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IJK vs MDY

iShares S&P Mid-Cap 400 Growth ETF vs State Street SPDR S&P MIDCAP 400 ETF Trust

IJK

iShares S&P Mid-Cap 400 Growth ETF

iShares

Annual cost

0.17%

Fund size

$10.6B

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust

State Street Investment Management

Annual cost

0.23%

Fund size

$26.0B

Key differences

  • IJK costs 0.06% less per year.
  • Over the last 3 years, IJK has delivered higher annualized returns.
  • MDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJKMDY
Annual cost (TER)0.17%0.23%
Fund size (AUM)$10.6B$26.0B
Since20001995
Dividend yield0.57%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.2%+24.3%
CAGR 3Y+17.6%+15.7%
CAGR 5Y+8.1%+7.5%
Sharpe 3Y0.770.70
Volatility 1Y17.09%15.61%
Max drawdown-39.25%-42.22%

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

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