for MDY in the provided information.

What are the fund categories and issuer names for IJH and MDY?

Both IJH and MDY are classified under the 'Mid-Cap Blend' category. They are managed by different issuers: IJH is an iShares fund, while MDY is a SPDR fund. The category indicates they both target mid-sized companies in the US equity market. The fund names are iShares Core S&P Mid-Cap ETF for IJH and SPDR S&P MidCap 400 ETF for MDY.

What information is unavailable for both funds that might be important for analysis?

For both IJH and MDY, the 'Sector weights' data is listed as 'not available'. Furthermore, the specific index tracked by each fund is also 'not available' in the dataset. The absence of sector weights prevents detailed analysis of industry diversification within each portfolio. Similarly, not knowing the precise benchmark index makes it difficult to confirm the exact methodology and criteria used for stock selection.

Given the available data, what key differences should a beginner focus on when comparing IJH and MDY?

A beginner should note the clear differences in cost and size: IJH has a lower expense ratio (0.05% vs. 0.23%) and much larger net assets ($123.7bn vs. $25.6bn). IJH also has a higher dividend yield (1.23% vs. 1.05%). Conversely, MDY provides a longer track record (inception May 1995 vs. May 2000) and discloses its top holdings, which are 'not available' for IJH, allowing for a direct concentration risk assessment.

IJH vs MDY

Two funds, one decision: we compare cost, performance and what each ETF actually holds in September 2026.

Compare IJH (iShares Core S&P Mid-Cap ETF) and MDY (SPDR S&P MidCap 400 ETF) on fees, holdings, dividends and how each fund tracks its market. IJH charges 0.05%, while MDY is at 0.23%. Top holdings are not available for IJH; MDY lists TWLO, ILMN, P and others. Dividend yields differ: IJH at 1.23% versus MDY at 1.05%. Educational content, not financial advice.

Fund Snapshot

Key Fund Metrics

IJH

Metric

MDY

0.05%

Expense Ratio

0.23%

1.23%

Dividend Yield

1.05%

$123.67B

Net Assets

$25.55B

413

Holdings

401

May 22, 2000

Inception Date

May 4, 1995

–

Index Tracked

–

Mid-Cap Blend

Fund Category

Mid-Cap Blend

IJH costs about $18.00 less per year for every $10,000 invested.

Shared Top Holdings

These funds do not share any of their top holdings.

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Investment Analysis

IJH

Pros

The fund charges a very low expense ratio of 0.05% which helps to minimise long term costs.
Net assets of $123.7 billion provide significant scale and likely support tighter bid-ask spreads.
The 1.23% dividend yield is higher than the comparable fund, offering slightly more income.

Considerations

Top holdings data is not available, making direct assessment of concentration risk impossible.
Sector weights are not available, preventing detailed analysis of the fund's industry diversification.
The index tracked is not available, leaving the precise benchmark methodology unclear for investors.

MDY

Pros

Inception in May 1995 provides a long operating history and established track record.
Top holdings show no single position exceeds 1.06%, indicating a broad and diversified portfolio.
The specific list of top ten holdings allows investors to clearly assess immediate concentration risk.

Considerations

The expense ratio of 0.23% is nearly five times higher than the lower-cost alternative.
Net assets of $25.6 billion are significantly smaller, which might impact liquidity during stress.
The dividend yield of 1.05% is lower than the competing fund in the same category.

About IJH and MDY

IJH (IJH)

The iShares Core S&P Mid-Cap ETF (IJH) offers investors exposure to a broad range of mid-capitalisation companies within the United States. Categorized as a Mid-Cap Blend fund, it aims to track the performance of the S&P MidCap 400 Index, which represents approximately the middle two-thirds of the investable U.S. equity market. With net assets exceeding USD 123 billion, it is one of the largest ETFs in its category, providing substantial liquidity. The fund holds 413 distinct companies, allowing for diversified exposure across various sectors. It features a low expense ratio of 0.05%, making it a cost-effective tool for building core portfolios. Established in May 2000, this fund has a long history of operational stability. While it currently lists a dividend yield of 1.23%, it is important to note that dividend distributions are not guaranteed and can fluctuate based on the underlying holdings' performance. As with any equity investment, the value of this ETF can go down as well as up, and past performance is not a reliable indicator of future results.

MDY (MDY)

The SPDR S&P MidCap 400 ETF offers investors exposure to mid-sized companies in the US equity markets. As an exchange-traded fund, it aims to track the performance of the S&P MidCap 400 Index, which includes a diverse range of mid-cap blend stocks. With net assets of approximately $25.55 billion and 401 holdings, the fund provides a broad and balanced approach to mid-cap investing. The expense ratio of 0.23% makes it a cost-effective way to gain this exposure. Established in May 1995, the fund has a long-standing track record. It currently has a dividend yield of 1.05%, providing some income alongside potential capital appreciation. Investors should remember that values can rise and fall, and returns are not guaranteed.

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IJH vs MDY

Fund Snapshot