Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
AIRR vs IJH: how they differ
Over the year AIRR returned more, +15.0% against +13.4%, and IJH charges 0.05% against 0.69%.
First Trust RBA American Industrial Renaissance ETF and iShares Core S&P Mid-Cap ETF.
What they hold in common
By the books each fund has filed, AIRR and IJH hold 8% of their money in the same securities at the same weight.
| Holding | AIRR | IJH |
|---|---|---|
| STERLING INFRASTRUCTURE INC | 6.00% | 0.71% |
| MASTEC INC | 4.18% | 0.71% |
| RBC BEARINGS INC | 1.85% | 0.56% |
| BWX TECHNOLOGIES INC | 2.97% | 0.49% |
| DYCOM INDUSTRIES INC | 3.76% | 0.42% |
| CLEAN HARBORS INC | 2.44% | 0.41% |
| MUELLER INDUSTRIES INC | 1.37% | 0.38% |
| OWENS CORNING | 3.90% | 0.35% |
| APPLIED INDUSTRIAL TECHNOLOGIES INC | 1.80% | 0.34% |
| SPX TECHNOLOGIES INC | 1.69% | 0.34% |
| ADVANCED DRAINAGE SYSTEMS INC | 2.29% | 0.31% |
| SAIA INC | 3.54% | 0.31% |
| Only in AIRR | Only in IJH |
|---|---|
| ARGAN INC 4.73% | TWILIO INC 0.86% |
| COMFORT SYSTEMS USA INC 4.42% | CARPENTER TECHNOLOGY CORP 0.85% |
| CH ROBINSON WORLDWIDE INC 4.08% | MKS INC 0.83% |
| EMCOR GROUP INC 3.75% | CURTISS-WRIGHT CORP 0.77% |
| POWELL INDUSTRIES INC 2.48% | ENTEGRIS INC 0.76% |
| HUNTINGTON INGALLS INDUSTRIES INC 2.45% | NVENT ELECTRIC PLC 0.76% |
| IES HOLDINGS INC 2.02% | ATI INC 0.74% |
| KARMAN HOLDINGS INC 1.88% | ILLUMINA INC 0.73% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.
| AIRR First Trust RBA American Industrial Renaissance ETF | IJH iShares Core S&P Mid-Cap ETF | |
|---|---|---|
| Where it sits | Thematic ETF | Core index fund |
| Issuer | First Trust | iShares |
| What it is | Reshoring and manufacturing | S&P MidCap 400 |
| Total return, 1 year | +15.0% | +13.4% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −2.5 pts | −4.1 pts |
| Expense ratio | 0.69% | 0.05% |
| Already in the S&P 500 | 5.5% | 0.0% |
| Holdings | 58 | 400 |
AIRR in plain words
By weight, 6% of AIRR's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 30% of the fund across 58 positions, as published by its issuer for Sep 10, 2026. Over the year to Sep 11, 2026 the fund returned +15.0% with distributions reinvested against +17.5% for the S&P 500, so a holder was behind by 2.5 pts. It sits 19.5% below its all-time high of Jun 22, 2026.
IJH in plain words
IJH is an index equity fund tracking the S&P MidCap 400. Over the year to Sep 11, 2026 it returned +13.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 400 positions, with the top ten at 7.7%. It sat 5.4% below its high of Aug 14, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, AIRR or IJH?
- In the year to Sep 12, 2026, with distributions reinvested, AIRR returned +15.0% and IJH returned +13.4%, so AIRR returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, AIRR or IJH?
- AIRR charges 0.69% a year and IJH charges 0.05%, so IJH is cheaper. Fees come from each fund's prospectus.
- How much do AIRR and IJH overlap with the S&P 500?
- By their latest filed holdings, 6% of AIRR and 0% of IJH by weight is stocks the S&P 500 already holds. Between the two funds, 8% of their books are the same securities at the same weight.
- Are AIRR and IJH the same kind of fund?
- No. AIRR is a thematic ETF and IJH is an index ETF, so they are built for different jobs. The table compares what both publish: return, cost and what each actually holds.
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, AIRR against IJH, data as of Sep 12, 2026. https://etfiq.com/compare/any/AIRR-IJH Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources