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IJJ vs OEF

iShares S&P Mid-Cap 400 Value ETF vs iShares S&P 100 ETF

IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares

Annual cost

0.18%

Fund size

$8.5B

OEF

iShares S&P 100 ETF

iShares

Annual cost

0.20%

Fund size

$19.6B

Key differences

  • Over the last 3 years, OEF has delivered higher annualized returns.

Side-by-side comparison

IJJOEF
Annual cost (TER)0.18%0.20%
Fund size (AUM)$8.5B$19.6B
Since20002000
Dividend yield1.65%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.6%+31.9%
CAGR 3Y+14.1%+25.8%
CAGR 5Y+7.2%+15.9%
Sharpe 3Y0.621.31
Volatility 1Y15.50%12.88%
Max drawdown-46.11%-31.44%

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

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