ETF Versus

DVY vs IJH

iShares Select Dividend ETF vs iShares Core S&P Mid-Cap ETF

Last updated: 2026-04-02

DVY iShares

iShares Select Dividend ETF (DVY) is an exchange-traded fund issued by iShares that provides exposure to U.S. dividend-paying stocks selected for yield or dividend growth. It charges an above-average expense ratio of 0.38%. The fund offers an attractive dividend yield of 3.47%. Launched in 2003, the fund has a 23-year track record.

AUM: $22.0B ER: 0.38% Yield: 3.47% Since: Nov 3, 2003
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 1.31%. Launched in 2000, the fund has a 26-year track record.

AUM: $104.0B ER: 0.05% Yield: 1.31% Since: May 22, 2000

Quick Verdict

IJH is significantly cheaper at 0.05% vs 0.38% expense ratio, saving you approximately $648 per $10,000 invested over 10 years. IJH has edged ahead over the past year (16.1% vs 12.6%). Income investors may prefer DVY for its higher yield (3.5% vs 1.3%).

Key Metrics

Metric DVY IJH
Expense Ratio 0.38% 0.05%
Dividend Yield 3.5% 1.3%
Fund Family iShares iShares
Category US Dividend US Mid Cap

Performance Chart

Indexed to 100 at start (5-year comparison)

80 92 104 116 128 140 2021-04 2022-06 2023-09 2024-12 2026-04
DVY +30.7%
IJH +28.1%

Performance Comparison

Period DVY IJH Difference
1 Month -3.15% -5.55% +2.40%
3 Months +5.89% +1.78% +4.11%
6 Months +5.53% +3.54% +1.99%
YTD +5.89% +1.78% +4.11%
1 Year +12.56% +16.09% -3.53%
3 Years +28.73% +36.14% -7.41%
5 Years +30.67% +28.09% +2.58%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period DVY Fees IJH Fees You Save
$10.000 10 years $748 $100 $648
$10.000 20 years $3.173 $430 $2.743
$10.000 30 years $10.097 $1.388 $8.709
$50.000 10 years $3.739 $499 $3.240
$50.000 30 years $50.486 $6.941 $43.545
$100.000 30 years $100.972 $13.882 $87.089

Risk Metrics

Based on 5 years of daily returns

Metric DVY IJH
Annualized Volatility 15.5% 19.8%
Max Drawdown -22.1% -24.6%
Sharpe Ratio 0.13 0.12

Dividend Comparison

Metric DVY IJH
Annual Dividend (per share) $5.24 $0.89
Dividend Yield 3.47% 1.31%
Distribution Frequency Quarterly Quarterly

Top Holdings

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

DVY Top Holdings

NameWeight
Pfizer Inc.PFE2.33%
Altria Group, Inc.MO2.17%
Verizon Communications Inc.VZ2.01%
ONEOK, Inc.OKE1.93%
Prudential Financial, Inc.PRU1.81%
T. Rowe Price Group, Inc.TROW1.75%
LyondellBasell Industries N.V.LYB1.70%
General Mills, Inc.GIS1.62%
Edison InternationalEIX1.60%
Kimberly-Clark CorporationKMB1.57%

IJH Top Holdings

NameWeight
TechnipFMC plcFTI0.92%
Casey's General Stores, Inc.CASY0.84%
Curtiss-Wright CorporationCW0.78%
Flex Ltd.FLEX0.76%
United Therapeutics CorporationUTHR0.72%
XPO, Inc.XPO0.70%
Woodward, Inc.WWD0.67%
US Foods Holding Corp.USFD0.64%
FabrinetFN0.63%
Burlington Stores, Inc.BURL0.62%

Which One Should You Choose?

Choose IJH if...

you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.

Choose IJH if...

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

Choose DVY if...

you prioritize dividend income and want higher regular distributions from your portfolio.

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