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IJH vs. XJH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IJH vs. XJH

Last updated Jun 5, 2026

IJH (iShares Core S&P Mid-Cap ETF) and XJH (iShares ESG Screened S&P Mid-Cap ETF) are both Mid Cap Blend Equities funds from iShares - IJH tracks the S&P MidCap 400 Index while XJH tracks the S&P MidCap 400 Sustainability Screened Index. Both are passively managed. Over the past 5 years, IJH returned 8.26%/yr vs 7.66%/yr for XJH. With a 0.99 correlation, they move nearly in lockstep. IJH charges 0.05%/yr vs 0.12%/yr for XJH.

Performance

IJH vs. XJH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core S&P Mid-Cap ETF (IJH) and iShares ESG Screened S&P Mid-Cap ETF (XJH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with IJH having a 14.60% return and XJH slightly lower at 14.21%.

IJH

1D
0.44%
1M
2.99%
YTD
14.60%
6M
14.27%
1Y
26.23%
3Y*
16.69%
5Y*
8.26%
10Y*
11.23%

XJH

1D
0.28%
1M
3.31%
YTD
14.21%
6M
14.31%
1Y
26.63%
3Y*
16.29%
5Y*
7.66%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

IJH vs. XJH - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
IJH
iShares Core S&P Mid-Cap ETF		14.60%7.42%13.92%16.40%-13.11%24.72%29.13%
XJH
iShares ESG Screened S&P Mid-Cap ETF		14.21%8.12%12.27%16.74%-14.36%23.43%29.59%

Correlation

The correlation between IJH and XJH is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.98

Correlation (3Y)
Calculated over the trailing 3-year period

0.99

Correlation (5Y)
Calculated over the trailing 5-year period

0.99

Correlation (All Time)
Calculated using the full available price history since Sep 25, 2020

0.99

The correlation between IJH and XJH has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.

IJH vs. XJH - Sectors Allocation Comparison

Sectors
IJH
XJH

Industrials

25.0%
25.9%

Technology

15.7%
16.0%

Financial Services

14.4%
14.8%

Consumer Cyclical

10.7%
11.3%

Healthcare

8.6%
9.6%

Real Estate

7.5%
8.2%

Energy

5.5%
2.9%

Basic Materials

4.8%
4.9%

Consumer Defensive

3.8%
3.8%

Utilities

3.1%
1.6%

Communication Services

1.0%
1.1%

Industrials

IJH
25.0%
XJH
25.9%

Technology

IJH
15.7%
XJH
16.0%

Financial Services

IJH
14.4%
XJH
14.8%

Consumer Cyclical

IJH
10.7%
XJH
11.3%

Healthcare

IJH
8.6%
XJH
9.6%

Real Estate

IJH
7.5%
XJH
8.2%

Energy

IJH
5.5%
XJH
2.9%

Basic Materials

IJH
4.8%
XJH
4.9%

Consumer Defensive

IJH
3.8%
XJH
3.8%

Utilities

IJH
3.1%
XJH
1.6%

Communication Services

IJH
1.0%
XJH
1.1%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Core S&P Mid-Cap ETF

iShares ESG Screened S&P Mid-Cap ETF

Often compared with IJH:
IJH vs. VOIJH vs. IJRIJH vs. MDYIJH vs. IJJIJH vs. IJKIJH vs. IVOOIJH vs. SCHM
Often compared with XJH:
XJH vs. XJRXJH vs. XMMOXJH vs. NUMVXJH vs. NUMGXJH vs. MDYXJH vs. FZIPXXJH vs. SUSL

Return for Risk

IJH vs. XJH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IJH
IJH Risk / Return Rank: 5555
Overall Rank
IJH Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
IJH Sortino Ratio Rank: 5252
Sortino Ratio Rank
IJH Omega Ratio Rank: 4949
Omega Ratio Rank
IJH Calmar Ratio Rank: 6161
Calmar Ratio Rank
IJH Martin Ratio Rank: 6262
Martin Ratio Rank
XJH
XJH Risk / Return Rank: 5252
Overall Rank
XJH Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
XJH Sortino Ratio Rank: 5050
Sortino Ratio Rank
XJH Omega Ratio Rank: 4646
Omega Ratio Rank
XJH Calmar Ratio Rank: 5757
Calmar Ratio Rank
XJH Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IJH vs. XJH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Mid-Cap ETF (IJH) and iShares ESG Screened S&P Mid-Cap ETF (XJH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

IJHXJHDifference
Sharpe ratioReturn per unit of total volatility
1.70
1.65

+0.05

Sortino ratioReturn per unit of downside risk
2.48
2.41

+0.07

Omega ratioGain probability vs. loss probability

1.30

1.28

+0.02

Calmar ratioReturn relative to maximum drawdown

2.98

2.78

+0.20

Martin ratioReturn relative to average drawdown

10.93

10.25

+0.68

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IJH vs. XJH - Sharpe Ratio Comparison

The current IJH Sharpe Ratio is 1.70, which is comparable to the XJH Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of IJH and XJH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

IJHXJHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.70

1.65

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.42

0.39

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.76

-0.30

Drawdowns

IJH vs. XJH - Drawdown Comparison

The maximum IJH drawdown since its inception was -55.07%, which is greater than XJH's maximum drawdown of -25.07%. Use the drawdown chart below to compare losses from any high point for IJH and XJH.

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Drawdown Indicators

IJHXJHDifference

Max Drawdown

Largest peak-to-trough decline

-55.07%

-25.07%

-30.00%

Max Drawdown (1Y)

Largest decline over 1 year

-8.83%

-9.61%

+0.78%

Max Drawdown (3Y)

Largest decline over 3 years

-24.10%

-24.56%

+0.46%

Max Drawdown (5Y)

Largest decline over 5 years

-24.10%

-25.07%

+0.97%

Max Drawdown (10Y)

Largest decline over 10 years

-42.18%

—

—

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-7.57%

-6.82%

-0.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.41%

2.61%

-0.20%

Volatility

IJH vs. XJH - Volatility Comparison

iShares Core S&P Mid-Cap ETF (IJH) and iShares ESG Screened S&P Mid-Cap ETF (XJH) have volatilities of 4.24% and 4.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IJHXJHDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.24%

4.44%

-0.20%

Volatility (6M)

Calculated over the trailing 6-month period

11.31%

11.89%

-0.58%

Volatility (1Y)

Calculated over the trailing 1-year period

15.50%

16.25%

-0.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.74%

19.92%

-0.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.17%

19.87%

+1.30%

IJH vs. XJH - Expense Ratio Comparison

IJH has a 0.05% expense ratio, which is lower than XJH's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

IJH vs. XJH - Dividend Comparison

IJH's dividend yield for the trailing twelve months is around 1.18%, more than XJH's 1.10% yield.

PositionTTM20252024202320222021202020192018201720162015
IJH
iShares Core S&P Mid-Cap ETF		1.18%1.36%1.33%1.46%1.68%1.18%1.28%1.63%1.72%1.19%1.60%1.56%
XJH
iShares ESG Screened S&P Mid-Cap ETF		1.10%1.24%1.24%1.38%1.45%1.04%0.36%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

With a correlation of 0.98, IJH and XJH move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

XJH has higher volatility (4.44%) compared to IJH (4.24%). In terms of maximum drawdown, IJH dropped -55.07% vs XJH's -25.07%.

On 5-year performance, IJH leads with 8.26% vs 7.66% for XJH. On fees, IJH is cheaper at 0.05% per year. On volatility, IJH has been the lower-risk option at 4.24%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, IJH has performed better with a 8.26% return vs 7.66%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IJH is cheaper with a 0.05% expense ratio, compared with 0.12% for XJH.

IJH has the higher dividend yield at 1.18%, compared with 1.10% for XJH.

IJH tracks S&P MidCap 400 Index, while XJH tracks S&P MidCap 400 Sustainability Screened Index. Their fees differ too: 0.05% for IJH and 0.12% for XJH.

IJH currently has the higher Sharpe Ratio (1.70 vs 1.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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