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IAT vs IJH

iShares U.S. Regional Banks ETF vs iShares Core S&P Mid-Cap ETF

IAT

iShares U.S. Regional Banks ETF

iShares

Annual cost

0.38%

Fund size

$625M

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

Key differences

  • IJH costs 0.33% less per year.
  • IJH is significantly larger than IAT — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IAT has delivered higher annualized returns.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IATIJH
Annual cost (TER)0.38%0.05%
Fund size (AUM)$625M$115.7B
Since20062000
Dividend yield2.76%1.22%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.4%+26.5%
CAGR 3Y+25.3%+16.5%
CAGR 5Y+2.0%+8.4%
Sharpe 3Y0.850.74
Volatility 1Y21.75%15.73%
Max drawdown-55.55%-42.18%

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

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