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IJJ vs XJH

iShares S&P Mid-Cap 400 Value ETF vs iShares ESG Select Screened S&P Mid-Cap ETF

IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares

Annual cost

0.18%

Fund size

$8.5B

XJH

iShares ESG Select Screened S&P Mid-Cap ETF

iShares

Annual cost

0.12%

Fund size

$372M

Key differences

  • XJH costs 0.06% less per year.
  • IJJ is significantly larger than XJH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XJH has delivered higher annualized returns.
  • IJJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJJXJH
Annual cost (TER)0.18%0.12%
Fund size (AUM)$8.5B$372M
Since20002020
Dividend yield1.65%1.14%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.1%+27.4%
CAGR 3Y+14.6%+16.2%
CAGR 5Y+7.8%+7.8%
Sharpe 3Y0.650.71
Volatility 1Y15.53%16.49%
Max drawdown-46.11%-25.07%

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

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