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ANEW vs IJH

ProShares MSCI Transformational Changes ETF vs iShares Core S&P Mid-Cap ETF

ANEW

ProShares MSCI Transformational Changes ETF

Annual cost

0.45%

Fund size

$8M

IJH

iShares Core S&P Mid-Cap ETF

Annual cost

0.05%

Fund size

$119.2B

Key differences

Both ANEW and IJH are equity ETFs. ANEW charges 0.45% a year and IJH 0.05%. The main difference: ANEW covers global markets; IJH covers North America.

  • ANEW covers global markets; IJH covers North America.
  • IJH costs 0.40% less per year.
  • IJH is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IJH has delivered higher annualized returns.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ANEWIJH
Annual cost (TER)0.45%0.05%
Fund size (AUM)$8M$119.2B
Since20202000
Dividend yield0.61%1.19%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+2.6%+26.1%
CAGR 3Y+13.1%+15.6%
CAGR 5Y+3.3%+8.5%
Sharpe 3Y0.640.70
Volatility 1Y13.62%15.89%
Max drawdown-39.87%-42.18%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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