SMOT vs. IJH
SMOT (VanEck Morningstar SMID Moat ETF) and IJH (iShares Core S&P Mid-Cap ETF) are both Mid Cap Blend Equities funds - SMOT tracks the Morningstar US Small-Mid Cap Moat Focus while IJH tracks the S&P MidCap 400 Index. Both are passively managed. Over the past 3 years, SMOT returned 11.06%/yr vs 13.99%/yr for IJH. Their correlation of 0.92 means they have usually moved in the same direction. SMOT charges 0.49%/yr vs 0.05%/yr for IJH.
Performance
SMOT vs. IJH - Performance Comparison
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Returns By Period
In the year-to-date period, SMOT achieves a 10.51% return, which is significantly lower than IJH's 15.88% return.
SMOT
- 1D
- 1.18%
- 1M
- 1.25%
- 6M
- 8.25%
- YTD
- 10.51%
- 1Y
- 15.93%
- 3Y*
- 11.06%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 12.83%
IJH
- 1D
- 1.12%
- 1M
- 0.03%
- 6M
- 10.44%
- YTD
- 15.88%
- 1Y
- 24.18%
- 3Y*
- 13.99%
- 5Y*
- 8.86%
- 10Y*
- 10.97%
- ALL TIME*
- 9.89%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $455.75M | $451.31M | $537.83M | |
| $1.13M | $990.83K | $960.21K |
SMOT vs. IJH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SMOT VanEck Morningstar SMID Moat ETF | 10.51% | 6.46% | 10.71% | 17.31% | 3.85% |
IJH iShares Core S&P Mid-Cap ETF | 15.88% | 7.42% | 13.92% | 16.40% | 4.06% |
Correlation
The correlation between SMOT and IJH is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2022 | 0.92 |
The correlation between SMOT and IJH shifts across timeframes, from 0.82 (1 year) to 0.92 (all time), reflecting how their relationship changes across market environments.
SMOT vs. IJH - Sectors Allocation Comparison
Sectors
SMOT
IJH
Healthcare
Industrials
Consumer Cyclical
Technology
Consumer Defensive
Basic Materials
Financial Services
Communication Services
Real Estate
Energy
Utilities
Healthcare
SMOT
IJH
Industrials
SMOT
IJH
Consumer Cyclical
SMOT
IJH
Technology
SMOT
IJH
Consumer Defensive
SMOT
IJH
Basic Materials
SMOT
IJH
Financial Services
SMOT
IJH
Communication Services
SMOT
IJH
Real Estate
SMOT
IJH
Energy
SMOT
IJH
Utilities
SMOT
IJH
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Return for Risk
SMOT vs. IJH — Risk / Return Rank
SMOT
IJH
SMOT vs. IJH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar SMID Moat ETF (SMOT) 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.
| SMOT | IJH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.28 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.80 | 2.75 | -0.95 |
| Martin ratioReturn relative to average drawdown | 5.84 | 10.01 | -4.16 |
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Drawdowns
SMOT vs. IJH - Drawdown Comparison
The maximum SMOT drawdown since its inception was -23.36%, smaller than the maximum IJH drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for SMOT and IJH.
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Drawdown Indicators
| SMOT | IJH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.36% | -55.07% | +31.71% |
Max Drawdown (1Y)Largest decline over 1 year | -8.91% | -8.83% | -0.08% |
Max Drawdown (3Y)Largest decline over 3 years | -23.36% | -24.10% | +0.74% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.10% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.18% | — |
Current DrawdownCurrent decline from peak | -1.17% | -1.30% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -4.67% | -7.53% | +2.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 2.42% | +0.31% |
Volatility
SMOT vs. IJH - Volatility Comparison
VanEck Morningstar SMID Moat ETF (SMOT) has a higher volatility of 4.10% compared to iShares Core S&P Mid-Cap ETF (IJH) at 3.63%. This indicates that SMOT'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.
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Volatility by Period
| SMOT | IJH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 3.63% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 10.25% | 11.63% | -1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.24% | 15.70% | -1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.31% | 19.68% | -1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 21.14% | -2.83% |
SMOT vs. IJH - Expense Ratio Comparison
SMOT has a 0.49% expense ratio, which is higher than IJH's 0.05% expense ratio.
Dividends
SMOT vs. IJH - Dividend Comparison
SMOT's dividend yield for the trailing twelve months is around 1.24%, 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% |
SMOT VanEck Morningstar SMID Moat ETF | 1.24% | 1.37% | 1.18% | 0.65% | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SMOT and IJH have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMOT has higher volatility (4.10%) compared to IJH (3.63%). In terms of maximum drawdown, SMOT dropped -23.36% vs IJH's -55.07%.
On 3-year performance, IJH leads with 13.99% vs 11.06% for SMOT. On fees, IJH is cheaper at 0.05% per year. On volatility, IJH has been the lower-risk option at 3.63%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, IJH has performed better with a 13.99% return vs 11.06%. 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 0.49% for SMOT.
SMOT has the higher dividend yield at 1.24%, compared with 1.17% for IJH.
SMOT tracks Morningstar US Small-Mid Cap Moat Focus, while IJH tracks S&P MidCap 400 Index. They also come from different issuers: VanEck and iShares. Their fees differ too: 0.49% for SMOT and 0.05% for IJH.
IJH currently has the higher Sharpe Ratio (1.55 vs 1.13), 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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