IXUS vs. IJH

Last updated Jun 14, 2026

IXUS (iShares Core MSCI Total International Stock ETF) and IJH (iShares Core S&P Mid-Cap ETF) are both exchange-traded funds - IXUS is a Foreign Large Cap Equities fund tracking the MSCI ACWI ex USA IMI Index (Net), while IJH is a Mid Cap Blend Equities fund tracking the S&P MidCap 400 Index. Both are passively managed. Over the past 10 years, IXUS returned 10.23%/yr vs 11.56%/yr for IJH. A 0.75 correlation means they provide meaningful diversification when combined. IXUS charges 0.07%/yr vs 0.05%/yr for IJH.

Performance

IXUS vs. IJH - Performance Comparison

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

Returns By Period

In the year-to-date period, IXUS achieves a 13.86% return, which is significantly lower than IJH's 15.48% return. Over the past 10 years, IXUS has underperformed IJH with an annualized return of 10.23%, while IJH has yielded a comparatively higher 11.56% annualized return.

IXUS

• 1D: 0.43%
• 1M: 0.85%
• YTD: 13.86%
• 6M: 15.66%
• 1Y: 30.13%
• 3Y*: 18.44%
• 5Y*: 8.24%
• 10Y*: 10.23%

IJH

• 1D: 0.72%
• 1M: 3.54%
• YTD: 15.48%
• 6M: 14.03%
• 1Y: 27.92%
• 3Y*: 15.38%
• 5Y*: 8.25%
• 10Y*: 11.56%

*Multi-year figures are annualized to reflect compound growth (CAGR)

IXUS vs. IJH - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IXUS iShares Core MSCI Total International Stock ETF	13.86%	32.40%	5.19%	15.83%	-16.47%	8.86%	10.80%	21.71%	-14.41%	28.12%
IJH iShares Core S&P Mid-Cap ETF	15.48%	7.42%	13.92%	16.40%	-13.11%	24.72%	13.60%	26.10%	-11.19%	16.26%

Correlation

The correlation between IXUS and IJH is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.71
Correlation (3Y) Calculated over the trailing 3-year period	0.72
Correlation (5Y) Calculated over the trailing 5-year period	0.76
Correlation (10Y) Calculated over the trailing 10-year period	0.75
Correlation (All Time) Calculated using the full available price history since Oct 24, 2012	0.75

The correlation between IXUS and IJH has been stable across timeframes, ranging from 0.71 to 0.76 - a consistent structural relationship.

IXUS vs. IJH - Sectors Allocation Comparison

Sectors	IXUS	IJH
Technology	24.0%	16.6%
Financial Services	22.9%	13.5%
Industrials	13.9%	25.9%
Consumer Cyclical	7.1%	9.2%
Basic Materials	7.0%	4.9%
Healthcare	6.4%	8.7%
Energy	4.8%	5.3%
Communication Services	4.6%	1.0%
Consumer Defensive	4.6%	4.2%
Utilities	2.7%	3.0%
Real Estate	1.2%	7.5%

Return for Risk

IXUS vs. IJH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IXUS

IXUS Risk / Return Rank: 60
IXUS Sharpe Ratio Rank: 60
IXUS Sortino Ratio Rank: 59
IXUS Omega Ratio Rank: 62
IXUS Calmar Ratio Rank: 58
IXUS Martin Ratio Rank: 62

IJH

IJH Risk / Return Rank: 60
IJH Sharpe Ratio Rank: 55
IJH Sortino Ratio Rank: 58
IJH Omega Ratio Rank: 53
IJH Calmar Ratio Rank: 68
IJH Martin Ratio Rank: 68

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.

IXUS vs. IJH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Total International Stock ETF (IXUS) and iShares Core S&P Mid-Cap ETF (IJH). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	IXUS	IJH	Difference
Sharpe ratio: Return per unit of total volatility	1.75	1.64	+0.11
Sortino ratio: Return per unit of downside risk	2.43	2.39	+0.04
Omega ratio: Gain probability vs. loss probability	1.33	1.29	+0.04
Calmar ratio: Return relative to maximum drawdown	2.51	2.95	-0.44
Martin ratio: Return relative to average drawdown	9.67	10.80	-1.12

IXUS vs. IJH - Sharpe Ratio Comparison

The current IXUS Sharpe Ratio is 1.75, which is comparable to the IJH Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of IXUS and IJH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

IXUS vs. IJH - Drawdown Comparison

The maximum IXUS drawdown since its inception was -36.22%, smaller than the maximum IJH drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for IXUS and IJH.

Drawdown Indicators

	IXUS	IJH	Difference
Max Drawdown Largest peak-to-trough decline	-36.22%	-55.07%	+18.85%
Max Drawdown (1Y) Largest decline over 1 year	-11.36%	-8.83%	-2.53%
Max Drawdown (3Y) Largest decline over 3 years	-13.75%	-24.10%	+10.35%
Max Drawdown (5Y) Largest decline over 5 years	-30.03%	-24.10%	-5.93%
Max Drawdown (10Y) Largest decline over 10 years	-36.22%	-42.18%	+5.96%
Current Drawdown Current decline from peak	-1.57%	0.00%	-1.57%
Average Drawdown Average peak-to-trough decline	-7.49%	-7.56%	+0.07%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.95%	2.41%	+0.54%

Volatility

IXUS vs. IJH - Volatility Comparison

iShares Core MSCI Total International Stock ETF (IXUS) has a higher volatility of 6.88% compared to iShares Core S&P Mid-Cap ETF (IJH) at 5.09%. This indicates that IXUS's price experiences larger fluctuations and is considered to be riskier than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IXUS	IJH	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.88%	5.09%	+1.79%
Volatility (6M) Calculated over the trailing 6-month period	14.23%	11.73%	+2.50%
Volatility (1Y) Calculated over the trailing 1-year period	16.29%	15.89%	+0.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.38%	19.79%	-3.41%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.12%	21.20%	-4.08%

IXUS vs. IJH - Expense Ratio Comparison

IXUS has a 0.07% expense ratio, which is higher than IJH's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

IXUS vs. IJH - Dividend Comparison

IXUS's dividend yield for the trailing twelve months is around 2.84%, more than IJH's 1.17% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IJH iShares Core S&P Mid-Cap ETF	1.17%	1.36%	1.33%	1.46%	1.68%	1.18%	1.28%	1.63%	1.72%	1.19%	1.60%	1.56%
IXUS iShares Core MSCI Total International Stock ETF	2.84%	3.24%	3.33%	3.13%	2.48%	3.12%	1.85%	3.09%	3.00%	2.41%	2.58%	2.81%

Frequently Asked Questions

Can I hold both IXUS and IJH in my portfolio?

IXUS and IJH have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IXUS or IJH?

IXUS has higher volatility (6.88%) compared to IJH (5.09%). In terms of maximum drawdown, IXUS dropped -36.22% vs IJH's -55.07%.

Which ETF is better, IXUS or IJH?

On 10-year performance, IJH leads with 11.56% vs 10.23% for IXUS. On fees, IJH is cheaper at 0.05% per year. On volatility, IJH has been the lower-risk option at 5.09%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, IXUS or IJH?

Over the 10-year period, IJH has performed better with a 11.56% return vs 10.23%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IXUS or IJH?

IJH is cheaper with a 0.05% expense ratio, compared with 0.07% for IXUS.

Which ETF pays a higher dividend yield, IXUS or IJH?

IXUS has the higher dividend yield at 2.84%, compared with 1.17% for IJH.

What is the main difference between IXUS and IJH?

IXUS is categorized as Foreign Large Cap Equities, while IJH is Mid Cap Blend Equities. IXUS tracks MSCI ACWI ex USA IMI Index (Net), while IJH tracks S&P MidCap 400 Index. Their fees differ too: 0.07% for IXUS and 0.05% for IJH.

Which has better risk-adjusted returns?

IXUS currently has the higher Sharpe Ratio (1.75 vs 1.64), 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.