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IYY vs IJH

iShares Dow Jones U.S. ETF vs iShares Core S&P Mid-Cap ETF

IYY

iShares Dow Jones U.S. ETF

iShares

Annual cost

0.20%

Fund size

$2.9B

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

Key differences

  • IJH costs 0.15% less per year.
  • IJH is significantly larger than IYY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IYY has delivered higher annualized returns.

Side-by-side comparison

IYYIJH
Annual cost (TER)0.20%0.05%
Fund size (AUM)$2.9B$115.7B
Since20002000
Dividend yield0.91%1.22%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.8%+24.7%
CAGR 3Y+22.8%+16.0%
CAGR 5Y+13.0%+7.8%
Sharpe 3Y1.210.72
Volatility 1Y12.15%15.66%
Max drawdown-34.90%-42.18%

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

Similar to IYY and IJH