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IJH vs MEAR

iShares Core S&P Mid-Cap ETF vs iShares Short Maturity Municipal Bond Active ETF

IJH

iShares Core S&P Mid-Cap ETF

Annual cost

0.05%

Fund size

$119.2B

MEAR

iShares Short Maturity Municipal Bond Active ETF

Annual cost

0.26%

Fund size

$1.4B

Key differences

IJH is an equity ETF, while MEAR is a fixed income ETF. IJH charges 0.05% a year and MEAR 0.26%.

  • IJH is an equity fund, while MEAR is a fixed income fund. They carry different risk/return profiles.
  • IJH follows a index tracking strategy; MEAR uses active selection.
  • IJH costs 0.21% less per year.
  • IJH is much larger than MEAR. 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

IJHMEAR
Annual cost (TER)0.05%0.26%
Fund size (AUM)$119.2B$1.4B
Since20002015
Dividend yield1.19%2.86%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+23.7%+3.2%
CAGR 3Y+17.1%+3.6%
CAGR 5Y+7.8%+2.4%
Sharpe 3Y0.77-0.01
Volatility 1Y15.64%0.86%
Max drawdown-42.18%-2.68%

Similar to IJH and MEAR