IJH vs IWR

Both IJH and IWR are ETFs. IJH has a lower 5-year return than IWR (8.57% vs 10.17%). IJH has a lower expense ratio than IWR (0.06% vs 0.19%). Below is the comparison between IJH and IWR.

IJH IWR
Segment Equity: U.S. - Mid Cap Equity: U.S. - Mid Cap
Issuer BlackRock BlackRock
Net Assets $37.51B $17.38B
Expense Ratio 0.06% 0.19%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.10% 1.89%
Underlying Index S&P MidCap 400 Index Russell Midcap Index
YTD Return -1.89% 3.55%
1-Year Return 5.72% 11.17%
3-Year Return 4.85% 8.62%
5-Year Return 8.57% 10.17%
10-Year Return 10.95% 11.94%

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%
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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IWR description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell Midcap Index.

IWR performance & returns

YTD Return 3.55%
1-Month Return 4.87%
3-Month Return 10.38%
1-Year Return 11.17%
3-Year Return 8.62%
5-Year Return 10.17%
10-Year Return 11.94%
IWR expense ratio is 0.19%.

IWR holdings

Top 10 Holdings (4.32% of Total Assets)

Name Symbol % Assets
Lululemon Athletica Inc LULU 0.49%
Spotify Technology SA SPOT 0.46%
Xcel Energy Inc XEL 0.45%
Veeva Systems Inc Class A VEEV 0.43%
Splunk Inc SPLK 0.43%
O'Reilly Automotive Inc ORLY 0.42%
DocuSign Inc DOCU 0.42%
KLA Corp KLAC 0.41%
IHS Markit Ltd INFO 0.41%
Chipotle Mexican Grill Inc Class A CMG 0.40%

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