IJH vs XMVM: holdings overlap, shared companies and scores
As of October 9, 2026, IJH and XMVM overlap 18.6% by weight. iShares Core S&P Mid-Cap ETF (IJH): U.S. mid-cap equities. Invesco S&P MidCap Value with Momentum ETF (XMVM): Value and momentum mid-cap stocks.
Updated October 9, 2026
Where IJH and XMVM trade against their own history
IJH trades at 19.5 times earnings, against its own median of 19.0, and is more expensive than 58% of its own last 9 years.
XMVM trades at 10.7 times earnings, against its own median of 11.2, and is cheaper than 54% of its own last 7 years.
What moved XMVM this week
XMVM fell 0.6% in the week to October 9, 2026. The holdings that moved it most were Avnet (−7.1%), Agco (−9.9%) and Arrow Electronics (−5.8%); PBF Energy (+4.3%) pushed the other way.
What do IJH and XMVM each hold?
What's inside IJH: Tech 18%, Semiconductors 5%.
7% of IJH is its ten largest holdings.
What's inside XMVM: Tech 6%.
24% of XMVM is its ten largest holdings.
How much do IJH and XMVM overlap? 18.6% by weight
As of October 9, 2026, IJH and XMVM overlap 18.6% by weight.
19% of IJH is already inside XMVM.
100% of XMVM is already inside IJH.
IJH holds 406 companies and XMVM holds 78; 78 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score IJH and XMVM? 4.4 and 4.1 out of 10
As of October 9, 2026, ETF Copilot scores IJH 4.4 out of 10 and XMVM 4.1 out of 10.
They differ most on Growth: IJH 4.3 and XMVM 1.3.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | IJH | XMVM |
|---|---|---|
| Growth | 4.3 | 1.3 |
| Value | 5.4 | 6.7 |
| Risk | 5.2 | 4.8 |
| Quality | 2.4 | 1.6 |
| Return | 4.5 | 6.2 |
IJH is the cheaper of the two at 0.05% a year
As of October 9, 2026, IJH charges 0.05% a year, yields 1.25% and holds $122.2B in assets across 406 positions.
As of October 9, 2026, XMVM charges 0.37% a year, yields 1.90% and holds $509M in assets across 78 positions.
| Measure | IJH | XMVM |
|---|---|---|
| Expense ratio | 0.05% | 0.37% |
| Dividend yield | 1.25% | 1.90% |
| Assets under management | $122.2B | $509M |
| Holdings | 406 | 78 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “IJH vs XMVM holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/ijh-vs-xmvm
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