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IJJ vs RPV
iShares S&P Mid-Cap 400 Value ETF vs Invesco S&P 500 Pure Value ETF
Key differences
- IJJ costs 0.17% less per year.
- IJJ is significantly larger than RPV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, RPV has delivered higher annualized returns.
- IJJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IJJ | RPV | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.35% |
| Fund size (AUM) | $8.5B | $1.8B |
| Since | 2000 | 2006 |
| Dividend yield | 1.65% | 2.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +20.6% | +27.7% |
| CAGR 3Y | +14.1% | +18.5% |
| CAGR 5Y | +7.2% | +9.2% |
| Sharpe 3Y | 0.62 | 0.95 |
| Volatility 1Y | 15.50% | 12.77% |
| Max drawdown | -46.11% | -50.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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