Skip to content
Beacon
Screener

MIDE vs IJJ

Xtrackers S&P MidCap 400 Scored & Screened ETF vs iShares S&P Mid-Cap 400 Value ETF

MIDE

Xtrackers S&P MidCap 400 Scored & Screened ETF

Xtrackers

Annual cost

0.15%

Fund size

$4M

IJJ

iShares S&P Mid-Cap 400 Value ETF

iShares

Annual cost

0.18%

Fund size

$8.5B

Key differences

  • IJJ is significantly larger than MIDE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, MIDE has delivered higher annualized returns.
  • IJJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MIDEIJJ
Annual cost (TER)0.15%0.18%
Fund size (AUM)$4M$8.5B
Since20212000
Dividend yield1.37%1.65%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.0%+22.1%
CAGR 3Y+16.6%+14.6%
CAGR 5Y+8.5%+7.8%
Sharpe 3Y0.740.65
Volatility 1Y16.01%15.53%
Max drawdown-24.59%-46.11%

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

Similar to MIDE and IJJ