ETF Copilot

IJJ vs IUSV: holdings overlap, shared companies and scores

As of October 9, 2026, IJJ and IUSV overlap 5.4% by weight. iShares S&P Mid-Cap 400 Value ETF (IJJ): U.S. mid-cap value stocks. iShares Core S&P U.S. Value ETF (IUSV): S&P U.S. Value index.

Updated October 9, 2026

Where IJJ and IUSV trade against their own history

IJJ trades at 15.8 times earnings, against its own median of 15.2, and is more expensive than 59% of its own 115 monthly readings since 2017.

IUSV trades at 21.7 times earnings, against its own median of 18.3, and is more expensive than 83% of its own 115 monthly readings since 2017.

What moved IUSV this week

IUSV rose 1.4% in the week to October 9, 2026. The holdings that moved it most were Amazon.com (+4.3%), Walmart (+6.8%) and Apple (+0.9%); Intel (−12.3%) pushed the other way.

What do IJJ and IUSV each hold?

What's inside IJJ: Tech 11%, Semiconductors 3%.

11% of IJJ is its ten largest holdings.

What's inside IUSV: Tech 22%, Magnificent 7 13%.

23% of IUSV is its ten largest holdings.

How much do IJJ and IUSV overlap? 5.4% by weight

As of October 9, 2026, IJJ and IUSV overlap 5.4% by weight.

100% of IJJ is already inside IUSV.

6% of IUSV is already inside IJJ.

IJJ holds 300 companies and IUSV holds 734; 299 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 IJJ and IUSV? 4.0 and 5.1 out of 10

As of October 9, 2026, ETF Copilot scores IJJ 4.0 out of 10 and IUSV 5.1 out of 10.

They differ most on Value: IJJ 6.7 and IUSV 1.0.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

IJJ vs IUSV — ETF Copilot factor scores, 0–10
FactorIJJIUSV
Growth3.04.6
Value6.71.0
Risk5.98.9
Quality1.25.2
Return3.85.8

IUSV is the cheaper of the two at 0.04% a year

As of October 9, 2026, IJJ charges 0.18% a year, yields 1.67% and holds $8.4B in assets across 300 positions.

As of October 9, 2026, IUSV charges 0.04% a year, yields 1.67% and holds $27.4B in assets across 734 positions.

IJJ vs IUSV — cost, income and size
MeasureIJJIUSV
Expense ratio0.18%0.04%
Dividend yield1.67%1.67%
Assets under management$8.4B$27.4B
Holdings300734

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, “IJJ vs IUSV holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/ijj-vs-iusv

  1. iShares S&P Mid-Cap 400 Value ETF (IJJ)
  2. iShares Core S&P U.S. Value ETF (IUSV)

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