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IWS vs IJJ

iShares Russell Mid-Cap Value ETF vs iShares S&P Mid-Cap 400 Value ETF

IWS

iShares Russell Mid-Cap Value ETF

iShares

Annual cost

0.23%

Fund size

$14.9B

IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares

Annual cost

0.18%

Fund size

$8.5B

Key differences

  • IJJ costs 0.05% less per year.
  • Over the last 3 years, IWS has delivered higher annualized returns.

Side-by-side comparison

IWSIJJ
Annual cost (TER)0.23%0.18%
Fund size (AUM)$14.9B$8.5B
Since20012000
Dividend yield1.38%1.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.4%+20.6%
CAGR 3Y+17.1%+14.1%
CAGR 5Y+8.2%+7.2%
Sharpe 3Y0.870.62
Volatility 1Y13.31%15.50%
Max drawdown-43.83%-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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