IJH vs IJR - Compare ETFs side by side

At a glance

Comparing IJH and IJR. IJH has the lower management fee at 0.07% a year, IJH has the higher 10 years return at 11.3% a year, and IJH offers the higher at 1.49%.

Lower fee

IJH 0.07% p.a.

Higher 10 years return

IJH 11.3% p.a.

Higher yield

IJH 1.49%

Higher risk-adjusted

IJH Sharpe 0.64 (10y)

Lower volatility

IJH 15.1% (10y)

Larger fund

IJR $822m

Side-by-side comparison

Metric	IJH iShares S&P Mid-Cap ETF	IJR iShares S&P Small-Cap ETF
Snapshot
Provider	iShares	iShares
Tracks index	S&P MidCap 400 Index	S&P SmallCap 600 Index
Categories	US, Market-Cap	US, Small-Cap, Market-Cap
Listed since	2007 (19 yrs)	2007 (19 yrs)
Fund size (AUM)	$483m	$822m
Cost & income
Management fee	0.07%	0.08%
Dividend yield	1.49%	1.49%
Franking	0%	0%
Turnover	15%	15%
Tax drag	0.84%	0.84%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	6.2% net	10.3% net
3-year return	11.4% net	11.7% net
5-year return	8.6% net	6.7% net
10-year return	11.3% net	10.6% net
Risk
Volatility (3y)	14.2%	17.5%
Volatility (5y)	14.6%	17.1%
Volatility (10y)	15.1%	17.8%
Sharpe ratio (3y)	0.55	0.48
Sharpe ratio (5y)	0.41	0.27
Sharpe ratio (10y)	0.64	0.53
Bid/ask spread	—	—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

IJH iShares S&P Mid-Cap ETF

Low-cost: a 0.07% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: VTS and IVV.

Full IJH analysis →

IJR iShares S&P Small-Cap ETF

Low-cost: a 0.08% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: VTS and IJH.

Full IJR analysis →

Frequently Asked Questions

What's the difference between IJH vs IJR?

IJH and IJR are 2 Australian-listed ETFs we compare side by side. IJH carries the lower management fee (0.07%). Over 10 years, IJH has delivered the higher total return (11.3% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - IJH vs IJR?

IJH has the lower management fee at 0.07% a year, versus IJR 0.08%.

Which has performed higher - IJH vs IJR?

Over the past 10 years, IJH has delivered the higher total return at 11.3% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

IJH pays the higher at 1.49%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

IJR is the larger fund by assets ($822m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

IJH vs VTS IJH vs IVV IJH vs U100 IJH vs RSSL IJR vs VTS IJR vs DGSM IJR vs AVSV IJR vs RSSL

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General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.