IJH vs XMMO: Differences, Returns & Fees

IJH and XMMO hold 25% of their weight in the same names, and IJH returned +13.4% over the year. Net assets on Oct 20, 2026: $122.5bn for iShares Core S&P Mid-Cap ETF and $6.8bn for Invesco S&P MidCap Momentum ETF.

Ask IQ about this page

Ask IQ about IJH and XMMO

Answers cite the figures on this page.

IJH costs 0.29 points a year less; their one-year returns differ by 8.8 points; IJH is 18.0 times larger.

IJH vs XMMO: Differences, Returns & Fees
IJHXMMO
Expense ratio0.05%0.34%
Net assets$122.5bn$6.8bn
Total return, 1 year+13.4%+4.6%
What it tracksS&P MidCap 400S&P MidCap 400 Momentum Index
Holdings in common25%
Top ten holdings, share of the fund7.1%29.4%
Below its high6.8%, high on Aug 14, 202619.0%, high on Jun 22, 2026

Holdings in common uses holdings dated Oct 19, 2026.

+13.4%
IJH total return, 1 year
+4.6%
XMMO total return, 1 year
0.05%
IJH expense ratio
0.34%
XMMO expense ratio

Get IJH and XMMO fund flows by email, every Monday.

Plus the Friday ETF note. Confirm from the link that arrives, and unsubscribe in one click. See Privacy.

Client brief · page 1 of 2Report BR-A7A1080942

IJH and XMMO 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 XMMO follows S&P MidCap 400 Momentum Index.
  2. Holdings in common. 25% 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 XMMO +4.6% with distributions reinvested, a gap of 8.8 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.

Take this comparison to a client

The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.

Not advice. The brief uses the figures on this page, with the data date and a report id. Saved comparisons are listed on your saved page; privacy.

What they hold in common

By the books each fund has filed, IJH and XMMO hold 25% of their money in the same securities at the same weight. Holdings dated Oct 19, 2026.

half

25% in common

Positions both hold, largest shared weight first
Holding IJH XMMO
TECHNIPFMC PLC 0.81% 4.31%
ATI 0.76% 4.17%
UNITED THERAPEUTICS 0.69% 2.36%
NVENT ELECTRIC PLC 0.68% 2.56%
RELIANCE STEEL & ALUMINUM 0.63% 2.06%
PERMIAN RESOURCES CLASS A 0.61% 1.92%
TD SYNNEX 0.59% 2.55%
OVINTIV 0.57% 1.67%
HF SINCLAIR 0.57% 3.02%
ROIVANT SCIENCES LTD 0.56% 3.57%
CARPENTER TECHNOLOGY 0.55% 2.14%
MACOM TECHNOLOGY SOLUTIONS 0.55% 1.54%
Only in IJH
OKTA CLASS A 0.93%
ENTEGRIS INC 0.65%
US FOODS HOLDING 0.64%
XPO 0.64%
TENET HEALTHCARE CORP 0.63%
ROKU CLASS A 0.61%
ROYAL GOLD 0.59%
WOODWARD 0.57%
Only in XMMO
Invesco Government & Agency Portfolio 0.09%
SECURITIES LENDING - BNYM 0.00%

Check overlap with more funds →

On the same fields

IJH
iShares Core S&P Mid-Cap ETF
XMMO
Invesco S&P MidCap Momentum 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% +4.6%
Its benchmark over the same days +13.1% (MDY) not measured
Gap to its benchmark +0.3 pts vs MDY not measured
Expense ratio 0.05% 0.34%
Already in the S&P 500 0.0% 0.0%
Holdings 410 79
Net assets $122.5bn $6.8bn

IJH and XMMO 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 XMMO

XMMO tracks an index. Over the year to Oct 20, 2026 it returned +4.6% with distributions reinvested. The prospectus expense ratio is 0.34% 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 79 positions, with the top ten at 29.4%. It sat 19.0% below its high of Jun 22, 2026 on Oct 20, 2026.

Questions people ask

Which returned more over the last year, IJH or XMMO?
In the year to Oct 20, 2026, with distributions reinvested, IJH returned +13.4% and XMMO +4.6%.
Which is cheaper, IJH or XMMO?
IJH is cheaper, by 0.29 percentage points a year. That is about $29 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IJH and XMMO overlap with the S&P 500?
By their latest filed holdings, 0% of IJH and 0% of XMMO by weight is stocks the S&P 500 already holds.
Cite this pageCitation, APA and Markdown

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

Open data

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