Which returned more over the last year, DVY or IJH?

In the year to Oct 28, 2026, with distributions reinvested, DVY returned +17.1% and IJH +13.2%.

Which is cheaper, DVY or IJH?

IJH is cheaper, by 0.33 percentage points a year. That is about $33 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do DVY and IJH overlap with the S&P 500?

By their latest filed holdings, 80% of DVY and 0% of IJH by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

DVY vs IJH: Differences, Returns & Fees

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Over the year to Oct 28, 2026, DVY returned +17.1% to IJH's +13.2%; 5% of their weight is in the same names.

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Net assets on Oct 27, 2026: $23.4bn for iShares Select Dividend ETF and $122.8bn for iShares Core S&P Mid-Cap ETF.

DVY on its own →IJH on its own →

At a glance

+17.1%

DVY total return, 1 year

+13.2%

IJH total return, 1 year

0.38%

DVY expense ratio

0.05%

IJH expense ratio

Pair scorecard

IJH costs 0.33 points a year less; their one-year returns differ by 3.9 points; IJH is 5.2 times larger.

DVY vs IJH: Differences, Returns & Fees
Measure	DVY	IJH
Return
Measure	DVY	IJH
Total return, 1 year	+17.1%	+13.2%
Drawdown
Measure	DVY	IJH
Below its high		6.5%, high on Aug 14, 2026
Benchmark
Measure	DVY	IJH
What it tracks	Dow Jones U.S. Select Dividend Index	S&P MidCap 400
Cost and size
Measure	DVY	IJH
Expense ratio	0.38%	0.05%
Net assets, as of Oct 27, 2026	$23.4bn	$122.8bn
Holdings
Measure	DVY	IJH
Holdings in common	5%
Top ten holdings, share of the fund	19.7%	7.2%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, DVY and IJH hold 5% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

5% in common

Positions both hold · largest shared weight first DVY IJH

HF SINCLAIR 1.36% 0.52%

UNUM 1.03% 0.38%

FIRST HORIZON 0.91% 0.32%

WATSCO 0.74% 0.31%

OGE ENERGY 0.83% 0.29%

FIDELITY NATIONAL FINANCIAL INC 0.87% 0.28%

OLD REPUBLIC INTERNATIONAL 0.72% 0.25%

UGI 0.75% 0.25%

CHORD ENERGY 0.69% 0.24%

IDACORP 0.63% 0.24%

VALLEY NATIONAL 0.62% 0.20%

SOUTHWEST GAS HOLDINGS 0.50% 0.20%

Only in one fund ↓

Only in DVY

HP INC 2.54%

PFIZER 2.42%

ALTRIA GROUP INC 2.27%

PRUDENTIAL FINANCIAL INC 2.12%

T ROWE PRICE GROUP 2.00%

ONEOK 1.87%

KIMBERLY CLARK 1.65%

VERIZON COMMUNICATIONS INC 1.65%

Only in IJH

OKTA CLASS A 1.10%

TECHNIPFMC PLC 0.82%

UNITED THERAPEUTICS 0.74%

ENTEGRIS INC 0.67%

ATI 0.66%

US FOODS HOLDING 0.65%

RELIANCE STEEL & ALUMINUM 0.65%

XPO 0.64%

Check overlap with more funds →

Side by side

DVY iShares Select Dividend ETF IJH iShares Core S&P Mid-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index of US dividend Tracks the S&P MidCap 400

Total return, 1 year +17.1% +13.2%

Its benchmark over the same days not measured +12.8% (MDY)

Gap to its benchmark not measured +0.4 pts vs MDY

Expense ratio 0.38% 0.05%

Already in the S&P 500 80.1% 0.0%

Holdings 101 409

Net assets, as of Oct 27, 2026 $23.4bn $122.8bn

DVY and IJH on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

DVY

DVY tracks an index of US dividend. Over the year to Oct 28, 2026 it returned +17.1% with distributions reinvested. The prospectus expense ratio is 0.38% a year. By its holdings published by its issuer for Oct 27, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 101 positions, with the top ten at 19.7%.

IJH

IJH tracks the S&P MidCap 400. Over the year to Oct 28, 2026 it returned +13.2% with distributions reinvested, against +12.8% for its benchmark, the S&P MidCap 400. The prospectus expense ratio is 0.05% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 409 positions, with the top ten at 7.2%. It sat 6.5% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, DVY or IJH?: In the year to Oct 28, 2026, with distributions reinvested, DVY returned +17.1% and IJH +13.2%.
Which is cheaper, DVY or IJH?: IJH is cheaper, by 0.33 percentage points a year. That is about $33 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do DVY and IJH overlap with the S&P 500?: By their latest filed holdings, 80% of DVY and 0% of IJH by weight is stocks the S&P 500 already holds.

Other comparisons

DVY vs VFLO DVY vs VO DVY vs MDY DVY vs MOAT IJH vs RSP IJH vs VOE IJH vs SDY IJH vs NOBL

Where to next

DVY on its own →IJH on its own →Hold both: look the portfolio through →Rankings →DVY dividend history →DVY holdings →IJH dividend history →IJH holdings →Standards and sources →

Sources and dates

DVY and IJH filings on SEC EDGAR ↗

DVY prospectus with the expense ratio (SEC) ↗

iShares page for DVY ↗

IJH prospectus with the expense ratio (SEC) ↗

iShares page for IJH ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

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ETFIQ, DVY against IJH, data as of Oct 28, 2026. https://etfiq.com/compare/any/dvy-vs-ijh

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.