IJH vs IVV
iShares Core S&P Mid-Cap ETF vs iShares Core S&P 500 ETF
Which is better, IJH or IVV?
Mid Cap Blend against Large Cap Blend.
IVV has a lower expense ratio. IJH led over the full window, IVV over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.91. IJH is less concentrated, with 7.8% of the fund in its ten largest positions against 37.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IJH | IVV |
|---|---|---|
| Expense Ratio | 0.05% | 0.03%Best |
| AUM | $123.7B | $876.4B |
| Dividend Yield | 1.18% | 1.06% |
| Holdings | 413 | 508 |
| YTD Return | +10.92% | +11.57%Best |
| 1Y Return | +14.38% | +17.57%Best |
| 3Y Return (annualized) | +14.03% | +20.71%Best |
| 5Y Return (annualized) | +7.97% | +12.80%Best |
| Volatility (annualized) | 17.7% | 15.1%Best |
| Max Drawdown | -56.1%Best | -56.5% |
| $10,000 over 5 years | $14,673 | $18,262Best |
| Top 10 Weight | 7.8%Best | 37.9% |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | May 22, 2000 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: May 26, 2000 to Sep 10, 2026 (26.3 years).
IJH vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 26.3 years both funds cover.
IJH vs IVV Performance
iShares Core S&P Mid-Cap ETF (IJH) is an ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year IJH returned +14.38% while IVV returned +17.57%. Year to date, IJH is up 10.92% versus a gain of 11.57% for IVV.
Over three years, IJH compounded at +14.03% per year against +20.71% for IVV; over five years the annualized figures are +7.97% and +12.80% respectively. Across the full 26-year window we track, IJH has the edge at +8.56% annualized vs +7.03%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IJH has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.1% for IJH and -56.5% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IJH charges 0.05% per year while IVV charges 0.03%. On a $10,000 position that is $5 vs $3 annually, a gap of $2 per year that compounds over a long holding period. On income, IJH currently yields 1.18% against 1.06% for IVV.
Holdings Overlap
0.1% of IJH's money is in holdings IVV also owns. 0.2% of IVV's money is in holdings IJH also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 400 positions we hold weights for in IJH and 505 in IVV, against full books of 413 and 508.
What only one of them owns
Our book lists 494 positions for IVV that do not appear in our book for IJH (99.2% of the fund), and 391 for IJH that do not appear in IVV (96.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IJH | Weight in IVV | Difference |
|---|---|---|---|
| XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares | 0.13% | 0.18% | 0.05% |
You are not choosing between two funds in isolation.
Whichever of IJH and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IJH or IVV?
IJH has an expense ratio of 0.05% while IVV charges 0.03%. IVV is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, IJH or IVV?
Over the past year IJH returned +14.38% vs +17.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (26 years), IJH annualized +8.56% vs +7.03% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IJH or IVV?
IJH has been the more volatile fund at 17.7% annualized versus 15.1% for IVV. Worst drawdown: IJH -56.1% vs IVV -56.5%.
Should I hold both IJH and IVV?
IJH and IVV have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, IJH or IVV?
IJH yields 1.18% while IVV yields 1.06%, so IJH currently pays the higher dividend yield.
Is IVV better than IJH?
IVV has a lower expense ratio. IJH led over the full window, IVV over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.91. IJH is less concentrated, with 7.8% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.