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IJK vs IMCG

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

IJK

iShares S&P Mid-Cap 400 Growth ETF

iShares

Annual cost

0.17%

Fund size

$10.6B

IMCG

iShares Morningstar Mid-Cap Growth ETF

iShares

Annual cost

0.06%

Fund size

$3.5B

Key differences

  • IMCG costs 0.11% less per year.
  • IJK is significantly larger than IMCG — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

IJKIMCG
Annual cost (TER)0.17%0.06%
Fund size (AUM)$10.6B$3.5B
Since20002004
Dividend yield0.57%0.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.2%+20.2%
CAGR 3Y+17.6%+18.4%
CAGR 5Y+8.1%+8.3%
Sharpe 3Y0.770.86
Volatility 1Y17.09%15.45%
Max drawdown-39.25%-35.08%

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

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