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ESUM vs IJJ

Strategy Shares - Eventide US Market ETF vs iShares S&P Mid-Cap 400 Value ETF

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares

Annual cost

0.18%

Fund size

$8.5B

Side-by-side comparison

ESUMIJJ
Annual cost (TER)0.18%
Fund size (AUM)$8.5B
Since2000
Dividend yield1.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+20.6%
CAGR 3YN/A+14.1%
CAGR 5YN/A+7.2%
Sharpe 3YN/A0.62
Volatility 1Y13.11%15.50%
Max drawdown-17.70%-46.11%

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

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