Relative Intelligence · US Mid-Cap Equity
How iShares Core S&P Mid-Cap ETF (IJH) compares with the whole market and its popular alternatives
Built by QuantCommons' quantitative engine, this page is about relative opportunity, not data on IJH alone. It places IJH (iShares Core S&P Mid-Cap ETF) against 20+ popular alternatives, its neighboring categories and the entire market of over 10,000 U.S.-listed stocks and ETFs, and surfaces what has done better on consistent outperformance, return for the risk taken, behavior in real market crashes and diversification. The result is a clearer view of where IJH stands in the market, and of the alternatives worth a closer look.
Period covered: IJH's full trading record, from May 2000 through September 2026. The crash tests reach back to 2000 using older funds and the S&P 500. All returns include reinvested dividends. Data as of October 22, 2026.
Data as of October 22, 2026. Full tables and charts read best on a larger screen.
This page answers the following questions about IJH
Key findings
Not AI-generatedThese key findings are generated by our proprietary relative intelligence engine, directly from the data on this page.
- What you're buyingIJH and VO (Vanguard Morningstar Mid-Cap ETF) have tracked each other (0.97). The larger fund is VO. Consistency ↓
- Right nowIJH has trailed the market, rising 0.8% over the past 6 months against 8.0% for the S&P 500 and 7.8% for the Nasdaq 100. Its similar funds split over the past 6 months: VOE (Vanguard Morningstar Mid-Cap Value ETF) rose 10.1%, while XMMO (Invesco S&P MidCap Momentum ETF) fell 14.1%. Consistency ↓
- Fund or market?IJH fell 3.5% over the past 3 months even as the S&P 500 rose 2.5%. Its similar funds did not move as one over the past 3 months: VOE (Vanguard Morningstar Mid-Cap Value ETF) rose 3.8%, while XMMO (Invesco S&P MidCap Momentum ETF) fell 16.3%.
- Long termOver the past decade, IJH returned 10.7% a year against 15.3% a year for the S&P 500 (176% in total against 316%). Growth of $10,000 ↓
- In a crashAcross six sell-offs, IJH has typically fallen 1.2 times as far as the S&P 500. Crash tests ↓
- DiversificationIJH is more of the same, not a cushion: a correlation of 0.87 with the S&P 500 over 5 years and 0.90 with the total US market, more closely than 78% of ETFs with at least $100 million in assets. Market capture ↓
- Better options
- Popular alternatives
- IVV (iShares Core S&P 500 ETF) and VOE (Vanguard Morningstar Mid-Cap Value ETF) earned more than IJH with less volatility over the past 5 years. IVV returned 12.6% a year at 17.0% volatility, against 7.0% a year at 19.6%.
- Nearby categories and themes
- VTV (Vanguard Morningstar Value ETF, US large-cap value) and DIA (State Street SPDR Dow Jones Industrial Average ETF Trust, US large-cap equity) earned more than IJH with less volatility over the past 5 years. VTV returned 12.2% a year at 13.7% volatility, against 7.0% a year at 19.6%.
- Versus the S&P 500
- Simply owning the S&P 500 would have done better over the past 5 years: 12.5% a year at 17.2% volatility, against 7.0% at 19.6% for IJH.
How much would $10,000 in IJH have grown?
This chart tracks a hypothetical $10,000 investment in IJH over the past 22 years, with dividends reinvested, alongside the same amount in the S&P 500, investments that ended ahead of IJH over the same span and IJH's popular alternatives, among those that traded for the entire period. A second view covers the past 5 years, the period the better options further down the page are judged on. It shows not only where each investment ended up but also how smooth or uneven the path was.
Note: The chart covers the past 22 years rather than IJH's full 26 years, because most of its popular alternatives have not traded that long.
- $10,000 invested in IJH at the end of September 2004 would have grown to $82,519 by September 2026, less than the $102,174 it would have become in SPY, an S&P 500 fund.
- Five of the eight other investments on the chart ended ahead of IJH, and IMCG finished highest, at $108,161.
Choose a period
From the end of September 2004 to the end of September 2026. Hover over a fund in the key to pick out its line. 580 of the 1,489 stocks and funds worth at least $500 million that traded the whole period ended ahead of IJH; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.
- IMCG$108,161+982% total · +11.4% a year
- SPY (S&P 500)$102,174+922% total · +11.1% a year
- VXF$89,025+790% total · +10.4% a year
- IWP$87,920+779% total · +10.4% a year
- VO$86,371+764% total · +10.3% a year
- IWR$85,094+751% total · +10.2% a year
- IJH$82,519+725% total · +10.1% a year
- IMCV$75,761+658% total · +9.6% a year
- IJR$75,619+656% total · +9.6% a year
- IWS$75,109+651% total · +9.6% a year
From the end of September 2021 to the end of September 2026. Hover over a fund in the key to pick out its line. 1,616 of the 3,630 stocks and funds worth at least $500 million that traded the whole period ended ahead of IJH; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.
- RWL$19,092+90.9% total · +13.8% a year
- SPY (S&P 500)$19,000+90.0% total · +13.7% a year
- VTV$17,967+79.7% total · +12.4% a year
- DIA$16,393+63.9% total · +10.4% a year
- IMCV$16,282+62.8% total · +10.2% a year
- XMHQ$16,081+60.8% total · +10.0% a year
- VOE$15,656+56.6% total · +9.4% a year
- IJH$14,693+46.9% total · +8.0% a year
- IWR$14,616+46.2% total · +7.9% a year
- JHMM$14,592+45.9% total · +7.9% a year
IJH at a glance
This section summarizes the key facts about the fund, its returns over periods from one to ten years and the risk it has carried, with dividends reinvested throughout. These figures serve as the baseline for every comparison that follows.
- IJH's deepest decline since it began trading in 2000 was 55.1%, from June 2007 to March 2009. It took 21 months from the low to climb back to its old high.
- Over 25 full calendar years, IJH's best was 2009, when it returned 37.9%, and its worst was 2008, when it lost 36.1%. It lost money in seven of those years.
- IJH is 7.2% below its all-time high.
The fund
- Issuer
- IShares
- Began trading
- May 2000
- Expense ratio
- 0.05%per year
- Assets
- $121B
- Category
- Broad Market
Returns
- Past 1 year
- +13.9%total return
- Past 3 years
- +60.3%+17.0% a year
- Past 5 years
- +40.3%+7.0% a year
- Past 10 years
- +176%+10.7% a year
- Best calendar year
- +37.9%2009
- Worst calendar year
- −36.1%2008
- Losing years
- 7 of 25full calendar years
Risk
- Volatility
- 19.6%typical yearly swing, 5 years
- Sharpe ratio
- 0.44return per unit of risk, 5 years
- Worst decline ever
- −55.1%Jun 2007 to Mar 2009
- From its all-time high
- −7.2%below the peak
IJH against the whole market
Where IJH ranks among every stock and fund, and what across the market has done better.
How does IJH rank among all ETFs?
This section ranks IJH on return, volatility, risk-adjusted return and worst decline against every ETF worth at least $100 million with enough history. Where the comparisons with its popular alternatives show how IJH stacks up against its peers, these rankings show where it stands in the market as a whole.
- IJH lands in the broad middle of the market on every measure here. IJH's 10-year return ranks in the top 38% of the 958 ETFs with at least $100 million in assets with 10 years of history.
Ranked against U.S.-listed ETFs with at least $100M in assets that have enough history for each measure, so the count changes from row to row; smaller ETFs and leveraged funds are left out. Lower volatility and smaller declines rank higher.
| Measure | IJH | Rank | Standing |
|---|---|---|---|
| 1-year return | +13.9% | 968 of 2,488 | top 39% |
| 3-year return | +60.3% | 997 of 1,950 | bottom 50% |
| 5-year return | +40.3% | 849 of 1,563 | bottom 47% |
| 10-year return | +176% | 361 of 958 | top 38% |
| Volatility, 5 years | 19.6% | 1,090 of 1,563 | bottom 31% |
| Sharpe ratio, 5 years | 0.44 | 1,008 of 1,563 | bottom 37% |
| Worst decline, past 10 years | −42.2% | 618 of 951 | bottom 36% |
What has beaten IJH on both return and risk?
Each dot is an investment, placed by how much it earned a year over the past 5 years (higher is better) and how much its price swung, its volatility (further left is calmer). IJH sits where the dashed lines cross. Anything in the green box above and to the left earned more than IJH with smaller swings, a better trade-off over this period on both counts. Past results are no promise, but a name in the box is worth a closer look.
- Nine stocks and 318 ETFs worth at least $500 million sit in the green region: each earned more than IJH over the past 5 years with smaller price swings. That is 9% of the 3,641 screened.
- Among those with at least half IJH's swings, LVHI has the best return for its risk: 16.9% a year at 11.1% volatility, 44% less than IJH's 19.6%, and a Sharpe ratio (return above cash per unit of volatility) of 1.48 against 0.44 for IJH. SDCI earned the most, 21.1% a year, while still swinging less than IJH (18.4% against 19.6%).
- Among IJH's popular alternatives, IVV, IMCV and VOE are in the region. IVV earned 12.6% a year against 7.0% a year for IJH, at 17.0% volatility, 13% less than IJH's 19.6%.
Annual return is the annualized total return with dividends reinvested, and volatility the annualized swing in daily prices, both over 5 years. Labeled dots are the strongest picks from the table below and the names called out above, colored by how close they sit to IJH; faint dots are 89 more of the 327 in the green region (the strongest, one per fund family). 3,641 stocks and funds worth at least $500 million were screened. Hover over a dot for its figures.
- Popular alternatives
- Same and neighboring categories, and shared themes
- The whole market
- Others in the green region
Is there a better investment than IJH?
Investments that beat IJH over the past 5 years on return, volatility, drawdowns, consistency, crash losses or fees, from its popular alternatives out to the whole market.
- Among IJH's popular alternatives, IVV and VOE earned more than IJH with less volatility over the past 5 years. IVV returned 12.6% a year at 17.0% volatility, against 7.0% a year at 19.6%.
- VO tracks the same thing for 0.03% a year against IJH's 0.05%, and has kept pace over the past decade: about $20 less in fees on $10,000 over 10 years.
- Looking beyond its popular alternatives, VTV (US large-cap value) and DIA (US large-cap equity) earned more than IJH with less volatility over the past 5 years. VTV returned 12.2% a year at 13.7% volatility, against 7.0% a year at 19.6%.
How this works
The table below lists investments that beat IJH over the past 5 years on at least one of these measures: a higher annual return with lower volatility, a higher annual return at similar volatility, a similar return with lower volatility, a higher Sharpe ratio with a smaller worst decline, a higher total return in most periods from 3 months to 10 years, or smaller losses in recent market crashes, and, for funds, the same exposure at a lower expense ratio. It checks IJH's popular alternatives first, then the rest of its own and neighboring categories, then every stock and fund worth at least $500 million, and shows the strongest few in each group. The full list of those with a higher return and lower volatility than IJH follows the table.
Annual return is the annualized total return with dividends reinvested. Annual return, volatility and the Sharpe ratio cover 5 years; the worst decline covers the past 10 years. Green marks a better figure than IJH's. "On the frontier" means no other option shown or tested earned more with less volatility. Funds that hold the same thing are shown once. Beyond the popular alternatives, nothing with more than 1.5× IJH's volatility counts as better.
These figures cover the past 5 years. Green marks a better figure than IJH's.
| Investment | Why it is better | Past 5 years | Downside | Long run | Fit | ||||
|---|---|---|---|---|---|---|---|---|---|
| Annual return?higher is better | Volatility?lower is calmer | Sharpe?return per unit of risk | Worst decline?past 10 years | 10Y returntotal | Corr. with IJH?lower diversifies more | Expenseper year | |||
| IJHiShares Core S&P Mid-Cap ETF · this page | +7.0% | 19.6% | 0.44 | −42.2% | +176% | 1.00 | 0.05% | ||
 SPYState Street SPDR S&P 500 ETF · S&P 500 | +12.5% | 17.2% | 0.78 | −33.7% | +316% | 0.87 | 0.09% | ||
| Popular alternativesbest 6 shownThe investments people most often weigh against IJH. 12 of 26 passed at least one test. | |||||||||
 IVViShares Core S&P 500 ETF · US Large-Cap Equity | Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods | +12.6% | 17.0% | 0.79 | −33.9% | +319% | 0.87 | 0.03% | |
VOEVanguard Morningstar Mid-Cap Value ETF · Mid-Cap Value | Higher return, lower volatilityHigher return in most periods | +9.7% | 15.8% | 0.67 | −43.2% | +185% | 0.94 | 0.05% | |
 VOVanguard Morningstar Mid-Cap ETF · US Mid-Cap Equity | Higher return in most periodsSame exposure, lower expense ratio | +6.8% | 17.6% | 0.46 | −39.4% | +199% | 0.97 | 0.03% | |
SCHMSchwab U.S. Mid-Cap ETF · US Mid-Cap Equity | Higher return in most periodsSame exposure, lower expense ratio | +6.7% | 19.7% | 0.43 | −42.5% | +182% | 0.99 | 0.03% | |
XMHQInvesco S&P MidCap Quality ETF · US Mid-Cap Equity | Higher Sharpe, smaller worst declineHigher return in most periods | +9.6% | 20.5% | 0.55 | −36.9% | +241% | 0.94 | 0.30% | |
IMCGiShares Morningstar Mid-Cap Growth ETF · Mid-Cap Growth | Higher return in most periods | +5.8% | 20.4% | 0.38 | −35.1% | +277% | 0.93 | 0.06% | |
| Same and neighboring categories, and shared themesbest 6 shownEverything else in US Mid-Cap Equity and the categories next to it (Mid-Cap Growth, Mid-Cap Value, US Small-Cap Equity, US Large-Cap Equity), plus IJH's specific themes. 133 of 197 passed at least one test. | |||||||||
 VTVVanguard Morningstar Value ETF · US Large-Cap Value | Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes | +12.2% | 13.7% | 0.91 | −36.8% | +237% | 0.91 | 0.03% | |
 DIAState Street SPDR Dow Jones Industrial Average ETF Trust · US Large-Cap Equity | Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes | +10.0% | 14.8% | 0.72 | −36.7% | +251% | 0.89 | 0.16% | |
RWLInvesco S&P 500 Revenue ETF · US Large-Cap Equity | Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes | +13.7% | 14.4% | 0.97 | −36.1% | +287% | 0.93 | 0.39% | |
 IVWiShares S&P 500 Growth ETF · US Large-Cap Growth | Higher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periods | +12.6% | 21.6% | 0.66 | −32.7% | +398% | 0.73 | 0.18% | |
KJANInnovator U.S. Small Cap Power Buffer ETF - January · US Small-Cap Equity | Similar return, lower volatilityHigher Sharpe, smaller worst decline | +7.5% | 13.0% | 0.62 | −28.9% | — | 0.94 | 0.79% | |
 VBVanguard Morningstar Small-Cap ETF · US Small-Cap Equity | Same exposure, lower expense ratio | +6.2% | 20.6% | 0.40 | −42.0% | +179% | 0.99 | 0.03% | |
| The whole marketbest 8 shownEvery other stock and fund worth at least $500 million. 626 of 3,459 passed at least one test. | |||||||||
 JNJJohnson & Johnson · Pharmaceuticals | Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes | +13.5% | 18.0% | 0.80 | −27.4% | +209% | 0.31 | — | |
 KOThe Coca-Cola Company · Nonalcoholic Beverages | Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes | +15.2% | 16.8% | 0.93 | −37.0% | +205% | 0.32 | — | |
 VYMVanguard High Dividend Yield ETF · High Dividend Yield | Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes | +11.6% | 13.8% | 0.87 | −35.2% | +209% | 0.89 | 0.04% | |
 SCHDSchwab U.S. Dividend Equity ETF · US Dividend Equity | Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes | +10.2% | 14.4% | 0.75 | −33.4% | +256% | 0.81 | 0.06% | |
 XLVState Street Health Care Select Sector SPDR ETF · Health Care Equity | Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes | +8.4% | 15.3% | 0.60 | −28.4% | +208% | 0.61 | 0.08% | |
HDViShares Core High Dividend ETF · High Dividend Yield | Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes | +13.3% | 13.0% | 1.03 | −37.0% | +177% | 0.70 | 0.08% | |
 RSGRepublic Services, Inc. · Waste Management | Higher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes | +14.1% | 18.6% | 0.80 | −34.0% | +461% | 0.36 | — | |
LGLVState Street SPDR US Large Cap Low Volatility Index ETF · US Low-Volatility Equity | Similar return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes | +7.8% | 13.0% | 0.64 | −36.6% | +205% | 0.82 | 0.12% | |
What these numbers mean for IJH
- Annual return
- IJH returned 7.0% a year over the past 5 years with dividends reinvested, against 12.5% a year for the S&P 500. At that pace, $10,000 became about $14,000. Annual return is the steady yearly rate that would produce the same total result, so investments held over the same span compare fairly. Guide: What is performance and return? →
- Volatility
- IJH's volatility over the past 5 years was 19.6%, 1.1 times the S&P 500's 17.2%. Volatility measures how widely returns swing around their average: in roughly two years out of three, IJH's return lands within 19.6% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump. Guide: Understanding and measuring risk (volatility) →
- Sharpe ratio
- IJH's Sharpe ratio over the past 5 years was 0.44, against 0.78 for the S&P 500, so IJH earned less for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings. Guide: Balancing reward with risk (Sharpe ratio) →
- Worst decline
- IJH's worst fall from a peak to a low over the past 10 years was 42.2%, against 33.7% for the S&P 500. Losses and gains are not symmetric: climbing back from a 42.2% fall takes a 73.0% gain. Guide: Market crash risk and tail risk →
- Correlation
- Over the past 5 years, IJH's monthly returns had a correlation of 0.87 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They move almost in lockstep, so holding both adds little diversification. In the table, the correlation column measures each option against IJH instead: the lower it is, the more that option would diversify a IJH holding. Guide: Correlation and diversification →
Show all 327 stocks and funds worth at least $500 million that earned more than IJH with less volatility
Out of 3,641 tested over 5 years. The strongest 100 are listed, best first, with funds that hold the same thing listed once.
| # | Investment | Found in | Annual return | Volatility | Sharpe | Worst decline | 10Y return | Corr. with IJH | Expense |
|---|---|---|---|---|---|---|---|---|---|
| 1 | JNJJohnson & Johnson · Pharmaceuticals | Whole market | +13.5% | 18.0% | 0.80 | −27.4% | +209% | 0.31 | — |
| 2 | KOThe Coca-Cola Company · Nonalcoholic Beverages | Whole market | +15.2% | 16.8% | 0.93 | −37.0% | +205% | 0.32 | — |
| 3 |  VIGVanguard Dividend Appreciation ETF · Dividend Growth | Whole market | +10.4% | 14.1% | 0.77 | −31.7% | +258% | 0.90 | 0.04% |
| 4 | VYMVanguard High Dividend Yield ETF · High Dividend Yield | Whole market | +11.6% | 13.8% | 0.87 | −35.2% | +209% | 0.89 | 0.04% |
| 5 | SCHDSchwab U.S. Dividend Equity ETF · US Dividend Equity | Whole market | +10.2% | 14.4% | 0.75 | −33.4% | +256% | 0.81 | 0.06% |
| 6 | XLVState Street Health Care Select Sector SPDR ETF · Health Care Equity | Whole market | +8.4% | 15.3% | 0.60 | −28.4% | +208% | 0.61 | 0.08% |
| 7 | HDViShares Core High Dividend ETF · High Dividend Yield | Whole market | +13.3% | 13.0% | 1.03 | −37.0% | +177% | 0.70 | 0.08% |
| 8 | VTVVanguard Morningstar Value ETF · US Large-Cap Value | Same or nearby category | +12.2% | 13.7% | 0.91 | −36.8% | +237% | 0.91 | 0.03% |
| 9 | DGRWWisdomTree U.S. Quality Dividend Growth Fund · US Dividend Equity | Whole market | +11.7% | 14.0% | 0.87 | −32.0% | +271% | 0.89 | 0.28% |
| 10 |  VTIVanguard Morningstar Total Stock Market ETF · US Total Market | Whole market | +11.4% | 17.5% | 0.71 | −35.0% | +298% | 0.90 | 0.03% |
| 11 |  BRK-ABerkshire Hathaway Inc. · Insurance | Whole market | +13.5% | 17.2% | 0.83 | −30.4% | +281% | 0.55 | — |
| 12 | RWLInvesco S&P 500 Revenue ETF · US Large-Cap Equity | Same or nearby category | +13.7% | 14.4% | 0.97 | −36.1% | +287% | 0.93 | 0.39% |
| 13 | LVHIFranklin International Low Volatility High Dividend Index ETF · International Dividend Equity | Whole market | +16.9% | 11.1% | 1.48 | −32.4% | +194% | 0.66 | 0.40% |
| 14 | PTLCPacer Trendpilot US Large Cap ETF · Tactical Equity | Whole market | +9.3% | 11.9% | 0.81 | −26.6% | +185% | 0.63 | 0.60% |
| 15 | IWXiShares Russell Top 200 Value ETF · US Large-Cap Value | Same or nearby category | +12.7% | 13.8% | 0.94 | −35.8% | +223% | 0.89 | 0.20% |
| 16 | LRGFiShares U.S. Equity Factor ETF · Multifactor Equity | Same or nearby category | +13.4% | 17.1% | 0.83 | −36.0% | +270% | 0.89 | 0.08% |
| 17 |  VEAVanguard FTSE Developed Markets ETF · Developed International Equity | Whole market | +9.1% | 16.9% | 0.60 | −35.8% | +152% | 0.81 | 0.03% |
| 18 | EQLALPS Equal Sector Weight ETF · US Large-Cap Equity | Same or nearby category | +13.4% | 14.5% | 0.94 | −34.2% | +385% | 0.92 | 0.19% |
| 19 | PTNQPacer Trendpilot 100 ETF · Tactical Asset Allocation | Whole market | +9.4% | 14.2% | 0.70 | −28.1% | +292% | 0.53 | 0.65% |
| 20 | ROUSHartford Multifactor US Equity ETF · US Multifactor Equity | Whole market | +12.2% | 14.4% | 0.88 | −35.5% | +240% | 0.93 | 0.19% |
| 21 | OUSAALPS Funds O’Shares U.S. Quality Dividend ETF · US Dividend Equity | Whole market | +9.5% | 13.4% | 0.75 | −33.1% | +189% | 0.82 | 0.48% |
| 22 |  VTVanguard Total World Stock ETF · Global Equity | Whole market | +10.1% | 16.2% | 0.68 | −34.2% | +220% | 0.89 | 0.06% |
| 23 | DFIVDimensional - International Value ETF · International Large-Cap Value | Whole market | +14.8% | 16.4% | 0.93 | −25.4% | — | 0.73 | 0.27% |
| 24 | FTSFortis Inc. · Electric Utilities | Whole market | +9.5% | 16.5% | 0.63 | −34.3% | +162% | 0.46 | — |
| 25 | SPHQInvesco S&P 500 Quality ETF · US Quality Equity | Whole market | +11.7% | 16.7% | 0.75 | −31.6% | +295% | 0.87 | 0.20% |
| 26 |  RYRoyal Bank of Canada · Banks | Whole market | +17.5% | 18.2% | 0.98 | −40.0% | +361% | 0.67 | — |
| 27 | BBJPJPMorgan BetaBuilders Japan ETF · Japan Equity | Whole market | +9.3% | 18.6% | 0.57 | −32.7% | — | 0.72 | 0.19% |
| 28 | DBEFXtrackers MSCI EAFE Hedged Equity ETF · International Equity | Whole market | +12.9% | 13.8% | 0.95 | −32.5% | +204% | 0.82 | 0.35% |
| 29 | ACWXiShares MSCI ACWI ex U.S. ETF · International Equity | Whole market | +8.1% | 16.7% | 0.55 | −35.3% | +134% | 0.77 | 0.32% |
| 30 | IOOiShares Global 100 ETF · Global Equity | Whole market | +15.6% | 17.2% | 0.94 | −31.4% | +357% | 0.76 | 0.40% |
| 31 | JQUAJPMorgan U.S. Quality Factor ETF · US Quality Equity | Whole market | +13.5% | 15.7% | 0.89 | −32.9% | — | 0.88 | 0.12% |
| 32 | DIVOAmplify CWP Enhanced Dividend Income ETF · Covered Call Income | Whole market | +10.9% | 11.9% | 0.94 | −30.0% | — | 0.85 | 0.56% |
| 33 | VPLVanguard FTSE Pacific ETF · International Equity | Whole market | +9.3% | 18.6% | 0.57 | −33.9% | +138% | 0.74 | 0.07% |
| 34 | AVLVAvantis U.S. Large Cap Value ETF · US Large-Cap Value | Same or nearby category | +13.9% | 16.9% | 0.86 | −19.5% | — | 0.95 | 0.15% |
| 35 | OEFiShares S&P 100 ETF · US Large-Cap Equity | Same or nearby category | +14.1% | 17.8% | 0.83 | −31.4% | +360% | 0.78 | 0.20% |
| 36 | OMFLInvesco Russell 1000 Dynamic Multifactor ETF · US Multifactor Equity | Whole market | +8.9% | 16.4% | 0.60 | −33.2% | — | 0.88 | 0.29% |
| 37 | HDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF · International Dividend Equity | Whole market | +12.9% | 14.2% | 0.93 | −36.4% | +135% | 0.64 | 0.09% |
| 38 | AOAiShares Core 80/20 Aggressive Allocation ETF · Balanced Allocation | Whole market | +8.4% | 13.1% | 0.69 | −28.4% | +163% | 0.88 | 0.19% |
| 39 | MOATVanEck Morningstar Wide Moat ETF · US Large-Cap Equity | Same or nearby category | +9.5% | 18.4% | 0.59 | −33.3% | +278% | 0.87 | 0.46% |
| 40 | HFXINYLI FTSE International Equity Currency Neutral ETF · International Large-Cap Equity | Whole market | +11.2% | 15.3% | 0.78 | −32.4% | +178% | 0.81 | 0.19% |
| 41 | FDLFirst Trust Morningstar Dividend Leaders Index Fund · High Dividend Yield | Whole market | +14.6% | 14.5% | 1.02 | −41.4% | +207% | 0.72 | 0.43% |
| 42 | FFEBFT Vest U.S. Equity Buffer ETF - February · US Equity Buffer | Whole market | +10.7% | 10.8% | 1.00 | −22.8% | — | 0.85 | 0.85% |
| 43 | DDWMWisdomTree Dynamic International Equity Fund · International Dividend Equity | Whole market | +12.2% | 13.4% | 0.93 | −35.0% | +148% | 0.76 | 0.40% |
| 44 | RODMHartford Multifactor Developed Markets (ex-US) ETF · Developed International Equity | Whole market | +10.6% | 13.5% | 0.82 | −36.0% | +142% | 0.76 | 0.29% |
| 45 | IHEiShares U.S. Pharmaceuticals ETF · Pharmaceuticals | Whole market | +12.9% | 16.8% | 0.81 | −29.6% | +157% | 0.54 | 0.37% |
| 46 | FFLCFidelity Fundamental Large Cap Core ETF · Active Core Equity | Same or nearby category | +15.5% | 16.8% | 0.94 | −19.7% | — | 0.88 | 0.38% |
| 47 | IUSInvesco RAFI Strategic US ETF · US Total Market | Whole market | +14.7% | 14.9% | 1.00 | −34.7% | — | 0.91 | 0.19% |
| 48 | DSTLDistillate U.S. Fundamental Stability & Value ETF · US Large-Cap Value | Same or nearby category | +11.7% | 16.2% | 0.77 | −33.1% | — | 0.87 | 0.39% |
| 49 | RAAXVanEck Real Assets ETF · Real Assets | Whole market | +11.5% | 15.7% | 0.78 | −33.9% | — | 0.70 | 0.55% |
| 50 | INFLHorizon Kinetics Inflation Beneficiaries ETF · Global Equity | Whole market | +11.6% | 17.8% | 0.71 | −21.3% | — | 0.74 | 0.85% |
| 51 | FDLOFidelity Low Volatility Factor ETF · US Low-Volatility Equity | Whole market | +9.7% | 13.0% | 0.78 | −34.4% | +249% | 0.81 | 0.15% |
| 52 | ATOAtmos Energy Corporation · Gas Utilities | Whole market | +15.9% | 18.5% | 0.90 | −32.9% | +207% | 0.57 | — |
| 53 | SUSLiShares ESG MSCI USA Leaders ETF · Large-Cap ESG | Whole market | +12.5% | 17.6% | 0.76 | −34.3% | — | 0.85 | 0.10% |
| 54 | IGROiShares International Dividend Growth ETF · International Dividend Equity | Whole market | +9.2% | 13.9% | 0.70 | −36.3% | +144% | 0.72 | 0.15% |
| 55 | SIXAETC 6 Meridian Mega Cap Equity ETF · US Large-Cap Equity | Same or nearby category | +12.9% | 12.7% | 1.02 | −18.4% | — | 0.85 | 0.31% |
| 56 | FTXHFirst Trust Nasdaq Pharmaceuticals ETF · Pharmaceuticals | Whole market | +12.3% | 16.9% | 0.77 | −32.1% | +155% | 0.58 | 0.60% |
| 57 | FTQIFirst Trust Nasdaq BuyWrite Income ETF · Nasdaq Options Income | Whole market | +11.4% | 14.8% | 0.81 | −19.5% | +118% | 0.79 | 0.75% |
| 58 | HLALWahed FTSE USA Shariah ETF · Faith-Based Equity | Whole market | +13.6% | 18.0% | 0.80 | −33.6% | — | 0.79 | 0.50% |
| 59 | DUSADavis Select U.S. Equity ETF · Concentrated Equity | Same or nearby category | +11.5% | 18.4% | 0.69 | −36.7% | — | 0.87 | 0.59% |
| 60 | EWJViShares MSCI Japan Value ETF · Japan Equity | Whole market | +15.1% | 18.2% | 0.87 | −30.1% | — | 0.58 | 0.15% |
| 61 | FDRRFidelity Dividend ETF for Rising Rates · US Dividend Equity | Whole market | +12.7% | 15.0% | 0.88 | −36.5% | +264% | 0.85 | 0.15% |
| 62 | IDHQInvesco S&P International Developed Quality ETF · International Equity | Whole market | +9.8% | 17.9% | 0.61 | −33.6% | +184% | 0.77 | 0.29% |
| 63 | DGTState Street SPDR Global Dow ETF · Global Equity | Whole market | +13.9% | 15.1% | 0.95 | −34.4% | +260% | 0.84 | 0.50% |
| 64 | DBEUXtrackers MSCI Europe Hedged Equity ETF · European Equity | Whole market | +11.0% | 14.4% | 0.80 | −34.5% | +177% | 0.79 | 0.46% |
| 65 | XLSRState Street US Sector Rotation ETF · Tactical Equity | Whole market | +9.1% | 17.2% | 0.59 | −32.9% | — | 0.86 | 0.70% |
| 66 | QEFAState Street SPDR MSCI EAFE StrategicFactors ETF · International Multifactor Equity | Whole market | +8.5% | 14.8% | 0.63 | −30.8% | +143% | 0.75 | 0.30% |
| 67 | IMFLInvesco International Developed Dynamic Multifactor ETF · International Multifactor Equity | Whole market | +8.5% | 16.2% | 0.59 | −33.3% | — | 0.74 | 0.34% |
| 68 | QSPTFT Vest Nasdaq-100 Buffer ETF - September · Nasdaq-100 Buffer | Whole market | +11.9% | 14.9% | 0.83 | −22.6% | — | 0.73 | 0.90% |
| 69 | SSUSStrategy Shares Day Hagan Smart Sector ETF · US Large-Cap Equity | Same or nearby category | +10.3% | 15.4% | 0.71 | −23.8% | — | 0.83 | 0.77% |
| 70 | DJDInvesco Dow Jones Industrial Average Dividend ETF · High Dividend Yield | Whole market | +12.5% | 13.3% | 0.95 | −34.7% | +233% | 0.82 | 0.07% |
| 71 | PJPInvesco Pharmaceuticals ETF · Pharmaceuticals | Whole market | +11.3% | 16.6% | 0.73 | −34.0% | +139% | 0.57 | 0.58% |
| 72 | DWXState Street SPDR S&P International Dividend ETF · International Dividend Equity | Whole market | +8.3% | 12.3% | 0.71 | −36.0% | +99.5% | 0.62 | 0.45% |
| 73 | LGHHCM Defender 500 Index ETF · Tactical Asset Allocation | Whole market | +9.2% | 16.7% | 0.61 | −29.6% | — | 0.77 | 1.00% |
| 74 | PWVInvesco Large Cap Value ETF · US Large-Cap Value | Same or nearby category | +13.7% | 14.2% | 0.98 | −37.6% | +226% | 0.86 | 0.55% |
| 75 | SDCIUSCF SummerHaven Dynamic Commodity Strategy No K-1 Fund · Broad Commodities | Whole market | +21.1% | 18.4% | 1.14 | −45.7% | — | 0.12 | 0.80% |
| 76 |  XLFState Street Financial Select Sector SPDR ETF · Financial Sector Equity | Whole market | +8.7% | 18.3% | 0.55 | −42.9% | +245% | 0.83 | 0.08% |
| 77 | TPYPTortoise North American Pipeline ETF · Energy Infrastructure | Whole market | +17.2% | 17.3% | 1.01 | −51.9% | +188% | 0.68 | 0.40% |
| 78 | FNDFSchwab Fundamental International Large Company Index ETF · International Large-Cap Equity | Whole market | +13.6% | 16.3% | 0.87 | −40.2% | +193% | 0.75 | 0.25% |
| 79 | VYMIVanguard International High Dividend Yield ETF · International Dividend Equity | Whole market | +13.2% | 14.8% | 0.92 | −40.0% | +174% | 0.72 | 0.07% |
| 80 | AVDVAvantis International Small Cap Value ETF · International Equity | Whole market | +13.6% | 17.4% | 0.82 | −43.0% | — | 0.75 | 0.36% |
| 81 | PJULInnovator U.S. Equity Power Buffer ETF · US Equity Buffer | Whole market | +10.4% | 8.6% | 1.20 | −18.2% | — | 0.84 | 0.79% |
| 82 | FDVVFidelity High Dividend ETF · High Dividend Yield | Whole market | +13.4% | 14.6% | 0.94 | −40.2% | +255% | 0.88 | 0.15% |
| 83 | POCTInnovator U.S. Equity Power Buffer ETF · Moderate Buffer | Whole market | +9.9% | 8.0% | 1.22 | −18.8% | — | 0.82 | 0.79% |
| 84 | BBCAJPMorgan BetaBuilders Canada ETF · International Equity | Whole market | +11.5% | 16.7% | 0.74 | −42.8% | — | 0.86 | 0.19% |
| 85 | FNDESchwab Fundamental Emerging Markets Large Company Index ETF · Emerging Markets Equity | Whole market | +9.8% | 17.0% | 0.64 | −39.9% | +144% | 0.52 | 0.39% |
| 86 | DOCTFT Vest U.S. Equity Deep Buffer ETF - October · Deep Buffer | Whole market | +8.2% | 7.4% | 1.10 | −9.9% | — | 0.78 | 0.85% |
| 87 | EMLPFirst Trust North American Energy Infrastructure Fund · Energy Infrastructure | Whole market | +15.2% | 14.5% | 1.06 | −43.6% | +155% | 0.75 | 0.95% |
| 88 | CHTChunghwa Telecom Co., Ltd. · Integrated Telecommunications | Whole market | +8.2% | 13.3% | 0.66 | −23.8% | +104% | 0.29 | — |
| 89 | GCOWPacer Global Cash Cows Dividend ETF · Global Equity | Whole market | +14.4% | 13.6% | 1.06 | −37.6% | +170% | 0.61 | 0.60% |
| 90 | SPYDState Street SPDR Portfolio S&P 500 High Dividend ETF · High Dividend Yield | Whole market | +8.3% | 16.0% | 0.58 | −46.4% | +131% | 0.83 | 0.07% |
| 91 | WTVWisdomTree U.S. Value Fund · US Value Equity | Whole market | +13.6% | 17.0% | 0.84 | −42.2% | +306% | 0.95 | 0.12% |
| 92 | DEMWisdomTree Emerging Markets High Dividend Fund · International Equity | Whole market | +9.6% | 15.5% | 0.67 | −37.8% | +128% | 0.58 | 0.63% |
| 93 | INTFiShares International Equity Factor ETF · International Large-Cap Equity | Whole market | +10.5% | 16.2% | 0.70 | −40.4% | +143% | 0.79 | 0.16% |
| 94 | VOEVanguard Morningstar Mid-Cap Value ETF · Mid-Cap Value | Popular alternative | +9.7% | 15.8% | 0.67 | −43.2% | +185% | 0.94 | 0.05% |
| 95 | DHSWisdomTree U.S. High Dividend Fund · High Dividend Yield | Whole market | +12.4% | 13.9% | 0.91 | −37.4% | +159% | 0.79 | 0.38% |
| 96 | FSMDFidelity Small-Mid Multifactor ETF · US Small-Mid-Cap Equity | Whole market | +8.8% | 18.5% | 0.55 | −40.7% | — | 0.98 | 0.15% |
| 97 | FGDFirst Trust Dow Jones Global Select Dividend Index Fund · Global Equity | Whole market | +11.7% | 14.8% | 0.82 | −44.8% | +155% | 0.68 | 0.55% |
| 98 | ICOWPacer Developed Markets International Cash Cows 100 ETF · International Large-Cap Value | Whole market | +10.8% | 16.8% | 0.70 | −43.5% | — | 0.68 | 0.65% |
| 99 | PKWInvesco BuyBack Achievers ETF · US Buyback Equity | Whole market | +10.7% | 17.3% | 0.68 | −40.9% | +261% | 0.93 | 0.63% |
| 100 | RDIVInvesco S&P Ultra Dividend Revenue ETF · US Dividend Equity | Whole market | +12.7% | 17.4% | 0.78 | −50.0% | +187% | 0.80 | 0.39% |
IJH against its popular alternatives
The investments people most often weigh against IJH, compared period by period and year by year.
How do IJH's risk and return compare with its alternatives?
This map plots each investment's annual return over the past 5 years against its volatility, the size of its typical price swings. Investments toward the upper left earned more for a smoother ride, and those toward the lower right earned less for a rougher one. The dashed lines cross at IJH, which divides the map into what did better or worse on each measure.
- Nine of the 25 popular alternatives, led by IMCV, VOE and IWS, were both more rewarding and calmer than IJH over the past 5 years, earning a higher annual return with lower volatility.
- Over the past 5 years, IJH returned 7.0% a year, less than the S&P 500's 12.5%, with higher volatility (19.6% against 17.2%).
Green points earned more than IJH with less volatility; red points earned less with more. Hover over a point for its figures. Total returns with dividends reinvested, annualized.
All figures
| Investment | Annual return | Volatility |
|---|---|---|
| SPY S&P 500State Street SPDR S&P 500 ETF | +12.5% | 17.2% |
| IMCV iShares Morningstar Mid-Cap Value ETF | +10.6% | 16.4% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | +9.7% | 15.8% |
| XMHQ Invesco S&P MidCap Quality ETF | +9.6% | 20.5% |
| XMMO Invesco S&P MidCap Momentum ETF | +9.3% | 22.1% |
| IWS iShares Russell Mid-Cap Value ETF | +8.8% | 17.2% |
| DON WisdomTree U.S. MidCap Dividend Fund | +7.8% | 17.4% |
| IJJ iShares S&P Mid-Cap 400 Value ETF | +7.7% | 19.2% |
| FLQM Franklin U.S. Mid Cap Multifactor Index ETF | +7.6% | 16.5% |
| REGL ProShares - S&P MidCap 400 Dividend Aristocrats ETF | +7.4% | 16.0% |
| IWR iShares Russell Mid-Cap ETF | +7.2% | 18.2% |
| JHMM John Hancock Investments - Multifactor Mid Cap ETF | +7.1% | 18.3% |
| BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | +7.0% | 20.5% |
| IJH This pageiShares Core S&P Mid-Cap ETF | +7.0% | 19.6% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF | +7.0% | 19.6% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | +7.0% | 19.6% |
| VO Vanguard Morningstar Mid-Cap ETF | +6.8% | 17.6% |
| MDY State Street SPDR S&P MIDCAP 400 ETF Trust | +6.7% | 19.6% |
| SCHM Schwab U.S. Mid-Cap ETF | +6.7% | 19.7% |
| XMLV Invesco S&P MidCap Low Volatility ETF | +6.0% | 14.4% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | +6.0% | 20.9% |
| IMCG iShares Morningstar Mid-Cap Growth ETF | +5.8% | 20.4% |
| IJR iShares Core S&P Small-Cap ETF | +5.8% | 21.1% |
| IWM iShares Russell 2000 ETF | +5.3% | 22.4% |
| VXF Vanguard Extended Market ETF | +4.9% | 22.4% |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | +3.3% | 21.7% |
| IWP iShares Russell Mid-Cap Growth ETF | +2.7% | 22.6% |
Has IJH consistently beaten its popular alternatives?
This section compares IJH with the investments people most often weigh against it, checking each one over eight periods from one month to ten years. Counting how often an alternative earned more than IJH helps separate lasting outperformance from a single strong stretch.
- Ten of the 26 popular alternatives, led by IWR, VOE and IMCV, outperformed IJH in at least 3 of 5 short-term and 2 of 3 long-term timeframes.
- IWR, VOE and IMCV outperformed IJH in every long-term period and in all but one short-term period, the most consistent record in the group.
- IVV, XMHQ and REGL earned more for the risk they took than IJH (a higher Sharpe ratio) and fell less in their worst decline of the past 10 years.
A green cell means the alternative earned more than IJH over that period. "Qualified" marks those that did so in at least 3 of 5 short-term periods and 2 of 3 long-term periods.
| Investment | Periods outperformed | Short term | Long term | Risk · 5 years | Fund | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Volatilitylower is calmer | Sharpehigher is better | Worst declinepast 10 years | Expense | Assets | Overlapsame sectors | ||
| IJH iShares Core S&P Mid-Cap ETF (this page) | — | −0.9% | −3.5% | +0.8% | +9.7% | +13.9% | +60.3% | +40.3% | +176% | 19.6% | 0.44 | −42.2% | 0.05% | $121B | — |
| IWR QualifiediShares Russell Mid-Cap ETF | 5/5 short3/3 longAll-weather | +0.8% | +1.0% | +6.5% | +13.9% | +16.0% | +72.8% | +41.5% | +198% | 18.2% | 0.47 | −40.6% | 0.18% | $56B | 89% |
| VOE QualifiedVanguard Morningstar Mid-Cap Value ETF | 5/5 short3/3 longAll-weather | +4.5% | +3.8% | +10.1% | +18.7% | +22.9% | +78.6% | +58.6% | +185% | 15.8% | 0.67 | −43.2% | 0.05% | $37B | 75% |
| IMCV QualifiediShares Morningstar Mid-Cap Value ETF | 5/5 short3/3 longAll-weather | +4.9% | +5.2% | +12.7% | +20.5% | +25.8% | +82.2% | +65.4% | +182% | 16.4% | 0.70 | −46.4% | 0.06% | $1.2B | 75% |
| IVV QualifiediShares Core S&P 500 ETF | 4/5 short3/3 longAll-weather | −1.2% | +2.5% | +8.0% | +12.8% | +15.7% | +88.8% | +80.8% | +319% | 17.0% | 0.79 | −33.9% | 0.03% | $880B | 67% |
| JHMM QualifiedJohn Hancock Investments - Multifactor Mid Cap ETF | 5/5 short2/3 long | +0.2% | −0.9% | +2.4% | +10.8% | +14.9% | +67.9% | +40.7% | +199% | 18.3% | 0.47 | −40.7% | 0.41% | $5.9B | 89% |
| IWS QualifiediShares Russell Mid-Cap Value ETF | 5/5 short2/3 long | +2.7% | +2.7% | +9.5% | +19.8% | +23.6% | +78.5% | +52.8% | +170% | 17.2% | 0.58 | −43.8% | 0.23% | $15B | 86% |
| IMCG QualifiediShares Morningstar Mid-Cap Growth ETF | 4/5 short2/3 long | −1.7% | −1.5% | +7.8% | +16.9% | +15.3% | +75.4% | +32.7% | +277% | 20.4% | 0.38 | −35.1% | 0.06% | $4.0B | 89% |
| XMHQ QualifiedInvesco S&P MidCap Quality ETF | 4/5 short2/3 long | +1.9% | +3.8% | +7.5% | +12.3% | +13.1% | +61.4% | +57.8% | +241% | 20.5% | 0.55 | −36.9% | 0.30% | $5.4B | 84% |
| VO QualifiedVanguard Morningstar Mid-Cap ETF | 4/5 short2/3 long | +1.3% | +1.3% | +6.8% | +12.3% | +13.2% | +70.7% | +39.0% | +199% | 17.6% | 0.46 | −39.4% | 0.03% | $217B | 88% |
| SCHM QualifiedSchwab U.S. Mid-Cap ETF | 4/5 short2/3 long | −0.6% | −1.2% | +3.5% | +15.0% | +19.1% | +69.6% | +38.5% | +182% | 19.7% | 0.43 | −42.5% | 0.03% | $14B | 91% |
| XMMO Broad MarketInvesco S&P MidCap Momentum ETF | 0/5 short3/3 long | −8.7% | −16.3% | −14.1% | −3.2% | +2.2% | +81.5% | +55.8% | +368% | 22.1% | 0.51 | −36.7% | 0.34% | $6.9B | 76% |
| VXF Broad MarketVanguard Extended Market ETF | 1/5 short2/3 long | −3.5% | −3.1% | +1.8% | +9.5% | +11.3% | +76.3% | +27.0% | +192% | 22.4% | 0.33 | −41.7% | 0.05% | $91B | 86% |
| DON Dividend & IncomeWisdomTree U.S. MidCap Dividend Fund | 4/5 short1/3 long | +2.8% | −0.3% | +4.7% | +11.0% | +12.9% | +54.7% | +45.5% | +140% | 17.4% | 0.52 | −46.8% | 0.38% | $3.8B | 74% |
| BBMC Broad MarketJPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 4/5 short1/3 long | −0.7% | −1.4% | +3.9% | +14.1% | +19.3% | +78.8% | +40.4% | — | 20.5% | 0.43 | −30.1% | 0.07% | $2.1B | 90% |
| FLQM Broad MarketFranklin U.S. Mid Cap Multifactor Index ETF | 4/5 short1/3 long | +5.5% | +6.1% | +9.7% | +11.3% | +12.8% | +57.2% | +43.9% | — | 16.5% | 0.53 | −37.2% | 0.30% | $1.4B | 80% |
| IJR Broad MarketiShares Core S&P Small-Cap ETF | 3/5 short1/3 long | −0.8% | −4.5% | +2.9% | +15.2% | +18.1% | +63.5% | +32.2% | +165% | 21.1% | 0.37 | −44.4% | 0.06% | $102B | 89% |
| IJJ Broad MarketiShares S&P Mid-Cap 400 Value ETF | 3/5 short1/3 long | +1.7% | −2.2% | +2.8% | +9.4% | +13.6% | +60.0% | +44.8% | +163% | 19.2% | 0.48 | −46.1% | 0.18% | $8.5B | 81% |
| REGL Dividend & IncomeProShares - S&P MidCap 400 Dividend Aristocrats ETF | 3/5 short1/3 long | +2.0% | −2.0% | +2.9% | +8.9% | +10.9% | +52.6% | +43.0% | +150% | 16.0% | 0.53 | −36.4% | 0.40% | $1.7B | 69% |
| VOT Broad MarketVanguard Morningstar Mid-Cap Growth ETF | 2/5 short1/3 long | −3.0% | −2.0% | +2.3% | +3.3% | +0.5% | +57.8% | +17.6% | +198% | 21.7% | 0.26 | −37.2% | 0.05% | $33B | 79% |
| IWM Broad MarketiShares Russell 2000 ETF | 2/5 short1/3 long | −3.7% | −5.6% | +0.6% | +12.0% | +14.8% | +73.3% | +29.4% | +157% | 22.4% | 0.34 | −41.1% | 0.19% | $75B | 83% |
| IWP Broad MarketiShares Russell Mid-Cap Growth ETF | 0/5 short1/3 long | −4.8% | −4.0% | −2.4% | −3.4% | −5.6% | +52.7% | +14.3% | +197% | 22.6% | 0.23 | −38.6% | 0.23% | $19B | 74% |
| XMLV Broad MarketInvesco S&P MidCap Low Volatility ETF | 2/5 short0/3 long | +1.6% | −3.1% | +2.6% | +8.0% | +7.3% | +49.9% | +34.2% | +115% | 14.4% | 0.48 | −39.9% | 0.25% | $699M | 43% |
| SPMD Broad MarketState Street SPDR Portfolio S&P 400 Mid Cap ETF | 0/5 short0/3 long | −1.0% | −3.5% | +0.8% | +9.7% | +13.9% | +60.3% | +40.3% | +181% | 19.6% | 0.45 | −41.9% | 0.03% | $18B | 99% |
| IVOO Broad MarketVanguard S&P Mid-Cap 400 ETF | 0/5 short0/3 long | −0.9% | −3.6% | +0.7% | +9.6% | +13.9% | +60.1% | +40.0% | +175% | 19.6% | 0.44 | −42.3% | 0.07% | $5.7B | 96% |
| IJK Broad MarketiShares S&P Mid-Cap 400 Growth ETF | 0/5 short0/3 long | −3.4% | −4.8% | −1.2% | +9.7% | +14.0% | +59.2% | +33.6% | +173% | 20.9% | 0.38 | −39.3% | 0.16% | $10B | 83% |
| MDY Broad MarketState Street SPDR S&P MIDCAP 400 ETF Trust | 0/5 short0/3 long | −1.0% | −3.6% | +0.6% | +9.4% | +13.5% | +58.8% | +38.5% | +170% | 19.6% | 0.43 | −42.2% | 0.23% | $26B | 99% |
How did IJH do year by year?
This table shows each investment's total return in every full calendar year since 2001, along with where IJH ranked among its popular alternatives each year. Annual results reveal how consistently each one kept pace with IJH and how far its good and bad years diverged, detail that multiyear averages tend to smooth over.
- IJH finished ahead of the S&P 500 in 12 of its 25 full calendar years, and behind it in each of the last three.
- Among its popular alternatives, VOT came out ahead of IJH most often, in 12 of the 19 years both traded.
- Ranked against its popular alternatives each year, IJH finished in the top quarter in three of 25 years and in the bottom quarter in one. In 2025, it ranked 16 of 26.
Newest year first. Green marks a year in which the fund came out ahead of IJH; gray means the two finished within a fraction of a point. The rank row places IJH among the alternatives that traded the full year; dark green is the top quarter and red the bottom quarter.
| Investment | Years ahead of IJH | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IJH This pageiShares Core S&P Mid-Cap ETF | — | +7.4% | +13.9% | +16.4% | −13.1% | +24.7% | +13.6% | +26.1% | −11.2% | +16.3% | +20.7% | −2.3% | +9.7% | +33.5% | +17.7% | −2.2% | +26.7% | +37.9% | −36.1% | +7.3% | +9.7% | +12.8% | +16.1% | +35.3% | −14.2% | −1.4% |
| Rank among alternatives | Top quarter in 3 of 25 | 16 of 26 | 15 of 26 | 15 of 26 | 10 of 26 | 10 of 26 | 14 of 25 | 15 of 25 | 20 of 25 | 13 of 24 | 7 of 24 | 12 of 22 | 15 of 22 | 15 of 21 | 6 of 21 | 12 of 20 | 7 of 19 | 9 of 19 | 6 of 19 | 6 of 19 | 11 of 15 | 4 of 13 | 7 of 10 | 8 of 10 | 3 of 9 | 5 of 6 |
| SPY S&P 500State Street SPDR S&P 500 ETF | 12 of 25 | +17.7% | +24.9% | +26.2% | −18.2% | +28.7% | +18.3% | +31.2% | −4.6% | +21.7% | +12.0% | +1.2% | +13.5% | +32.3% | +16.0% | +1.9% | +15.1% | +26.4% | −36.8% | +5.1% | +15.9% | +4.8% | +10.7% | +28.2% | −21.6% | −11.7% |
| IWR iShares Russell Mid-Cap ETF | 12 of 24 | +10.4% | +15.2% | +17.0% | −17.5% | +22.4% | +17.0% | +30.2% | −9.1% | +18.2% | +13.7% | −2.6% | +13.1% | +34.5% | +17.1% | −1.8% | +25.3% | +40.7% | −41.4% | +5.1% | +15.1% | +12.6% | +19.7% | +39.6% | −16.6% | — |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 8 of 19 | +12.1% | +14.0% | +9.8% | −8.0% | +28.8% | +2.6% | +27.9% | −12.5% | +17.1% | +15.4% | −1.9% | +14.0% | +37.8% | +16.0% | −0.4% | +21.8% | +38.3% | −36.6% | −4.3% | — | — | — | — | — | — |
| IMCV iShares Morningstar Mid-Cap Value ETF | 7 of 21 | +13.5% | +12.3% | +11.9% | −7.0% | +33.6% | −4.1% | +24.7% | −10.9% | +12.6% | +24.4% | −2.5% | +11.1% | +41.8% | +16.9% | −2.7% | +20.4% | +35.3% | −35.6% | −6.2% | +18.4% | +11.3% | — | — | — | — |
| JHMM John Hancock Investments - Multifactor Mid Cap ETF | 6 of 10 | +10.8% | +14.6% | +14.5% | −15.3% | +24.5% | +16.2% | +30.0% | −9.6% | +20.0% | +13.4% | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| IWS iShares Russell Mid-Cap Value ETF | 10 of 24 | +10.8% | +12.9% | +12.5% | −12.3% | +28.1% | +4.8% | +26.7% | −12.4% | +13.2% | +19.8% | −5.0% | +14.4% | +33.2% | +18.3% | −1.5% | +24.5% | +33.1% | −38.0% | −1.6% | +20.1% | +12.5% | +23.0% | +38.4% | −10.5% | — |
| IMCG iShares Morningstar Mid-Cap Growth ETF | 12 of 21 | +6.5% | +18.1% | +20.7% | −25.8% | +15.4% | +45.6% | +35.7% | −3.7% | +25.5% | +5.4% | −0.9% | +10.5% | +33.9% | +15.4% | −2.8% | +27.8% | +41.9% | −46.4% | +19.4% | +9.2% | +16.1% | — | — | — | — |
| XMHQ Invesco S&P MidCap Quality ETF | 8 of 19 | +4.7% | +16.8% | +29.5% | −12.4% | +21.0% | +26.6% | +27.2% | −9.1% | +15.7% | +16.1% | −6.5% | +13.1% | +33.5% | +13.2% | −1.4% | +21.2% | +29.5% | −40.2% | +5.6% | — | — | — | — | — | — |
| VO Vanguard Morningstar Mid-Cap ETF | 12 of 21 | +11.6% | +15.3% | +16.0% | −18.8% | +24.7% | +18.1% | +30.9% | −9.2% | +19.3% | +11.2% | −1.3% | +13.8% | +35.1% | +16.2% | −2.0% | +25.5% | +40.6% | −41.6% | +5.5% | +14.0% | +13.9% | — | — | — | — |
| SCHM Schwab U.S. Mid-Cap ETF | 8 of 14 | +10.1% | +12.0% | +16.8% | −17.1% | +19.3% | +15.2% | +27.4% | −8.8% | +19.5% | +14.4% | −0.1% | +10.4% | +36.2% | +17.6% | — | — | — | — | — | — | — | — | — | — | — |
| XMMO Invesco S&P MidCap Momentum ETF | 10 of 20 | +13.0% | +38.0% | +20.4% | −16.0% | +16.7% | +29.2% | +36.8% | +6.1% | +37.2% | +3.4% | −4.5% | +10.6% | +27.4% | +14.8% | −5.8% | +29.6% | +23.7% | −44.1% | +27.5% | +8.8% | — | — | — | — | — |
| VXF Vanguard Extended Market ETF | 13 of 23 | +11.4% | +16.9% | +25.5% | −26.5% | +12.3% | +32.5% | +28.0% | −9.3% | +18.0% | +16.2% | −3.3% | +7.6% | +38.3% | +18.6% | −3.6% | +27.6% | +37.9% | −38.6% | +5.9% | +15.9% | +11.7% | +19.5% | +45.1% | — | — |
| DON WisdomTree U.S. MidCap Dividend Fund | 7 of 19 | +3.4% | +13.9% | +13.7% | −4.8% | +30.3% | −5.5% | +23.3% | −8.2% | +13.5% | +20.4% | −1.1% | +15.3% | +33.4% | +13.6% | +5.3% | +21.7% | +32.1% | −32.3% | −5.9% | — | — | — | — | — | — |
| BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 3 of 5 | +12.2% | +15.2% | +18.4% | −19.8% | +17.6% | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| FLQM Franklin U.S. Mid Cap Multifactor Index ETF | 5 of 8 | +5.2% | +14.3% | +17.4% | −12.9% | +28.8% | +15.5% | +28.6% | −4.3% | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| IJR iShares Core S&P Small-Cap ETF | 10 of 25 | +5.9% | +8.6% | +16.1% | −16.2% | +26.6% | +11.3% | +22.8% | −8.5% | +13.2% | +26.6% | −2.1% | +5.8% | +41.4% | +16.3% | +0.8% | +26.7% | +25.9% | −31.5% | −0.5% | +15.1% | +7.5% | +22.4% | +38.5% | −14.3% | +6.5% |
| IJJ iShares S&P Mid-Cap 400 Value ETF | 10 of 25 | +7.3% | +11.6% | +15.2% | −7.1% | +30.4% | +3.5% | +25.7% | −12.1% | +12.1% | +26.2% | −6.7% | +11.9% | +34.1% | +18.3% | −2.7% | +22.5% | +34.4% | −35.1% | +2.1% | +14.5% | +11.6% | +17.9% | +40.0% | −10.8% | +7.1% |
| REGL ProShares - S&P MidCap 400 Dividend Aristocrats ETF | 3 of 10 | +6.9% | +12.3% | +5.4% | −0.6% | +20.4% | +7.5% | +18.8% | −3.2% | +10.1% | +29.8% | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | 12 of 19 | +10.7% | +16.4% | +23.1% | −28.9% | +20.5% | +34.5% | +33.8% | −5.6% | +21.8% | +6.9% | −1.1% | +13.5% | +32.4% | +16.0% | −3.9% | +29.1% | +43.9% | −47.3% | +17.2% | — | — | — | — | — | — |
| IWM iShares Russell 2000 ETF | 9 of 25 | +12.7% | +11.4% | +16.8% | −20.5% | +14.5% | +20.0% | +25.4% | −11.1% | +14.6% | +21.6% | −4.5% | +5.0% | +38.7% | +16.7% | −4.4% | +26.9% | +28.5% | −34.2% | −1.8% | +18.3% | +4.5% | +18.0% | +47.4% | −20.3% | +1.8% |
| IWP iShares Russell Mid-Cap Growth ETF | 14 of 24 | +8.5% | +21.9% | +25.7% | −26.9% | +12.6% | +35.2% | +35.0% | −4.9% | +25.0% | +7.2% | −0.4% | +11.7% | +35.5% | +15.6% | −1.9% | +26.1% | +46.5% | −44.6% | +11.2% | +10.5% | +11.8% | +14.9% | +43.0% | −28.0% | — |
| XMLV Invesco S&P MidCap Low Volatility ETF | 6 of 12 | +5.6% | +17.1% | +1.8% | −6.5% | +23.0% | −8.4% | +23.8% | −0.2% | +13.7% | +21.6% | +5.4% | +18.4% | — | — | — | — | — | — | — | — | — | — | — | — | — |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF | 5 of 20 | +7.4% | +13.9% | +16.4% | −13.1% | +24.7% | +13.5% | +25.2% | −10.4% | +15.2% | +18.3% | +1.7% | +8.2% | +38.9% | +17.0% | −1.2% | +24.7% | +45.1% | −38.4% | +4.6% | +9.5% | — | — | — | — | — |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0 of 15 | +7.5% | +13.8% | +16.4% | −13.2% | +24.6% | +13.6% | +26.2% | −11.4% | +16.4% | +20.3% | −2.3% | +9.5% | +33.6% | +17.7% | −2.6% | — | — | — | — | — | — | — | — | — | — |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 10 of 25 | +7.3% | +15.7% | +17.4% | −19.0% | +18.7% | +22.4% | +25.9% | −10.5% | +19.7% | +14.6% | +1.9% | +7.3% | +32.6% | +17.1% | −1.3% | +30.4% | +41.1% | −37.4% | +12.7% | +5.8% | +13.2% | +13.8% | +30.4% | −19.4% | −8.0% |
| MDY State Street SPDR S&P MIDCAP 400 ETF Trust | 1 of 25 | +7.2% | +13.6% | +16.1% | −13.3% | +24.5% | +13.5% | +25.8% | −11.3% | +15.9% | +20.5% | −2.5% | +9.4% | +33.1% | +17.8% | −2.1% | +26.3% | +37.6% | −36.4% | +7.2% | +10.0% | +12.5% | +15.9% | +35.3% | −14.5% | −0.9% |
Risk and diversification
How IJH has fallen, how it held up in crashes beside the S&P 500 and its popular alternatives, and what moves independently of it.
What were IJH's worst declines?
A drawdown is the decline from a peak to the lowest point before a new high. This section presents IJH's five deepest drawdowns since it began trading in 2000, alongside the S&P 500's return over the same dates, and how long each took to recover. Together, these figures show how much an investor could have lost and how long it took to get back to even.
- In four of IJH's five worst declines, the S&P 500 held up better over the same dates.
- The longest climb back to a previous high took 21 months, after IJH fell 55.1% from June 2007 to March 2009.
Green means IJH fell less than the S&P 500 over the same dates. Based on daily closing prices with dividends reinvested.
| During | IJH fell | S&P 500, same dates | Peak | Low | Time to the low | Back at the peak | Time to recover |
|---|---|---|---|---|---|---|---|
| 2008 financial crisis | −55.1% | −54.1% | Jun 2007 | Mar 2009 | 21 months | Dec 2010 | 21 months |
| Covid crash | −42.2% | −33.4% | Feb 2020 | Mar 2020 | 1 month | Nov 2020 | 8 months |
| Dot-com bust | −31.9% | −30.4% | Apr 2002 | Oct 2002 | 6 months | Oct 2003 | 12 months |
| 2011 euro debt crisis | −26.2% | −18.6% | Apr 2011 | Oct 2011 | 6 months | Mar 2012 | 5 months |
| Dot-com bust | −25.6% | −34.5% | Sep 2000 | Sep 2001 | 12 months | Mar 2002 | 6 months |
How did IJH do in stock market crashes?
This section measures how far IJH, the S&P 500 and each alternative fell from peak to trough during every major market crash since 2000. A smaller decline means an investment held up better, and comparing results across crashes shows whether that resilience was consistent or a one-off.
Note: IJH began trading on May 26, 2000, so its row reads "Not yet trading" for the dot-com bust. The older alternatives and the S&P 500 show how those crashes played out.
- IJH fell further than the S&P 500 in six of the nine crashes it has traded through. The clearest case was the Covid crash, when IJH fell 42.2% and the S&P 500 fell 33.7%.
- Among its popular alternatives, REGL held up best, falling less than IJH in all six crashes they both traded through.
Newest crash first. Each figure is the fund's deepest fall within the crash window; green means a smaller fall than IJH.
| Investment | Held up better | 2023 regional bank crisisMar 2023 | 2022 bear marketJan 2022 | Covid crashFeb 2020 | Late-2018 sell-offSep 2018 | February 2018 volatility shockFeb 2018 | 2015 China and oil sell-offAug 2015 | 2011 euro debt crisisJul 2011 | 2010 flash crashMay 2010 | 2008 financial crisisOct 2007 | Dot-com bustMar 2000 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| IJH This pageiShares Core S&P Mid-Cap ETF | — | −7.0% | −22.8% | −42.2% | −22.8% | −6.1% | −17.5% | −24.6% | −2.6% | −54.8% | Not yet trading |
| SPY S&P 500State Street SPDR S&P 500 ETF | 6 of 9 | −3.4% | −24.5% | −33.7% | −19.3% | −6.5% | −12.8% | −17.9% | −1.5% | −55.2% | −47.5% |
| IWR iShares Russell Mid-Cap ETF | 4 of 9 | −6.1% | −24.2% | −40.6% | −21.2% | −6.0% | −18.0% | −22.8% | −2.3% | −58.5% | — |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 6 of 9 | −6.3% | −19.7% | −43.0% | −21.0% | −5.6% | −16.9% | −21.7% | −2.0% | −59.4% | — |
| IMCV iShares Morningstar Mid-Cap Value ETF | 6 of 9 | −6.7% | −19.9% | −45.7% | −19.4% | −5.4% | −14.4% | −22.6% | −1.4% | −62.1% | — |
| JHMM John Hancock Investments - Multifactor Mid Cap ETF | 2 of 5 | −6.6% | −23.2% | −40.7% | −21.8% | −5.9% | — | — | — | — | — |
| IWS iShares Russell Mid-Cap Value ETF | 4 of 9 | −6.7% | −21.2% | −43.8% | −20.8% | −5.8% | −16.9% | −22.3% | −2.2% | −60.7% | — |
| IMCG iShares Morningstar Mid-Cap Growth ETF | 2 of 9 | −5.7% | −30.8% | −34.1% | −23.3% | −6.4% | −23.0% | −24.5% | −2.7% | −59.0% | — |
| XMHQ Invesco S&P MidCap Quality ETF | 5 of 9 | −6.1% | −23.4% | −36.9% | −21.8% | −6.3% | −18.7% | −21.3% | 0.0% | −57.3% | — |
| VO Vanguard Morningstar Mid-Cap ETF | 4 of 9 | −5.8% | −25.0% | −39.4% | −21.2% | −5.8% | −18.8% | −23.4% | −2.4% | −58.3% | — |
| SCHM Schwab U.S. Mid-Cap ETF | 0 of 7 | −7.0% | −24.5% | −42.5% | −22.4% | −6.0% | −19.0% | −24.8% | — | — | — |
| XMMO Invesco S&P MidCap Momentum ETF | 2 of 9 | −6.4% | −24.5% | −36.7% | −24.1% | −6.0% | −25.2% | −24.3% | −2.3% | −55.4% | — |
| VXF Vanguard Extended Market ETF | 0 of 9 | −7.0% | −30.5% | −41.7% | −23.9% | −5.6% | −22.3% | −26.3% | −2.9% | −57.5% | — |
| DON WisdomTree U.S. MidCap Dividend Fund | 5 of 9 | −7.6% | −15.8% | −46.6% | −18.9% | −5.1% | −12.0% | −20.2% | −3.0% | −60.2% | — |
| BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 0 of 2 | −7.1% | −26.4% | — | — | — | — | — | — | — | — |
| FLQM Franklin U.S. Mid Cap Multifactor Index ETF | 5 of 5 | −4.5% | −21.9% | −37.2% | −17.7% | 0.0% | — | — | — | — | — |
| IJR iShares Core S&P Small-Cap ETF | 2 of 9 | −7.0% | −24.7% | −41.5% | −25.8% | −5.4% | −17.1% | −25.2% | −2.6% | −58.0% | — |
| IJJ iShares S&P Mid-Cap 400 Value ETF | 1 of 9 | −8.0% | −19.1% | −45.6% | −22.7% | −5.8% | −17.5% | −25.1% | −2.4% | −56.7% | — |
| REGL ProShares - S&P MidCap 400 Dividend Aristocrats ETF | 6 of 6 | −5.7% | −13.5% | −36.2% | −14.2% | −5.0% | −11.5% | — | — | — | — |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | 3 of 9 | −5.2% | −32.1% | −36.2% | −21.5% | −6.2% | −20.8% | −25.0% | −2.8% | −60.2% | — |
| IWM iShares Russell 2000 ETF | 2 of 9 | −7.1% | −26.8% | −40.8% | −25.7% | −5.5% | −21.5% | −27.2% | −2.9% | −58.4% | — |
| IWP iShares Russell Mid-Cap Growth ETF | 4 of 9 | −5.1% | −32.7% | −35.9% | −21.8% | −6.0% | −19.0% | −23.6% | −2.3% | −56.9% | — |
| XMLV Invesco S&P MidCap Low Volatility ETF | 6 of 6 | −5.6% | −16.4% | −39.7% | −12.7% | −5.3% | −9.6% | — | — | — | — |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF | 0 of 9 | −7.0% | −22.7% | −41.9% | −23.7% | −5.8% | −17.6% | −24.5% | −2.7% | −57.1% | — |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0 of 7 | −7.0% | −22.7% | −42.3% | −22.9% | −6.1% | −17.7% | −24.7% | — | — | — |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 2 of 9 | −5.8% | −27.0% | −39.3% | −23.1% | −6.4% | −18.4% | −24.3% | −2.6% | −54.5% | — |
| MDY State Street SPDR S&P MIDCAP 400 ETF Trust | 0 of 9 | −6.9% | −22.7% | −42.2% | −22.9% | −6.0% | −17.6% | −24.6% | −2.5% | −55.1% | −32.0% |
How closely does IJH move with the S&P 500?
Upside capture measures how much of the S&P 500's gains an investment kept in the months the market rose, and downside capture how much of its losses it took in the months the market fell. An investment that captures more of the gains than the losses has compounded ahead of the market over time. This section compares IJH with its popular alternatives on both measures, and on beta (how strongly each has moved with the market), over the past 10 years.
- XMMO took just 93% of the S&P 500's losses, against 115% for IJH, while still keeping 103% of its gains.
- Over the past 10 years, IJH captured 93% of the S&P 500's gains in rising months and 115% of its losses in falling months, with a beta of 1.10. Its share of the market's losses was larger than its share of the gains.
- 11 of the 23 popular alternatives had a higher capture ratio (upside capture divided by downside capture) than IJH's 0.81, led by XMMO, IMCG and XMHQ.
Monthly total returns over the past 10 years, measured against SPY. 100% capture or a beta of 1.00 means moving in line with the S&P 500. Green marks a better figure than IJH's: more upside, less downside or a higher capture ratio. Sorted by capture ratio.
| Investment | Upside capture | Downside capture | Capture ratio | Beta |
|---|---|---|---|---|
| IJH This pageiShares Core S&P Mid-Cap ETF | 93% | 115% | 0.81 | 1.10 |
| XMMO Invesco S&P MidCap Momentum ETF | 103% | 93% | 1.11 | 1.05 |
| IMCG iShares Morningstar Mid-Cap Growth ETF | 99% | 106% | 0.93 | 1.10 |
| XMHQ Invesco S&P MidCap Quality ETF | 94% | 105% | 0.90 | 1.01 |
| IWP iShares Russell Mid-Cap Growth ETF | 94% | 110% | 0.85 | 1.11 |
| IWR iShares Russell Mid-Cap ETF | 93% | 111% | 0.84 | 1.06 |
| JHMM John Hancock Investments - Multifactor Mid Cap ETF | 93% | 111% | 0.84 | 1.06 |
| VO Vanguard Morningstar Mid-Cap ETF | 91% | 109% | 0.84 | 1.05 |
| REGL ProShares - S&P MidCap 400 Dividend Aristocrats ETF | 73% | 86% | 0.84 | 0.80 |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | 95% | 113% | 0.84 | 1.12 |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 91% | 110% | 0.83 | 1.08 |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 87% | 106% | 0.82 | 0.99 |
| IMCV iShares Morningstar Mid-Cap Value ETF | 89% | 109% | 0.81 | 1.02 |
| SCHM Schwab U.S. Mid-Cap ETF | 94% | 116% | 0.81 | 1.11 |
| VXF Vanguard Extended Market ETF | 100% | 123% | 0.81 | 1.19 |
| XMLV Invesco S&P MidCap Low Volatility ETF | 65% | 80% | 0.81 | 0.74 |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF | 93% | 116% | 0.81 | 1.10 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 93% | 116% | 0.81 | 1.10 |
| MDY State Street SPDR S&P MIDCAP 400 ETF Trust | 92% | 115% | 0.80 | 1.09 |
| IWS iShares Russell Mid-Cap Value ETF | 90% | 113% | 0.79 | 1.05 |
| IJR iShares Core S&P Small-Cap ETF | 95% | 123% | 0.77 | 1.13 |
| IJJ iShares S&P Mid-Cap 400 Value ETF | 93% | 121% | 0.77 | 1.12 |
| DON WisdomTree U.S. MidCap Dividend Fund | 84% | 110% | 0.76 | 1.01 |
| IWM iShares Russell 2000 ETF | 98% | 129% | 0.76 | 1.17 |
What diversifies IJH?
Correlation measures how closely two investments move together, on a scale from 1 (in lockstep) through 0 (unrelated) to -1 (in opposite directions). This section lists large ETFs and stocks whose returns have had a low correlation with IJH's. Because such investments tend not to fall at the same time, pairing IJH with them can reduce a portfolio's overall swings.
- Moving a fifth of the money in IJH into DBMF would have cut the portfolio's volatility by 21% over the past 5 years and raised its annual return (+8.0% for IJH alone, +8.9% for the mix).
- Among large ETFs, XLE, GLD and DBA have moved largely independently of IJH over the past 5 years, with correlations of 0.42 or lower, and each still earned a positive 5-year return.
- Among large stocks, CAH, CLS and MCK have moved largely independently of IJH over the past 5 years, with correlations of 0.44 or lower, and each still earned a positive 5-year return.
Only ETFs with at least $1.0B in assets and stocks worth at least $10B, with a correlation below 0.5 over the past 5 years and a positive return, are included, ranked by Sharpe ratio; funds that hold the same thing are shown once. The year columns are the years in which IJH lost money. The last two columns show a portfolio that is 80% IJH and 20% the other investment, rebalanced monthly.
ETFs
| Investment | Correlation | 5Y return | Sharpe | 2022 | 2018 | 2015 | 2011 | 2008 | 2002 | 2001 | 80/20 mix volatility | 80/20 mix annual return |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IJH iShares Core S&P Mid-Cap ETF (this page) | 1.00 | +40.3% | 0.44 | −13.1% | −11.2% | −2.3% | −2.2% | −36.1% | −14.2% | −1.4% | 18.3% | +8.0% |
| XLE EnergyState Street Energy Select Sector SPDR ETF | 0.42 | +178% | 0.94 | +64.4% | −18.2% | −21.5% | +2.8% | −39.0% | −14.8% | −18.2% | 17.5% | +11.4% |
| GLD CommoditiesSPDR Gold Shares | 0.16 | +120% | 0.93 | −0.8% | −1.9% | −10.7% | +9.6% | +4.9% | — | — | 15.5% | +10.4% |
| DBA AlternativesInvesco DB Agriculture Fund | 0.22 | +66.7% | 0.81 | +2.5% | −8.7% | −17.2% | −10.7% | −19.1% | — | — | 15.3% | +8.9% |
| DBMF AlternativesiMGP DBi Managed Futures Strategy ETF | -0.19 | +57.5% | 0.80 | +21.6% | — | — | — | — | — | — | 14.3% | +8.9% |
| USO CommoditiesUnited States Oil Fund, LP | 0.00 | +180% | 0.74 | +29.0% | −19.6% | −46.0% | −2.3% | −56.3% | — | — | 16.4% | +12.2% |
| EPOL Broad MarketiShares MSCI Poland ETF | 0.48 | +125% | 0.70 | −24.6% | −13.8% | −23.2% | −32.1% | — | — | — | 18.0% | +10.7% |
| GDX MaterialsVanEck Gold Miners ETF | 0.30 | +165% | 0.70 | −9.0% | −8.8% | −24.7% | −16.1% | −26.1% | — | — | 18.4% | +12.5% |
| FLSP AlternativesFranklin Systematic Style Premia ETF | 0.01 | +51.1% | 0.69 | +0.5% | — | — | — | — | — | — | 14.7% | +8.4% |
Stocks
| Investment | Correlation | 5Y return | Sharpe | 2022 | 2018 | 2015 | 2011 | 2008 | 2002 | 2001 | 80/20 mix volatility | 80/20 mix annual return |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IJH iShares Core S&P Mid-Cap ETF (this page) | 1.00 | +40.3% | 0.44 | −13.1% | −11.2% | −2.3% | −2.2% | −36.1% | −14.2% | −1.4% | 18.3% | +8.0% |
| CAH Medical - DistributionCardinal Health, Inc. | 0.37 | +471% | 1.54 | +54.1% | −24.5% | +12.6% | +8.1% | −39.6% | −8.3% | −2.5% | 17.3% | +14.0% |
| CLS Hardware, Equipment & PartsCelestica Inc. | 0.44 | +2,780% | 1.43 | +1.3% | −16.3% | −6.0% | −24.4% | −20.5% | −65.1% | −25.6% | 22.4% | +26.1% |
| MCK Medical - DistributionMcKesson Corporation | 0.27 | +397% | 1.41 | +51.8% | −28.4% | −4.5% | +11.8% | −40.4% | −27.2% | +4.9% | 16.7% | +13.5% |
| MPC Oil & Gas Refining & MarketingMarathon Petroleum Corporation | 0.33 | +660% | 1.39 | +86.6% | −8.2% | +17.4% | — | — | — | — | 17.8% | +16.0% |
| PBR Oil & Gas IntegratedPetróleo Brasileiro S.A. - Petrobras | 0.19 | +721% | 1.32 | +55.4% | +27.7% | −41.1% | −32.1% | −55.6% | −32.0% | −1.9% | 17.6% | +15.9% |
Common questions
What was IJH's worst drawdown?
IJH's deepest decline since it began trading in 2000 was 55.1%, from June 2007 to March 2009. It took 21 months from the low to climb back to its old high.
What were IJH's best and worst years?
Over 25 full calendar years, IJH's best year was 2009, when it returned 37.9%. Its worst was 2008, with a return of -36.1%.
Is there a better investment than IJH?
Among IJH's popular alternatives, IVV and VOE earned more than IJH with less volatility over the past 5 years. IVV returned 12.6% a year at 17.0% volatility, against 7.0% a year at 19.6%. VO tracks the same thing for 0.03% a year against IJH's 0.05%, and has kept pace over the past decade: about $20 less in fees on $10,000 over 10 years.
Is IJH more volatile than the S&P 500?
Yes. IJH's volatility over the past 5 years was 19.6%, 1.1 times the S&P 500's 17.2%. Volatility measures how widely returns swing around their average: in roughly two years out of three, IJH's return lands within 19.6% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump.
What is IJH's Sharpe ratio?
IJH's Sharpe ratio over the past 5 years was 0.44, against 0.78 for the S&P 500, so IJH earned less for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings.
How correlated is IJH with the S&P 500?
Over the past 5 years, IJH's monthly returns had a correlation of 0.87 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They move almost in lockstep, so holding both adds little diversification. In the table, the correlation column measures each option against IJH instead: the lower it is, the more that option would diversify a IJH holding.
What are the best alternatives to IJH?
Of the 26 popular alternatives we compared, ten outperformed IJH in at least 3 of 5 short-term and 2 of 3 long-term timeframes, with dividends reinvested: IWR, VOE and IMCV.
Did IJH outperform the S&P 500?
IJH finished ahead of the S&P 500 (SPY) in 12 of 25 full calendar years. In 2025, it returned +7.4%, against +17.7% for the index.
How did IJH do in stock market crashes?
IJH fell less than the S&P 500 (SPY) in one of the nine major crashes it has traded through, and further in six. The clearest case was the Covid crash, when IJH fell 42.2% and the S&P 500 fell 33.7%.
What diversifies IJH?
These had a low correlation with IJH over the past 5 years and still earned a positive 5-year return: among large ETFs, XLE (correlation 0.42), GLD (correlation 0.16) and DBA (correlation 0.22); among large stocks, CAH (correlation 0.37), CLS (correlation 0.44) and MCK (correlation 0.27). A correlation near zero means the two have moved largely independently.
How we measure
- Short-term periods are 1M, 3M, 6M, YTD, 1Y; long-term periods are 3Y, 5Y, 10Y. An investment outperformed in a period when its total return, with dividends reinvested, was higher than IJH's. Returns within 0.5 points or 3% of IJH's, whichever is larger, count as a tie.
- "Qualified" means outperforming in at least 3 of 5 short-term periods and 2 of 3 long-term periods. "All-weather" means outperforming in every long-term period and all but one short-term period.
- Popular alternatives are the funds and stocks most often compared with this one. We include only those that trade today, are not leveraged or inverse, and hold at least $200 million.
- Volatility is the annualized standard deviation of daily returns over 5 years, a measure of how much the price typically swings in a year. The Sharpe ratio is the return above cash for each unit of that volatility.
- A decline, or drawdown, runs from a peak to the lowest close before the next high. The worst decline ever uses all the price history we have; comparisons between funds use the past 10 years so that younger funds are judged on the same stretch.
- Sector overlap is the share of assets two funds hold in the same sectors. Correlation and the mixed-portfolio figures use monthly returns.
- Upside and downside capture follow Morningstar's definition: the compound monthly return in the months the S&P 500 rose (or fell), divided by the S&P 500's compound return in those months. Beta measures how strongly monthly returns have moved with the S&P 500. All three use the same window for every investment.
- Figures are computed from daily adjusted prices and update after each trading day. Past performance does not predict future results.
More research
Popular alternatives to IJH
IWRiShares Russell Mid-Cap ETF- IVViShares Core S&P 500 ETF
- VOVanguard Morningstar Mid-Cap ETF
VXFVanguard Extended Market ETF
IJRiShares Core S&P Small-Cap ETF
IWMiShares Russell 2000 ETF
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