IWF vs IJH
Comparison between ISHARES RUSSELL 1000 GROWTH ETF (IWF, ETF) and ISHARES CORE S&P MID-CAP ETF (IJH, ETF).
5-Year PerformanceIWF has outperformed IJH, delivering a return of +14.7% compared to +7.5%
IWF vs IJH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWF
$112B
IJH
$106B
Expense Ratio
IWF
0.18%
Winner
IJH
0.05%
Max Drawdown
IWF
66.83%
Winner
IJH
56.14%
Sharpe Ratio
Winner
IWF
1.64
IJH
1.43
5Y Beta
IWF
1.21
Winner
IJH
0.99
P/E Ratio
IWF
36.20
Winner
IJH
25.59
Forward P/E
IWF
27.33
Winner
IJH
16.48
5Y Dividends CAGR
IWF
5.52%
Winner
IJH
12.31%
5Y EPS CAGR
Winner
IWF
36.83%
IJH
12.25%
Debt to Equity
Winner
IWF
24.55%
IJH
32.62%
P/S Ratio
IWF
6.72
Winner
IJH
1.57
P/B Ratio
IWF
13.30
Winner
IJH
2.58
IWF vs IJH - Holdings Comparison
IWF and IJH have 86 common holdings. Overlap is 0.97%
IWF's top 25 holdings weight is 73.81%. IJH's top 25 holdings weight is 15.49%.
| Rank | IWF | IJH |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.26% | FLEX LTD (FLEX) - 0.97% |
| #2 | APPLE INC (AAPL) - 10.90% | TECHNIPFMC PLC (FTI) - 0.89% |
| #3 | MICROSOFT CORP (MSFT) - 8.99% | CURTISS-WRIGHT CORP (CW) - 0.77% |
| #4 | BROADCOM INC (AVGO) - 5.75% | XPO INC (XPO) - 0.75% |
| #5 | AMAZON.COM INC (AMZN) - 5.19% | FABRINET (FN) - 0.72% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.83% | UNITED THERAPEUTICS CORP (UTHR) - 0.71% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.64% | MASTEC INC (MTZ) - 0.69% |
| #8 | TESLA INC (TSLA) - 3.21% | ENTEGRIS INC (ENTG) - 0.69% |
| #9 | ALPHABET INC CLASS C (GOOG) - 3.10% | EVERPURE INC CLASS A (P) - 0.68% |
| #10 | ELI LILLY AND CO (LLY) - 2.23% | NVENT ELECTRIC PLC (NVT) - 0.67% |
| #11 | VISA INC CLASS A (V) - 1.67% | WOODWARD INC (WWD) - 0.64% |
| #12 | COSTCO WHOLESALE CORP (COST) - 1.42% | TWILIO INC CLASS A (TWLO) - 0.63% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.31% | CARPENTER TECHNOLOGY CORP (CRS) - 0.62% |
| #14 | NETFLIX INC (NFLX) - 1.24% | ATI INC (ATI) - 0.61% |
| #15 | ABBVIE INC (ABBV) - 1.12% | BWX TECHNOLOGIES INC (BWXT) - 0.59% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.04% | BURLINGTON STORES INC (BURL) - 0.59% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 1.01% | US FOODS HOLDING CORP (USFD) - 0.59% |
| #18 | n/a (PLTR) - 1.00% | RB GLOBAL INC (RBA) - 0.58% |
| #19 | GE VERNOVA INC (GEV) - 0.97% | ROYAL GOLD INC (RGLD) - 0.58% |
| #20 | GE AEROSPACE (GE) - 0.95% | ILLUMINA INC (ILMN) - 0.57% |
| #21 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.20% | RPM INTERNATIONAL INC (RPM) - 0.39% |
| #22 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.20% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.39% |
| #23 | AON PLC CLASS A (AON) - 0.20% | GRACO INC (GGG) - 0.39% |
| #24 | CINTAS CORP (CTAS) - 0.19% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.39% |
| #25 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.19% | RENAISSANCERE HOLDINGS LTD (RNR) - 0.39% |
| Total Holdings | 347 | 363 |
IWF vs IJH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWF
+11.51%
IJH
+4.91%
3M
Winner
IWF
+7.29%
IJH
+3.30%
6M
IWF
+5.02%
Winner
IJH
+14.79%
1Y
Winner
IWF
+32.11%
IJH
+27.19%
5Y(CAGR)
Winner
IWF
+14.65%
IJH
+7.55%
10Y(CAGR)
Winner
IWF
+18.44%
IJH
+11.49%
Max(CAGR)
IWF
+8.48%
Winner
IJH
+9.86%
IWF vs IJH - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWF | IJH |
|---|---|---|
| 2026 | +4.84% | +10.84% |
| 2025 | +18.60% | +7.70% |
| 2024 | +35.13% | +14.30% |
| 2023 | +43.68% | +16.97% |
| 2022 | -29.81% | -13.38% |
| 2021 | +29.26% | +26.66% |
| 2020 | +36.37% | +13.41% |
| 2019 | +35.96% | +26.51% |
| 2018 | -2.59% | -12.01% |
| 2017 | +28.98% | +15.64% |
| 2016 | +8.87% | +22.32% |
| 2015 | +5.60% | -2.19% |
| 2014 | +13.77% | +10.92% |
| 2013 | +29.76% | +29.75% |
| 2012 | +13.57% | +16.54% |
| 2011 | +1.37% | -3.28% |
| 2010 | +15.02% | +24.62% |
| 2009 | +32.66% | +34.22% |
| 2008 | -37.54% | -35.77% |
| 2007 | +11.18% | +6.60% |
| 2006 | +7.07% | +8.29% |
| 2005 | +5.74% | +14.46% |
| 2004 | +6.73% | +15.78% |
| 2003 | +25.08% | +31.45% |
| 2002 | -28.80% | -13.94% |
| 2001 | -16.14% | +3.46% |
| 2000 | -17.06% | +13.87% |
IWF vs IJH Drawdown Comparison
The maximum drawdown for IWF was -64.25%, occurring on Mar 9, 2009. Recovery took 3313 trading sessions.
The maximum drawdown for IJH was -55.07%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
The current IJH drawdown is -0.84%.
| Rank | IWF | IJH |
|---|---|---|
| #1 | -64.25% Jul 17, 2000 - Sep 18, 2013 | -55.07% Jun 4, 2007 - Dec 2, 2010 |
| #2 | -32.72% Dec 27, 2021 - Jan 10, 2024 | -42.18% Feb 20, 2020 - Nov 9, 2020 |
| #3 | -31.55% Feb 19, 2020 - Jun 8, 2020 | -31.94% Apr 17, 2002 - Oct 13, 2003 |
| #4 | -23.36% Dec 16, 2024 - Jun 26, 2025 | -26.17% Apr 29, 2011 - Mar 19, 2012 |
| #5 | -21.90% Oct 1, 2018 - Apr 12, 2019 | -25.63% Sep 7, 2000 - Mar 19, 2002 |
| #6 | -16.27% Oct 29, 2025 - May 7, 2026 | -24.10% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -13.84% Jul 20, 2015 - Jul 8, 2016 | -23.85% Nov 16, 2021 - Feb 9, 2024 |
| #8 | -13.26% Jul 10, 2024 - Oct 14, 2024 | -23.13% Aug 29, 2018 - Nov 25, 2019 |
| #9 | -11.31% Sep 2, 2020 - Dec 1, 2020 | -19.23% Jun 23, 2015 - Jul 11, 2016 |
| #10 | -9.88% Jan 26, 2018 - Jun 5, 2018 | -12.63% May 8, 2006 - Nov 22, 2006 |
| #11 | -9.68% Feb 12, 2021 - Apr 8, 2021 | -11.18% Mar 26, 2012 - Sep 6, 2012 |
| #12 | -7.88% Apr 29, 2019 - Jun 20, 2019 | -10.71% Apr 5, 2004 - Nov 4, 2004 |
| #13 | -7.26% Sep 18, 2014 - Oct 31, 2014 | -10.58% Jul 1, 2014 - Nov 21, 2014 |
| #14 | -7.26% Sep 3, 2021 - Oct 25, 2021 | -9.70% Jan 26, 2018 - Jun 6, 2018 |
| #15 | -6.76% Apr 26, 2021 - Jun 14, 2021 | -8.83% Feb 20, 2026 - Apr 17, 2026 |
Correlation
Correlation between IWF and IJH is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
IWF vs IJH dividend yield comparison.
| Year | IWF | IJH |
|---|---|---|
| 2026 | 0.08% | 0.21% |
| 2025 | 0.36% | 1.36% |
| 2024 | 0.46% | 1.33% |
| 2023 | 0.67% | 1.46% |
| 2022 | 0.91% | 1.68% |
| 2021 | 0.50% | 1.18% |
| 2020 | 0.66% | 1.28% |
| 2019 | 0.99% | 1.63% |
| 2018 | 1.27% | 1.72% |
| 2017 | 1.10% | 1.19% |
| 2016 | 1.43% | 1.60% |
| 2015 | 1.37% | 1.56% |
| 2014 | 1.33% | 1.34% |
| 2013 | 1.29% | 1.29% |
| 2012 | 1.65% | 1.43% |
| 2011 | 1.39% | 1.27% |
| 2010 | 1.27% | 1.06% |
| 2009 | 1.39% | 1.28% |
| 2008 | 1.66% | 2.04% |
| 2007 | 0.92% | 1.29% |
| 2006 | 0.93% | 1.18% |
| 2005 | 0.89% | 1.13% |
| 2004 | 1.04% | 0.87% |
| 2003 | 0.79% | 0.87% |
| 2002 | 0.81% | 1.01% |
| 2001 | 0.41% | 0.79% |
| 2000 | 0.32% | 0.75% |
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