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

In the year to Oct 28, 2026, with distributions reinvested, IJH returned +13.2% and SDY +16.5%.

Which is cheaper, IJH or SDY?

IJH is cheaper, by 0.30 percentage points a year. That is about $30 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 0% of IJH and 84% of SDY by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IJH vs SDY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJH returned +13.2% to SDY's +16.5%; 9% 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 $21.9bn for State Street SPDR S&P Dividend ETF.

IJH on its own →SDY on its own →

At a glance

+13.2%

IJH total return, 1 year

+16.5%

SDY total return, 1 year

0.05%

IJH expense ratio

0.35%

SDY expense ratio

Pair scorecard

IJH costs 0.30 points a year less; their one-year returns differ by 3.3 points; IJH is 5.6 times larger.

IJH vs SDY: Differences, Returns & Fees
Measure	IJH	SDY
Return
Measure	IJH	SDY
Total return, 1 year	+13.2%	+16.5%
Drawdown
Measure	IJH	SDY
Below its high	6.5%, high on Aug 14, 2026
Benchmark
Measure	IJH	SDY
What it tracks	S&P MidCap 400	S&P High Yield Dividend Aristocrats Index
Cost and size
Measure	IJH	SDY
Expense ratio	0.05%	0.35%
Net assets, as of Oct 27, 2026	$122.8bn	$21.9bn
Holdings
Measure	IJH	SDY
Holdings in common	9%
Top ten holdings, share of the fund	7.2%	20.4%

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

What they share

By the books each fund has filed, IJH and SDY hold 9% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

9% in common

Positions both hold · largest shared weight first IJH SDY

ROYAL GOLD 0.59% 0.48%

LINCOLN ELECTRIC HOLDINGS 0.45% 0.57%

CARLISLE COMPANIES 0.40% 0.55%

RPM INTERNATIONAL INC 0.37% 0.54%

ESSENTIAL UTILITIES INC 0.35% 0.49%

RB GLOBAL 0.46% 0.35%

EQUITY LIFESTYLE PROPERTIES REIT I 0.34% 0.47%

GRACO 0.31% 0.47%

SEI INVESTMENTS 0.31% 0.35%

RYDER SYSTEM 0.31% 0.43%

AMERICAN FINANCIAL GROUP 0.30% 0.43%

TORO 0.29% 0.43%

Only in one fund ↓

Only in IJH

OKTA CLASS A 1.10%

TECHNIPFMC PLC 0.82%

UNITED THERAPEUTICS 0.74%

ENTEGRIS INC 0.67%

ATI 0.66%

US FOODS HOLDING 0.65%

RELIANCE STEEL & ALUMINUM 0.65%

XPO 0.64%

Only in SDY

ACCENTURE PLC CL A 3.73%

VERIZON COMMUNICATIONS INC 2.81%

CHEVRON CORP 2.15%

REALTY INCOME CORP 1.94%

PEPSICO INC 1.82%

MEDTRONIC PLC 1.79%

TARGET CORP 1.59%

AUTOMATIC DATA PROCESSING 1.55%

Check overlap with more funds →

Side by side

IJH iShares Core S&P Mid-Cap ETF SDY State Street SPDR S&P Dividend ETF

Where it sits Stock ETF Stock ETF

Issuer iShares State Street

What it is Tracks the S&P MidCap 400 Tracks the S&P Dividend

Total return, 1 year +13.2% +16.5%

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% 0.35%

Already in the S&P 500 0.0% 84.4%

Holdings 409 156

Net assets, as of Oct 27, 2026 $122.8bn $21.9bn

IJH and SDY 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.

SDY

SDY tracks the S&P Dividend. Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested. The prospectus expense ratio is 0.35% a year. By its holdings published by its issuer for Oct 27, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 156 positions, with the top ten at 20.4%.

Questions people ask

Which returned more over the last year, IJH or SDY?: In the year to Oct 28, 2026, with distributions reinvested, IJH returned +13.2% and SDY +16.5%.
Which is cheaper, IJH or SDY?: IJH is cheaper, by 0.30 percentage points a year. That is about $30 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IJH and SDY overlap with the S&P 500?: By their latest filed holdings, 0% of IJH and 84% of SDY by weight is stocks the S&P 500 already holds.

Other comparisons

IJH vs RSP IJH vs NOBL IJH vs VOE COWZ vs IJH SDY vs VFLO SDY vs VO MDY vs SDY MOAT vs SDY

Where to next

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

Sources and dates

IJH filings on SEC EDGAR ↗

IJH prospectus with the expense ratio (SEC) ↗

iShares page for IJH ↗

SDY filings on SEC EDGAR ↗

SDY prospectus with the expense ratio (SEC) ↗

State Street website ↗

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 SDY, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijh-vs-sdy

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