IJR vs IJH - Compare ETFs side by side

At a glance

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

Lower fee

IJH 0.07% p.a.

Higher 10 years return

IJH 11.3% p.a.

Higher yield

IJR 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	IJR iShares S&P Small-Cap ETF	IJH iShares S&P Mid-Cap ETF
Snapshot
Provider	iShares	iShares
Tracks index	S&P SmallCap 600 Index	S&P MidCap 400 Index
Categories	US, Small-Cap, Market-Cap	US, Market-Cap
Listed since	2007 (19 yrs)	2007 (19 yrs)
Fund size (AUM)	$822m	$483m
Cost & income
Management fee	0.08%	0.07%
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	10.3% net	6.2% net
3-year return	11.7% net	11.4% net
5-year return	6.7% net	8.6% net
10-year return	10.6% net	11.3% net
Risk
Volatility (3y)	17.5%	14.2%
Volatility (5y)	17.1%	14.6%
Volatility (10y)	17.8%	15.1%
Sharpe ratio (3y)	0.48	0.55
Sharpe ratio (5y)	0.27	0.41
Sharpe ratio (10y)	0.53	0.64
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

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 →

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 →

Frequently Asked Questions

What's the difference between IJR vs IJH?

IJR and IJH 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 - IJR vs IJH?

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

Which has performed higher - IJR vs IJH?

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?

IJR 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

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