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IJH vs IYR

iShares Core S&P Mid-Cap ETF vs iShares U.S. Real Estate ETF

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

Key differences

  • IJH costs 0.33% less per year.
  • IJH is significantly larger than IYR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IJH has delivered higher annualized returns.

Side-by-side comparison

IJHIYR
Annual cost (TER)0.05%0.38%
Fund size (AUM)$115.7B$4.1B
Since20002000
Dividend yield1.22%2.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.5%+14.1%
CAGR 3Y+16.5%+10.4%
CAGR 5Y+8.4%+3.7%
Sharpe 3Y0.740.46
Volatility 1Y15.73%13.14%
Max drawdown-42.18%-42.32%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IJH and IYR