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

In the year to Oct 9, 2026, with distributions reinvested, IJJ returned +10.5% and PKW +12.5%.

Which is cheaper, IJJ or PKW?

IJJ is cheaper, by 0.45 percentage points a year. On $10,000 held for a year that difference is about $45. Fees come from each fund's prospectus.

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

By their latest filed holdings, 0% of IJJ and 69% of PKW by weight is stocks the S&P 500 already holds.

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IJJ vs PKW: how they differ

IJJ and PKW hold 9% of their weight in the same names, and PKW returned +12.5% over the year. iShares S&P Mid-Cap 400 Value ETF and Invesco BuyBack Achievers ETF.

IJJ costs 0.45 points a year less; their one-year returns differ by 2.0 points; IJJ is 5.0 times larger.

	IJJ	PKW
Expense ratio	0.18%	0.63%
Net assets	$8.4bn	$1.7bn
Total return, 1 year	+10.5%	+12.5%
Holdings in common	9%
Nasdaq-100, total return, 1 year	+23.6%
Top ten holdings, share of the fund	11.0%	41.3%
Below its high	7.1%, high on Aug 14, 2026	4.5%, high on Sep 3, 2026

Holdings in common uses holdings dated Oct 8, 2026.

+10.5%

IJJ total return, 1 year

+12.5%

PKW total return, 1 year

0.18%

IJJ expense ratio

0.63%

PKW expense ratio

What they hold in common

By the books each fund has filed, IJJ and PKW hold 9% 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

9% in common

Positions both hold, largest shared weight first

Holding IJJ PKW

CARLISLE COMPANIES 0.44% 0.44%

UNUM 0.81% 0.41%

RENAISSANCERE HOLDING 0.40% 0.42%

BORGWARNER 0.76% 0.40%

FIRST HORIZON 0.67% 0.37%

MURPHY USA 0.53% 0.31%

MAPLEBEAR 0.45% 0.30%

OWENS CORNING 0.56% 0.30%

RYDER SYSTEM 0.55% 0.28%

KIRBY CORP 0.24% 0.24%

FLUOR CORP 0.41% 0.22%

PRIMERICA 0.22% 0.22%

Only in IJJ

TD SYNNEX 1.30%

US FOODS HOLDING 1.27%

RELIANCE STEEL & ALUMINUM 1.23%

PERMIAN RESOURCES CLASS A 1.16%

HF SINCLAIR 1.13%

OVINTIV 1.06%

WESCO INTERNATIONAL 1.05%

REINSURANCE GROUP OF AMERICA 1.01%

Only in PKW

Salesforce Inc 5.98%

Charles Schwab Corp/The 4.89%

Wells Fargo & Co 4.63%

Bank of America Corp 4.39%

Citigroup Inc 4.26%

Marathon Petroleum Corp 4.18%

Valero Energy Corp 4.07%

Johnson Controls International plc 3.26%

Check overlap with more funds →

On the same fields

IJJ

iShares S&P Mid-Cap 400 Value ETF

PKW

Invesco BuyBack Achievers ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Invesco

What it is Tracks an index Tracks an index

Total return, 1 year +10.5% +12.5%

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

Gap to the S&P 500 −6.7 pts −4.8 pts

Expense ratio 0.18% 0.63%

Already in the S&P 500 0.0% 68.8%

Holdings 303 288

Net assets $8.4bn $1.7bn

IJJ and PKW 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.

PKW in plain words

PKW tracks an index. Over the year to Oct 9, 2026 it returned +12.5% with distributions reinvested, against +17.3% for the S&P 500 and +23.6% for the Nasdaq-100. The prospectus expense ratio is 0.63% a year. By its holdings published by its issuer for Oct 8, 2026, 69% of the fund by weight is stocks the S&P 500 also holds, across 288 positions, with the top ten at 41.3%. It sat 4.5% below its high of Sep 3, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, IJJ or PKW?: In the year to Oct 9, 2026, with distributions reinvested, IJJ returned +10.5% and PKW +12.5%.
Which is cheaper, IJJ or PKW?: IJJ is cheaper, by 0.45 percentage points a year. On $10,000 held for a year that difference is about $45. Fees come from each fund's prospectus.
How much do IJJ and PKW overlap with the S&P 500?: By their latest filed holdings, 0% of IJJ and 69% of PKW by weight is stocks the S&P 500 already holds.

Other comparisons

IJJ vs RPV DHS vs IJJ IJJ vs SMIG IJJ vs SDOG PKW vs SDY PKW vs VOE PKW vs WTV PKW vs REGL

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

Where these figures came from

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

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 PKW, data as of Oct 9, 2026. https://etfiq.com/compare/any/ijj-vs-pkw

Open data

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