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IJK vs IVW

iShares S&P Mid-Cap 400 Growth ETF vs iShares S&P 500 Growth ETF

IJK

iShares S&P Mid-Cap 400 Growth ETF

Annual cost

0.17%

Fund size

$11.0B

IVW

iShares S&P 500 Growth ETF

Annual cost

0.18%

Fund size

$76.1B

Key differences

Both IJK and IVW are equity ETFs. IJK charges 0.17% a year and IVW 0.18%. The main difference: IVW is much larger than IJK. Larger funds are usually more liquid and less likely to close.

  • IVW is much larger than IJK. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IVW has delivered higher annualized returns.

Side-by-side comparison

IJKIVW
Annual cost (TER)0.17%0.18%
Fund size (AUM)$11.0B$76.1B
Since20002000
Dividend yield0.55%0.35%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.6%+27.9%
CAGR 3Y+17.1%+26.9%
CAGR 5Y+8.5%+15.0%
Sharpe 3Y0.741.16
Volatility 1Y17.56%16.61%
Max drawdown-39.25%-32.72%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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