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IJH vs IJR

Comparison between ISHARES CORE S&P MID-CAP ETF (IJH, ETF) and ISHARES CORE S&P SMALL-CAP ETF (IJR, ETF).

5-Year PerformanceIJH has outperformed IJR, delivering a return of +8.6% compared to +6.5%

IJH vs IJR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IJH
$119B
IJR
$104B
Expense Ratio
Winner
IJH
0.05%
IJR
0.06%
Max Drawdown
Winner
IJH
56.14%
IJR
58.90%
Sharpe Ratio
IJH
1.31
Winner
IJR
1.63
5Y Beta
Winner
IJH
0.98
IJR
1.02
P/E Ratio
Winner
IJH
25.78
IJR
41.06
Forward P/E
IJH
16.31
Winner
IJR
15.12
5Y Dividends CAGR
IJH
8.73%
Winner
IJR
9.50%
5Y EPS CAGR
Winner
IJH
12.90%
IJR
9.64%
Debt to Equity
Winner
IJH
46.12%
IJR
62.91%
P/S Ratio
IJH
1.56
Winner
IJR
1.14
P/B Ratio
IJH
2.67
Winner
IJR
2.05

IJH vs IJR - Holdings Comparison

IJH and IJR have 1 common holdings. Overlap is -1.45%

IJH's top 25 holdings weight is 16.65%. IJR's top 25 holdings weight is 13.67%.

RankIJHIJR
#1
FLEX LTD (FLEX) - 1.51%
BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.74%
#2
TWILIO INC CLASS A (TWLO) - 0.82%
SEMTECH CORP (SMTC) - 0.84%
#3
CURTISS-WRIGHT CORP (CW) - 0.79%
SANMINA CORP (SANM) - 0.77%
#4
CARPENTER TECHNOLOGY CORP (CRS) - 0.78%
VIAVI SOLUTIONS INC (VIAV) - 0.66%
#5
TECHNIPFMC PLC (FTI) - 0.76%
FORMFACTOR INC (FORM) - 0.61%
#6
NVENT ELECTRIC PLC (NVT) - 0.75%
MOLINA HEALTHCARE INC (MOH) - 0.58%
#7
ATI INC (ATI) - 0.75%
ELEMENT SOLUTIONS INC (ESI) - 0.57%
#8
STERLING INFRASTRUCTURE INC (STRL) - 0.74%
ARGAN INC (AGX) - 0.54%
#9
ILLUMINA INC (ILMN) - 0.70%
BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.53%
#10
WOODWARD INC (WWD) - 0.70%
STONEX GROUP INC (SNEX) - 0.53%
#11
XPO INC (XPO) - 0.70%
MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.49%
#12
MKS INC (MKSI) - 0.69%
VIASAT INC (VSAT) - 0.48%
#13
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.66%
ESCO TECHNOLOGIES INC (ESE) - 0.48%
#14
UNITED THERAPEUTICS CORP (UTHR) - 0.66%
KRYSTAL BIOTECH INC (KRYS) - 0.47%
#15
EVERPURE INC CLASS A (P) - 0.64%
EASTMAN CHEMICAL CO (EMN) - 0.47%
#16
ENTEGRIS INC (ENTG) - 0.64%
POWELL INDUSTRIES INC (POWL) - 0.47%
#17
MASTEC INC (MTZ) - 0.63%
QORVO INC (QRVO) - 0.46%
#18
RELIANCE INC (RS) - 0.60%
LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.45%
#19
FABRINET (FN) - 0.59%
PLEXUS CORP (PLXS) - 0.44%
#20
TD SYNNEX CORP (SNX) - 0.59%
JACKSON FINANCIAL INC (JXN) - 0.44%
#21
RPM INTERNATIONAL INC (RPM) - 0.39%
FIRST BANCORP (FBP) - 0.36%
#22
DIGITALOCEAN HOLDINGS INC (DOCN) - 0.39%
PTC THERAPEUTICS INC (PTCT) - 0.33%
#23
UNUM GROUP (UNM) - 0.39%
CELANESE CORP CLASS A (CE) - 0.32%
#24
PERMIAN RESOURCES CORP CLASS A (PR) - 0.39%
PRIMORIS SERVICES CORP (PRIM) - 0.32%
#25
JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.39%
VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.32%
Total Holdings363566

IJH vs IJR - Historical Returns

Returns include dividend reinvestment.

1M
IJH
+3.33%
Winner
IJR
+5.43%
3M
IJH
+12.30%
Winner
IJR
+17.04%
6M
IJH
+13.08%
Winner
IJR
+17.82%
1Y
IJH
+24.74%
Winner
IJR
+34.67%
5Y(CAGR)
Winner
IJH
+8.61%
IJR
+6.55%
10Y(CAGR)
Winner
IJH
+11.71%
IJR
+11.44%
Max(CAGR)
IJH
+9.92%
Winner
IJR
+10.17%

IJH vs IJR - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIJHIJR
2026+13.77%+19.54%
2025+7.70%+6.12%
2024+14.30%+9.17%
2023+16.97%+16.24%
2022-13.38%-17.10%
2021+26.66%+27.79%
2020+13.41%+11.20%
2019+26.51%+22.26%
2018-12.01%-9.18%
2017+15.64%+12.52%
2016+22.32%+29.64%
2015-2.19%-1.35%
2014+10.92%+7.12%
2013+29.75%+37.43%
2012+16.54%+14.45%
2011-3.28%-1.04%
2010+24.62%+23.56%
2009+34.22%+23.80%
2008-35.77%-30.85%
2007+6.60%-0.34%
2006+8.29%+13.09%
2005+14.46%+9.35%
2004+15.78%+21.81%
2003+31.45%+34.70%
2002-13.94%-14.38%
2001+3.46%+10.30%
2000+13.87%+14.42%

IJH vs IJR Drawdown Comparison

The maximum drawdown for IJH was -55.07%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.

The maximum drawdown for IJR was -58.15%, occurring on Mar 9, 2009. Recovery took 896 trading sessions.

The current IJH drawdown is -0.53%.

RankIJHIJR
#1-55.07%
Jun 4, 2007 - Dec 2, 2010
-58.15%
Jul 19, 2007 - Feb 7, 2011
#2-42.18%
Feb 20, 2020 - Nov 9, 2020
-44.35%
Aug 31, 2018 - Nov 24, 2020
#3-31.94%
Apr 17, 2002 - Oct 13, 2003
-33.57%
Apr 16, 2002 - Oct 14, 2003
#4-26.17%
Apr 29, 2011 - Mar 19, 2012
-28.01%
Nov 25, 2024 - Dec 11, 2025
#5-25.63%
Sep 7, 2000 - Mar 19, 2002
-26.58%
Jul 7, 2011 - Feb 3, 2012
#6-24.10%
Nov 25, 2024 - Dec 10, 2025
-26.46%
Nov 8, 2021 - Jul 16, 2024
#7-23.85%
Nov 16, 2021 - Feb 9, 2024
-23.78%
May 22, 2001 - Jan 4, 2002
#8-23.13%
Aug 29, 2018 - Nov 25, 2019
-20.00%
Jun 23, 2015 - Jul 11, 2016
#9-19.23%
Jun 23, 2015 - Jul 11, 2016
-16.87%
Feb 15, 2001 - May 21, 2001
#10-12.63%
May 8, 2006 - Nov 22, 2006
-13.83%
May 9, 2006 - Nov 22, 2006
#11-11.18%
Mar 26, 2012 - Sep 6, 2012
-12.83%
Sep 7, 2000 - Jan 23, 2001
#12-10.71%
Apr 5, 2004 - Nov 4, 2004
-11.83%
Mar 26, 2012 - Sep 6, 2012
#13-10.58%
Jul 1, 2014 - Nov 21, 2014
-11.63%
Jul 3, 2014 - Dec 22, 2014
#14-9.70%
Jan 26, 2018 - Jun 6, 2018
-11.07%
Jun 30, 2004 - Oct 1, 2004
#15-8.83%
Feb 20, 2026 - Apr 17, 2026
-10.66%
Mar 7, 2005 - Jun 16, 2005

Correlation

Correlation between IJH and IJR is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2000 - 2026)

IJH vs IJR dividend yield comparison.

YearIJHIJR
20260.46%0.43%
20251.36%1.44%
20241.33%2.05%
20231.46%1.31%
20221.68%1.41%
20211.18%1.53%
20201.28%1.11%
20191.63%1.44%
20181.72%1.58%
20171.19%1.20%
20161.60%1.22%
20151.56%1.49%
20141.34%1.23%
20131.29%1.00%
20121.43%1.66%
20111.27%1.02%
20101.06%1.08%
20091.28%0.98%
20082.04%1.50%
20071.29%1.07%
20061.18%0.77%
20051.13%0.87%
20040.87%0.73%
20030.87%0.61%
20021.01%0.65%
20010.79%0.51%
20000.75%1.24%

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