ETF Versus

IJH vs IWM

iShares Core S&P Mid-Cap ETF vs iShares Russell 2000 ETF

Last updated: 2026-04-02

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
IWM iShares

iShares Russell 2000 ETF (IWM) 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 moderate expense ratio of 0.19%. The fund offers a moderate dividend yield of 1.02%. Launched in 2000, the fund has a 26-year track record.

AUM: $69.0B ER: 0.19% Yield: 1.02% Since: May 22, 2000

Quick Verdict

IJH is significantly cheaper at 0.05% vs 0.19% expense ratio, saving you approximately $277 per $10,000 invested over 10 years. Over the past year, IWM has significantly outperformed with a 25.1% return vs 16.1%.

Key Metrics

Metric IJH IWM
Expense Ratio 0.05% 0.19%
Dividend Yield 1.3% 1.0%
Fund Family iShares iShares
Category US Mid Cap US Small Cap

Performance Chart

Indexed to 100 at start (5-year comparison)

70 84 98 112 126 140 2021-04 2022-06 2023-09 2024-12 2026-04
IJH +28.1%
IWM +10.9%

Performance Comparison

Period IJH IWM Difference
1 Month -5.55% -5.40% -0.15%
3 Months +1.78% +0.31% +1.47%
6 Months +3.54% +1.52% +2.02%
YTD +1.78% +0.31% +1.47%
1 Year +16.09% +25.09% -9.00%
3 Years +36.14% +39.83% -3.69%
5 Years +28.09% +10.93% +17.16%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IJH Fees IWM Fees You Save
$10.000 10 years $100 $377 $277
$10.000 20 years $430 $1.613 $1.183
$10.000 30 years $1.388 $5.178 $3.789
$50.000 10 years $499 $1.884 $1.385
$50.000 30 years $6.941 $25.888 $18.947
$100.000 30 years $13.882 $51.776 $37.893

Risk Metrics

Based on 5 years of daily returns

Metric IJH IWM
Annualized Volatility 19.8% 22.6%
Max Drawdown -24.6% -33.1%
Sharpe Ratio 0.12 0.01

Dividend Comparison

Metric IJH IWM
Annual Dividend (per share) $0.89 $2.54
Dividend Yield 1.31% 1.02%
Distribution Frequency Quarterly Quarterly

Top Holdings

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

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%

IWM Top Holdings

NameWeight
Bloom Energy CorporationBE1.01%
FabrinetFN0.69%
Nextpower Inc.NXT0.61%
COEUR MINING INCCDE.NE0.60%
EchoStar CorporationSATS0.54%
Credo Technology Group Holding LtdCRDO0.53%
Kratos Defense & Security Solutions, Inc.KTOS0.45%
Sterling Infrastructure, Inc.STRL0.43%
Advanced Energy Industries, Inc.AEIS0.41%
Hecla Mining CompanyHL0.39%

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 IWM if...

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

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