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XCHG vs IJH

Ab US Equity ETF vs iShares Core S&P Mid-Cap ETF

XCHG

Ab US Equity ETF

AllianceBernstein

Annual cost

0.50%

Fund size

$685M

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

Key differences

  • IJH costs 0.45% less per year.
  • IJH is significantly larger than XCHG — larger funds tend to be more liquid and less likely to close.
  • XCHG follows a active selection strategy; IJH uses index tracking.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCHGIJH
Annual cost (TER)0.50%0.05%
Fund size (AUM)$685M$115.7B
Since20252000
Dividend yield1.22%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+24.7%
CAGR 3YN/A+16.0%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.72
Volatility 1Y15.66%
Max drawdown-9.67%-42.18%

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

Similar to XCHG and IJH