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IJK vs ILCG

iShares S&P Mid-Cap 400 Growth ETF vs iShares Morningstar Growth ETF

IJK

iShares S&P Mid-Cap 400 Growth ETF

iShares

Annual cost

0.17%

Fund size

$10.6B

ILCG

iShares Morningstar Growth ETF

iShares

Annual cost

0.04%

Fund size

$2.9B

Key differences

  • ILCG costs 0.13% less per year.
  • IJK is significantly larger than ILCG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ILCG has delivered higher annualized returns.

Side-by-side comparison

IJKILCG
Annual cost (TER)0.17%0.04%
Fund size (AUM)$10.6B$2.9B
Since20002004
Dividend yield0.57%0.44%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.2%+29.5%
CAGR 3Y+17.6%+27.5%
CAGR 5Y+8.1%+15.0%
Sharpe 3Y0.771.16
Volatility 1Y17.09%16.38%
Max drawdown-39.25%-35.38%

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

Similar to IJK and ILCG