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IJK vs MDYV

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

IJK

iShares S&P Mid-Cap 400 Growth ETF

iShares

Annual cost

0.17%

Fund size

$10.6B

MDYV

State Street SPDR S&P 400 Mid Cap Value ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$2.6B

Key differences

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

Side-by-side comparison

IJKMDYV
Annual cost (TER)0.17%0.15%
Fund size (AUM)$10.6B$2.6B
Since20002005
Dividend yield0.57%1.73%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.2%+20.7%
CAGR 3Y+17.6%+14.2%
CAGR 5Y+8.1%+7.1%
Sharpe 3Y0.770.63
Volatility 1Y17.09%15.41%
Max drawdown-39.25%-45.90%

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

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