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IVOV vs IJJ

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

IVOV

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

Vanguard

Annual cost

0.10%

Fund size

$1.4B

IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares

Annual cost

0.18%

Fund size

$8.5B

Key differences

  • IVOV costs 0.08% less per year.
  • IJJ is significantly larger than IVOV — larger funds tend to be more liquid and less likely to close.
  • IJJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IVOVIJJ
Annual cost (TER)0.10%0.18%
Fund size (AUM)$1.4B$8.5B
Since20102000
Dividend yield1.68%1.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.8%+20.6%
CAGR 3Y+14.2%+14.1%
CAGR 5Y+7.2%+7.2%
Sharpe 3Y0.630.62
Volatility 1Y15.44%15.50%
Max drawdown-45.99%-46.11%

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

Similar to IVOV and IJJ