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MXI vs IJH

iShares Global Materials ETF vs iShares Core S&P Mid-Cap ETF

MXI

iShares Global Materials ETF

Annual cost

0.39%

Fund size

$362M

IJH

iShares Core S&P Mid-Cap ETF

Annual cost

0.05%

Fund size

$119.2B

Key differences

Both MXI and IJH are equity ETFs. MXI charges 0.39% a year and IJH 0.05%. The main difference: MXI covers global markets; IJH covers North America.

  • MXI covers global markets; IJH covers North America.
  • IJH costs 0.34% less per year.
  • IJH is much larger than MXI. 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

MXIIJH
Annual cost (TER)0.39%0.05%
Fund size (AUM)$362M$119.2B
Since20062000
Dividend yield1.73%1.19%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.9%+26.1%
CAGR 3Y+13.9%+15.6%
CAGR 5Y+6.3%+8.5%
Sharpe 3Y0.600.70
Volatility 1Y20.46%15.89%
Max drawdown-39.52%-42.18%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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