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IVOO vs IJJ

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares vs iShares S&P Mid-Cap 400 Value ETF

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.4B

IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares

Annual cost

0.18%

Fund size

$8.5B

Key differences

  • IVOO costs 0.11% less per year.
  • Over the last 3 years, IVOO has delivered higher annualized returns.
  • IJJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IVOOIJJ
Annual cost (TER)0.07%0.18%
Fund size (AUM)$5.4B$8.5B
Since20102000
Dividend yield1.23%1.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.7%+20.6%
CAGR 3Y+16.1%+14.1%
CAGR 5Y+7.8%+7.2%
Sharpe 3Y0.720.62
Volatility 1Y15.69%15.50%
Max drawdown-42.33%-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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