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

In the year to Nov 4, 2026, with distributions reinvested, IJK returned +15.9% and SMMD +22.4%.

Which is cheaper, IJK or SMMD?

SMMD is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

Data as of Nov 4, 2026.

Across categories

IJK vs SMMD: Differences, Returns & Fees

Share on X Download as PDF

Over the year to Nov 4, 2026, IJK returned +15.9% to SMMD's +22.4%; 24% of their weight is in the same names.

askIQ about this page

askIQ about IJK and SMMD

Net assets: $10.5bn on Nov 4, 2026 for iShares S&P Mid-Cap 400 Growth ETF, and $4.2bn on Nov 3, 2026 for iShares Russell 2500 ETF.

IJK on its own →SMMD on its own →

At a glance

+15.9%

IJK total return, 1 year

+22.4%

SMMD total return, 1 year

0.16%

IJK expense ratio

0.15%

SMMD expense ratio

Pair scorecard

SMMD costs 0.01 points a year less; their one-year returns differ by 6.5 points; IJK is 2.5 times larger.

IJK vs SMMD: Differences, Returns & Fees
Measure	IJK	SMMD
Return
Measure	IJK	SMMD
Total return, 1 year	+15.9%	+22.4%
Drawdown
Measure	IJK	SMMD
Below its high	7.9%, high on Aug 17, 2026	5.3%, high on Aug 14, 2026
Benchmark
Measure	IJK	SMMD
What it tracks	S&P MidCap 400 Growth Index	Russell 2500 Index
Cost and size
Measure	IJK	SMMD
Expense ratio	0.16%	0.15%
Net assets	$10.5bn	$4.2bn
Holdings
Measure	IJK	SMMD
Holdings in common	24%
Top ten holdings, share of the fund	12.8%	43.4%

Method

What they share

24%

By the books each fund has filed, IJK and SMMD hold 24% of their money in the same securities at the same weight. Holdings dated Nov 3, 2026.

50%

0 half 100%

half

24% in common

Positions both hold · largest shared weight first IJK SMMD

ATI 1.43% 0.34%

TENET HEALTHCARE CORP 1.25% 0.30%

NVENT ELECTRIC PLC 1.22% 0.29%

ROKU CLASS A 1.23% 0.29%

WOODWARD 1.14% 0.28%

ROYAL GOLD 1.14% 0.27%

ROIVANT SCIENCES LTD 0.66% 0.26%

API GROUP 1.04% 0.25%

EAST WEST BANCORP 0.54% 0.25%

EXELIXIS INC 1.04% 0.25%

ITT INC 1.06% 0.25%

NUTANIX CLASS A 0.61% 0.24%

Only in one fund ↓

Only in IJK

TECHNIPFMC PLC 1.52%

UNITED THERAPEUTICS 1.50%

XPO 1.30%

CURTISS WRIGHT 1.07%

RB GLOBAL 1.00%

TOAST CLASS A 1.00%

FABRINET 0.76%

MASTEC INC 0.72%

Only in SMMD

ISHARES RUSSELL 2000 ETF 40.62%

GUARDANT HEALTH 0.31%

PACKAGING CORP OF AMERICA 0.31%

RELIANCE STEEL & ALUMINUM 0.31%

US FOODS HOLDING 0.31%

VIATRIS 0.31%

NISOURCE 0.30%

SOFI TECHNOLOGIES 0.30%

Check overlap with more funds →

Side by side

IJK iShares S&P Mid-Cap 400 Growth ETF SMMD iShares Russell 2500 ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index Tracks an index

Total return, 1 year +15.9% +22.4%

Its benchmark over the same days +15.9% (MDYG) +14.8% (IWV)

Gap to its benchmark 0.0 pts vs MDYG +7.6 pts vs IWV

Expense ratio 0.16% 0.15%

Already in the S&P 500 0.0% 10.3%

Holdings 252 516

Net assets, IJK as of Nov 4, 2026 and SMMD as of Nov 3, 2026 $10.5bn $4.2bn

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

Client brief:

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

Your saved page · Privacy.

Alert

About each fund

IJK

IJK tracks an index. Over the year to Nov 4, 2026 it returned +15.9% with distributions reinvested, against +15.9% for its benchmark, the S&P MidCap 400 Growth Index. The prospectus expense ratio is 0.16% 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 252 positions, with the top ten at 12.8%. It sat 7.9% below its high of Aug 17, 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, IJK or SMMD?: In the year to Nov 4, 2026, with distributions reinvested, IJK returned +15.9% and SMMD +22.4%.
Which is cheaper, IJK or SMMD?: SMMD is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IJK and SMMD overlap with the S&P 500?: By their latest filed holdings, 0% of IJK and 10% of SMMD by weight is stocks the S&P 500 already holds.

Other comparisons

IJK vs IMCG IJK vs IVOO CGMM vs IJK IJK vs TMSL MOAT vs SMMD SMMD vs SPTM SMMD vs VFLO SCHM vs SMMD

Where to next

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

Sources and dates

IJK and SMMD filings on SEC EDGAR ↗

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

iShares page for IJK ↗

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

Open data →

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