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%.
| 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
+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.
| Year | IJH | IJR |
|---|---|---|
| 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%.
| Rank | IJH | IJR |
|---|---|---|
| #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.
| Year | IJH | IJR |
|---|---|---|
| 2026 | 0.46% | 0.43% |
| 2025 | 1.36% | 1.44% |
| 2024 | 1.33% | 2.05% |
| 2023 | 1.46% | 1.31% |
| 2022 | 1.68% | 1.41% |
| 2021 | 1.18% | 1.53% |
| 2020 | 1.28% | 1.11% |
| 2019 | 1.63% | 1.44% |
| 2018 | 1.72% | 1.58% |
| 2017 | 1.19% | 1.20% |
| 2016 | 1.60% | 1.22% |
| 2015 | 1.56% | 1.49% |
| 2014 | 1.34% | 1.23% |
| 2013 | 1.29% | 1.00% |
| 2012 | 1.43% | 1.66% |
| 2011 | 1.27% | 1.02% |
| 2010 | 1.06% | 1.08% |
| 2009 | 1.28% | 0.98% |
| 2008 | 2.04% | 1.50% |
| 2007 | 1.29% | 1.07% |
| 2006 | 1.18% | 0.77% |
| 2005 | 1.13% | 0.87% |
| 2004 | 0.87% | 0.73% |
| 2003 | 0.87% | 0.61% |
| 2002 | 1.01% | 0.65% |
| 2001 | 0.79% | 0.51% |
| 2000 | 0.75% | 1.24% |
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