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

In the year to Nov 4, 2026, with distributions reinvested, IJH returned +17.4% and SMMD +22.4%.

Which is cheaper, IJH or SMMD?

IJH is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 0% of IJH and 10% of SMMD by weight is stocks the S&P 500 already holds.

Data as of Nov 4, 2026.

Across categories

IJH vs SMMD: Differences, Returns & Fees

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Over the year to Nov 4, 2026, IJH returned +17.4% to SMMD's +22.4%; 37% of their weight is in the same names.

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Net assets on Nov 3, 2026: $124.6bn for iShares Core S&P Mid-Cap ETF and $4.2bn for iShares Russell 2500 ETF.

IJH on its own →SMMD on its own →

At a glance

+17.4%

IJH total return, 1 year

+22.4%

SMMD total return, 1 year

0.05%

IJH expense ratio

0.15%

SMMD expense ratio

Pair scorecard

IJH costs 0.10 points a year less; their one-year returns differ by 5.0 points; IJH is far larger, $125.4bn against $4.2bn.

IJH vs SMMD: Differences, Returns & Fees
Measure	IJH	SMMD
Return
Measure	IJH	SMMD
Total return, 1 year	+17.4%	+22.4%
Drawdown
Measure	IJH	SMMD
Below its high	4.9%, high on Aug 14, 2026	5.3%, high on Aug 14, 2026
Benchmark
Measure	IJH	SMMD
What it tracks	S&P MidCap 400	Russell 2500 Index
Cost and size
Measure	IJH	SMMD
Expense ratio	0.05%	0.15%
Net assets	$125.4bn	$4.2bn
Holdings
Measure	IJH	SMMD
Holdings in common	37%
Top ten holdings, share of the fund	6.7%	43.4%

Method

What they share

37%

By the books each fund has filed, IJH and SMMD hold 37% of their money in the same securities at the same weight. Holdings dated Nov 3, 2026.

50%

0 half 100%

half

37% in common

Positions both hold · largest shared weight first IJH SMMD

ATI 0.71% 0.34%

RELIANCE STEEL & ALUMINUM 0.66% 0.31%

US FOODS HOLDING 0.64% 0.31%

TENET HEALTHCARE CORP 0.62% 0.30%

NVENT ELECTRIC PLC 0.61% 0.29%

ROKU CLASS A 0.61% 0.29%

WOODWARD 0.57% 0.28%

ROYAL GOLD 0.57% 0.27%

PERMIAN RESOURCES CLASS A 0.58% 0.26%

ROIVANT SCIENCES LTD 0.57% 0.26%

API GROUP 0.52% 0.25%

EAST WEST BANCORP 0.53% 0.25%

Only in one fund ↓

Only in IJH

TECHNIPFMC PLC 0.76%

UNITED THERAPEUTICS 0.75%

ENTEGRIS INC 0.68%

XPO 0.65%

CURTISS WRIGHT 0.53%

RB GLOBAL 0.50%

TOAST CLASS A 0.50%

CARLISLE COMPANIES 0.45%

Only in SMMD

ISHARES RUSSELL 2000 ETF 40.62%

GUARDANT HEALTH 0.31%

PACKAGING CORP OF AMERICA 0.31%

VIATRIS 0.31%

NISOURCE 0.30%

SOFI TECHNOLOGIES 0.30%

AFFIRM HOLDINGS CLASS A 0.28%

SKYWORKS SOLUTIONS 0.27%

Check overlap with more funds →

Side by side

IJH iShares Core S&P Mid-Cap ETF SMMD iShares Russell 2500 ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks the S&P MidCap 400 Tracks an index

Total return, 1 year +17.4% +22.4%

Its benchmark over the same days +17.1% (MDY) +14.8% (IWV)

Gap to its benchmark +0.3 pts vs MDY +7.6 pts vs IWV

Expense ratio 0.05% 0.15%

Already in the S&P 500 0.0% 10.3%

Holdings 411 516

Net assets, as of Nov 3, 2026 $124.6bn $4.2bn

IJH and SMMD on the fields both publish, as of Nov 4, 2026. Source: ETFIQ.

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About each fund

IJH

IJH tracks the S&P MidCap 400. Over the year to Nov 4, 2026 it returned +17.4% with distributions reinvested, against +17.1% 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 Nov 3, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 411 positions, with the top ten at 6.7%. It sat 4.9% below its high of Aug 14, 2026 on Nov 4, 2026.

SMMD

Over the year to Nov 4, 2026 it returned +22.4% with distributions reinvested, against +14.8% for its benchmark, the Russell 3000 Index.

SMMD tracks an index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Nov 3, 2026, 10% of the fund by weight is stocks the S&P 500 also holds, across 516 positions, with the top ten at 43.4%. It sat 5.3% below its high of Aug 14, 2026 on Nov 4, 2026.

Questions people ask

Which returned more over the last year, IJH or SMMD?: In the year to Nov 4, 2026, with distributions reinvested, IJH returned +17.4% and SMMD +22.4%.
Which is cheaper, IJH or SMMD?: IJH is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IJH and SMMD overlap with the S&P 500?: By their latest filed holdings, 0% of IJH and 10% of SMMD by weight is stocks the S&P 500 already holds.

Other comparisons

IJH vs XMHQ IJH vs MLRG IJH vs IWR IJH vs VO SMMD vs VO IWR vs SMMD SMMD vs VXF MDY vs SMMD

Where to next

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

Sources and dates

IJH and SMMD filings on SEC EDGAR ↗

IJH and SMMD prospectus with the expense ratio (SEC) ↗

iShares page for IJH ↗

iShares page for SMMD ↗

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 SMMD, data as of Nov 4, 2026. https://etfiq.com/compare/any/ijh-vs-smmd

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