IJH vs SDVY overlap - what they share and where they differ
IJH and SDVY share 18.7% of their weight across 78 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 SDVY
18.7%
78 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
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
Reported positions cover 100% of the fund, 173 positions · Jun 30, 2026
Top 10: 11.1%·Holdings of SDVY
Reported positions cover IJH 100%, SDVY 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
SDVY vs IJH side by side
IJHiShares Core S&P Mid-Cap ETF
400
stock positions reported to the SEC
79.8% of its weight is in 322 names SDVY does not hold
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF
173
stock positions reported to the SEC
52.9% of its weight is in 95 names IJH does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Financial Services: SDVY has 19.5 points more of it.
The figures side by side
| IJH | SDVY | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 400 | 173 |
| Weight of the ten largest | 7.7% | 11.1% |
| Largest position | TWLO 0.9% | ENS 1.3% |
| Held alone | 322 positions, 79.8% | 95 positions, 52.9% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In IJH | In SDVY | Counted |
|---|---|---|---|
| CWCURTISS-WRIGHT CORP | 0.77% | 0.76% | 0.76% |
| WWDWOODWARD INC | 0.70% | 1.11% | 0.70% |
| SNXTD SYNNEX CORP | 0.55% | 0.58% | 0.55% |
| EWBCEAST WEST BANCORP INC | 0.49% | 0.95% | 0.49% |
| ITTITT INC | 0.49% | 0.65% | 0.49% |
| TOLTOLL BROTHERS INC | 0.43% | 0.94% | 0.43% |
| PNFPPINNACLE FINANCIAL PARTNERS INC | 0.42% | 0.42% | 0.42% |
| CSLCARLISLE COMPANIES INC | 0.40% | 0.44% | 0.40% |
| RGAREINSURANCE GROUP OF AMERICA INC | 0.38% | 0.87% | 0.38% |
| MLIMUELLER INDUSTRIES INC | 0.37% | 0.89% | 0.37% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in IJH
Only in SDVY
Questions people ask
Is IJH the same as SDVY?
18.7% of their weight sits in the same 78 holdings. IJH also reports TWLO, CRS, MKSI, which the other does not. SDVY also reports FIX, NHC, PSMT, which the other does not.
How is the overlap between IJH and SDVY 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 SDVY, so the number cannot exceed the smaller coverage.
Which holds more, SDVY or IJH?
IJH reports 400 stock positions and SDVY reports 173. 79.8% of IJH's weight sits in names SDVY does not hold, and 52.9% of SDVY's weight in names IJH does not hold. The ten largest positions are 7.7% of IJH and 11.1% of SDVY.
How do IJH and SDVY differ by sector?
The widest gap is Financial Services: SDVY has 19.5 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.