IJH vs PRFZ: Differences, Returns & Fees

IJH and PRFZ hold 17% of their weight in the same names, and PRFZ returned +16.1% over the year. Net assets on Oct 20, 2026: $122.5bn for iShares Core S&P Mid-Cap ETF and $2.6bn for Invesco RAFI US 1500 Small-Mid ETF.

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Answers cite the figures on this page.

IJH costs 0.31 points a year less; their one-year returns differ by 2.7 points; IJH is far larger, $122.5bn against $2.6bn.

IJH vs PRFZ: Differences, Returns & Fees
IJHPRFZ
Expense ratio0.05%0.36%
Net assets$122.5bn$2.6bn
Total return, 1 year+13.4%+16.1%
What it tracksS&P MidCap 400RAFI Fundamental Select US 1500 Index
Holdings in common17%
Top ten holdings, share of the fund7.1%4.0%
Below its high6.8%, high on Aug 14, 20266.9%, high on Aug 14, 2026

Holdings in common uses holdings dated Oct 19, 2026.

+13.4%
IJH total return, 1 year
+16.1%
PRFZ total return, 1 year
0.05%
IJH expense ratio
0.36%
PRFZ expense ratio

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Client brief · page 1 of 2Report BR-8318FF7D94

IJH and PRFZ 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 PRFZ follows RAFI Fundamental Select US 1500 Index.
  2. Holdings in common. 17% 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 PRFZ +16.1% with distributions reinvested, a gap of 2.7 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 PRFZ hold 17% of their money in the same securities at the same weight. Holdings dated Oct 19, 2026.

half

17% in common

Positions both hold, largest shared weight first
Holding IJH PRFZ
DOCUSIGN 0.43% 0.42%
SHARKNINJA 0.46% 0.41%
DYNATRACE INC 0.53% 0.38%
ATI 0.76% 0.34%
HALOZYME THERAPEUTICS 0.41% 0.34%
ROIVANT SCIENCES LTD 0.56% 0.32%
MANHATTAN ASSOCIATES 0.39% 0.31%
CORCEPT THERAPEUTICS 0.32% 0.30%
WATTS WATER TECHNOLOGIES CLASS A 0.29% 0.28%
HUBSPOT 0.35% 0.28%
UMB FINANCIAL 0.28% 0.27%
GUIDEWIRE SOFTWARE 0.42% 0.27%
Only in IJH
OKTA CLASS A 0.93%
TECHNIPFMC PLC 0.81%
UNITED THERAPEUTICS 0.69%
NVENT ELECTRIC PLC 0.68%
ENTEGRIS INC 0.65%
US FOODS HOLDING 0.64%
XPO 0.64%
TENET HEALTHCARE CORP 0.63%
Only in PRFZ
Iovance Biotherapeutics Inc 0.46%
Paycom Software Inc 0.45%
Crescent Energy Co 0.42%
10X Genomics Inc 0.39%
Par Pacific Holdings Inc 0.38%
Cracker Barrel Old Country Store Inc 0.38%
Iridium Communications Inc 0.34%
Bio-Techne Corp 0.34%

Check overlap with more funds →

On the same fields

IJH
iShares Core S&P Mid-Cap ETF
PRFZ
Invesco RAFI US 1500 Small-Mid 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% +16.1%
Its benchmark over the same days +13.1% (MDY) +15.0% (IWV)
Gap to its benchmark +0.3 pts vs MDY +1.0 pts vs IWV
Expense ratio 0.05% 0.36%
Already in the S&P 500 0.0% 1.8%
Holdings 410 1491
Net assets $122.5bn $2.6bn

IJH and PRFZ 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 PRFZ

PRFZ tracks an index. The prospectus expense ratio is 0.36% a year. By its holdings published by its issuer for Oct 19, 2026, 2% of the fund by weight is stocks the S&P 500 also holds, across 1,491 positions, with the top ten at 4.0%. It sat 6.9% below its high of Aug 14, 2026 on Oct 20, 2026.

Over the year to Oct 20, 2026 it returned +16.1% 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 PRFZ?
In the year to Oct 20, 2026, with distributions reinvested, IJH returned +13.4% and PRFZ +16.1%.
Which is cheaper, IJH or PRFZ?
IJH is cheaper, by 0.31 percentage points a year. That is about $31 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IJH and PRFZ overlap with the S&P 500?
By their latest filed holdings, 0% of IJH and 2% of PRFZ by weight is stocks the S&P 500 already holds.
Cite this pageCitation, APA and Markdown

ETFIQ, IJH against PRFZ, data as of Oct 20, 2026. https://etfiq.com/compare/any/ijh-vs-prfz

Open data

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