IJH vs MDY: Yield, Cost and Returns Compared
As of Nov 5, 2026, IJH yields more: 1.24% (dividend yield) against 1.06% for MDY. IJH is cheaper to own at 0.05% a year vs 0.23%. Over the same 18 years (Dec 2007 to Oct 2026), IJH returned 9.7% a year with distributions reinvested, and MDY 9.4%.
MDYState Street SPDR S&P MIDCAP 400 ETF Trust1.06%dividend yield| Compared | IJH | MDY |
|---|---|---|
| YieldDividend yield | 1.24% | 1.06% |
| Expense ratio | 0.05% | 0.23% |
| Total return, 1 yr | +14.4% | +14.0% |
| Total return, 3 yr (a year) | +17.4% | +17.0% |
| Total return, 5 yr (a year) | +7.2% | +6.9% |
| Total return, 10 yr (a year) | +10.9% | +10.7% |
| Worst drop since Dec 2007 | -48.0% | -48.3% |
| Share price since Dec 2007 | +332% | +331% |
| Pays | Quarterly | Quarterly |
| Issuer | iShares | State Street Investment Management |
| Assets | $123.2B | $25.9B |
| Started | 2000 | 1995 |
| Type | Mid-Cap Blend | Mid-Cap Blend |
Higher yield
IJH
1.24%
Lower cost
IJH
0.05%
Better total return
IJH
9.7%/yr
Smaller worst drop
IJH
-48.0%
Key facts: IJH vs MDY
Data as of · Source: SmarterDividends data
- As of Nov 5, 2026, IJH yields 1.24% (dividend yield) and MDY yields 1.06% (dividend yield).
- IJH's expense ratio is 0.05% and MDY's is 0.23%: $5 vs $23 a year on $10,000.
- From Dec 2007 to Oct 2026, $10,000 in IJH grew to $56,713 (9.7% a year) and $10,000 in MDY to $54,500 (9.4% a year), distributions reinvested.
- Their worst month-end drops over that time: -48.0% for IJH and -48.3% for MDY.
- 7 of IJH's top ten holdings are also in MDY's top ten, an overlap of at least 5% of the fund.
Cite this page
SmarterDividends, "IJH vs MDY: Yield, Cost and Returns Compared," updated Nov 5, 2026, https://smarterdividends.com/compare/ijh-vs-mdy
$10,000 in each, Dec 2007 to Oct 2026
Distributions reinvested, month-end values, with the S&P 500 for reference.
IJH became
$56,713
9.7% a year
MDY became
$54,500
9.4% a year
Year by year
| Year | IJH | MDY |
|---|---|---|
| 2025 | +7.4% | +7.2% |
| 2024 | +13.9% | +13.6% |
| 2023 | +16.4% | +16.1% |
| 2022 | −13.1% | −13.3% |
| 2021 | +24.7% | +24.5% |
| 2020 | +13.6% | +13.5% |
| 2019 | +26.1% | +25.8% |
| 2018 | −11.2% | −11.3% |
| 2017 | +16.3% | +15.9% |
| 2016 | +20.7% | +20.5% |
| 2015 | −2.3% | −2.5% |
| 2014 | +9.7% | +9.4% |
| 2013 | +33.5% | +33.1% |
| 2012 | +17.7% | +17.8% |
| 2011 | −2.2% | −2.1% |
| 2010 | +26.7% | +26.3% |
| 2009 | +37.9% | +37.6% |
| 2008 | −36.1% | −36.4% |
Total return each calendar year, distributions reinvested.
Top holdings
7 of the top ten overlap, at least 5% of each fund.
IJH
- OKTA Okta Inc Class A1.0%
- FTI TechnipFMC PLC0.8%
- UTHR United Therapeutics Corp0.7%
- ENTG Entegris Inc0.7%
- ATI ATI Inc0.7%
- USFD US Foods Holding Corp0.7%
- RS Reliance Inc0.7%
- XPO XPO Inc0.6%
- THC Tenet Healthcare Corp0.6%
- PR Permian Resources Corp Class A0.6%
MDY
- TWLO Twilio Inc Class A1.3%
- OKTA Okta Inc Class A1.0%
- FTI TechnipFMC PLC0.8%
- NVT nVent Electric PLC0.8%
- ATI ATI Inc0.8%
- ENTG Entegris Inc0.7%
- UTHR United Therapeutics Corp0.7%
- XPO XPO Inc0.6%
- THC Tenet Healthcare Corp0.6%
- SNX TD Synnex Corp0.6%
IJH vs MDY: questions
Is IJH or MDY better?
It depends on the job. IJH pays more today (1.24% vs 1.06%), IJH costs less, and IJH has the better total return over Dec 2007 to Oct 2026, with IJH holding up better in its worst stretch. For income, look at yield and whether the payouts hold up; for growth, total return and drawdowns.
Which pays a higher dividend, IJH or MDY?
IJH, at 1.24% against 1.06% for MDY as of Nov 5, 2026. On $10,000 that's about $124 vs $106 a year at today's rates.
Which has the better total return?
IJH. From Dec 2007 to Oct 2026, it returned 9.7% a year with distributions reinvested, against 9.4% for MDY. $10,000 became $56,713 vs $54,500.
Which is cheaper, IJH or MDY?
IJH, with a 0.05% expense ratio against 0.23%.
Do IJH and MDY hold the same things?
Partly. 7 of their top ten holdings match (OKTA, FTI, ENTG, UTHR), at least 5% of each fund. Owning both doubles up on those.
Yields, costs and holdings as each fund reports them (via Yahoo Finance), updated daily; returns from month-end prices with distributions reinvested. IJH leads on 8 of 8 measures above. For information only, not investment advice. Last fund data: Nov 5, 2026.