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IJH vs ISCB

iShares Core S&P Mid-Cap ETF vs iShares Morningstar Small-Cap ETF

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

ISCB

iShares Morningstar Small-Cap ETF

iShares

Annual cost

0.04%

Fund size

$269M

Key differences

  • IJH is significantly larger than ISCB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ISCB has delivered higher annualized returns.

Side-by-side comparison

IJHISCB
Annual cost (TER)0.05%0.04%
Fund size (AUM)$115.7B$269M
Since20002004
Dividend yield1.22%1.29%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+30.8%
CAGR 3Y+16.0%+17.1%
CAGR 5Y+7.8%+5.9%
Sharpe 3Y0.720.72
Volatility 1Y15.66%16.63%
Max drawdown-42.18%-44.18%

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

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