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IJH vs SPMD

iShares Core S&P Mid-Cap ETF vs State Street SPDR Portfolio S&P 400 Mid Cap ETF

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

SPMD

State Street SPDR Portfolio S&P 400 Mid Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$17.0B

Key differences

  • IJH is significantly larger than SPMD — 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

IJHSPMD
Annual cost (TER)0.05%0.03%
Fund size (AUM)$115.7B$17.0B
Since20002005
Dividend yield1.22%1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+26.8%
CAGR 3Y+16.0%+16.3%
CAGR 5Y+7.8%+8.4%
Sharpe 3Y0.720.73
Volatility 1Y15.66%15.76%
Max drawdown-42.18%-41.86%

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

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