PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
POWR vs. IJH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

POWR vs. IJH

Last updated Jun 24, 2026

POWR (iShares U.S. Power Infrastructure ETF) and IJH (iShares Core S&P Mid-Cap ETF) are both exchange-traded funds - POWR is a Utilities Equities fund actively managed by iShares, while IJH is a Mid Cap Blend Equities fund tracking the S&P MidCap 400 Index. POWR is actively managed, while IJH is passively managed. Over the past 10 years, POWR returned 8.74%/yr vs 11.63%/yr for IJH. A 0.56 correlation means they provide meaningful diversification when combined. POWR charges 0.40%/yr vs 0.05%/yr for IJH.

Performance

POWR vs. IJH - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, POWR achieves a 17.55% return, which is significantly higher than IJH's 14.64% return. Over the past 10 years, POWR has underperformed IJH with an annualized return of 8.74%, while IJH has yielded a comparatively higher 11.63% annualized return.

POWR

1D
-1.96%
1M
-0.61%
YTD
17.55%
6M
16.63%
1Y
21.00%
3Y*
12.24%
5Y*
14.68%
10Y*
8.74%

IJH

1D
-1.01%
1M
2.70%
YTD
14.64%
6M
12.56%
1Y
25.12%
3Y*
16.11%
5Y*
8.47%
10Y*
11.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

POWR vs. IJH - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
POWR
iShares U.S. Power Infrastructure ETF		17.55%10.81%-1.30%3.66%42.54%42.03%-28.30%8.44%-11.74%9.69%
IJH
iShares Core S&P Mid-Cap ETF		14.64%7.42%13.92%16.40%-13.11%24.72%13.60%26.10%-11.19%16.26%

Correlation

The correlation between POWR and IJH is 0.54, 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

0.54

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

0.47

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

0.50

Correlation (10Y)
Calculated over the trailing 10-year period

0.56

Correlation (All Time)
Calculated using the full available price history since Feb 2, 2012

0.56

The correlation between POWR and IJH has been stable across timeframes, ranging from 0.47 to 0.56 - a consistent structural relationship.

POWR vs. IJH - Sectors Allocation Comparison

Sectors
POWR
IJH

Utilities

45.6%
3.0%

Industrials

33.0%
25.9%

Energy

11.0%
5.3%

Technology

9.5%
16.6%

Basic Materials

1.0%
4.9%

Communication Services

-

1.0%

Consumer Cyclical

-

9.2%

Consumer Defensive

-

4.2%

Financial Services

-

13.5%

Healthcare

-

8.7%

Real Estate

-

7.5%

Utilities

POWR
45.6%
IJH
3.0%

Industrials

POWR
33.0%
IJH
25.9%

Energy

POWR
11.0%
IJH
5.3%

Technology

POWR
9.5%
IJH
16.6%

Basic Materials

POWR
1.0%
IJH
4.9%

Communication Services

POWR

-

IJH
1.0%

Consumer Cyclical

POWR

-

IJH
9.2%

Consumer Defensive

POWR

-

IJH
4.2%

Financial Services

POWR

-

IJH
13.5%

Healthcare

POWR

-

IJH
8.7%

Real Estate

POWR

-

IJH
7.5%

Compare stocks, funds, or ETFs

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

iShares U.S. Power Infrastructure ETF

iShares Core S&P Mid-Cap ETF

Often compared with POWR:
POWR vs. GRIDPOWR vs. AIPOPOWR vs. XLUPOWR vs. PAVEPOWR vs. ZAPPOWR vs. VPUPOWR vs. XLUI
Often compared with IJH:
IJH vs. VOIJH vs. IJRIJH vs. MDYIJH vs. IJJIJH vs. SCHMIJH vs. IJKIJH vs. IVOO

Return for Risk

POWR vs. IJH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
POWR
POWR Risk / Return Rank: 4444
Overall Rank
POWR Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
POWR Sortino Ratio Rank: 3535
Sortino Ratio Rank
POWR Omega Ratio Rank: 3434
Omega Ratio Rank
POWR Calmar Ratio Rank: 6363
Calmar Ratio Rank
POWR Martin Ratio Rank: 5252
Martin Ratio Rank
IJH
IJH Risk / Return Rank: 5252
Overall Rank
IJH Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
IJH Sortino Ratio Rank: 4949
Sortino Ratio Rank
IJH Omega Ratio Rank: 4545
Omega Ratio Rank
IJH Calmar Ratio Rank: 6060
Calmar Ratio Rank
IJH Martin Ratio Rank: 6161
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.

POWR vs. IJH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Power Infrastructure ETF (POWR) 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.

POWRIJHDifference
Sharpe ratioReturn per unit of total volatility
1.25
1.59

-0.34

Sortino ratioReturn per unit of downside risk
1.79
2.33

-0.54

Omega ratioGain probability vs. loss probability

1.22

1.28

-0.06

Calmar ratioReturn relative to maximum drawdown

2.98

2.86

+0.12

Martin ratioReturn relative to average drawdown

8.63

10.44

-1.81

POWR vs. IJH - Sharpe Ratio Comparison

The current POWR Sharpe Ratio is 1.25, which is comparable to the IJH Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of POWR 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.

Loading charts...

Drawdowns

POWR vs. IJH - Drawdown Comparison

The maximum POWR drawdown since its inception was -65.98%, which is greater than IJH's maximum drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for POWR and IJH.

Loading charts...

Drawdown Indicators

POWRIJHDifference

Max Drawdown

Largest peak-to-trough decline

-65.98%

-55.07%

-10.91%

Max Drawdown (1Y)

Largest decline over 1 year

-7.09%

-8.83%

+1.74%

Max Drawdown (3Y)

Largest decline over 3 years

-23.14%

-24.10%

+0.96%

Max Drawdown (5Y)

Largest decline over 5 years

-25.09%

-24.10%

-0.99%

Max Drawdown (10Y)

Largest decline over 10 years

-63.42%

-42.18%

-21.24%

Current Drawdown

Current decline from peak

-2.27%

-1.13%

-1.14%

Average Drawdown

Average peak-to-trough decline

-18.09%

-7.55%

-10.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.45%

2.41%

+0.04%

Volatility

POWR vs. IJH - Volatility Comparison

iShares U.S. Power Infrastructure ETF (POWR) has a higher volatility of 6.33% compared to iShares Core S&P Mid-Cap ETF (IJH) at 4.75%. This indicates that POWR'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.

Loading charts...

Volatility by Period

POWRIJHDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.33%

4.75%

+1.58%

Volatility (6M)

Calculated over the trailing 6-month period

12.75%

11.75%

+1.00%

Volatility (1Y)

Calculated over the trailing 1-year period

16.94%

15.88%

+1.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.08%

19.76%

+3.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.52%

21.17%

+4.35%

POWR vs. IJH - Expense Ratio Comparison

POWR has a 0.40% expense ratio, which is higher than IJH's 0.05% expense ratio.

Dividends

POWR vs. IJH - Dividend Comparison

POWR's dividend yield for the trailing twelve months is around 5.48%, more than IJH's 1.18% 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%
POWR
iShares U.S. Power Infrastructure ETF		5.48%7.56%4.36%4.16%4.82%3.94%3.96%5.71%3.17%3.11%2.75%3.42%

Frequently Asked Questions

POWR and IJH have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

POWR has higher volatility (6.33%) compared to IJH (4.75%). In terms of maximum drawdown, POWR dropped -65.98% vs IJH's -55.07%.

On 10-year performance, IJH leads with 11.63% vs 8.74% for POWR. On fees, IJH is cheaper at 0.05% per year. On volatility, IJH has been the lower-risk option at 4.75%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, IJH has performed better with a 11.63% return vs 8.74%. 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 0.40% for POWR.

POWR has the higher dividend yield at 5.48%, compared with 1.18% for IJH.

POWR is categorized as Utilities Equities, while IJH is Mid Cap Blend Equities. Their fees differ too: 0.40% for POWR and 0.05% for IJH.

IJH currently has the higher Sharpe Ratio (1.59 vs 1.25), 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.

Portfolio Optimizer

Find the right allocation for POWR and IJH

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer