What is the expense ratio of IJH vs IJR?

IJH has an expense ratio of 0.05%, while IJR has an expense ratio of 0.06%.

IJH vs IJR

iShares Core S&P Mid-Cap ETF vs iShares Core S&P Small-Cap ETF

Last updated: 2026-04-10

IJH iShares

iShares Core S&P Mid-Cap ETF (IJH) is an exchange-traded fund issued by iShares that provides exposure to mid-cap U.S. companies balancing growth potential and stability. It charges a very low expense ratio of 0.05%. The fund offers a moderate dividend yield of 1.26%. Launched in 2000, the fund has a 26-year track record.

AUM: $111.0B ER: 0.05% Yield: 1.26% Since: May 22, 2000

IJR iShares

iShares Core S&P Small-Cap ETF (IJR) is an exchange-traded fund issued by iShares that provides exposure to small-cap U.S. equities with higher growth potential and volatility. It charges a low expense ratio of 0.06%. The fund offers a moderate dividend yield of 1.23%. Launched in 2000, the fund has a 26-year track record.

AUM: $96.3B ER: 0.06% Yield: 1.23% Since: May 22, 2000

Quick Verdict

Both funds have nearly identical expense ratios (0.05% vs 0.06%), so fees are not a differentiator here. Over the past year, IJR has significantly outperformed with a 38.1% return vs 31.3%.

Key Metrics

Metric	IJH	IJR
Expense Ratio	0.05%	0.06%
Dividend Yield	1.3%	1.2%
Fund Family	iShares	iShares
Category	US Mid Cap	US Small Cap

Performance Chart

Indexed to 100 at start (5-year comparison)

IJH +31.9%

IJR +18.7%

Performance Comparison

Period	IJH	IJR	Difference
1 Month	+3.07%	+4.49%	-1.42%
3 Months	+1.81%	+2.82%	-1.01%
6 Months	+9.27%	+11.61%	-2.34%
YTD	+5.32%	+7.20%	-1.88%
1 Year	+31.28%	+38.09%	-6.81%
3 Years	+41.49%	+35.49%	+6.00%
5 Years	+31.89%	+18.67%	+13.22%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment	Period	IJH Fees	IJR Fees	You Save
$10,000	10 years	$100	$120	$20
$10,000	20 years	$430	$515	$85
$10,000	30 years	$1,388	$1,664	$275
$50,000	10 years	$499	$598	$99
$50,000	30 years	$6,941	$8,318	$1,377
$100,000	30 years	$13,882	$16,637	$2,754

Risk Metrics

Based on 5 years of daily returns

Metric	IJH	IJR
Annualized Volatility	19.8%	21.6%
Max Drawdown	-24.6%	-28.9%
Sharpe Ratio	0.15	0.06

Dividend Comparison

Metric	IJH	IJR
Annual Dividend (per share)	$0.89	$1.60
Dividend Yield	1.26%	1.23%
Distribution Frequency	Quarterly	Quarterly

Top Holdings

0 of top 10 holdings overlap (0% overlap in top holdings)

IJH Top Holdings

Name	Weight
TechnipFMC plcFTI	0.88%
Flex Ltd.FLEX	0.81%
Curtiss-Wright CorporationCW	0.81%
United Therapeutics CorporationUTHR	0.75%
XPO, Inc.XPO	0.75%
Woodward, Inc.WWD	0.71%
FabrinetFN	0.66%
Royal Gold, Inc.RGLD	0.65%
MasTec, Inc.MTZ	0.64%
Carpenter Technology CorporationCRS	0.64%

IJR Top Holdings

Name	Weight
BLK CSH FND TREASURY SL AGENCYXTSLA	1.29%
Viavi Solutions Inc.VIAV	0.60%
FormFactor, Inc.FORM	0.57%
Eastman Chemical CompanyEMN	0.53%
Primoris Services CorporationPRIM	0.53%
Element Solutions IncESI	0.53%
Argan, Inc.AGX	0.51%
Semtech CorporationSMTC	0.50%
ESCO Technologies Inc.ESE	0.50%
Match Group, Inc.MTCH	0.48%

Which One Should You Choose?

Choose IJR if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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