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IVW vs IJK

iShares S&P 500 Growth ETF vs iShares S&P Mid-Cap 400 Growth ETF

IVW

iShares S&P 500 Growth ETF

Annual cost

0.18%

Fund size

$76.1B

IJK

iShares S&P Mid-Cap 400 Growth ETF

Annual cost

0.17%

Fund size

$11.0B

Key differences

Both IVW and IJK are equity ETFs. IVW charges 0.18% a year and IJK 0.17%. The main difference: IVW is much larger than IJK. Larger funds are usually more liquid and less likely to close.

  • IVW is much larger than IJK. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IVW has delivered higher annualized returns.

Side-by-side comparison

IVWIJK
Annual cost (TER)0.18%0.17%
Fund size (AUM)$76.1B$11.0B
Since20002000
Dividend yield0.35%0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+24.3%
CAGR 3Y+25.4%+16.9%
CAGR 5Y+14.8%+8.0%
Sharpe 3Y1.100.73
Volatility 1Y16.48%17.33%
Max drawdown-32.72%-39.25%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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