Data as of Oct 28, 2026.
IJH vs RDVY: Differences, Returns & Fees
Over the year to Oct 28, 2026, IJH returned +13.2% to RDVY's +17.6%; 1% of their weight is in the same names.
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Net assets on Oct 27, 2026: $122.8bn for iShares Core S&P Mid-Cap ETF and $25.4bn for First Trust Rising Dividend Achievers ETF.
Pair scorecard
IJH costs 0.42 points a year less; their one-year returns differ by 4.4 points; IJH is 4.8 times larger.
| Measure | IJH | RDVY |
|---|---|---|
| Return | ||
| Total return, 1 year | +13.2% | +17.6% |
| Drawdown | ||
| Below its high | 6.5%, high on Aug 14, 2026 | 5.3%, high on Aug 13, 2026 |
| Benchmark | ||
| What it tracks | S&P MidCap 400 | Nasdaq US Rising Dividend Achievers Index |
| Cost and size | ||
| Expense ratio | 0.05% | 0.47% |
| Net assets, as of Oct 27, 2026 | $122.8bn | $25.4bn |
| Holdings | ||
| Holdings in common | 1% | |
| Top ten holdings, share of the fund | 7.2% | 22.1% |
Holdings in common uses holdings dated Oct 27, 2026. Method
What they share
By the books each fund has filed, IJH and RDVY hold 1% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
1% in common
Only in one fund ↓
Side by side
IJH and RDVY on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
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.
RDVY
RDVY tracks an index of Rising Dividend Achievers. Over the year to Oct 28, 2026 it returned +17.6% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.47% a year. By its holdings published by its issuer for Oct 27, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 72 positions, with the top ten at 22.1%. It sat 5.3% below its high of Aug 13, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, IJH or RDVY?
- In the year to Oct 28, 2026, with distributions reinvested, IJH returned +13.2% and RDVY +17.6%.
- Which is cheaper, IJH or RDVY?
- IJH is cheaper, by 0.42 percentage points a year. That is about $42 on $10,000 held for a year. Fees come from each fund's prospectus.
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 RDVY, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijh-vs-rdvy
ETFIQ. (Oct 28, 2026). IJH against RDVY. Retrieved from https://etfiq.com/compare/any/ijh-vs-rdvy
[IJH against RDVY (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/ijh-vs-rdvy)
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