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 +12.2% compared to +6.6%
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%.
| Rank | IJH | IJR |
|---|---|---|
| #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 Holdings | 363 | 566 |
IJH vs IJR - Historical Returns
Returns include dividend reinvestment.
1M
IJH
+2.70%
Winner
IJR
+4.22%
3M
IJH
+12.53%
Winner
IJR
+16.53%
6M
IJH
+12.56%
Winner
IJR
+16.85%
1Y
IJH
+25.12%
Winner
IJR
+34.47%
5Y(CAGR)
Winner
IJH
+12.18%
IJR
+6.58%
10Y(CAGR)
Winner
IJH
+16.44%
IJR
+10.95%
Max(CAGR)
Winner
IJH
+16.40%
IJR
+11.61%
IJH vs IJR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJH | IJR |
|---|---|---|
| 2026 | +13.08% | +18.17% |
| 2025 | +7.70% | +6.12% |
| 2024 | +14.30% | +9.17% |
| 2023 | +24.60% | +16.24% |
| 2022 | -7.41% | -17.10% |
| 2021 | +33.09% | +27.79% |
| 2020 | +21.31% | +11.20% |
| 2019 | +35.46% | +22.26% |
| 2018 | -6.62% | -9.18% |
| 2017 | +21.67% | +12.52% |
| 2016 | +30.91% | +31.41% |
| 2015 | +3.79% | +0.07% |
| 2014 | +17.12% | +8.48% |
| 2013 | +37.28% | +38.99% |
| 2012 | +23.47% | +16.39% |
| 2011 | +1.65% | -0.01% |
| 2010 | +30.55% | +25.01% |
| 2009 | +42.38% | +25.23% |
| 2008 | -31.48% | -29.97% |
| 2007 | +12.09% | +0.66% |
| 2006 | +13.66% | +14.00% |
| 2005 | +22.03% | +11.69% |
| 2004 | +25.87% | +26.78% |
| 2003 | +43.81% | +39.62% |
| 2002 | -6.58% | -11.82% |
| 2001 | +11.46% | +13.39% |
| 2000 | +21.68% | +21.75% |
IJH vs IJR Drawdown Comparison
The maximum drawdown for IJH was -51.85%, occurring on Nov 20, 2008. Recovery took 443 trading sessions.
The maximum drawdown for IJR was -57.42%, occurring on Mar 9, 2009. Recovery took 861 trading sessions.
The current IJH drawdown is -1.13%. The current IJR drawdown is -0.43%.
| Rank | IJH | IJR |
|---|---|---|
| #1 | -51.85% Jun 5, 2008 - Mar 10, 2010 | -57.42% Jul 19, 2007 - Dec 16, 2010 |
| #2 | -42.18% Feb 20, 2020 - Oct 8, 2020 | -44.35% Aug 31, 2018 - Nov 24, 2020 |
| #3 | -29.24% Apr 17, 2002 - Jun 16, 2003 | -32.55% Apr 16, 2002 - Sep 2, 2003 |
| #4 | -25.08% Jul 7, 2011 - Feb 9, 2012 | -28.01% Nov 25, 2024 - Dec 11, 2025 |
| #5 | -24.45% May 21, 2001 - Jan 4, 2002 | -26.46% Nov 8, 2021 - Jul 16, 2024 |
| #6 | -24.10% Nov 25, 2024 - Dec 10, 2025 | -26.35% Jul 7, 2011 - Feb 3, 2012 |
| #7 | -21.19% Sep 28, 2018 - Apr 12, 2019 | -23.42% May 22, 2001 - Dec 26, 2001 |
| #8 | -20.81% Nov 16, 2021 - Jan 31, 2023 | -19.15% Jun 23, 2015 - Jun 8, 2016 |
| #9 | -17.35% Oct 9, 2007 - Jun 5, 2008 | -16.39% Feb 15, 2001 - May 18, 2001 |
| #10 | -16.44% Jan 30, 2001 - May 16, 2001 | -13.68% May 9, 2006 - Nov 15, 2006 |
| #11 | -16.37% Apr 23, 2010 - Oct 22, 2010 | -12.49% Sep 7, 2000 - Dec 27, 2000 |
| #12 | -15.60% Jun 24, 2015 - Mar 29, 2016 | -11.83% Mar 26, 2012 - Sep 6, 2012 |
| #13 | -12.85% Jul 31, 2023 - Dec 13, 2023 | -11.37% Jul 3, 2014 - Dec 22, 2014 |
| #14 | -12.69% Feb 2, 2023 - Jul 10, 2023 | -11.07% Jun 30, 2004 - Oct 1, 2004 |
| #15 | -12.58% May 8, 2006 - Oct 26, 2006 | -10.18% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between IJH and IJR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IJH vs IJR dividend yield comparison.
| Year | IJH | IJR |
|---|---|---|
| 2026 | 0.46% | 0.44% |
| 2025 | 1.36% | 1.44% |
| 2024 | 1.33% | 2.05% |
| 2023 | 7.30% | 1.31% |
| 2022 | 8.41% | 1.41% |
| 2021 | 5.92% | 1.53% |
| 2020 | 6.40% | 1.11% |
| 2019 | 8.13% | 1.44% |
| 2018 | 8.60% | 1.58% |
| 2017 | 5.96% | 1.20% |
| 2016 | 7.98% | 2.43% |
| 2015 | 7.81% | 2.97% |
| 2014 | 6.71% | 2.46% |
| 2013 | 6.46% | 2.00% |
| 2012 | 7.14% | 3.31% |
| 2011 | 6.37% | 2.05% |
| 2010 | 5.27% | 2.15% |
| 2009 | 6.39% | 1.96% |
| 2008 | 10.19% | 3.00% |
| 2007 | 6.47% | 2.13% |
| 2006 | 5.89% | 1.53% |
| 2005 | 7.20% | 2.87% |
| 2004 | 8.68% | 4.40% |
| 2003 | 8.69% | 3.65% |
| 2002 | 10.08% | 3.89% |
| 2001 | 7.88% | 3.04% |
| 2000 | 7.47% | 7.46% |
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