Latest News for IJJ

Launched on July 24, 2000, the iShares S&P Mid-Cap 400 Value ETF (IJJ) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Value segment of the US equity market.

IJJ has delivered a higher five-year total return with less volatility than SLYV. SLYV carries a lower expense ratio and offers a higher dividend yield than IJJ.

The iShares Morningstar Small-Cap Value ETF (ISCV) carries a lower expense ratio than the iShares S&P Mid-Cap 400 Value ETF (IJJ). IJJ has experienced a modestly lower maximum drawdown over the last five years.

The iShares Russell 2000 Value ETF focuses on small-cap value stocks while the iShares S&P Mid-Cap 400 Value ETF targets the mid-cap space. The iShares S&P Mid-Cap 400 Value ETF carries a lower expense ratio of 0.18% and has delivered higher five-year total returns.

VBR offers a significantly lower expense ratio of 0.05% compared to the 0.18% fee for IJJ. While both funds target value stocks, VBR focuses on smaller companies, while IJJ targets the mid-cap space.
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