IJH vs IMCB: Differences, Returns & Fees

IJH and IMCB hold 5% of their weight in the same names, and IMCB returned +19.2% over the year. Net assets on Oct 20, 2026: $122.5bn for iShares Core S&P Mid-Cap ETF and $1.7bn for iShares Morningstar Mid-Cap ETF.

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Answers cite the figures on this page.

IMCB costs 0.01 points a year less; their one-year returns differ by 5.8 points; IJH is far larger, $122.5bn against $1.7bn.

IJH vs IMCB: Differences, Returns & Fees
IJHIMCB
Expense ratio0.05%0.04%
Net assets$122.5bn$1.7bn
Total return, 1 year+13.4%+19.2%
What it tracksS&P MidCap 400Morningstar US Mid Cap Index
Holdings in common5%
Top ten holdings, share of the fund7.1%7.9%
Below its high6.8%, high on Aug 14, 20263.3%, high on Aug 14, 2026

Holdings in common uses holdings dated Oct 19, 2026.

+13.4%
IJH total return, 1 year
+19.2%
IMCB total return, 1 year
0.05%
IJH expense ratio
0.04%
IMCB expense ratio

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Client brief · page 1 of 2Report BR-57871C1C0A

IJH and IMCB are built for the same job. How do they differ in cost, holdings and results?

  1. What each follows. IJH follows S&P MidCap 400 and IMCB follows Morningstar US Mid Cap Index.
  2. Holdings in common. 5% of the weight is in the same securities (holdings dated Oct 19, 2026).
  3. One-year total return. Over 1 year to Oct 20, 2026 IJH returned +13.4% and IMCB +19.2% with distributions reinvested, a gap of 5.8 points.

Data as of Oct 20, 2026. The differences are picked by a fixed rule, in a fixed order; the PDF prints it. Page 2 has the returns, overlap, risks and sources.

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What they hold in common

By the books each fund has filed, IJH and IMCB hold 5% of their money in the same securities at the same weight. Holdings dated Oct 19, 2026.

half

5% in common

Positions both hold, largest shared weight first
Holding IJH IMCB
ATI 0.76% 0.18%
TECHNIPFMC PLC 0.81% 0.18%
NVENT ELECTRIC PLC 0.68% 0.16%
ENTEGRIS INC 0.65% 0.15%
RELIANCE STEEL & ALUMINUM 0.63% 0.15%
TENET HEALTHCARE CORP 0.63% 0.15%
US FOODS HOLDING 0.64% 0.15%
XPO 0.64% 0.15%
ROYAL GOLD 0.59% 0.14%
UNITED THERAPEUTICS 0.69% 0.14%
WOODWARD 0.57% 0.14%
CARPENTER TECHNOLOGY 0.55% 0.13%
Only in IJH
OKTA CLASS A 0.93%
ROKU CLASS A 0.61%
HF SINCLAIR 0.57%
NUTANIX CLASS A 0.54%
DYNATRACE INC 0.53%
REINSURANCE GROUP OF AMERICA 0.52%
SHARKNINJA 0.46%
EXELIXIS INC 0.46%
Only in IMCB
MARATHON PETROLEUM 0.93%
DELL TECHNOLOGIES INC CLASS C 0.91%
VALERO ENERGY CORP 0.87%
PHILLIPS 66 0.81%
AUTOMATIC DATA PROCESSING INC 0.80%
FORTINET 0.75%
SNOWFLAKE 0.74%
FREEPORT MCMORAN INC 0.70%

Check overlap with more funds →

On the same fields

IJH
iShares Core S&P Mid-Cap ETF
IMCB
iShares Morningstar Mid-Cap ETF
Where it sits Stock ETF Stock ETF
What it is Tracks the S&P MidCap 400 Tracks an index
Total return, 1 year +13.4% +19.2%
Its benchmark over the same days +13.1% (MDY) not measured
Gap to its benchmark +0.3 pts vs MDY not measured
Expense ratio 0.05% 0.04%
Already in the S&P 500 0.0% 86.3%
Holdings 410 394
Net assets $122.5bn $1.7bn

IJH and IMCB on the fields both publish, as of Oct 20, 2026. Source: ETFIQ.

About IJH

IJH tracks the S&P MidCap 400. Over the year to Oct 20, 2026 it returned +13.4% with distributions reinvested, against +13.1% 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 19, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 410 positions, with the top ten at 7.1%. It sat 6.8% below its high of Aug 14, 2026 on Oct 20, 2026.

About IMCB

IMCB tracks an index. Over the year to Oct 20, 2026 it returned +19.2% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer for Oct 19, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 394 positions, with the top ten at 7.9%. It sat 3.3% below its high of Aug 14, 2026 on Oct 20, 2026.

Questions people ask

Which returned more over the last year, IJH or IMCB?
In the year to Oct 20, 2026, with distributions reinvested, IJH returned +13.4% and IMCB +19.2%.
Which is cheaper, IJH or IMCB?
IMCB is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IJH and IMCB overlap with the S&P 500?
By their latest filed holdings, 0% of IJH and 86% of IMCB by weight is stocks the S&P 500 already holds.
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ETFIQ, IJH against IMCB, data as of Oct 20, 2026. https://etfiq.com/compare/any/ijh-vs-imcb

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