IJR vs IJH
Comparison between ISHARES CORE S&P SMALL-CAP ETF (IJR, ETF) and ISHARES CORE S&P MID-CAP ETF (IJH, ETF).
5-Year PerformanceIJH has outperformed IJR, delivering a return of +7.5% compared to +5.8%
IJR vs IJH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJR
$92B
Winner
IJH
$106B
Expense Ratio
IJR
0.06%
Winner
IJH
0.05%
Max Drawdown
IJR
58.90%
Winner
IJH
56.14%
Sharpe Ratio
Winner
IJR
1.66
IJH
1.43
5Y Beta
IJR
1.03
Winner
IJH
0.99
P/E Ratio
IJR
39.43
Winner
IJH
25.59
Forward P/E
Winner
IJR
15.38
IJH
16.48
5Y Dividends CAGR
Winner
IJR
13.42%
IJH
12.31%
5Y EPS CAGR
Winner
IJR
13.79%
IJH
12.25%
Debt to Equity
IJR
N/A
IJH
32.62%
P/S Ratio
Winner
IJR
1.11
IJH
1.57
P/B Ratio
Winner
IJR
1.97
IJH
2.58
IJR vs IJH - Holdings Comparison
IJR and IJH have 1 common holdings. Overlap is -1.05%
IJR's top 25 holdings weight is 13.04%. IJH's top 25 holdings weight is 15.49%.
| Rank | IJR | IJH |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.42% | FLEX LTD (FLEX) - 0.97% |
| #2 | FORMFACTOR INC (FORM) - 0.67% | TECHNIPFMC PLC (FTI) - 0.89% |
| #3 | VIAVI SOLUTIONS INC (VIAV) - 0.62% | CURTISS-WRIGHT CORP (CW) - 0.77% |
| #4 | SANMINA CORP (SANM) - 0.61% | XPO INC (XPO) - 0.75% |
| #5 | PRIMORIS SERVICES CORP (PRIM) - 0.56% | FABRINET (FN) - 0.72% |
| #6 | SEMTECH CORP (SMTC) - 0.56% | UNITED THERAPEUTICS CORP (UTHR) - 0.71% |
| #7 | ELEMENT SOLUTIONS INC (ESI) - 0.55% | MASTEC INC (MTZ) - 0.69% |
| #8 | ARGAN INC (AGX) - 0.55% | ENTEGRIS INC (ENTG) - 0.69% |
| #9 | MOLINA HEALTHCARE INC (MOH) - 0.55% | EVERPURE INC CLASS A (P) - 0.68% |
| #10 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.52% | NVENT ELECTRIC PLC (NVT) - 0.67% |
| #11 | ESCO TECHNOLOGIES INC (ESE) - 0.50% | WOODWARD INC (WWD) - 0.64% |
| #12 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.50% | TWILIO INC CLASS A (TWLO) - 0.63% |
| #13 | EASTMAN CHEMICAL CO (EMN) - 0.49% | CARPENTER TECHNOLOGY CORP (CRS) - 0.62% |
| #14 | LKQ CORP (LKQ) - 0.48% | ATI INC (ATI) - 0.61% |
| #15 | VIASAT INC (VSAT) - 0.48% | BWX TECHNOLOGIES INC (BWXT) - 0.59% |
| #16 | JACKSON FINANCIAL INC (JXN) - 0.48% | BURLINGTON STORES INC (BURL) - 0.59% |
| #17 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.47% | US FOODS HOLDING CORP (USFD) - 0.59% |
| #18 | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 0.46% | RB GLOBAL INC (RBA) - 0.58% |
| #19 | STONEX GROUP INC (SNEX) - 0.44% | ROYAL GOLD INC (RGLD) - 0.58% |
| #20 | POWELL INDUSTRIES INC (POWL) - 0.44% | ILLUMINA INC (ILMN) - 0.57% |
| #21 | FIRST BANCORP (FBP) - 0.37% | RPM INTERNATIONAL INC (RPM) - 0.39% |
| #22 | AXOS FINANCIAL INC (AX) - 0.33% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.39% |
| #23 | GRANITE CONSTRUCTION INC (GVA) - 0.33% | GRACO INC (GGG) - 0.39% |
| #24 | ALKERMES PLC (ALKS) - 0.33% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.39% |
| #25 | AMERIS BANCORP (ABCB) - 0.33% | RENAISSANCERE HOLDINGS LTD (RNR) - 0.39% |
| Total Holdings | 567 | 363 |
IJR vs IJH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJR
+6.56%
IJH
+4.91%
3M
Winner
IJR
+4.98%
IJH
+3.30%
6M
Winner
IJR
+18.03%
IJH
+14.79%
1Y
Winner
IJR
+35.31%
IJH
+27.19%
5Y(CAGR)
IJR
+5.83%
Winner
IJH
+7.55%
10Y(CAGR)
IJR
+11.03%
Winner
IJH
+11.49%
Max(CAGR)
Winner
IJR
+10.03%
IJH
+9.86%
IJR vs IJH - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJR | IJH |
|---|---|---|
| 2026 | +14.17% | +10.84% |
| 2025 | +6.12% | +7.70% |
| 2024 | +9.17% | +14.30% |
| 2023 | +16.24% | +16.97% |
| 2022 | -17.10% | -13.38% |
| 2021 | +27.79% | +26.66% |
| 2020 | +11.20% | +13.41% |
| 2019 | +22.26% | +26.51% |
| 2018 | -9.18% | -12.01% |
| 2017 | +12.52% | +15.64% |
| 2016 | +29.64% | +22.32% |
| 2015 | -1.35% | -2.19% |
| 2014 | +7.12% | +10.92% |
| 2013 | +37.43% | +29.75% |
| 2012 | +14.45% | +16.54% |
| 2011 | -1.04% | -3.28% |
| 2010 | +23.56% | +24.62% |
| 2009 | +23.80% | +34.22% |
| 2008 | -30.85% | -35.77% |
| 2007 | -0.34% | +6.60% |
| 2006 | +13.09% | +8.29% |
| 2005 | +9.35% | +14.46% |
| 2004 | +21.81% | +15.78% |
| 2003 | +34.70% | +31.45% |
| 2002 | -14.38% | -13.94% |
| 2001 | +10.30% | +3.46% |
| 2000 | +14.42% | +13.87% |
IJR vs IJH Drawdown Comparison
The maximum drawdown for IJR was -58.15%, occurring on Mar 9, 2009. Recovery took 896 trading sessions.
The maximum drawdown for IJH was -55.07%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
The current IJR drawdown is -0.42%. The current IJH drawdown is -0.84%.
| Rank | IJR | IJH |
|---|---|---|
| #1 | -58.15% Jul 19, 2007 - Feb 7, 2011 | -55.07% Jun 4, 2007 - Dec 2, 2010 |
| #2 | -44.35% Aug 31, 2018 - Nov 24, 2020 | -42.18% Feb 20, 2020 - Nov 9, 2020 |
| #3 | -33.57% Apr 16, 2002 - Oct 14, 2003 | -31.94% Apr 17, 2002 - Oct 13, 2003 |
| #4 | -28.01% Nov 25, 2024 - Dec 11, 2025 | -26.17% Apr 29, 2011 - Mar 19, 2012 |
| #5 | -26.58% Jul 7, 2011 - Feb 3, 2012 | -25.63% Sep 7, 2000 - Mar 19, 2002 |
| #6 | -26.46% Nov 8, 2021 - Jul 16, 2024 | -24.10% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -23.78% May 22, 2001 - Jan 4, 2002 | -23.85% Nov 16, 2021 - Feb 9, 2024 |
| #8 | -20.00% Jun 23, 2015 - Jul 11, 2016 | -23.13% Aug 29, 2018 - Nov 25, 2019 |
| #9 | -16.87% Feb 15, 2001 - May 21, 2001 | -19.23% Jun 23, 2015 - Jul 11, 2016 |
| #10 | -13.83% May 9, 2006 - Nov 22, 2006 | -12.63% May 8, 2006 - Nov 22, 2006 |
| #11 | -12.83% Sep 7, 2000 - Jan 23, 2001 | -11.18% Mar 26, 2012 - Sep 6, 2012 |
| #12 | -11.83% Mar 26, 2012 - Sep 6, 2012 | -10.71% Apr 5, 2004 - Nov 4, 2004 |
| #13 | -11.63% Jul 3, 2014 - Dec 22, 2014 | -10.58% Jul 1, 2014 - Nov 21, 2014 |
| #14 | -11.07% Jun 30, 2004 - Oct 1, 2004 | -9.70% Jan 26, 2018 - Jun 6, 2018 |
| #15 | -10.66% Mar 7, 2005 - Jun 16, 2005 | -8.83% Feb 20, 2026 - Apr 17, 2026 |
Correlation
Correlation between IJR and IJH is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
IJR vs IJH dividend yield comparison.
| Year | IJR | IJH |
|---|---|---|
| 2026 | 0.14% | 0.21% |
| 2025 | 1.44% | 1.36% |
| 2024 | 2.05% | 1.33% |
| 2023 | 1.31% | 1.46% |
| 2022 | 1.41% | 1.68% |
| 2021 | 1.53% | 1.18% |
| 2020 | 1.11% | 1.28% |
| 2019 | 1.44% | 1.63% |
| 2018 | 1.58% | 1.72% |
| 2017 | 1.20% | 1.19% |
| 2016 | 1.22% | 1.60% |
| 2015 | 1.49% | 1.56% |
| 2014 | 1.23% | 1.34% |
| 2013 | 1.00% | 1.29% |
| 2012 | 1.66% | 1.43% |
| 2011 | 1.02% | 1.27% |
| 2010 | 1.08% | 1.06% |
| 2009 | 0.98% | 1.28% |
| 2008 | 1.50% | 2.04% |
| 2007 | 1.07% | 1.29% |
| 2006 | 0.77% | 1.18% |
| 2005 | 0.87% | 1.13% |
| 2004 | 0.73% | 0.87% |
| 2003 | 0.61% | 0.87% |
| 2002 | 0.65% | 1.01% |
| 2001 | 0.51% | 0.79% |
| 2000 | 1.24% | 0.75% |
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