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IJH vs XVV

iShares Core S&P Mid-Cap ETF vs iShares ESG Select Screened S&P 500 ETF

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

Key differences

  • IJH is significantly larger than XVV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XVV has delivered higher annualized returns.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJHXVV
Annual cost (TER)0.05%0.08%
Fund size (AUM)$115.7B$636M
Since20002020
Dividend yield1.22%0.92%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.5%+29.8%
CAGR 3Y+16.5%+23.1%
CAGR 5Y+8.4%+14.1%
Sharpe 3Y0.741.17
Volatility 1Y15.73%12.83%
Max drawdown-42.18%-27.20%

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

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