TMCPX vs. IJH
Compare and contrast key facts about Touchstone Mid Cap Fund (TMCPX) and iShares Core S&P Mid-Cap ETF (IJH).
TMCPX is managed by Touchstone. It was launched on Jan 2, 2003. IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Index. It was launched on May 22, 2000.
Performance
TMCPX vs. IJH - Performance Comparison
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TMCPX vs. IJH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TMCPX Touchstone Mid Cap Fund | -7.96% | 4.87% | 8.48% | 27.48% | -15.62% | 15.21% | 12.56% | 39.44% | -3.14% | 20.23% |
IJH iShares Core S&P Mid-Cap ETF | 2.56% | 7.42% | 13.92% | 16.40% | -13.11% | 24.72% | 13.60% | 26.10% | -11.19% | 16.26% |
Returns By Period
In the year-to-date period, TMCPX achieves a -7.96% return, which is significantly lower than IJH's 2.56% return. Both investments have delivered pretty close results over the past 10 years, with TMCPX having a 10.15% annualized return and IJH not far ahead at 10.48%.
TMCPX
- 1D
- -0.23%
- 1M
- -11.61%
- YTD
- -7.96%
- 6M
- -5.28%
- 1Y
- 1.10%
- 3Y*
- 7.90%
- 5Y*
- 4.15%
- 10Y*
- 10.15%
IJH
- 1D
- 2.96%
- 1M
- -5.32%
- YTD
- 2.56%
- 6M
- 4.23%
- 1Y
- 17.32%
- 3Y*
- 12.06%
- 5Y*
- 6.57%
- 10Y*
- 10.48%
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TMCPX vs. IJH - Expense Ratio Comparison
TMCPX has a 0.93% expense ratio, which is higher than IJH's 0.05% expense ratio.
Return for Risk
TMCPX vs. IJH — Risk / Return Rank
TMCPX
IJH
TMCPX vs. IJH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Mid Cap Fund (TMCPX) 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.
| TMCPX | IJH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 0.83 | -0.73 |
Sortino ratioReturn per unit of downside risk | 0.28 | 1.30 | -1.02 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.18 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | -0.01 | 1.24 | -1.25 |
Martin ratioReturn relative to average drawdown | -0.03 | 5.37 | -5.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TMCPX | IJH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 0.83 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.33 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.50 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.44 | +0.02 |
Correlation
The correlation between TMCPX and IJH is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
TMCPX vs. IJH - Dividend Comparison
TMCPX's dividend yield for the trailing twelve months is around 2.39%, more than IJH's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMCPX Touchstone Mid Cap Fund | 2.39% | 2.20% | 2.52% | 0.92% | 1.43% | 2.80% | 1.93% | 5.18% | 3.95% | 1.10% | 0.58% | 0.06% |
IJH iShares Core S&P Mid-Cap ETF | 1.32% | 1.36% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% |
Drawdowns
TMCPX vs. IJH - Drawdown Comparison
The maximum TMCPX drawdown since its inception was -58.03%, which is greater than IJH's maximum drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for TMCPX and IJH.
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Drawdown Indicators
| TMCPX | IJH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.03% | -55.07% | -2.96% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -14.16% | +0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -21.47% | -24.10% | +2.63% |
Max Drawdown (10Y)Largest decline over 10 years | -35.54% | -42.18% | +6.64% |
Current DrawdownCurrent decline from peak | -13.48% | -6.13% | -7.35% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -7.61% | -2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 3.28% | +0.87% |
Volatility
TMCPX vs. IJH - Volatility Comparison
The current volatility for Touchstone Mid Cap Fund (TMCPX) is 5.60%, while iShares Core S&P Mid-Cap ETF (IJH) has a volatility of 6.49%. This indicates that TMCPX experiences smaller price fluctuations and is considered to be less risky 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
| TMCPX | IJH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 6.49% | -0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 11.66% | 11.91% | -0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.65% | 21.07% | -1.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.63% | 19.75% | -2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 21.16% | -2.77% |