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TMFM vs. IJH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

TMFM vs. IJH

Last updated Aug 2, 2026
Documentation

TMFM (Motley Fool Mid-Cap Growth ETF) and IJH (iShares Core S&P Mid-Cap ETF) are both exchange-traded funds - TMFM is a Mid Cap Growth Equities fund actively managed by Motley Fool, while IJH is a Mid Cap Blend Equities fund tracking the S&P MidCap 400 Index. TMFM is actively managed, while IJH is passively managed. Over the past 3 years, TMFM returned 1.83%/yr vs 13.01%/yr for IJH. Their correlation of 0.82 means they have usually moved in the same direction. TMFM charges 0.85%/yr vs 0.05%/yr for IJH.

Performance

TMFM vs. IJH - Performance Comparison

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

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Returns By Period

In the year-to-date period, TMFM achieves a -5.79% return, which is significantly lower than IJH's 14.60% return.

TMFM

1D
0.43%
1M
-1.09%
6M
-2.45%
YTD
-5.79%
1Y
-14.17%
3Y*
1.83%
5Y*
—
10Y*
—
ALL TIME*
-2.04%

IJH

1D
-0.11%
1M
-1.08%
6M
10.14%
YTD
14.60%
1Y
22.81%
3Y*
13.01%
5Y*
8.44%
10Y*
11.03%
ALL TIME*
9.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

IJH

iShares Core S&P Mid-Cap ETF
$461.96M$459.67M$538.23M

TMFM

Motley Fool Mid-Cap Growth ETF
$157.21K$169.51K$230.30K

TMFM vs. IJH - Yearly Performance Comparison

2026 (YTD)20252024202320222021
TMFM
Motley Fool Mid-Cap Growth ETF		-5.79%-8.98%17.54%21.81%-27.36%1.91%
IJH
iShares Core S&P Mid-Cap ETF		14.60%7.42%13.92%16.40%-13.11%2.28%

Correlation

The correlation between TMFM and IJH is 0.58, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.58

Correlation (3Y)
Balances recent behavior with more history.

0.76

Correlation (All Time)
Calculated using the full available price history since Dec 13, 2021

0.82

Over the past year, the correlation between TMFM and IJH has dropped to 0.58 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.

TMFM vs. IJH - Sectors Allocation Comparison

Sectors
TMFM
IJH

Technology

29.7%
17.5%

Healthcare

24.5%
8.9%

Industrials

21.6%
25.2%

Financial Services

14.2%
13.9%

Real Estate

3.9%
7.2%

Consumer Cyclical

3.5%
10.5%

Consumer Defensive

2.6%
3.2%

Basic Materials

-

4.8%

Communication Services

-

1.5%

Energy

-

4.6%

Utilities

-

2.8%

Technology

TMFM
29.7%
IJH
17.5%

Healthcare

TMFM
24.5%
IJH
8.9%

Industrials

TMFM
21.6%
IJH
25.2%

Financial Services

TMFM
14.2%
IJH
13.9%

Real Estate

TMFM
3.9%
IJH
7.2%

Consumer Cyclical

TMFM
3.5%
IJH
10.5%

Consumer Defensive

TMFM
2.6%
IJH
3.2%

Basic Materials

TMFM

-

IJH
4.8%

Communication Services

TMFM

-

IJH
1.5%

Energy

TMFM

-

IJH
4.6%

Utilities

TMFM

-

IJH
2.8%

Compare stocks, funds, or ETFs

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

Motley Fool Mid-Cap Growth ETF

iShares Core S&P Mid-Cap ETF

Often compared with TMFM:
TMFM vs. TMFCTMFM vs. SCHGTMFM vs. QQQTMFM vs. QMOMTMFM vs. SPYTMFM vs. TMFXTMFM vs. FLQM
Often compared with IJH:
IJH vs. VOIJH vs. IJRIJH vs. MDYIJH vs. SCHMIJH vs. IJKIJH vs. IJJIJH vs. IVOO

Return for Risk

TMFM vs. IJH — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
TMFM
TMFM Risk / Return Rank: 33
Overall Rank
TMFM Sharpe Ratio Rank: 33
Sharpe Ratio Rank
TMFM Sortino Ratio Rank: 33
Sortino Ratio Rank
TMFM Omega Ratio Rank: 33
Omega Ratio Rank
TMFM Calmar Ratio Rank: 44
Calmar Ratio Rank
TMFM Martin Ratio Rank: 44
Martin Ratio Rank
IJH
IJH Risk / Return Rank: 6262
Overall Rank
IJH Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
IJH Sortino Ratio Rank: 5959
Sortino Ratio Rank
IJH Omega Ratio Rank: 5555
Omega Ratio Rank
IJH Calmar Ratio Rank: 6969
Calmar Ratio Rank
IJH Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

TMFM vs. IJH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Motley Fool Mid-Cap Growth ETF (TMFM) 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.

TMFMIJHDifference
Sharpe ratioReturn per unit of total volatility
-0.80
1.34

-2.14

Sortino ratioReturn per unit of downside risk
-1.10
2.00

-3.10

Omega ratioGain probability vs. loss probability

0.88

1.24

-0.36

Calmar ratioReturn relative to maximum drawdown

-0.62

2.39

-3.01

Martin ratioReturn relative to average drawdown

-1.07

8.69

-9.76

TMFM vs. IJH - Sharpe Ratio Comparison

The current TMFM Sharpe Ratio is -0.80, which is lower than the IJH Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of TMFM 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.

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Drawdowns

TMFM vs. IJH - Drawdown Comparison

The maximum TMFM drawdown since its inception was -31.75%, smaller than the maximum IJH drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for TMFM and IJH.

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Drawdown Indicators

TMFMIJHDifference

Max Drawdown

Largest peak-to-trough decline

-31.75%

-55.07%

+23.32%

Max Drawdown (1Y)

Largest decline over 1 year

-25.13%

-8.83%

-16.30%

Max Drawdown (3Y)

Largest decline over 3 years

-31.75%

-24.10%

-7.65%

Max Drawdown (5Y)

Largest decline over 5 years

—

-24.10%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-42.18%

—

Current Drawdown

Current decline from peak

-23.34%

-2.39%

-20.95%

Average Drawdown

Average peak-to-trough decline

-16.16%

-7.53%

-8.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.51%

2.42%

+12.09%

Volatility

TMFM vs. IJH - Volatility Comparison

Motley Fool Mid-Cap Growth ETF (TMFM) has a higher volatility of 6.01% compared to iShares Core S&P Mid-Cap ETF (IJH) at 3.46%. This indicates that TMFM'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

TMFMIJHDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.01%

3.46%

+2.55%

Volatility (6M)

Calculated over the trailing 6-month period

16.23%

11.63%

+4.60%

Volatility (1Y)

Calculated over the trailing 1-year period

19.69%

15.76%

+3.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.60%

19.67%

+0.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.60%

21.13%

-0.53%

TMFM vs. IJH - Expense Ratio Comparison

TMFM has a 0.85% expense ratio, which is higher than IJH's 0.05% expense ratio.

Dividends

TMFM vs. IJH - Dividend Comparison

TMFM's dividend yield for the trailing twelve months is around 0.07%, less 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%
TMFM
Motley Fool Mid-Cap Growth ETF		0.07%0.06%16.27%2.55%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

TMFM and IJH have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TMFM has higher volatility (6.01%) compared to IJH (3.46%). In terms of maximum drawdown, TMFM dropped -31.75% vs IJH's -55.07%.

On 3-year performance, IJH leads with 13.01% vs 1.83% for TMFM. On fees, IJH is cheaper at 0.05% per year. On volatility, IJH has been the lower-risk option at 3.46%. 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 13.01% return vs 1.83%. 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 0.85% for TMFM.

IJH has the higher dividend yield at 1.18%, compared with 0.07% for TMFM.

TMFM is categorized as Mid Cap Growth Equities, while IJH is Mid Cap Blend Equities. They also come from different issuers: Motley Fool and iShares. Their fees differ too: 0.85% for TMFM and 0.05% for IJH.

IJH currently has the higher Sharpe Ratio (1.34 vs -0.80), 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 TMFM and IJH

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