Each the iShares Russell 2000 Worth ETF (NYSEMKT:IWN) and iShares SP Mid-Cap 400 Worth ETF (NYSEMKT:IJJ) goal to offer worth publicity throughout the U.S. fairness market, however they differ in firm measurement and sector emphasis. This comparability examines their prices, portfolio composition, threat, and efficiency information to assist buyers resolve which can higher align with their preferences for worth investing.
|
Metric |
IWN |
IJJ |
|---|---|---|
|
Issuer |
IShares |
IShares |
|
Expense ratio |
0.24% |
0.18% |
|
1-yr return (as of Jan. 7, 2026) |
18.44% |
10.84% |
|
Dividend yield |
1.53% |
1.7% |
|
AUM |
$12.59 billion |
$8.47 billion |
Beta measures worth volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents complete return over the trailing 12 months.
IJJ is extra inexpensive with a decrease expense ratio and affords a barely greater dividend yield, which can attraction to cost-conscious buyers searching for earnings.
|
Metric |
IWN |
IJJ |
|---|---|---|
|
Max drawdown (5 y) |
(26.71%) |
(22.68%) |
|
Progress of $1,000 over 5 years |
$1,338 |
$1,528 |
IJJ tracks a basket of mid-cap worth shares, emphasizing monetary companies, industrials, and client cyclical firms throughout 311 holdings. Its largest positions embody US Meals Holding Corp. (NYSE:USFD), Reliance, Inc.(NYSE:RS), and Alcoa Corp. (NYSE:AA). Created over 20 years in the past, the ETF has delivered constant long-term development.
Launched on the identical day as IJJ, IWN holds a wider group of worth shares, holding 1,413 small-cap shares with an analogous sector allocation. Its high holdings embody EchoStar Corp.(NASDAQ:SATS), Hecla Mining Firm (NYSE:HL), and TTM Applied sciences, Inc. (NASDAQ:TTMI), however every makes up a comparatively small portion of the portfolio, reflecting the fund’s vast diversification amongst small firms.
For extra steerage on ETF investing, take a look at the total information at this hyperlink.
By way of selecting between the 2 ETFs, one of many greatest deciding elements can be how a lot threat buyers are keen to take. Small-cap shares are broadly thought-about probably the most risky amongst large-cap and mid-cap belongings. It is because small-cap firms are sometimes youthful, much less established, and/or might serve extra area of interest markets, making them extra susceptible to operational decline or failure. Nevertheless, small-cap shares are typically extra risky as a result of there’s extra room for development, which will be useful if the value rises.
Giant-cap shares are going to contain the extra established firms, whereas mid-cap shares are typically considered the “candy spot” between the opposite sorts, as there’s a stage of stable basis and nonetheless room for development. Due to this fact, IWN’s worth will correlate with the volatility of small-cap shares, whereas IJJ can be extra steady, just like the mid-cap firms it holds.
