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IJJ vs IVOO

iShares S&P Mid-Cap 400 Value ETF vs Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares

Annual cost

0.18%

Fund size

$8.5B

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.4B

Key differences

  • IVOO costs 0.11% less per year.
  • Over the last 3 years, IVOO has delivered higher annualized returns.
  • IJJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJJIVOO
Annual cost (TER)0.18%0.07%
Fund size (AUM)$8.5B$5.4B
Since20002010
Dividend yield1.65%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.6%+24.7%
CAGR 3Y+14.1%+16.1%
CAGR 5Y+7.2%+7.8%
Sharpe 3Y0.620.72
Volatility 1Y15.50%15.69%
Max drawdown-46.11%-42.33%

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

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