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IVE vs IJJ
iShares S&P 500 Value ETF vs iShares S&P Mid-Cap 400 Value ETF
Key differences
- IVE is significantly larger than IJJ — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IVE has delivered higher annualized returns.
Side-by-side comparison
| IVE | IJJ | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.18% |
| Fund size (AUM) | $49.4B | $8.5B |
| Since | 2000 | 2000 |
| Dividend yield | 1.54% | 1.65% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.3% | +20.6% |
| CAGR 3Y | +16.5% | +14.1% |
| CAGR 5Y | +10.9% | +7.2% |
| Sharpe 3Y | 1.00 | 0.62 |
| Volatility 1Y | 9.97% | 15.50% |
| Max drawdown | -37.04% | -46.11% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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