ETF Versus

IJH vs IJR

iShares Core S&P Mid-Cap ETF vs iShares Core S&P Small-Cap ETF

Last updated: 2026-04-02

IJH iShares

iShares Core S&P Mid-Cap ETF (IJH) is an exchange-traded fund issued by iShares that provides exposure to mid-cap U.S. companies balancing growth potential and stability. It charges a very low expense ratio of 0.05%. The fund offers a moderate dividend yield of 1.31%. Launched in 2000, the fund has a 26-year track record.

AUM: $104.0B ER: 0.05% Yield: 1.31% Since: May 22, 2000
IJR iShares

iShares Core S&P Small-Cap ETF (IJR) is an exchange-traded fund issued by iShares that provides exposure to small-cap U.S. equities with higher growth potential and volatility. It charges a low expense ratio of 0.06%. The fund offers a moderate dividend yield of 1.28%. Launched in 2000, the fund has a 26-year track record.

AUM: $90.2B ER: 0.06% Yield: 1.28% Since: May 22, 2000

Quick Verdict

Both funds have nearly identical expense ratios (0.05% vs 0.06%), so fees are not a differentiator here. IJR has edged ahead over the past year (19.2% vs 16.1%).

Key Metrics

Metric IJH IJR
Expense Ratio 0.05% 0.06%
Dividend Yield 1.3% 1.3%
Fund Family iShares iShares
Category US Mid Cap US Small Cap

Performance Chart

Indexed to 100 at start (5-year comparison)

75 88 101 114 127 140 2021-04 2022-06 2023-09 2024-12 2026-04
IJH +28.1%
IJR +13.0%

Performance Comparison

Period IJH IJR Difference
1 Month -5.55% -4.33% -1.22%
3 Months +1.78% +2.92% -1.14%
6 Months +3.54% +4.03% -0.49%
YTD +1.78% +2.92% -1.14%
1 Year +16.09% +19.20% -3.11%
3 Years +36.14% +29.06% +7.08%
5 Years +28.09% +12.98% +15.11%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IJH Fees IJR Fees You Save
$10.000 10 years $100 $120 $20
$10.000 20 years $430 $515 $85
$10.000 30 years $1.388 $1.664 $275
$50.000 10 years $499 $598 $99
$50.000 30 years $6.941 $8.318 $1.377
$100.000 30 years $13.882 $16.637 $2.754

Risk Metrics

Based on 5 years of daily returns

Metric IJH IJR
Annualized Volatility 19.8% 21.6%
Max Drawdown -24.6% -28.9%
Sharpe Ratio 0.12 0.01

Dividend Comparison

Metric IJH IJR
Annual Dividend (per share) $0.89 $1.60
Dividend Yield 1.31% 1.28%
Distribution Frequency Quarterly Quarterly

Top Holdings

0 of top 10 holdings overlap (0% overlap in top holdings)

IJH Top Holdings

NameWeight
TechnipFMC plcFTI0.92%
Casey's General Stores, Inc.CASY0.84%
Curtiss-Wright CorporationCW0.78%
Flex Ltd.FLEX0.76%
United Therapeutics CorporationUTHR0.72%
XPO, Inc.XPO0.70%
Woodward, Inc.WWD0.67%
US Foods Holding Corp.USFD0.64%
FabrinetFN0.63%
Burlington Stores, Inc.BURL0.62%

IJR Top Holdings

NameWeight
BLK CSH FND TREASURY SL AGENCYXTSLA1.37%
Eastman Chemical CompanyEMN0.54%
Viavi Solutions Inc.VIAV0.53%
Argan, Inc.AGX0.52%
Primoris Services CorporationPRIM0.52%
FormFactor, Inc.FORM0.51%
Element Solutions IncESI0.51%
LKQ CorporationLKQ0.50%
SM Energy CompanySM0.49%
ESCO Technologies Inc.ESE0.48%

Which One Should You Choose?

Choose IJR if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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