Which returned more over the last year, IJJ or IWS?

In the year to Oct 9, 2026, with distributions reinvested, IJJ returned +10.5% and IWS +20.2%.

Which is cheaper, IJJ or IWS?

IJJ is cheaper, by 0.05 percentage points a year. On $10,000 held for a year that difference is about $5. Fees come from each fund's prospectus.

How much do IJJ and IWS overlap with the S&P 500?

By their latest filed holdings, 0% of IJJ and 66% of IWS by weight is stocks the S&P 500 already holds.

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IJJ vs IWS: how they differ

IJJ and IWS hold 18% of their weight in the same names, and IWS returned +20.2% over the year. iShares S&P Mid-Cap 400 Value ETF and iShares Russell Mid-Cap Value ETF.

IJJ costs 0.05 points a year less; their one-year returns differ by 9.7 points; IWS is 1.8 times larger.

	IJJ	IWS
Expense ratio	0.18%	0.23%
Net assets	$8.4bn	$15.3bn
Total return, 1 year	+10.5%	+20.2%
Holdings in common	18%
Nasdaq-100, total return, 1 year	+23.6%
Top ten holdings, share of the fund	11.0%	7.0%
Below its high	7.1%, high on Aug 14, 2026	4.6%, high on Aug 14, 2026

Holdings in common uses holdings dated Oct 8, 2026.

+10.5%

IJJ total return, 1 year

+20.2%

IWS total return, 1 year

0.18%

IJJ expense ratio

0.23%

IWS expense ratio

What they hold in common

By the books each fund has filed, IJJ and IWS hold 18% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 8, 2026.

50%

half

18% in common

Positions both hold, largest shared weight first

Holding IJJ IWS

ENTEGRIS INC 0.90% 0.21%

US FOODS HOLDING 1.27% 0.21%

RELIANCE STEEL & ALUMINUM 1.23% 0.20%

TD SYNNEX 1.30% 0.20%

NUTANIX CLASS A 0.48% 0.19%

HF SINCLAIR 1.13% 0.18%

ROIVANT SCIENCES LTD 0.47% 0.18%

EAST WEST BANCORP 0.51% 0.17%

OVINTIV 1.06% 0.17%

REINSURANCE GROUP OF AMERICA 1.01% 0.17%

WESCO INTERNATIONAL 1.05% 0.17%

MKS 0.31% 0.16%

Only in IJJ

UMB FINANCIAL 0.57%

PBF ENERGY CLASS A 0.53%

MURPHY USA 0.53%

AMERICAN AIRLINES GROUP 0.51%

OLD NATIONAL BANCORP 0.51%

LATTICE SEMICONDUCTOR 0.44%

COMMERCIAL METALS 0.42%

FLUOR CORP 0.41%

Only in IWS

PHILLIPS 66 1.06%

HEWLETT PACKARD ENTERPRISE 0.94%

MODERNA 0.72%

MARATHON PETROLEUM 0.67%

DIGITAL REALTY TRUST REIT 0.65%

KINDER MORGAN 0.63%

ALLSTATE CORP 0.59%

AMETEK INC 0.57%

Check overlap with more funds →

On the same fields

IJJ

iShares S&P Mid-Cap 400 Value ETF

IWS

iShares Russell Mid-Cap Value ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index Tracks an index

Total return, 1 year +10.5% +20.2%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 −6.7 pts +3.0 pts

Expense ratio 0.18% 0.23%

Already in the S&P 500 0.0% 66.1%

Holdings 303 719

Net assets $8.4bn $15.3bn

IJJ and IWS on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

IJJ in plain words

IJJ tracks an index. Over the year to Oct 9, 2026 it returned +10.5% with distributions reinvested, against +17.3% for the S&P 500 and +23.6% for the Nasdaq-100. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 8, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 303 positions, with the top ten at 11.0%. It sat 7.1% below its high of Aug 14, 2026 on Oct 9, 2026.

IWS in plain words

IWS tracks an index. Over the year to Oct 9, 2026 it returned +20.2% with distributions reinvested, against +17.3% for the S&P 500 and +23.6% for the Nasdaq-100. The prospectus expense ratio is 0.23% a year. By its holdings published by its issuer for Oct 8, 2026, 66% of the fund by weight is stocks the S&P 500 also holds, across 719 positions, with the top ten at 7.0%. It sat 4.6% below its high of Aug 14, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, IJJ or IWS?: In the year to Oct 9, 2026, with distributions reinvested, IJJ returned +10.5% and IWS +20.2%.
Which is cheaper, IJJ or IWS?: IJJ is cheaper, by 0.05 percentage points a year. On $10,000 held for a year that difference is about $5. Fees come from each fund's prospectus.
How much do IJJ and IWS overlap with the S&P 500?: By their latest filed holdings, 0% of IJJ and 66% of IWS by weight is stocks the S&P 500 already holds.

Other comparisons

IJJ vs SDY IJJ vs NOBL IJJ vs VOE IJJ vs VFLO IWS vs NOBL IWS vs SDY IWS vs VOE IWS vs MDYV

IJJ on its own →IWS on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

IJJ and IWS filings on SEC EDGAR ↗IJJ and IWS prospectus with the expense ratio (SEC) ↗iShares page for IJJ ↗iShares page for IWS ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed.

Cite this page

ETFIQ, IJJ against IWS, data as of Oct 9, 2026. https://etfiq.com/compare/any/ijj-vs-iws

Open data

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