IVOO vs XJH: Grades, Fees and Holdings Compared

Vanguard S&P Mid-Cap 400 ETF

IVOOANYSE Arca

iShares ESG Select Screened S&P Mid-Cap ETF

XJHBCboe

Overlap

84.1%by weight

Expense ratio

IVOO −0.05pt a year

IVOO0.07%XJH0.12%

Avg volume · 30D

IVOO 4.3×the volume

IVOO82KXJH19.2K

5Y return · a year

IVOO +0.3pt

IVOO+6.6%XJH+6.3%

IVOO vs XJH Performance

Nov 9, 2021 – Nov 9, 2026

+37.7%IVOO+35.6%XJH

Expense ratio: IVOO 0.07%, better; XJH 0.12%
Fund size: IVOO $3.7B; XJH $412M
1Y total return: IVOO +16.1%; XJH +17.2%, better
Yield (12M): IVOO 1.19%, better; XJH 1.12%
Holdings: IVOO 408; XJH 361
Avg volume (30D): IVOO 82K sh, better; XJH 19.2K sh
NAV per share: IVOO $122.07; XJH $48.81
52W range

ETF.net Grade

Pillar letters and Scores for IVOO, XJH, with each pillar’s weight
Pillar	IVOO	XJH
Cost30% weight	A78Higher	B68
Mission25% weight	A100	A100
Risk15% weight	B57Higher	C46
Tradability15% weight	D32Higher	D27
Holdings10% weight	A71	A78Higher
Durability5% weight	B66Higher	D37

Rank among S&P MidCap 400 funds

How we build Categories ›

Same Category. IVOO and XJH are both graded against the same 11 S&P MidCap 400 funds, so their Grades compare head to head.

S&P MidCap 400⁠

Category · 11 funds

See all 11 ›

IVOO ranks 3rd and XJH 4th of 11 funds in the S&P MidCap 400 Category.

Rank 1ASPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFScore 86
Rank 2AIJHiShares Core S&P Mid-Cap ETFScore 84
Rank 3AIVOOVanguard S&P Mid-Cap 400 ETFScore 72
Rank 4BMDYState Street SPDR S&P MIDCAP 400 ETF TrustScore 66
Rank 4BXJHiShares ESG Select Screened S&P Mid-Cap ETFScore 66
Rank 6BMDYVState Street SPDR S&P 400 Mid Cap Value ETFScore 63

Our read on each fund

ETF.net Research

IVOOAVanguard S&P Mid-Cap 400 ETF

XJHBiShares ESG Select Screened S&P Mid-Cap ETF

In short

IVOO Four funds chase the S&P MidCap 400; this is the Vanguard one. About 400 mid-sized US companies at 0.07% a year, less than half what the typical fund on this index charges.

XJH The S&P MidCap 400 with a bouncer at the door. XJH tracks a screened version of the same mid-cap benchmark, dropping companies tied to tobacco, thermal coal, oil sands, fossil fuel reserves and weapons.

Stated mandate

IVOO The fund seeks to follow the performance of the S&P MidCap 400 Index.

XJH The fund seeks to track an ESG-screened version of the S&P MidCap 400 Index, providing core U.S. mid-cap equity exposure while excluding certain controversial business activities.

Why people hold it

IVOO 0.07% a year, under half the going rate among funds tracking this same index. On a plain-vanilla wrapper, fee is most of the argument.vanguard.com
Holds roughly 400 mid-sized US companies, the tier above small caps and below the mega-cap names. No stock picking, no tilts, no sector bets.vanguard.com
Tracks the S&P MidCap 400 closely and does exactly what its prospectus says, one of the tighter implementations in this peer group.vanguard.com
Trading since 2010, with distributions paid quarterly. A multi-billion-dollar fund with a long track record behind the ticker.

XJH A trim, not a rebuild: still roughly 400 mid-cap names from the same S&P index family, with exclusions taken off the top rather than the whole portfolio re-weighted.ishares.com
The screens are spelled out, not vibes: revenue thresholds and categorical exclusions set by the index provider for weapons, small arms, tobacco, oil sands, thermal coal and fossil fuel reserves.ishares.com
0.12% a year, below the median for S&P MidCap 400 trackers, and it pays out quarterly. Cheap for a screened product, and it does what the label says.

Worth knowing

IVOO Cheaper wrappers on the identical index exist: SPMD at 0.03% and IJH at 0.05%. Small gap, but it is a gap, and the index inside is the same.
Moderately traded rather than the volume king of the S&P 400 group, so spreads deserve a look on large or hurried orders.
All US, all mid-cap. No mega-cap ballast, no international exposure. This is one slice of a portfolio, not the whole plate.

XJH One of the quieter tickers in its peer group. Thin volume can mean wider spreads, so limit orders matter more here than with the mega-liquid mid-cap funds.
The unscreened versions cost less: IJH runs 0.05% and SPMD 0.03%. The screen is what you're paying the difference for.
Exclusion-only, not best-in-class ranking. Cutting whole energy-linked categories means sector weights can drift from the parent S&P MidCap 400.sec.gov ishares.com

Full IVOO profile⁠

Full XJH profile⁠

IVOO vs XJH Holdings

How IVOO and XJH differ

Overlap by weight

84.1%

Shared holdings make up 99.8% of XJH and 86.6% of IVOO.

Level by level

Holdings358 in both84.1%
Sector11 Sectors90.6%
Countryby domicile98.1%
Asset classStocks100%

Sector

Sector weights in IVOO and XJH, widest gap first
Sector	Gap	IVOO	XJH
Technology	IVOO +5.8 points	18.1%	12.3%
Financials	XJH +3.3 points	13.5%	16.8%
Energy	IVOO +2.6 points	5.3%	2.7%
Consumer Discretionary	XJH +1.5 points	10.1%	11.6%
Industrials	XJH +1.3 points	22.2%	23.5%
Health Care	XJH +1.2 points	10.4%	11.7%
Materials	XJH +1.2 points	4.9%	6.1%
Utilities	IVOO +0.7 points	2.8%	2.1%
Real Estate	XJH +0.6 points	7.9%	8.5%
Communication	IVOO +0.3 points	1.5%	1.2%
Consumer Staples	XJH +0.2 points	3.2%	3.4%

Country, concentration and asset class

Country by domicile

Country weights in IVOO and XJH, widest gap first
Country	Gap	IVOO	XJH
United States	IVOO +1.9 points	100.0%	98.1%
United Kingdom	XJH +1.2 points	0.0%	1.2%
Other countries (3)	XJH +0.7 points	0.0%	0.7%

Concentration

Weight in the 10 largest Holdings

IVOO7.8%
XJH7.5%

Securities held

IVOO402
XJH358

Asset class

IVOO: Stocks
XJH: Stocks

Holdings

Only in IVOO44
In both358
Only in XJH0

Only in IVOO

44 securities, 13.1% of IVOO by weight

Twilio Inc1.32%
Okta Inc1.02%
Roku Inc0.59%
Permian Resources Corp0.52%
SLCMT11420.47%
Ovintiv Inc0.47%
RBC Bearings Inc0.46%
Performance Food Group Co0.42%
Talen Energy Corp0.41%
CACI International Inc0.39%
BWX Technologies Inc0.37%
Corcept Therapeutics Inc0.32%
Moog Inc0.32%
AGNC Investment Corp0.32%
Carlyle Group Inc/The0.31%
Antero Resources Corp0.30%
HubSpot Inc0.30%
OGE Energy Corp0.28%
Solstice Advanced Materials Inc0.26%
Dick's Sporting Goods Inc0.26%
Range Resources Corp0.25%
Murphy USA Inc0.25%
FirstCash Holdings Inc0.25%
Brinker International Inc0.24%
Viper Energy Inc0.23%
IDACORP Inc0.22%
Chord Energy Corp0.21%
National Fuel Gas Co0.21%
NewMarket Corp0.20%
Fluor Corp0.19%
Matador Resources Co0.18%
TXNM Energy Inc0.17%
Science Applications International Corp0.16%
Sotera Health Co0.15%
UL Solutions Inc0.15%
Murphy Oil Corp0.15%
StandardAero Inc0.14%
CNX Resources Corp0.14%
KBR Inc0.13%
Northwestern Energy Group Inc0.12%
Morningstar Inc0.11%
TRS:TRANSUNION USD 2026-Aug-310.07%
Parsons Corp0.07%
Olin Corp0.05%

Only in XJH

0 securities, 0.0% of XJH by weight

Weight gaps

The 100 widest of 358 Holdings in both funds.

Holding weights in IVOO and XJH, widest gap first
Holding	Gap	IVOO	XJH
TransUnionTRU	XJH +0.25 points	0.27%	0.52%
US Foods Holding CorpUSFD	XJH +0.20 points	0.58%	0.78%
Nextpower IncNXT	XJH +0.19 points	0.35%	0.54%
SharkNinja IncSN	XJH +0.18 points	0.44%	0.62%
nVent Electric PLCNVT	IVOO +0.18 points	0.76%	0.58%
Sterling Infrastructure IncSTRL	IVOO +0.18 points	0.44%	0.26%
Royal Gold IncRGLD	XJH +0.17 points	0.59%	0.76%
Tenet Healthcare CorpTHC	XJH +0.17 points	0.60%	0.77%
Semtech CorpSMTC	IVOO +0.17 points	0.49%	0.32%
Toast IncTOST	XJH +0.16 points	0.44%	0.60%
Jones Lang LaSalle IncJLL	XJH +0.16 points	0.41%	0.57%
Manhattan Associates IncMANH	XJH +0.16 points	0.34%	0.50%
Onto Innovation IncONTO	IVOO +0.15 points	0.44%	0.29%
Exelixis IncEXEL	XJH +0.16 points	0.42%	0.58%
TTM Technologies IncTTMI	IVOO +0.14 points	0.38%	0.24%
DigitalOcean Holdings IncDOCN	IVOO +0.14 points	0.38%	0.24%
RB Global IncRBA	XJH +0.14 points	0.44%	0.58%
Reliance IncRS	XJH +0.14 points	0.58%	0.72%
Neurocrine Biosciences IncNBIX	XJH +0.14 points	0.42%	0.56%
United Therapeutics CorpUTHR	XJH +0.13 points	0.68%	0.81%
Roivant Sciences LtdROIV	XJH +0.13 points	0.58%	0.71%
Carlisle Cos IncCSL	XJH +0.13 points	0.37%	0.50%
BJ's Wholesale Club Holdings IncBJ	XJH +0.13 points	0.34%	0.47%
Docusign IncDOCU	XJH +0.12 points	0.38%	0.50%
SiTime CorpSITM	IVOO +0.12 points	0.44%	0.32%
Toll Brothers IncTOL	XJH +0.11 points	0.37%	0.48%
Maplebear IncCART	XJH +0.11 points	0.20%	0.31%
Essential Utilities IncWTRG	XJH +0.10 points	0.33%	0.43%
Crown Holdings IncCCK	XJH +0.11 points	0.33%	0.44%
Texas Roadhouse IncTXRH	XJH +0.11 points	0.30%	0.41%
Encompass Health CorpEHC	XJH +0.11 points	0.35%	0.46%
Elanco Animal Health IncELAN	XJH +0.10 points	0.33%	0.43%
Reinsurance Group of America IncRGA	XJH +0.11 points	0.47%	0.58%
Guidewire Software IncGWRE	XJH +0.10 points	0.35%	0.45%
BrightSpring Health Services IncBTSG	XJH +0.10 points	0.28%	0.38%
Booz Allen Hamilton Holding CorpBAH	XJH +0.11 points	0.24%	0.35%
Carpenter Technology CorpCRS	IVOO +0.10 points	0.56%	0.46%
Tetra Tech IncTTEK	XJH +0.10 points	0.25%	0.35%
RenaissanceRe Holdings LtdRNR	XJH +0.10 points	0.39%	0.49%
Sun Communities IncSUI	XJH +0.09 points	0.40%	0.49%
American Healthcare REIT IncAHR	XJH +0.09 points	0.33%	0.42%
Pinnacle Financial Partners IncPNFP	XJH +0.10 points	0.41%	0.51%
East West Bancorp IncEWBC	XJH +0.09 points	0.50%	0.59%
Sanmina CorpSANM	IVOO +0.10 points	0.34%	0.24%
API Group CorpAPG	XJH +0.09 points	0.44%	0.53%
XPO IncXPO	XJH +0.10 points	0.60%	0.70%
Five Below IncFIVE	XJH +0.09 points	0.36%	0.45%
VF CorpVFC	XJH +0.09 points	0.14%	0.23%
Bentley Systems IncBSY	XJH +0.09 points	0.15%	0.24%
ITT IncITT	XJH +0.09 points	0.53%	0.62%
Lamar Advertising CoLAMR	XJH +0.09 points	0.37%	0.46%
MKS IncMKSI	IVOO +0.09 points	0.53%	0.44%
Ryder System IncR	XJH +0.08 points	0.26%	0.34%
CubeSmartCUBE	XJH +0.09 points	0.23%	0.32%
Vicor CorpVICR	IVOO +0.09 points	0.21%	0.12%
MACOM Technology Solutions Holdings IncMTSI	IVOO +0.09 points	0.58%	0.49%
Medpace Holdings IncMEDP	XJH +0.09 points	0.41%	0.50%
Lincoln Electric Holdings IncLECO	XJH +0.09 points	0.42%	0.51%
American Financial Group Inc/OHAFG	XJH +0.08 points	0.28%	0.36%
Coca-Cola Consolidated IncCOKE	XJH +0.09 points	0.31%	0.40%
Fidelity National Financial IncFNF	XJH +0.08 points	0.29%	0.37%
Crocs IncCROX	XJH +0.09 points	0.16%	0.24%
Omega Healthcare Investors IncOHI	XJH +0.08 points	0.41%	0.49%
Equity LifeStyle Properties IncELS	XJH +0.08 points	0.33%	0.41%
AptarGroup IncATR	XJH +0.07 points	0.23%	0.30%
Somnigroup International IncSGI	XJH +0.08 points	0.42%	0.50%
Molina Healthcare IncMOH	XJH +0.08 points	0.29%	0.37%
IES Holdings IncIESC	IVOO +0.08 points	0.18%	0.10%
Regal Rexnord CorpRRX	XJH +0.08 points	0.30%	0.38%
HealthEquity IncHQY	XJH +0.07 points	0.22%	0.29%
Kinsale Capital Group IncKNSL	XJH +0.08 points	0.20%	0.28%
RPM International IncRPM	XJH +0.07 points	0.37%	0.44%
Genpact LtdG	XJH +0.07 points	0.15%	0.22%
Jazz Pharmaceuticals PLCJAZZ	XJH +0.07 points	0.44%	0.51%
FTI Consulting IncFCN	XJH +0.07 points	0.11%	0.18%
Flowserve CorpFLS	XJH +0.07 points	0.27%	0.34%
H&R Block IncHRB	XJH +0.07 points	0.15%	0.22%
Churchill Downs IncCHDN	XJH +0.07 points	0.15%	0.22%
Paylocity Holding CorpPCTY	XJH +0.07 points	0.18%	0.25%
Equitable Holdings IncEQH	XJH +0.07 points	0.38%	0.45%
American Homes 4 RentAMH	XJH +0.07 points	0.28%	0.35%
Vontier CorpVNT	XJH +0.07 points	0.12%	0.19%
Rambus IncRMBS	IVOO +0.07 points	0.34%	0.27%
ExlService Holdings IncEXLS	XJH +0.07 points	0.15%	0.22%
WP Carey IncWPC	XJH +0.07 points	0.43%	0.50%
Toro Co/TheTTC	XJH +0.07 points	0.27%	0.34%
AecomACM	XJH +0.07 points	0.22%	0.29%
Viavi Solutions IncVIAV	IVOO +0.06 points	0.30%	0.24%
Dynatrace IncDT	IVOO +0.07 points	0.49%	0.42%
Simpson Manufacturing Co IncSSD	XJH +0.06 points	0.21%	0.27%
Hanover Insurance Group Inc/TheTHG	XJH +0.06 points	0.22%	0.28%
Wingstop IncWING	XJH +0.07 points	0.08%	0.15%
Houlihan Lokey IncHLI	XJH +0.07 points	0.20%	0.27%
Advanced Energy Industries IncAEIS	IVOO +0.06 points	0.33%	0.27%
Hyatt Hotels CorpH	XJH +0.07 points	0.19%	0.26%
Middleby Corp/TheMIDD	XJH +0.06 points	0.13%	0.19%
GXO Logistics IncGXO	XJH +0.06 points	0.15%	0.21%
Wintrust Financial CorpWTFC	XJH +0.06 points	0.28%	0.34%
New York Times Co/TheNYT	XJH +0.06 points	0.27%	0.33%
RLI CorpRLI	XJH +0.06 points	0.15%	0.21%

All 400 IVOO holdings⁠All 358 XJH holdings⁠

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

IVOO vs XJH Cost

Overpaying XJH vs IVOO

$1,040

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

IVOO 0.07%
$1,480
XJH 0.12%
$2,520

Amount$10,000

Years30 years

Cost over time

IVOO 0.07%
XJH 0.12%
Overpaying

Year by year

Year	IVOO	XJH	Overpaying
10	$128	$220	$92
20	$503	$859	$356
30	$1,480	$2,520	$1,040

Expense ratio

0.07%IVOO, cheaper
0.12%XJH

IVOO0.07%XJH0.12%

0.03%0.49%

Middle half of S&P MidCap 400 funds
Median 0.15%

IVOO 3rd cheapest of 11 funds

XJH 4th cheapest of 11 funds

IVOO vs XJH Dividends

Last 12 months to Nov 9, 2026

Yield (12M): IVOO 1.19%, better; XJH 1.12%
Payout (12M): IVOO $1.50; XJH $0.57
Last payment: IVOO $0.37; XJH $0.14
Ex-dividend: IVOO Sep 23, 2026; XJH Sep 15, 2026
Paid on: IVOO Sep 25, 2026; XJH Sep 18, 2026
Frequency: IVOO Quarterly; XJH Quarterly

Distribution history

Per share, 2017 to 2026, same scale for both

IVOOQuarterly · 39 paymentsAll IVOO payments⁠

XJHQuarterly · 25 paymentsAll XJH payments⁠

IVOO vs XJH Risk

Fall from peak · 5 years

IVOO
XJH

Risk facts

VolatilityStd dev, 3 years: IVOO 15.2%, betterXJH 15.6%
Return per unit of riskSharpe ratio, 3 years: IVOO 0.84, betterXJH 0.81
Worst fallMax drawdown, 5 years: IVOO −24.2%, betterXJH −25.1%
Market sensitivityBeta, 5 years: IVOO 1.03XJH 1.05; Market = 1

IVOO and XJH in the news

All news⁠

ETF Filings
iShares files for a screened MSCI USA ETF that omits ESG from the name
Sep 4, 2026XJH

Popular comparisons

IVOOAvsSPMDA
Vanguard S&P Mid-Cap 400 ETF · State Street SPDR Portfolio S&P 400 Mid Cap ETF
Expense ratio
0.07% · 0.03%
Category
XJHBvsSPMDA
iShares ESG Select Screened S&P Mid-Cap ETF · State Street SPDR Portfolio S&P 400 Mid Cap ETF
Expense ratio
0.12% · 0.03%
Category
IVOOAvsIJHA
Vanguard S&P Mid-Cap 400 ETF · iShares Core S&P Mid-Cap ETF
Expense ratio
0.07% · 0.05%
Category
XJHBvsIJHA
iShares ESG Select Screened S&P Mid-Cap ETF · iShares Core S&P Mid-Cap ETF
Expense ratio
0.12% · 0.05%
Category
IVOOAvsMDYB
Vanguard S&P Mid-Cap 400 ETF · State Street SPDR S&P MIDCAP 400 ETF Trust
Expense ratio
0.07% · 0.23%
Category
XJHBvsMDYB
iShares ESG Select Screened S&P Mid-Cap ETF · State Street SPDR S&P MIDCAP 400 ETF Trust
Expense ratio
0.12% · 0.23%
Category