Screener
IMCB vs IJJ
iShares Morningstar Mid-Cap ETF vs iShares S&P Mid-Cap 400 Value ETF
Key differences
- IMCB costs 0.14% less per year.
- IJJ is significantly larger than IMCB — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IMCB has delivered higher annualized returns.
Side-by-side comparison
| IMCB | IJJ | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.18% |
| Fund size (AUM) | $1.6B | $8.5B |
| Since | 2004 | 2000 |
| Dividend yield | 1.27% | 1.65% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.1% | +20.6% |
| CAGR 3Y | +17.6% | +14.1% |
| CAGR 5Y | +8.7% | +7.2% |
| Sharpe 3Y | 0.91 | 0.62 |
| Volatility 1Y | 12.83% | 15.50% |
| Max drawdown | -40.99% | -46.11% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IMCB and IJJ
Explore further