Skip to content
Beacon
Screener

IJJ vs IWS

iShares S&P Mid-Cap 400 Value ETF vs iShares Russell Mid-Cap Value ETF

IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares

Annual cost

0.18%

Fund size

$8.5B

IWS

iShares Russell Mid-Cap Value ETF

iShares

Annual cost

0.23%

Fund size

$14.9B

Key differences

  • IJJ costs 0.05% less per year.
  • Over the last 3 years, IWS has delivered higher annualized returns.

Side-by-side comparison

IJJIWS
Annual cost (TER)0.18%0.23%
Fund size (AUM)$8.5B$14.9B
Since20002001
Dividend yield1.65%1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.6%+26.4%
CAGR 3Y+14.1%+17.1%
CAGR 5Y+7.2%+8.2%
Sharpe 3Y0.620.87
Volatility 1Y15.50%13.31%
Max drawdown-46.11%-43.83%

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

Similar to IJJ and IWS