IJH vs IJJ: Grades, Fees and Holdings Compared

iShares Core S&P Mid-Cap ETF

IJHANYSE Arca

iShares S&P Mid-Cap 400 Value ETF

IJJBNYSE Arca

Overlap

64.1%by weight

Expense ratio

IJH −0.13pt a year

IJH0.05%IJJ0.18%

Avg volume · 30D

IJH 35.7×the volume

IJH6.58MIJJ184K

10Y return · a year

IJH +0.4pt

IJH+10.8%IJJ+10.4%

IJH vs IJJ Performance

Oct 29, 2021 – Oct 30, 2026

+40.1%IJH+48.2%IJJ

Expense ratio: IJH 0.05%, better; IJJ 0.18%
Fund size: IJH $123B; IJJ $8.67B
1Y total return: IJH +14.4%; IJJ +15.8%, better
Yield (12M): IJH 1.23%; IJJ 1.62%, better
Holdings: IJH 404; IJJ 300
Avg volume (30D): IJH 6.58M sh, better; IJJ 184K sh
NAV per share: IJH $73.31; IJJ $145.42
52W range

ETF.net Grade

Pillar letters and Scores for IJH, IJJ, with each pillar’s weight
Pillar	IJH	IJJ
Cost30% weight	A87Higher	D33
Mission25% weight	A100Higher	A86
Risk15% weight	C52	B60Higher
Tradability15% weight	A86Higher	B62
Holdings10% weight	A83Higher	C51
Durability5% weight	A82Higher	B69

Rank among S&P MidCap 400 funds

How we build Categories ›

Same Category. IJH and IJJ are both graded against the same 11 S&P MidCap 400 funds, so their Grades compare head to head.

S&P MidCap 400⁠

Category · 11 funds

See all 11 ›

IJH ranks 2nd and IJJ 8th of 11 funds in the S&P MidCap 400 Category.

Rank 1ASPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFScore 85
Rank 2AIJHiShares Core S&P Mid-Cap ETFScore 84
Rank 3AIVOOVanguard S&P Mid-Cap 400 ETFScore 71
Rank 7BMDYGState Street SPDR S&P 400 Mid Cap Growth ETFScore 61
Rank 8BIJJiShares S&P Mid-Cap 400 Value ETFScore 58
Rank 9CRWKInvesco S&P MidCap 400 Revenue ETFScore 45

Our read on each fund

ETF.net Research

IJHAiShares Core S&P Mid-Cap ETF

IJJBiShares S&P Mid-Cap 400 Value ETF

In short

IJH The mid-cap middle child, done cheap. IJH has tracked the S&P MidCap 400 since 2000 for five basis points, and it's one of the most heavily traded ways to own roughly 400 mid-sized US companies.

IJJ Mid-cap value the old-fashioned way. Since 2000, IJJ has tracked the S&P MidCap 400 Value index, ranking mid-size US companies on book value, earnings and sales, and it now runs multi-billion-dollar big.

Stated mandate

IJH The fund seeks to track the S&P MidCap 400 Index and provide exposure to mid-sized U.S. companies. It is presented as a low-cost core portfolio holding.

IJJ The fund seeks to track an index of U.S. mid-cap stocks selected using metrics including book value, earnings, and sales.

Why people hold it

IJH Five basis points a year, about a third of the typical cost in its S&P 400 peer group, and a fraction of MDY's 0.23% for the very same index.
Running since 2000 and among the most actively traded funds in the mid-cap aisle, with assets in the multi-billions.
The mandate is one line: hold the S&P MidCap 400, roughly 400 mid-sized US companies. No tilts, no screens, no style drift. Pays quarterly.ishares.com
iShares built it as a core building block, and it sits among the strongest implementations of this index in its peer group.ishares.com

IJJ Launched in 2000, one of the longest-running mid-cap value ETFs on the tape, and today a multi-billion-dollar fund.
The value screen looks past price-to-book alone: mid-caps are ranked using book value, earnings and sales.ishares.com
Does what the label says: US mid-caps, value-screened, roughly 300 names, no drift up into mega-cap land.
Distributions arrive quarterly, and the fund sits in the upper half of its US value peer group.

Worth knowing

IJH It is not the cheapest seat: SPMD tracks the same index at 0.03%. Two basis points, if cost is your only tiebreaker.
Mid-caps only. No mega-cap ballast, no small caps, so this works as a sleeve beside a large-cap core rather than a whole US portfolio.
All US, all stocks. Nothing here diversifies you outside American equity markets.

IJJ 0.18% a year is dead-median for value ETFs, but large-cap value rivals like VTV (0.03%) and VOE (0.05%) charge a fraction of it.
Mid-caps ride rougher. This has been among the more volatile funds in its value cohort, which is the price of skipping the mega-cap ballast.
Trading is moderate rather than heavy, so spreads deserve a look on bigger orders.

Full IJH profile⁠

Full IJJ profile⁠

IJH vs IJJ Holdings

How IJH and IJJ differ

Overlap by weight

64.1%

Shared holdings make up 100% of IJJ and 68.1% of IJH.

Level by level

Holdings296 in both64.1%
Sector11 Sectors84.2%
Countryby domicile99.0%
Asset classEquity100%

Sector

Sector weights in IJH and IJJ, widest gap first
Sector	More in IJHMore in IJJ	IJH	IJJ
Health Care	IJH +6.1 points	10.4%	4.3%
Financials	IJJ +5.7 points	15.3%	21.0%
Industrials	IJH +5.4 points	23.4%	18.0%
Technology	IJH +3.1 points	13.9%	10.8%
Real Estate	IJJ +2.9 points	7.1%	9.9%
Consumer Discretionary	IJJ +2.8 points	10.5%	13.3%
Energy	IJJ +2.1 points	5.6%	7.7%
Consumer Staples	IJJ +1.4 points	3.3%	4.7%
Utilities	IJJ +0.9 points	3.2%	4.1%
Communication	IJH +0.9 points	1.6%	0.7%
Materials	IJH +0.4 points	5.8%	5.4%

Country, concentration and asset class

Country by domicile

Country weights in IJH and IJJ, widest gap first
Country	More in IJHMore in IJJ	IJH	IJJ
United States	IJJ +0.9 points	98.2%	99.1%
United Kingdom	IJH +0.7 points	1.2%	0.5%
Other countries (3)	IJH +0.2 points	0.6%	0.4%

Concentration

Weight in the 10 largest Holdings

IJH7.1%
IJJ11.2%

Securities held

IJH400
IJJ296

Asset class

IJH: Equity
IJJ: Equity

Holdings

Only in IJH104
In both296
Only in IJJ0

Only in IJH

104 securities, 31.8% of IJH by weight

Okta Class A1.01%
Technipfmc PLC0.79%
United Therapeutics0.75%
Ati0.66%
Xpo0.65%
Tenet Healthcare Corp0.64%
Roku Class A0.60%
Nvent Electric PLC0.59%
Royal Gold0.57%
Woodward0.52%
Itt Inc0.52%
Curtiss Wright0.51%
Exelixis Inc0.50%
Api Group0.50%
Dynatrace Inc0.49%
Rb Global0.48%
Macom Technology Solutions0.48%
Toast Class A0.47%
Talen Energy0.45%
Caci International Inc Class A0.44%
Halozyme Therapeutics0.43%
Neurocrine Biosciences0.43%
Medpace Holdings0.43%
Somnigroup International0.43%
Rbc Bearings0.43%
Carpenter Technology0.41%
Jazz Pharmaceuticals PLC0.41%
Guidewire Software0.39%
Coeur Mining0.39%
Encompass Health0.39%
Five Below0.39%
Penumbra0.37%
Texas Roadhouse Inc0.35%
Bwx Technologies Inc0.35%
Coca Cola Consolidated0.35%
Fabrinet0.34%
Mastec Inc0.34%
Elanco Animal Health0.34%
Brightspring Health Services Inc0.33%
Sterling Infrastructure0.31%
Ensign Group0.31%
Sitime0.30%
New York Times Class A0.30%
Flowserve0.29%
Moog Inc Class A0.29%
Tetra Tech0.29%
Affiliated Managers Group0.29%
Watts Water Technologies Class A0.28%
Rambus0.27%
Brinker International Inc0.27%

Only in IJJ

0 securities, 0.0% of IJJ by weight

Weight gaps

The 100 widest of 296 Holdings in both funds.

Holding weights in IJH and IJJ, widest gap first
Holding	More in IJHMore in IJJ	IJH	IJJ
Us Foods HoldingUSFD	IJJ +0.66 points	0.65%	1.31%
Reliance Steel & AluminumRS	IJJ +0.66 points	0.65%	1.31%
Permian Resources Class APR	IJJ +0.64 points	0.64%	1.28%
OvintivOVV	IJJ +0.59 points	0.58%	1.17%
Td SynnexSNX	IJJ +0.56 points	0.55%	1.11%
Hf SinclairDINO	IJJ +0.52 points	0.52%	1.04%
SharkninjaSN	IJJ +0.51 points	0.50%	1.01%
Reinsurance Group of AmericaRGA	IJJ +0.51 points	0.50%	1.01%
Wesco InternationalWCC	IJJ +0.49 points	0.49%	0.98%
Jones Lang LasalleJLL	IJJ +0.49 points	0.48%	0.97%
Performance Food GroupPFGC	IJJ +0.45 points	0.46%	0.91%
Pinnacle Financial PartnersPNFP	IJJ +0.45 points	0.45%	0.90%
AramarkARMK	IJJ +0.42 points	0.41%	0.83%
Annaly Capital Management ReitNLY	IJJ +0.40 points	0.40%	0.80%
Bjs Wholesale Club HoldingsBJ	IJJ +0.40 points	0.40%	0.80%
Toll Brothers IncTOL	IJJ +0.40 points	0.40%	0.80%
UnumUNM	IJJ +0.39 points	0.38%	0.77%
Antero ResourcesAR	IJJ +0.38 points	0.38%	0.76%
Crown Holdings IncCCK	IJJ +0.38 points	0.37%	0.75%
Range ResourcesRRC	IJJ +0.38 points	0.37%	0.75%
Essential Utilities IncWTRG	IJJ +0.36 points	0.36%	0.72%
First HorizonFHN	IJJ +0.33 points	0.32%	0.65%
AvantorAVTR	IJJ +0.32 points	0.32%	0.64%
Ryder SystemR	IJJ +0.31 points	0.32%	0.63%
WatscoWSO	IJJ +0.31 points	0.32%	0.63%
Molina Healthcare IncMOH	IJJ +0.32 points	0.31%	0.63%
Booz Allen Hamilton Holding ClassBAH	IJJ +0.31 points	0.31%	0.62%
Arrow ElectronicsARW	IJJ +0.31 points	0.31%	0.62%
BorgwarnerBWA	IJJ +0.31 points	0.31%	0.62%
Regal RexnordRRX	IJJ +0.30 points	0.31%	0.61%
Ally Financial IncALLY	IJJ +0.31 points	0.30%	0.61%
Alcoa CorpAA	IJJ +0.31 points	0.30%	0.61%
ToroTTC	IJJ +0.30 points	0.30%	0.60%
Wintrust FinancialWTFC	IJJ +0.30 points	0.30%	0.60%
Fidelity National Financial IncFNF	IJJ +0.30 points	0.30%	0.60%
Southstate Bank CorpSSB	IJJ +0.30 points	0.30%	0.60%
Cnh Industrial N.v.CNH	IJJ +0.30 points	0.30%	0.60%
Oge EnergyOGE	IJJ +0.30 points	0.30%	0.60%
American Homes Rent Reit Class AAMH	IJJ +0.30 points	0.29%	0.59%
Knight-Swift Transportation HoldinKNX	IJJ +0.29 points	0.29%	0.58%
Gamestop Class AGME	IJJ +0.29 points	0.29%	0.58%
Zions BancorporationZION	IJJ +0.29 points	0.27%	0.56%
Umb FinancialUMBF	IJJ +0.29 points	0.28%	0.57%
Owens CorningOC	IJJ +0.28 points	0.28%	0.56%
Viper Energy Inc Class AVNOM	IJJ +0.27 points	0.27%	0.54%
Saia IncSAIA	IJJ +0.27 points	0.27%	0.54%
Corebridge Financial IncCRBG	IJJ +0.27 points	0.27%	0.54%
MaplebearCART	IJJ +0.27 points	0.26%	0.53%
Murphy UsaMUSA	IJJ +0.26 points	0.26%	0.52%
Voya FinancialVOYA	IJJ +0.26 points	0.26%	0.52%
Darling IngredientsDAR	IJJ +0.25 points	0.26%	0.51%
AptargroupATR	IJJ +0.26 points	0.25%	0.51%
Columbia Banking System IncCOLB	IJJ +0.26 points	0.25%	0.51%
Prosperity BancsharesPB	IJJ +0.26 points	0.25%	0.51%
Chord EnergyCHRD	IJJ +0.25 points	0.25%	0.50%
Old National BancorpONB	IJJ +0.25 points	0.25%	0.50%
Rexford Industrial Realty ReitREXR	IJJ +0.24 points	0.25%	0.49%
American Airlines GroupAAL	IJJ +0.25 points	0.24%	0.49%
UgiUGI	IJJ +0.25 points	0.24%	0.49%
Cleveland Cliffs IncCLF	IJJ +0.24 points	0.24%	0.48%
Western AllianceWAL	IJJ +0.23 points	0.23%	0.46%
CortevaCTVA	IJJ +0.23 points	0.23%	0.46%
Pbf Energy Class APBF	IJJ +0.23 points	0.22%	0.45%
Commerce BancsharesCBSH	IJJ +0.21 points	0.22%	0.43%
Axalta Coating SystemsAXTA	IJJ +0.22 points	0.21%	0.43%
AvnetAVT	IJJ +0.21 points	0.21%	0.42%
Matador ResourcesMTDR	IJJ +0.21 points	0.21%	0.42%
Jefferies Financial Group IncJEF	IJJ +0.20 points	0.21%	0.41%
Commercial MetalsCMC	IJJ +0.20 points	0.21%	0.41%
TimkenTKR	IJJ +0.20 points	0.21%	0.41%
NovNOV	IJJ +0.20 points	0.20%	0.40%
Southwest Gas HoldingsSWX	IJJ +0.20 points	0.20%	0.40%
United BanksharesUBSI	IJJ +0.20 points	0.18%	0.38%
Valley NationalVLY	IJJ +0.19 points	0.20%	0.39%
Lithia Motors Inc Class ALAD	IJJ +0.20 points	0.19%	0.39%
First American Financial CorpFAF	IJJ +0.19 points	0.19%	0.38%
AgcoAGCO	IJJ +0.19 points	0.19%	0.38%
Science Applications InternationalSAIC	IJJ +0.19 points	0.19%	0.38%
TerexTEX	IJJ +0.19 points	0.19%	0.38%
Fnb CorpFNB	IJJ +0.18 points	0.19%	0.37%
Healthcare Realty Trust Inc ClassHR	IJJ +0.19 points	0.18%	0.37%
MacysM	IJJ +0.19 points	0.18%	0.37%
Glacier Bancorp IncGBCI	IJJ +0.19 points	0.18%	0.37%
Fluor CorpFLR	IJJ +0.19 points	0.18%	0.37%
Black Hills CorpBKH	IJJ +0.19 points	0.18%	0.37%
Ingredion IncINGR	IJJ +0.18 points	0.18%	0.36%
Vf CorpVFC	IJJ +0.18 points	0.18%	0.36%
Rli CorpRLI	IJJ +0.18 points	0.17%	0.35%
Murphy OilMUR	IJJ +0.18 points	0.17%	0.35%
Sensata Technologies Holding PLCST	IJJ +0.17 points	0.17%	0.34%
Selective Insurance GroupSIGI	IJJ +0.17 points	0.17%	0.34%
LearLEA	IJJ +0.17 points	0.17%	0.34%
Gxo LogisticsGXO	IJJ +0.17 points	0.17%	0.34%
Hancock WhitneyHWC	IJJ +0.16 points	0.17%	0.33%
MksMKSI	IJH +0.17 points	0.40%	0.23%
Home Bancshares IncHOMB	IJJ +0.17 points	0.16%	0.33%
Cnx ResourcesCNX	IJJ +0.16 points	0.16%	0.32%
Vornado Realty Trust ReitVNO	IJJ +0.16 points	0.16%	0.32%
Dt MidstreamDTM	IJH +0.16 points	0.37%	0.21%
New Jersey Resources CorpNJR	IJJ +0.16 points	0.16%	0.32%

All 407 IJH holdings⁠All 301 IJJ holdings⁠

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

IJH vs IJJ Cost

Overpaying IJJ vs IJH

$2,689

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

IJH 0.05%
$1,060
IJJ 0.18%
$3,749

Amount$10,000

Years30 years

Cost over time

IJH 0.05%
IJJ 0.18%
Overpaying

Year by year

Year	IJH	IJJ	Overpaying
10	$92	$328	$236
20	$360	$1,281	$921
30	$1,060	$3,749	$2,689

Expense ratio

0.05%IJH, cheaper
0.18%IJJ

IJH0.05%IJJ0.18%

0.03%0.49%

Middle half of S&P MidCap 400 funds
Median 0.15%

IJH 2nd cheapest of 11 funds

IJJ 8th cheapest of 11 funds

IJH vs IJJ Dividends

Last 12 months to Oct 30, 2026

Yield (12M): IJH 1.23%; IJJ 1.62%, better
Payout (12M): IJH $0.90; IJJ $2.35
Last payment: IJH $0.23; IJJ $0.58
Ex-dividend: IJH Sep 15, 2026; IJJ Sep 15, 2026
Paid on: IJH Sep 18, 2026; IJJ Sep 18, 2026
Frequency: IJH Quarterly; IJJ Quarterly

Distribution history

Per share, 2017 to 2026, same scale for both

IJHQuarterly · 37 paymentsAll IJH payments⁠

IJJQuarterly · 39 paymentsAll IJJ payments⁠

IJH vs IJJ Risk

Fall from peak · 5 years

Risk facts

VolatilityStd dev, 3 years: IJH 15.0%, betterIJJ 15.9%
Return per unit of riskSharpe ratio, 3 years: IJH 0.84, betterIJJ 0.81
Worst fallMax drawdown, 5 years: IJH −24.1%IJJ −22.7%, better
Market sensitivityBeta, 5 years: IJH 1.03IJJ 0.98; Market = 1

IJH and IJJ in the news

All news⁠

Category Review
US multifactor funds ran 30 points apart
Updated Oct 23, 2026IJH
News
Independence Realty to take Centerspace in 3.800-share all-stock merger
Sep 9, 2026IJH

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IJH vs IJJ

In short

Stated mandate

Why people hold it

Worth knowing

How IJH and IJJ differ

Level by level

Sector

Country, concentration and asset class

Country by domicile

Concentration

Asset class

Holdings

Only in IJH

Only in IJJ

Weight gaps

Cost over time

Year by year

Distribution history

Fall from peak · 5 years

Risk facts

US multifactor funds ran 30 points apart

Independence Realty to take Centerspace in 3.800-share all-stock merger

How IJH and IJJ differ

Level by level

Sector

Country, concentration and asset class

Country by domicile

Concentration

Asset class

Holdings

Only in IJH

Only in IJJ

Weight gaps