Screener
MDIV vs IJH
Multi-Asset Diversified Income Index Fund vs iShares Core S&P Mid-Cap ETF
Key differences
MDIV is a mixed asset ETF, while IJH is an equity ETF. MDIV charges 0.71% a year and IJH 0.05%.
- MDIV is a mixed asset fund, while IJH is an equity fund. They carry different risk/return profiles.
- IJH costs 0.66% less per year.
- IJH is much larger than MDIV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IJH has delivered higher annualized returns.
- IJH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MDIV | IJH | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.05% |
| Fund size (AUM) | $411M | $119.2B |
| Since | 2012 | 2000 |
| Dividend yield | 6.38% | 1.19% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +12.3% | +26.1% |
| CAGR 3Y | +11.4% | +15.6% |
| CAGR 5Y | +5.9% | +8.5% |
| Sharpe 3Y | 0.85 | 0.70 |
| Volatility 1Y | 6.71% | 15.89% |
| Max drawdown | -48.50% | -42.18% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.