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IJH vs IYY

iShares Core S&P Mid-Cap ETF vs iShares Dow Jones U.S. ETF

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

IYY

iShares Dow Jones U.S. ETF

iShares

Annual cost

0.20%

Fund size

$2.9B

Key differences

  • IJH costs 0.15% less per year.
  • IJH is significantly larger than IYY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IYY has delivered higher annualized returns.

Side-by-side comparison

IJHIYY
Annual cost (TER)0.05%0.20%
Fund size (AUM)$115.7B$2.9B
Since20002000
Dividend yield1.22%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.5%+30.4%
CAGR 3Y+16.5%+22.8%
CAGR 5Y+8.4%+13.4%
Sharpe 3Y0.741.21
Volatility 1Y15.73%12.15%
Max drawdown-42.18%-34.90%

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

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