IJH vs PAVE overlap - what they share and where they differ

IJH and PAVE share 11.6% of their weight across 31 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

IJH and PAVE

11.6%

31 shared positions

IJH

iShares Core S&P Mid-Cap ETF

Reported positions cover 100% of the fund, 400 positions · Jun 30, 2026

Top 10: 7.7%·Holdings of IJH

PAVE

Global X U.S. Infrastructure Development ETF

Reported positions cover 100% of the fund, 100 positions · May 31, 2026

Top 10: 32.3%·Holdings of PAVE

Reported positions cover IJH 100%, PAVE 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

PAVE vs IJH side by side

IJHiShares Core S&P Mid-Cap ETF

400

stock positions reported to the SEC

88.1% of its weight is in 369 names PAVE does not hold

PAVEGlobal X U.S. Infrastructure Development ETF

100

stock positions reported to the SEC

77.3% of its weight is in 69 names IJH does not hold

Where each fund's weight sits

IJH
PAVE
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Basic Materials
0.0%
30.2%
Industrials
10.0%
29.6%
Technology
23.8%
15.8%
Financial Services
12.2%
0.0%
Consumer Cyclical
11.4%
6.1%
Healthcare
11.3%
8.0%

The widest gap is Basic Materials: PAVE has 30.2 points more of it.

The figures side by side

IJHPAVE
Filing dateJun 30, 2026May 31, 2026
Stock positions reported400100
Weight of the ten largest7.7%32.3%
Largest positionTWLO 0.9%PWR 4.2%
Held alone369 positions, 88.1%69 positions, 77.3%
Covered by stock positions100%100%

Holdings they share

StockIn IJHIn PAVECounted
CRSCARPENTER TECHNOLOGY CORP0.84%1.27%0.84%
ATIATI INC0.74%1.29%0.74%
MTZMASTEC INC0.71%1.62%0.71%
STRLSTERLING INFRASTRUCTURE INC0.71%1.43%0.71%
WWDWOODWARD INC0.70%1.14%0.70%
RBCRBC BEARINGS INC0.56%0.98%0.56%
RSRELIANCE INC0.52%1.08%0.52%
WCCWESCO INTERNATIONAL INC0.46%0.95%0.46%
RRXREGAL REXNORD CORP0.44%0.73%0.44%
DYDYCOM INDUSTRIES INC0.42%0.80%0.42%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in IJH

TWLOTWILIO INC0.86%
MKSIMKS INC0.83%
CWCURTISS-WRIGHT CORP0.77%
ENTGENTEGRIS INC0.75%
NVENT ELECTRIC PLC0.75%
FTITECHNIPFMC PLC0.73%
ILMNILLUMINA INC0.73%
MTSIMACOM TECHNOLOGY SOLUTIONS HOLDINGS INC0.69%
PEVERPURE INC0.68%
XPOXPO INC0.66%

Only in PAVE

PWRQUANTA SERVICES, INC.4.18%
CSXCSX Corporation3.48%
EATON CORPORATION PUBLIC LIMITED COMPANY3.30%
HWMHOWMET AEROSPACE INC.3.27%
TTTRANE TECHNOLOGIES PLC3.19%
UNPUNION PACIFIC CORPORATION3.12%
NUENUCOR CORPORATION3.10%
ROKROCKWELL AUTOMATION, INC.2.92%
NSCNORFOLK SOUTHERN CORPORATION2.90%
URIUNITED RENTALS, INC.2.87%

Questions people ask

Is IJH the same as PAVE?

11.6% of their weight sits in the same 31 holdings. IJH also reports TWLO, MKSI, CW, which the other does not. PAVE also reports PWR, CSX, EATON CORPORATION PUBLIC LIMITED COMPANY, which the other does not.

How is the overlap between IJH and PAVE measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of IJH and 100% of PAVE, so the number cannot exceed the smaller coverage.

Which holds more, PAVE or IJH?

IJH reports 400 stock positions and PAVE reports 100. 88.1% of IJH's weight sits in names PAVE does not hold, and 77.3% of PAVE's weight in names IJH does not hold. The ten largest positions are 7.7% of IJH and 32.3% of PAVE.

How do IJH and PAVE differ by sector?

The widest gap is Basic Materials: PAVE has 30.2 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

IJH against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.