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IEDI vs IJS

iShares U.S. Consumer Focused ETF vs iShares S&P Small-Cap 600 Value ETF

IEDI

iShares U.S. Consumer Focused ETF

Annual cost

0.18%

Fund size

$27M

IJS

iShares S&P Small-Cap 600 Value ETF

Annual cost

0.18%

Fund size

$8.2B

Key differences

Both IEDI and IJS are equity ETFs. IEDI charges 0.18% a year and IJS 0.18%. The main difference: IEDI follows a active selection strategy; IJS uses index tracking.

  • IEDI follows a active selection strategy; IJS uses index tracking.
  • IJS is much larger than IEDI. Larger funds are usually more liquid and less likely to close.
  • IJS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IEDIIJS
Annual cost (TER)0.18%0.18%
Fund size (AUM)$27M$8.2B
Since20182000
Dividend yield0.97%1.29%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+38.5%
CAGR 3Y+14.4%+14.0%
CAGR 5Y+6.8%+6.1%
Sharpe 3Y0.730.56
Volatility 1Y13.51%18.38%
Max drawdown-30.60%-47.68%

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

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