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

In the year to Oct 28, 2026, with distributions reinvested, IJH returned +13.2% and IYE +58.8%.

Which is cheaper, IJH or IYE?

IJH is cheaper, by 0.32 percentage points a year. That is about $32 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 0% of IJH and 67% of IYE by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IJH vs IYE: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJH returned +13.2% to IYE's +58.8%; 5% of their weight is in the same names.

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Net assets: $122.8bn on Oct 27, 2026 for iShares Core S&P Mid-Cap ETF, and $1.8bn on Oct 28, 2026 for iShares U.S. Energy ETF.

IJH on its own →IYE on its own →

At a glance

+13.2%

IJH total return, 1 year

+58.8%

IYE total return, 1 year

0.05%

IJH expense ratio

0.37%

IYE expense ratio

Pair scorecard

IJH costs 0.32 points a year less; their one-year returns differ by 45.6 points; IJH is far larger, $122.8bn against $1.8bn.

IJH vs IYE: Differences, Returns & Fees
Measure	IJH	IYE
Return
Measure	IJH	IYE
Total return, 1 year	+13.2%	+58.8%
Drawdown
Measure	IJH	IYE
Below its high	6.5%, high on Aug 14, 2026
Benchmark
Measure	IJH	IYE
What it tracks	S&P MidCap 400	Russell 1000 Energy RIC 22
Cost and size
Measure	IJH	IYE
Expense ratio	0.05%	0.37%
Net assets, as of Oct 27, 2026	$122.8bn	$1.8bn
Holdings
Measure	IJH	IYE
Holdings in common	5%
Top ten holdings, share of the fund	7.2%	71.5%

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

What they share

By the books each fund has filed, IJH and IYE 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 IJH IYE

TECHNIPFMC PLC 0.82% 1.10%

PERMIAN RESOURCES CLASS A 0.62% 0.80%

OVINTIV 0.57% 0.78%

HF SINCLAIR 0.52% 0.69%

RANGE RESOURCES 0.39% 0.52%

DT MIDSTREAM 0.38% 0.52%

ANTERO RESOURCES 0.38% 0.50%

NEXTPOWER INC 0.35% 0.48%

VIPER ENERGY INC CLASS A 0.26% 0.34%

CHORD ENERGY 0.24% 0.34%

NOV 0.21% 0.29%

ANTERO MIDSTREAM 0.20% 0.28%

Only in one fund ↓

Only in IJH

OKTA CLASS A 1.10%

UNITED THERAPEUTICS 0.74%

ENTEGRIS INC 0.67%

ATI 0.66%

US FOODS HOLDING 0.65%

RELIANCE STEEL & ALUMINUM 0.65%

XPO 0.64%

NVENT ELECTRIC PLC 0.64%

Only in IYE

EXXONMOBIL HOLDINGS CORP 23.48%

CHEVRON 16.24%

CONOCOPHILLIPS 6.74%

MARATHON PETROLEUM 4.68%

VALERO ENERGY CORP 4.07%

PHILLIPS 66 3.97%

WILLIAMS 3.37%

EOG RESOURCES 3.28%

Check overlap with more funds →

Side by side

IJH iShares Core S&P Mid-Cap ETF IYE iShares U.S. Energy ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks the S&P MidCap 400 Tracks an index of U.S. Energy

Total return, 1 year +13.2% +58.8%

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

Gap to its benchmark +0.4 pts vs MDY not measured

Expense ratio 0.05% 0.37%

Already in the S&P 500 0.0% 67.1%

Holdings 409 41

Net assets, IJH as of Oct 27, 2026 and IYE as of Oct 28, 2026 $122.8bn $1.8bn

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

Alert

About each fund

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.

IYE

IYE tracks an index of U.S. Energy. Over the year to Oct 28, 2026 it returned +58.8% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 67% of the fund by weight is stocks the S&P 500 also holds, across 41 positions, with the top ten at 71.5%.

Questions people ask

Which returned more over the last year, IJH or IYE?: In the year to Oct 28, 2026, with distributions reinvested, IJH returned +13.2% and IYE +58.8%.
Which is cheaper, IJH or IYE?: IJH is cheaper, by 0.32 percentage points a year. That is about $32 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IJH and IYE overlap with the S&P 500?: By their latest filed holdings, 0% of IJH and 67% of IYE by weight is stocks the S&P 500 already holds.

Other comparisons

IJH vs XOP IJH vs VDE IJH vs XLE IJH vs XHB IYE vs VO IYE vs MDY IYE vs MOAT IYE vs VXF

Where to next

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

Sources and dates

IJH and IYE filings on SEC EDGAR ↗

IJH prospectus with the expense ratio (SEC) ↗

iShares page for IJH ↗

IYE prospectus with the expense ratio (SEC) ↗

iShares page for IYE ↗

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.

Cite this pageCitation, APA and Markdown

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

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