Screener
IJH vs PTL
iShares Core S&P Mid-Cap ETF vs Inspire 500 ETF
Key differences
- IJH is significantly larger than PTL — larger funds tend to be more liquid and less likely to close.
- IJH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IJH | PTL | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.09% |
| Fund size (AUM) | $115.7B | $799M |
| Since | 2000 | 2024 |
| Dividend yield | 1.22% | 1.14% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +26.5% | +32.4% |
| CAGR 3Y | +16.5% | N/A |
| CAGR 5Y | +8.4% | N/A |
| Sharpe 3Y | 0.74 | N/A |
| Volatility 1Y | 15.73% | 14.69% |
| Max drawdown | -42.18% | -19.72% |
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