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IJJ vs IVOV

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

IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares

Annual cost

0.18%

Fund size

$8.5B

IVOV

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

Vanguard

Annual cost

0.10%

Fund size

$1.4B

Key differences

  • IVOV costs 0.08% less per year.
  • IJJ is significantly larger than IVOV — larger funds tend to be more liquid and less likely to close.
  • IJJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJJIVOV
Annual cost (TER)0.18%0.10%
Fund size (AUM)$8.5B$1.4B
Since20002010
Dividend yield1.65%1.68%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.6%+20.8%
CAGR 3Y+14.1%+14.2%
CAGR 5Y+7.2%+7.2%
Sharpe 3Y0.620.63
Volatility 1Y15.50%15.44%
Max drawdown-46.11%-45.99%

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

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