IJH vs IJR

Both IJH and IJR are ETFs. IJH has a higher 5-year return than IJR (8.57% vs 7.7%). IJH has a lower expense ratio than IJR (0.06% vs 0.07%). Below is the comparison between IJH and IJR.

IJH IJR
Segment Equity: U.S. - Mid Cap Equity: U.S. - Small Cap
Issuer BlackRock BlackRock
Net Assets $37.51B $32.7B
Expense Ratio 0.06% 0.07%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.10% 1.89%
Underlying Index S&P MidCap 400 Index S&P SmallCap 600 Index
YTD Return -1.89% -8.44%
1-Year Return 5.72% -0.68%
3-Year Return 4.85% 2.13%
5-Year Return 8.57% 7.70%
10-Year Return 10.95% 10.93%

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 -1.89%
1-Month Return 5.33%
3-Month Return 9.64%
1-Year Return 5.72%
3-Year Return 4.85%
5-Year Return 8.57%
10-Year Return 10.95%
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%
Pool Corp POOL 0.69%
Trimble Inc TRMB 0.69%
Molina Healthcare Inc MOH 0.67%
Cognex Corp CGNX 0.65%

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IJR description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P SmallCap 600 Index. The Fund uses a replication strategy to try to track the Index, which includes approximately 2.5% of the market capitalization of the US equity market.

IJR performance & returns

YTD Return -8.44%
1-Month Return 4.72%
3-Month Return 9.28%
1-Year Return -0.68%
3-Year Return 2.13%
5-Year Return 7.70%
10-Year Return 10.93%
IJR expense ratio is 0.07%.

IJR holdings

Top 10 Holdings (5.70% of Total Assets)

Name Symbol % Assets
Exponent Inc EXPO 0.64%
Neogen Corp NEOG 0.63%
Wingstop Inc WING 0.63%
Momenta Pharmaceuticals Inc MNTA 0.60%
Agree Realty Corp ADC 0.55%
Power Integrations Inc POWI 0.54%
Emergent BioSolutions Inc EBS 0.54%
NeoGenomics Inc NEO 0.53%
Fox Factory Holding Corp FOXF 0.52%
Lithia Motors Inc Class A LAD 0.52%

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