Data as of Oct 28, 2026.

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FPX vs IJH: Differences, Returns & Fees

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Over the year to Oct 28, 2026, FPX returned +2.9% to IJH's +13.2%; 6% of their weight is in the same names.

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Net assets on Oct 27, 2026: $1.4bn for First Trust US Equity Opportunities ETF and $122.8bn for iShares Core S&P Mid-Cap ETF.

At a glance
+2.9%
FPX total return, 1 year
+13.2%
IJH total return, 1 year
0.57%
FPX expense ratio
0.05%
IJH expense ratio

Pair scorecard

IJH costs 0.52 points a year less; their one-year returns differ by 10.3 points; IJH is far larger, $122.8bn against $1.4bn.

FPX vs IJH: Differences, Returns & Fees
MeasureFPXIJH
Return
Total return, 1 year+2.9%+13.2%
Drawdown
Below its high15.9%, high on Jun 30, 20266.5%, high on Aug 14, 2026
Benchmark
What it tracksIPOX -100 U.S. IndexS&P MidCap 400
Cost and size
Expense ratio0.57%0.05%
Net assets, as of Oct 27, 2026$1.4bn$122.8bn
Holdings
Holdings in common6%
Top ten holdings, share of the fund46.4%7.2%

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

What they share

6%

By the books each fund has filed, FPX and IJH hold 6% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

6% in common

Positions both hold · largest shared weight first FPX IJH
Roivant Sciences Ltd. 1.51% 0.58%
HF Sinclair Corp. 3.25% 0.52%
Exelixis, Inc. 1.11% 0.47%
Jazz Pharmaceuticals Plc 0.92% 0.39%
BorgWarner Inc. 0.78% 0.33%
MKS, Inc. 0.33% 0.42%
American Healthcare REIT, Inc. 1.43% 0.33%
DigitalOcean Holdings, Inc. 0.72% 0.30%
DT Midstream, Inc. 0.30% 0.38%
BrightSpring Health Services, Inc. 1.19% 0.29%
Crane Company 1.02% 0.28%
Maplebear Inc. (Instacart) 0.95% 0.28%
Only in one fund ↓
Only in FPX
Space Exploration Technologies Corp. (Class A) 9.24%
Eli Lilly and Company 8.28%
GE Vernova Inc. 7.36%
Sandisk Corporation 5.46%
Seagate Technology Holdings Plc 4.17%
Lumentum Holdings Inc. 2.67%
Corpay, Inc. 2.09%
Twilio Inc. (Class A) 2.01%
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

FPX First Trust US Equity Opportunities ETF IJH iShares Core S&P Mid-Cap ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index Tracks the S&P MidCap 400
Total return, 1 year +2.9% +13.2%
Its benchmark over the same days +13.7% (IVV) +12.8% (MDY)
Gap to its benchmark −10.8 pts vs IVV +0.4 pts vs MDY
Expense ratio 0.57% 0.05%
Already in the S&P 500 50.6% 0.0%
Holdings 99 409
Net assets, as of Oct 27, 2026 $1.4bn $122.8bn

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

Client brief · page 1 of 2 Report BR-0B0A8095AE

FPX and IJH do different jobs. What does each one do in a portfolio?

  1. What each follows. FPX follows IPOX -100 U.S. Index and IJH follows S&P MidCap 400.
  2. Holdings in common. 6% of the weight is in the same securities (holdings dated Oct 27, 2026).
  3. One-year total return. Over 1 year to Oct 28, 2026 FPX returned +2.9% and IJH +13.2% with distributions reinvested, a gap of 10.3 points.

Data as of Oct 28, 2026.

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About each fund
FPX

FPX tracks an index. Over the year to Oct 28, 2026 it returned +2.9% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.57% a year. By its holdings published by its issuer for Oct 27, 2026, 51% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 46.4%. It sat 15.9% below its high of Jun 30, 2026 on Oct 28, 2026.

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, FPX or IJH?
In the year to Oct 28, 2026, with distributions reinvested, FPX returned +2.9% and IJH +13.2%.
Which is cheaper, FPX or IJH?
IJH is cheaper, by 0.52 percentage points a year. That is about $52 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do FPX and IJH overlap with the S&P 500?
By their latest filed holdings, 51% of FPX and 0% of IJH by weight is stocks the S&P 500 already holds.
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ETFIQ, FPX against IJH, data as of Oct 28, 2026. https://etfiq.com/compare/any/fpx-vs-ijh

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