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IJS vs XSVM
iShares S&P Small-Cap 600 Value ETF vs Invesco S&P SmallCap Value with Momentum ETF
Key differences
- IJS costs 0.19% less per year.
- IJS is significantly larger than XSVM — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, XSVM has delivered higher annualized returns.
- IJS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IJS | XSVM | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.37% |
| Fund size (AUM) | $7.9B | $613M |
| Since | 2000 | 2005 |
| Dividend yield | 1.31% | 1.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +38.5% | +36.9% |
| CAGR 3Y | +14.8% | +17.0% |
| CAGR 5Y | +5.8% | +7.1% |
| Sharpe 3Y | 0.59 | 0.68 |
| Volatility 1Y | 18.46% | 18.66% |
| Max drawdown | -47.68% | -49.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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