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MIDE vs IJK

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

MIDE

Xtrackers S&P MidCap 400 Scored & Screened ETF

Xtrackers

Annual cost

0.15%

Fund size

$4M

IJK

iShares S&P Mid-Cap 400 Growth ETF

iShares

Annual cost

0.17%

Fund size

$10.6B

Key differences

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

Side-by-side comparison

MIDEIJK
Annual cost (TER)0.15%0.17%
Fund size (AUM)$4M$10.6B
Since20212000
Dividend yield1.37%0.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.0%+30.4%
CAGR 3Y+16.6%+18.0%
CAGR 5Y+8.5%+8.7%
Sharpe 3Y0.740.79
Volatility 1Y16.01%17.21%
Max drawdown-24.59%-39.25%

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

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