The iShares Morningstar Small-Cap Value ETF (ISCV) charges lower fees and holds almost four times as many stocks as the iShares SP Mid-Cap 400 Value ETF (IJJ). ISCV has a higher 1-year total return but a steeper drawdown, while IJJ boasts a higher 5-year return. IJJ is more liquid and larger, while ISCV offers a slightly higher dividend yield.
ISCV and IJJ target U.S. value stocks, with ISCV focusing on small-caps and tracking a Morningstar index, while IJJ sticks to mid-caps following the S&P 400 Value. Investors can compare costs, returns, risk, liquidity, and portfolio construction to align with their goals.
ISCV, with a lower expense ratio and broader diversification, offers a slightly higher dividend yield compared to IJJ. ISCV caters to cost-conscious, income-focused investors looking for value exposure at a lower cost.
ISCV tracks a Morningstar index with 1,093 small-cap U.S. value stocks, while IJJ focuses on mid-cap value through the S&P 400 Value. ISCV leans on financial services, consumer cyclicals, and industrials, while IJJ has a heavier tilt to these sectors.
Consider risk tolerance and target company size when choosing between ISCV and IJJ. ISCV offers higher growth potential but with greater volatility from smaller companies, while IJJ provides more stability through mid-cap stocks with a value focus.
Read more at Yahoo Finance: Comparing Small-Cap and Mid-Cap Value Funds ISCV and IJJ
