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GXPE vs IJJ

Global X Purecap MSCI Energy ETF vs iShares S&P Mid-Cap 400 Value ETF

GXPE

Global X Purecap MSCI Energy ETF

Global X Funds

Annual cost

0.15%

Fund size

$2M

IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares

Annual cost

0.18%

Fund size

$8.5B

Key differences

  • IJJ is significantly larger than GXPE — larger funds tend to be more liquid and less likely to close.
  • IJJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GXPEIJJ
Annual cost (TER)0.15%0.18%
Fund size (AUM)$2M$8.5B
Since20252000
Dividend yield1.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+22.1%
CAGR 3YN/A+14.6%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.65
Volatility 1Y15.53%
Max drawdown-12.37%-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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