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XJH vs. IJH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XJH vs. IJH

Last updated Jun 23, 2026

XJH (iShares ESG Screened S&P Mid-Cap ETF) and IJH (iShares Core S&P Mid-Cap ETF) are both Mid Cap Blend Equities funds from iShares - XJH tracks the S&P MidCap 400 Sustainability Screened Index while IJH tracks the S&P MidCap 400 Index. Both are passively managed. Over the past 5 years, XJH returned 8.33%/yr vs 8.90%/yr for IJH. With a 0.99 correlation, they move nearly in lockstep. XJH charges 0.12%/yr vs 0.05%/yr for IJH.

Performance

XJH vs. IJH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Screened S&P Mid-Cap ETF (XJH) 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

The year-to-date returns for both investments are quite close, with XJH having a 15.53% return and IJH slightly higher at 15.82%.

XJH

1D
0.39%
1M
4.02%
YTD
15.53%
6M
13.02%
1Y
28.80%
3Y*
16.14%
5Y*
8.33%
10Y*
—

IJH

1D
0.38%
1M
3.76%
YTD
15.82%
6M
13.38%
1Y
27.53%
3Y*
16.50%
5Y*
8.90%
10Y*
11.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XJH vs. IJH - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
XJH
iShares ESG Screened S&P Mid-Cap ETF		15.53%8.12%12.27%16.74%-14.36%23.43%29.59%
IJH
iShares Core S&P Mid-Cap ETF		15.82%7.42%13.92%16.40%-13.11%24.72%29.22%

Correlation

The correlation between XJH and IJH is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.98

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

0.99

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

0.99

Correlation (All Time)
Calculated using the full available price history since Sep 24, 2020

0.99

The correlation between XJH and IJH has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.

XJH vs. IJH - Sectors Allocation Comparison

Sectors
XJH
IJH

Industrials

26.8%
25.9%

Technology

16.7%
16.6%

Financial Services

14.0%
13.5%

Healthcare

9.7%
8.7%

Consumer Cyclical

9.6%
9.2%

Real Estate

8.1%
7.5%

Basic Materials

5.0%
4.9%

Consumer Defensive

4.2%
4.2%

Energy

2.9%
5.3%

Utilities

1.5%
3.0%

Communication Services

1.1%
1.0%

Industrials

XJH
26.8%
IJH
25.9%

Technology

XJH
16.7%
IJH
16.6%

Financial Services

XJH
14.0%
IJH
13.5%

Healthcare

XJH
9.7%
IJH
8.7%

Consumer Cyclical

XJH
9.6%
IJH
9.2%

Real Estate

XJH
8.1%
IJH
7.5%

Basic Materials

XJH
5.0%
IJH
4.9%

Consumer Defensive

XJH
4.2%
IJH
4.2%

Energy

XJH
2.9%
IJH
5.3%

Utilities

XJH
1.5%
IJH
3.0%

Communication Services

XJH
1.1%
IJH
1.0%

Compare stocks, funds, or ETFs

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

iShares ESG Screened S&P Mid-Cap ETF

iShares Core S&P Mid-Cap ETF

Often compared with XJH:
XJH vs. XJRXJH vs. XMMOXJH vs. NUMVXJH vs. NUMGXJH vs. MDYXJH vs. FZIPXXJH vs. SUSL
Often compared with IJH:
IJH vs. VOIJH vs. IJRIJH vs. MDYIJH vs. IJJIJH vs. SCHMIJH vs. IJKIJH vs. IVOO

Return for Risk

XJH vs. IJH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XJH
XJH Risk / Return Rank: 5656
Overall Rank
XJH Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
XJH Sortino Ratio Rank: 5454
Sortino Ratio Rank
XJH Omega Ratio Rank: 4848
Omega Ratio Rank
XJH Calmar Ratio Rank: 6262
Calmar Ratio Rank
XJH Martin Ratio Rank: 6363
Martin Ratio Rank
IJH
IJH Risk / Return Rank: 5757
Overall Rank
IJH Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
IJH Sortino Ratio Rank: 5454
Sortino Ratio Rank
IJH Omega Ratio Rank: 5050
Omega Ratio Rank
IJH Calmar Ratio Rank: 6565
Calmar Ratio Rank
IJH Martin Ratio Rank: 6464
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.

XJH vs. IJH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Screened S&P Mid-Cap ETF (XJH) 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.

XJHIJHDifference
Sharpe ratioReturn per unit of total volatility
1.74
1.75

0.00

Sortino ratioReturn per unit of downside risk
2.52
2.53

-0.01

Omega ratioGain probability vs. loss probability

1.30

1.31

-0.01

Calmar ratioReturn relative to maximum drawdown

3.01

3.13

-0.12

Martin ratioReturn relative to average drawdown

11.09

11.45

-0.36

XJH vs. IJH - Sharpe Ratio Comparison

The current XJH Sharpe Ratio is 1.74, which is comparable to the IJH Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of XJH 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

XJH vs. IJH - Drawdown Comparison

The maximum XJH drawdown since its inception was -25.07%, smaller than the maximum IJH drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for XJH and IJH.

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Drawdown Indicators

XJHIJHDifference

Max Drawdown

Largest peak-to-trough decline

-25.07%

-55.07%

+30.00%

Max Drawdown (1Y)

Largest decline over 1 year

-9.61%

-8.83%

-0.78%

Max Drawdown (3Y)

Largest decline over 3 years

-24.56%

-24.10%

-0.46%

Max Drawdown (5Y)

Largest decline over 5 years

-25.07%

-24.10%

-0.97%

Max Drawdown (10Y)

Largest decline over 10 years

—

-42.18%

—

Current Drawdown

Current decline from peak

0.00%

-0.12%

+0.12%

Average Drawdown

Average peak-to-trough decline

-6.77%

-7.56%

+0.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.60%

2.41%

+0.19%

Volatility

XJH vs. IJH - Volatility Comparison

iShares ESG Screened S&P Mid-Cap ETF (XJH) and iShares Core S&P Mid-Cap ETF (IJH) have volatilities of 4.74% and 4.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XJHIJHDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.74%

4.59%

+0.15%

Volatility (6M)

Calculated over the trailing 6-month period

12.31%

11.70%

+0.61%

Volatility (1Y)

Calculated over the trailing 1-year period

16.65%

15.87%

+0.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.96%

19.76%

+0.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.87%

21.21%

-1.34%

XJH vs. IJH - Expense Ratio Comparison

XJH has a 0.12% 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

XJH vs. IJH - Dividend Comparison

XJH's dividend yield for the trailing twelve months is around 1.08%, less than IJH's 1.17% yield.

PositionTTM20252024202320222021202020192018201720162015
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%
XJH
iShares ESG Screened S&P Mid-Cap ETF		1.08%1.24%1.24%1.38%1.45%1.04%0.36%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

With a correlation of 0.98, XJH and IJH move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

XJH has higher volatility (4.74%) compared to IJH (4.59%). In terms of maximum drawdown, XJH dropped -25.07% vs IJH's -55.07%.

On 5-year performance, IJH leads with 8.90% vs 8.33% for XJH. On fees, IJH is cheaper at 0.05% per year. On volatility, IJH has been the lower-risk option at 4.59%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, IJH has performed better with a 8.90% return vs 8.33%. 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 0.12% for XJH.

IJH has the higher dividend yield at 1.17%, compared with 1.08% for XJH.

XJH tracks S&P MidCap 400 Sustainability Screened Index, while IJH tracks S&P MidCap 400 Index. Their fees differ too: 0.12% for XJH and 0.05% for IJH.

IJH currently has the higher Sharpe Ratio (1.75 vs 1.74), 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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