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USPX vs IJH

Franklin U.S. Equity Index ETF vs iShares Core S&P Mid-Cap ETF

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

Key differences

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

Side-by-side comparison

USPXIJH
Annual cost (TER)0.03%0.05%
Fund size (AUM)$1.8B$115.7B
Since20162000
Dividend yield1.09%1.22%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.8%+24.7%
CAGR 3Y+23.3%+16.0%
CAGR 5Y+12.6%+7.8%
Sharpe 3Y1.220.72
Volatility 1Y12.24%15.66%
Max drawdown-31.21%-42.18%

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

Similar to USPX and IJH