IJH vs IWR — stock comparison tool

IJH currently yields 1.23% TTM versus IWR at 1.16%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IJHIWR
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
IJH
IWR

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

IJH Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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IWR Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
IJH$73.09
—

iShares Core S&P Mid-Cap ETF

IWR$109.60
—

iShares Russell Mid-Cap ETF

Dividend Information

Dividend Yield
1.23%
1.16%
Annual Dividend
$0.90
$1.27
Dividend Growth (5yr)
-
-
Years of Growth
2
4
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

IJH

408 holdings
Industrials22.21%
Technology18.12%
Information Technology15.34%
Financials14.80%
Financial Services13.58%
Healthcare10.45%
Health Care10.16%
Consumer Cyclical10.12%
Consumer Discretionary9.98%
Real Estate7.85%
Materials5.87%
Other22.56%

Top 10 holdings

NameWeight
PEVERPURE INC CLASS A0.99%
TWLOTWILIO CLASS A0.93%
OKTAOKTA CLASS A0.93%
FTITECHNIPFMC PLC0.81%
ILMNILLUMINA INC0.79%
ATIATI0.76%
UTHRUNITED THERAPEUTICS0.69%
NVTNVENT ELECTRIC PLC0.68%
ENTGENTEGRIS INC0.65%
USFDUS FOODS HOLDING0.64%
Top 107.87%

IWR

822 holdings
Technology18.50%
Information Technology17.66%
Industrials16.78%
Financials13.70%
Financial Services13.20%
Health Care12.28%
Healthcare11.92%
Consumer Cyclical9.70%
Consumer Discretionary8.47%
Energy6.97%
Real Estate6.24%
Other29.98%

Top 10 holdings

NameWeight
MPCMARATHON PETROLEUM1.03%
PSXPHILLIPS 660.85%
SNOWSNOWFLAKE0.83%
NETCLOUDFLARE CLASS A0.74%
DDOGDATADOG INC CLASS A0.64%
MRNAMODERNA0.63%
HOODROBINHOOD MARKETS CLASS A0.59%
HPEHEWLETT PACKARD ENTERPRISE0.57%
RCLROYAL CARIBBEAN GROUP0.52%
LITELUMENTUM HOLDINGS0.50%
Top 106.90%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

97396
IJHSharedIWR

Overlap by weight

1%

Share of portfolio weight that appears in both funds.

# overlapping holdings

3

IJH: 3% also in IWRIWR: 3% also in IJH

IJH: showing top 100 holdings by weight (of 408) · IWR: showing top 100 holdings by weight (of 822). Overlap counts use this top slice, not the full fund book.

Sector drift (IJH vs IWR)

Left = heavier in IJH. Right = heavier in IWR.

IJH overweight (left)IWR overweight (right)
3 shown

Overlapping tickers

P		1.0%0.3%0.3%
ILMN		0.8%0.3%0.3%
TWLO		0.9%0.3%0.3%

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IJH vs IWR Dividend Comparison | DRIP Tool | Dividend Wealth