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IUSV vs IJH

iShares Core S&P U.S. Value ETF vs iShares Core S&P Mid-Cap ETF

IUSV

iShares Core S&P U.S. Value ETF

iShares

Annual cost

0.04%

Fund size

$25.6B

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

Key differences

  • IJH is significantly larger than IUSV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

IUSVIJH
Annual cost (TER)0.04%0.05%
Fund size (AUM)$25.6B$115.7B
Since20002000
Dividend yield1.71%1.22%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.4%+24.7%
CAGR 3Y+16.5%+16.0%
CAGR 5Y+10.8%+7.8%
Sharpe 3Y0.990.72
Volatility 1Y10.14%15.66%
Max drawdown-37.54%-42.18%

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

Similar to IUSV and IJH