IWM vs IJH

Both IWM and IJH are ETFs. IWM has a higher 5-year return than IJH (10.25% vs 9.94%). IWM has a higher expense ratio than IJH (0.19% vs 0.06%). Below is the comparison between IWM and IJH.

IJH IWM
Segment Equity: U.S. - Mid Cap Equity: U.S. - Small Cap
Issuer BlackRock BlackRock
Net Assets $37.51B $30.68B
Expense Ratio 0.06% 0.19%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.10% 1.61%
Underlying Index S&P MidCap 400 Index Russell 2000 Index
YTD Return 5.64% 8.33%
1-Year Return 9.47% 13.64%
3-Year Return 6.87% 7.31%
5-Year Return 9.94% 10.25%
10-Year Return 11.36% 10.97%

IWM description

The Fund seeks to track the investment results of the Russell 2000 Index which measures the performance of the small-capitalization sector of the US equity market.

IWM performance & returns

YTD Return 8.33%
1-Month Return 10.41%
3-Month Return 14.41%
1-Year Return 13.64%
3-Year Return 7.31%
5-Year Return 10.25%
10-Year Return 10.97%
IWM expense ratio is 0.19%.

IWM holdings

Top 10 Holdings (2.78% of Total Assets)

Name Symbol % Assets
Deckers Outdoor Corp DECK 0.31%
LHC Group Inc LHCG 0.30%
Churchill Downs Inc CHDN 0.29%
BJ's Wholesale Club Holdings Inc BJ 0.29%
SiteOne Landscape Supply Inc SITE 0.27%
Novavax Inc NVAX 0.27%
MyoKardia Inc MYOK 0.27%
Helen Of Troy Ltd HELE 0.27%
EastGroup Properties Inc EGP 0.26%
Ultragenyx Pharmaceutical Inc RARE 0.25%

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IJH description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P MidCap 400 Index. The Index measures the performance of the mid-capitalization sector of the US equity market. Uses a representative sampling strategy to try to track the Index.

IJH performance & returns

YTD Return 5.64%
1-Month Return 8.43%
3-Month Return 12.60%
1-Year Return 9.47%
3-Year Return 6.87%
5-Year Return 9.94%
10-Year Return 11.36%
IJH expense ratio is 0.06%.

IJH holdings

Top 10 Holdings (7.43% of Total Assets)

Name Symbol % Assets
Teradyne Inc TER 0.89%
Etsy Inc ETSY 0.80%
FactSet Research Systems Inc FDS 0.79%
Fair Isaac Corp FICO 0.77%
Catalent Inc CTLT 0.76%
Masimo Corp MASI 0.72%
Trimble Inc TRMB 0.69%
Pool Corp POOL 0.69%
Molina Healthcare Inc MOH 0.67%
Cognex Corp CGNX 0.65%

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