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XJH vs IMCV

iShares ESG Select Screened S&P Mid-Cap ETF vs iShares Morningstar Mid-Cap Value ETF

XJH

iShares ESG Select Screened S&P Mid-Cap ETF

iShares

Annual cost

0.12%

Fund size

$372M

IMCV

iShares Morningstar Mid-Cap Value ETF

iShares

Annual cost

0.06%

Fund size

$1.0B

Key differences

  • IMCV costs 0.06% less per year.
  • IMCV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XJHIMCV
Annual cost (TER)0.12%0.06%
Fund size (AUM)$372M$1.0B
Since20202004
Dividend yield1.14%1.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.4%+25.3%
CAGR 3Y+16.2%+16.7%
CAGR 5Y+7.8%+9.3%
Sharpe 3Y0.710.91
Volatility 1Y16.49%11.83%
Max drawdown-25.07%-46.33%

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

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