IJH vs XJH: Grades, Fees and Holdings Compared

iShares Core S&P Mid-Cap ETF

IJHANYSE Arca

iShares ESG Select Screened S&P Mid-Cap ETF

XJHBCboe

Overlap

88.4%by weight

Expense ratio

IJH −0.07pt a year

IJH0.05%XJH0.12%

Avg volume · 30D

IJH 352.0×the volume

IJH6.75MXJH19.2K

5Y return · a year

IJH +0.2pt

IJH+6.5%XJH+6.3%

IJH vs XJH Performance

Nov 9, 2021 – Nov 9, 2026

+36.7%IJH+35.6%XJH

Expense ratio: IJH 0.05%, better; XJH 0.12%
Fund size: IJH $121B; XJH $412M
1Y total return: IJH +16.1%; XJH +17.2%, better
Yield (12M): IJH 1.21%, better; XJH 1.12%
Holdings: IJH 405; XJH 361
Avg volume (30D): IJH 6.75M sh, better; XJH 19.2K sh
NAV per share: IJH $72.13; XJH $48.81
52W range

ETF.net Grade

Pillar letters and Scores for IJH, XJH, with each pillar’s weight
Pillar	IJH	XJH
Cost30% weight	A87Higher	B68
Mission25% weight	A100	A100
Risk15% weight	B57Higher	C46
Tradability15% weight	A84Higher	D27
Holdings10% weight	A78	A78
Durability5% weight	A83Higher	D37

Rank among S&P MidCap 400 funds

How we build Categories ›

Same Category. IJH and XJH 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 XJH 4th of 11 funds in the S&P MidCap 400 Category.

Rank 1ASPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFScore 86
Rank 2AIJHiShares Core S&P Mid-Cap ETFScore 84
Rank 3AIVOOVanguard S&P Mid-Cap 400 ETFScore 72
Rank 4BMDYState Street SPDR S&P MIDCAP 400 ETF TrustScore 66
Rank 4BXJHiShares ESG Select Screened S&P Mid-Cap ETFScore 66
Rank 6BMDYVState Street SPDR S&P 400 Mid Cap Value ETFScore 63

Our read on each fund

ETF.net Research

IJHAiShares Core S&P Mid-Cap ETF

XJHBiShares ESG Select Screened S&P Mid-Cap 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.

XJH The S&P MidCap 400 with a bouncer at the door. XJH tracks a screened version of the same mid-cap benchmark, dropping companies tied to tobacco, thermal coal, oil sands, fossil fuel reserves and weapons.

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.

XJH The fund seeks to track an ESG-screened version of the S&P MidCap 400 Index, providing core U.S. mid-cap equity exposure while excluding certain controversial business activities.

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

XJH A trim, not a rebuild: still roughly 400 mid-cap names from the same S&P index family, with exclusions taken off the top rather than the whole portfolio re-weighted.ishares.com
The screens are spelled out, not vibes: revenue thresholds and categorical exclusions set by the index provider for weapons, small arms, tobacco, oil sands, thermal coal and fossil fuel reserves.ishares.com
0.12% a year, below the median for S&P MidCap 400 trackers, and it pays out quarterly. Cheap for a screened product, and it does what the label says.

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.

XJH One of the quieter tickers in its peer group. Thin volume can mean wider spreads, so limit orders matter more here than with the mega-liquid mid-cap funds.
The unscreened versions cost less: IJH runs 0.05% and SPMD 0.03%. The screen is what you're paying the difference for.
Exclusion-only, not best-in-class ranking. Cutting whole energy-linked categories means sector weights can drift from the parent S&P MidCap 400.sec.gov ishares.com

Full IJH profile⁠

Full XJH profile⁠

IJH vs XJH Holdings

How IJH and XJH differ

Overlap by weight

88.4%

Shared holdings make up 99.8% of XJH and 88.4% of IJH.

Level by level

Holdings358 in both88.4%
Sector11 Sectors95.7%
Asset classStocks100%
Countryby domicile99.8%

Sector

Sector weights in IJH and XJH, widest gap first
Sector	Gap	IJH	XJH
Energy	IJH +2.4 points	5.1%	2.7%
Utilities	IJH +1.3 points	3.4%	2.1%
Real Estate	XJH +0.9 points	7.6%	8.5%
Technology	XJH +1.0 points	11.3%	12.3%
Financials	XJH +0.8 points	16.0%	16.8%
Health Care	XJH +0.6 points	11.1%	11.7%
Consumer Discretionary	XJH +0.5 points	11.1%	11.6%
Communication	IJH +0.5 points	1.7%	1.2%
Industrials	XJH +0.3 points	23.2%	23.5%
Consumer Staples	IJH +0.1 points	3.5%	3.4%
Materials	Same weight	6.1%	6.1%

Country, concentration and asset class

Country by domicile

Country weights in IJH and XJH, widest gap first
Country	Gap	IJH	XJH
United States	IJH +0.2 points	98.3%	98.1%
United Kingdom	XJH +0.1 points	1.1%	1.2%
Sweden	XJH +0.1 points	0.2%	0.3%
India	Same weight	0.2%	0.2%
Brazil	Same weight	0.2%	0.2%

Concentration

Weight in the 10 largest Holdings

IJH6.7%
XJH7.5%

Securities held

IJH400
XJH358

Asset class

IJH: Stocks
XJH: Stocks

Holdings

Only in IJH42
In both358
Only in XJH0

Only in IJH

42 securities, 11.4% of IJH by weight

Roku Class A0.63%
Permian Resources Class A0.54%
Performance Food Group0.50%
Ovintiv0.50%
Talen Energy0.45%
Rbc Bearings0.45%
Caci International Inc Class A0.40%
Glaukos0.40%
Range Resources0.34%
Antero Resources0.33%
Bwx Technologies Inc0.33%
Carlyle Group Inc0.31%
Oge Energy0.31%
Agnc Investment Reit0.31%
Hubspot0.30%
Dicks Sporting0.28%
Solstice Advanced Materials Inc0.27%
Moog Inc Class A0.27%
Brinker International Inc0.26%
Murphy Usa0.26%
Idacorp0.25%
Corteva0.24%
Viper Energy Inc Class A0.24%
Chord Energy0.22%
Firstcash Holdings Inc0.22%
National Fuel Gas0.21%
Corcept Therapeutics0.21%
Formfactor Inc0.19%
Fluor Corp0.19%
Science Applications International0.18%
Ul Solutions Inc Class A0.18%
Standardaero0.18%
Matador Resources0.18%
Txnm Energy Inc0.17%
Newmarket0.16%
Cnx Resources0.15%
Northwestern Energy Group0.15%
Murphy Oil0.14%
Kbr Inc0.14%
Morningstar0.14%
Sotera Health Company0.14%
Parsons Corp0.08%

Only in XJH

0 securities, 0.0% of XJH by weight

Weight gaps

The 100 widest of 358 Holdings in both funds.

Holding weights in IJH and XJH, widest gap first
Holding	Gap	IJH	XJH
Technipfmc PLCFTI	XJH +0.10 points	0.74%	0.84%
United TherapeuticsUTHR	XJH +0.09 points	0.72%	0.81%
AtiATI	XJH +0.10 points	0.71%	0.81%
Us Foods HoldingUSFD	XJH +0.09 points	0.69%	0.78%
Tenet Healthcare CorpTHC	XJH +0.09 points	0.68%	0.77%
Royal GoldRGLD	XJH +0.09 points	0.67%	0.76%
Reliance Steel & AluminumRS	XJH +0.09 points	0.63%	0.72%
Roivant Sciences LtdROIV	XJH +0.08 points	0.63%	0.71%
XpoXPO	XJH +0.08 points	0.62%	0.70%
Entegris IncENTG	XJH +0.08 points	0.58%	0.66%
WoodwardWWD	XJH +0.07 points	0.56%	0.63%
SharkninjaSN	XJH +0.07 points	0.55%	0.62%
Itt IncITT	XJH +0.07 points	0.55%	0.62%
Toast Class ATOST	XJH +0.07 points	0.53%	0.60%
East West BancorpEWBC	XJH +0.06 points	0.53%	0.59%
Td SynnexSNX	XJH +0.07 points	0.52%	0.59%
Rb GlobalRBA	XJH +0.06 points	0.52%	0.58%
Exelixis IncEXEL	XJH +0.07 points	0.51%	0.58%
Nvent Electric PLCNVT	XJH +0.07 points	0.51%	0.58%
Curtiss WrightCW	XJH +0.07 points	0.51%	0.58%
Reinsurance Group of AmericaRGA	XJH +0.07 points	0.51%	0.58%
Jones Lang LasalleJLL	XJH +0.06 points	0.51%	0.57%
Neurocrine BiosciencesNBIX	XJH +0.06 points	0.50%	0.56%
Nextpower IncNXT	XJH +0.07 points	0.47%	0.54%
Coeur MiningCDE	XJH +0.07 points	0.47%	0.54%
Nutanix Class ANTNX	XJH +0.06 points	0.47%	0.53%
Api GroupAPG	XJH +0.06 points	0.47%	0.53%
TransunionTRU	XJH +0.06 points	0.46%	0.52%
Burlington StoresBURL	XJH +0.06 points	0.46%	0.52%
Jazz Pharmaceuticals PLCJAZZ	XJH +0.06 points	0.45%	0.51%
Pinnacle Financial PartnersPNFP	XJH +0.06 points	0.45%	0.51%
Hf SinclairDINO	XJH +0.06 points	0.45%	0.51%
Lincoln Electric HoldingsLECO	XJH +0.06 points	0.45%	0.51%
Lattice SemiconductorLSCC	XJH +0.06 points	0.44%	0.50%
Carlisle CompaniesCSL	XJH +0.06 points	0.44%	0.50%
W. P. Carey ReitWPC	XJH +0.06 points	0.44%	0.50%
DocusignDOCU	XJH +0.06 points	0.44%	0.50%
Medpace HoldingsMEDP	XJH +0.06 points	0.44%	0.50%
Somnigroup InternationalSGI	XJH +0.06 points	0.44%	0.50%
Manhattan AssociatesMANH	XJH +0.06 points	0.44%	0.50%
Macom Technology SolutionsMTSI	XJH +0.05 points	0.44%	0.49%
Sun Communities Reit IncSUI	XJH +0.05 points	0.44%	0.49%
Omega Healthcare Investors ReitOHI	XJH +0.05 points	0.44%	0.49%
Renaissancere HoldingRNR	XJH +0.06 points	0.43%	0.49%
Toll Brothers IncTOL	XJH +0.05 points	0.42%	0.48%
Wesco InternationalWCC	XJH +0.05 points	0.43%	0.48%
Clean Harbors IncCLH	XJH +0.06 points	0.42%	0.48%
Annaly Capital Management ReitNLY	XJH +0.06 points	0.42%	0.48%
Bjs Wholesale Club HoldingsBJ	XJH +0.05 points	0.42%	0.47%
AramarkARMK	XJH +0.06 points	0.41%	0.47%
Carpenter TechnologyCRS	XJH +0.05 points	0.41%	0.46%
Lamar Advertising Company ClasLAMR	XJH +0.05 points	0.41%	0.46%
Encompass HealthEHC	XJH +0.06 points	0.40%	0.46%
Guidewire SoftwareGWRE	XJH +0.05 points	0.40%	0.45%
Equitable HoldingsEQH	XJH +0.05 points	0.40%	0.45%
Five BelowFIVE	XJH +0.05 points	0.40%	0.45%
Rpm International IncRPM	XJH +0.05 points	0.39%	0.44%
Crown Holdings IncCCK	XJH +0.05 points	0.39%	0.44%
MksMKSI	XJH +0.05 points	0.39%	0.44%
Essential Utilities IncWTRG	XJH +0.05 points	0.38%	0.43%
Elanco Animal HealthELAN	XJH +0.05 points	0.38%	0.43%
American Healthcare ReitAHR	XJH +0.04 points	0.38%	0.42%
PenumbraPEN	XJH +0.05 points	0.37%	0.42%
Dynatrace IncDT	XJH +0.05 points	0.37%	0.42%
Equity Lifestyle Properties Reit IELS	XJH +0.05 points	0.36%	0.41%
Texas Roadhouse IncTXRH	XJH +0.05 points	0.36%	0.41%
Halozyme TherapeuticsHALO	XJH +0.05 points	0.35%	0.40%
Coca Cola ConsolidatedCOKE	XJH +0.05 points	0.35%	0.40%
Mueller Industries IncMLI	XJH +0.04 points	0.35%	0.39%
FabrinetFN	XJH +0.04 points	0.35%	0.39%
Dt MidstreamDTM	XJH +0.04 points	0.35%	0.39%
Brightspring Health Services IncBTSG	XJH +0.04 points	0.34%	0.38%
Gaming and Leisure Properties ReitGLPI	XJH +0.04 points	0.34%	0.38%
Regal RexnordRRX	XJH +0.04 points	0.34%	0.38%
UnumUNM	XJH +0.04 points	0.33%	0.37%
GracoGGG	XJH +0.04 points	0.33%	0.37%
Sei InvestmentsSEIC	XJH +0.04 points	0.33%	0.37%
First HorizonFHN	XJH +0.04 points	0.33%	0.37%
Mastec IncMTZ	XJH +0.04 points	0.33%	0.37%
RepligenRGEN	XJH +0.04 points	0.33%	0.37%
Molina Healthcare IncMOH	XJH +0.04 points	0.33%	0.37%
Biomarin PharmaceuticalBMRN	XJH +0.05 points	0.32%	0.36%
WatscoWSO	XJH +0.04 points	0.32%	0.36%
Fidelity National Financial IncFNF	XJH +0.04 points	0.33%	0.37%
Stifel FinancialSF	XJH +0.04 points	0.32%	0.36%
American Financial GroupAFG	XJH +0.04 points	0.32%	0.36%
Ally Financial IncALLY	XJH +0.04 points	0.31%	0.35%
AvantorAVTR	XJH +0.04 points	0.31%	0.35%
Ensign GroupENSG	XJH +0.04 points	0.31%	0.35%
Alcoa CorpAA	XJH +0.04 points	0.31%	0.35%
Eastgroup Properties ReitEGP	XJH +0.04 points	0.31%	0.35%
Applied Industrial TechnologiesAIT	XJH +0.04 points	0.31%	0.35%
American Homes Rent Reit Class AAMH	XJH +0.04 points	0.31%	0.35%
Tetra TechTTEK	XJH +0.04 points	0.31%	0.35%
Booz Allen Hamilton Holding ClassBAH	XJH +0.04 points	0.31%	0.35%
Gamestop Class AGME	XJH +0.04 points	0.31%	0.35%
Ryder SystemR	XJH +0.04 points	0.30%	0.34%
FlowserveFLS	XJH +0.04 points	0.30%	0.34%
Wintrust FinancialWTFC	XJH +0.04 points	0.30%	0.34%
Southstate Bank CorpSSB	XJH +0.04 points	0.30%	0.34%

All 409 IJH holdings⁠All 358 XJH 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 XJH Cost

Overpaying XJH vs IJH

$1,460

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

IJH 0.05%
$1,060
XJH 0.12%
$2,520

Amount$10,000

Years30 years

Cost over time

IJH 0.05%
XJH 0.12%
Overpaying

Year by year

Year	IJH	XJH	Overpaying
10	$92	$220	$128
20	$360	$859	$499
30	$1,060	$2,520	$1,460

Expense ratio

0.05%IJH, cheaper
0.12%XJH

IJH0.05%XJH0.12%

0.03%0.49%

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

IJH 2nd cheapest of 11 funds

XJH 4th cheapest of 11 funds

IJH vs XJH Dividends

Last 12 months to Nov 9, 2026

Yield (12M): IJH 1.21%, better; XJH 1.12%
Payout (12M): IJH $0.90; XJH $0.57
Last payment: IJH $0.23; XJH $0.14
Ex-dividend: IJH Sep 15, 2026; XJH Sep 15, 2026
Paid on: IJH Sep 18, 2026; XJH Sep 18, 2026
Frequency: IJH Quarterly; XJH Quarterly

Distribution history

Per share, 2017 to 2026, same scale for both

IJHQuarterly · 37 paymentsAll IJH payments⁠

XJHQuarterly · 25 paymentsAll XJH payments⁠

IJH vs XJH Risk

Fall from peak · 5 years

Risk facts

VolatilityStd dev, 3 years: IJH 15.0%, betterXJH 15.6%
Return per unit of riskSharpe ratio, 3 years: IJH 0.84, betterXJH 0.81
Worst fallMax drawdown, 5 years: IJH −24.1%, betterXJH −25.1%
Market sensitivityBeta, 5 years: IJH 1.03XJH 1.05; Market = 1

IJH and XJH 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
ETF Filings
iShares files for a screened MSCI USA ETF that omits ESG from the name
Sep 4, 2026XJH

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IJH vs XJH

In short

Stated mandate

Why people hold it