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IJH vs ISTB

iShares Core S&P Mid-Cap ETF vs iShares Core 1-5 Year USD Bond ETF

IJH

iShares Core S&P Mid-Cap ETF

Annual cost

0.05%

Fund size

$119.2B

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

Key differences

IJH is an equity ETF, while ISTB is a fixed income ETF. IJH charges 0.05% a year and ISTB 0.06%.

  • IJH is an equity fund, while ISTB is a fixed income fund. They carry different risk/return profiles.
  • IJH is much larger than ISTB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IJH has delivered higher annualized returns.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJHISTB
Annual cost (TER)0.05%0.06%
Fund size (AUM)$119.2B$4.7B
Since20002012
Dividend yield1.19%4.23%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.7%+3.8%
CAGR 3Y+17.1%+4.8%
CAGR 5Y+7.8%+1.8%
Sharpe 3Y0.770.50
Volatility 1Y15.64%1.78%
Max drawdown-42.18%-9.34%

Similar to IJH and ISTB