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IJJ vs IWR
iShares S&P Mid-Cap 400 Value ETF vs iShares Russell Mid-Cap ETF
Key differences
- IWR is significantly larger than IJJ — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IWR has delivered higher annualized returns.
Side-by-side comparison
| IJJ | IWR | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.18% |
| Fund size (AUM) | $8.5B | $52.6B |
| Since | 2000 | 2001 |
| Dividend yield | 1.65% | 1.19% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +20.6% | +21.8% |
| CAGR 3Y | +14.1% | +17.2% |
| CAGR 5Y | +7.2% | +8.1% |
| Sharpe 3Y | 0.62 | 0.86 |
| Volatility 1Y | 15.50% | 13.50% |
| Max drawdown | -46.11% | -40.59% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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