IJH vs IWR: Differences, Returns & Fees
IJH and IWR hold 22% of their weight in the same names, and IWR returned +15.1% over the year. Net assets on Oct 20, 2026: $122.5bn for iShares Core S&P Mid-Cap ETF and $57.0bn for iShares Russell Mid-Cap ETF.
IJH costs 0.13 points a year less; their one-year returns differ by 1.7 points; IJH is 2.1 times larger.
| IJH | IWR | |
|---|---|---|
| Expense ratio | 0.05% | 0.18% |
| Net assets | $122.5bn | $57.0bn |
| Total return, 1 year | +13.4% | +15.1% |
| What it tracks | S&P MidCap 400 | Russell Midcap Index |
| Holdings in common | 22% | |
| Top ten holdings, share of the fund | 7.1% | 6.8% |
| Below its high | 6.8%, high on Aug 14, 2026 | 4.3%, high on Aug 14, 2026 |
Holdings in common uses holdings dated Oct 19, 2026.
IJH and IWR are built for the same job. How do they differ in cost, holdings and results?
- What each follows. IJH follows S&P MidCap 400 and IWR follows Russell Midcap Index.
- Holdings in common. 22% of the weight is in the same securities (holdings dated Oct 19, 2026).
- Cost. IJH charges 0.05% of assets a year and IWR 0.18%, a gap of 0.13 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 IWR hold 22% of their money in the same securities at the same weight. Holdings dated Oct 19, 2026.
half
22% in common
On the same fields
IJH and IWR 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 IWR
IWR tracks an index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 19, 2026, 62% of the fund by weight is stocks the S&P 500 also holds, across 825 positions, with the top ten at 6.8%. It sat 4.3% below its high of Aug 14, 2026 on Oct 20, 2026.
Over the year to Oct 20, 2026 it returned +15.1% with distributions reinvested, against +15.0% for its benchmark, the Russell 3000 Index.
Questions people ask
- Which returned more over the last year, IJH or IWR?
- In the year to Oct 20, 2026, with distributions reinvested, IJH returned +13.4% and IWR +15.1%.
- Which is cheaper, IJH or IWR?
- IJH is cheaper, by 0.13 percentage points a year. That is about $13 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. 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.
Cite this pageCitation, APA and Markdown
ETFIQ, IJH against IWR, data as of Oct 20, 2026. https://etfiq.com/compare/any/ijh-vs-iwr
ETFIQ. (Oct 20, 2026). IJH against IWR. Retrieved from https://etfiq.com/compare/any/ijh-vs-iwr
[IJH against IWR (ETFIQ, Oct 20, 2026)](https://etfiq.com/compare/any/ijh-vs-iwr)
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