IJH vs MDY — stock comparison tool

IJH currently yields 1.23% TTM versus MDY at 1.05%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

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

*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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MDY 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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No data

Best Avg Annual Return

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No data

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

MDY$666.92
—

State Street SPDR S&P MIDCAP 400 ETF Trust

Dividend Information

Dividend Yield
1.23%
1.05%
Annual Dividend
$0.90
$7.02
Dividend Growth (5yr)
-
-
Years of Growth
2
5
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%

MDY

400 holdings
Industrials23.67%
Financial Services15.08%
Technology14.15%
Consumer Cyclical10.43%
Healthcare10.33%
Real Estate6.99%
Basic Materials5.84%
Energy5.37%
Consumer Defensive3.36%
Utilities3.17%
Communication Services1.62%
Cash & Others0.70%

Top 10 holdings

NameWeight
CASH_USDU.S. Dollar0.97%
TWLOTwilio Inc. Class A0.96%
OKTAOkta Inc. Class A0.92%
ILMNIllumina Inc.0.90%
PEverpure Inc. Class A0.82%
FTITechnipFMC plc0.80%
ATIATI Inc0.76%
UTHRUnited Therapeutics Corporation0.68%
NVTnVent Electric plc0.67%
ENTGEntegris Inc.0.65%
Top 108.13%

Overlap & differences

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

3973
IJHSharedMDY

Overlap by weight

45%

Share of portfolio weight that appears in both funds.

# overlapping holdings

97

IJH: 97% also in MDYMDY: 97% also in IJH

IJH: showing top 100 holdings by weight (of 408) · MDY: showing top 100 holdings by weight (of 400). Overlap counts use this top slice, not the full fund book.

Sector drift (IJH vs MDY)

Left = heavier in IJH. Right = heavier in MDY.

IJH overweight (left)MDY overweight (right)
97 shown

Overlapping tickers

TWLO
0.9%1.0%0.9%
OKTA
0.9%0.9%0.9%
P
1.0%0.8%0.8%
FTI
0.8%0.8%0.8%
ILMN
0.8%0.9%0.8%
ATI
0.8%0.8%0.8%
UTHR
0.7%0.7%0.7%
NVT
0.7%0.7%0.7%
ENTG
0.7%0.6%0.6%
USFD
0.6%0.6%0.6%

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IJH vs MDY Dividend Comparison | DRIP Tool | Dividend Wealth