The iShares SP Mid-Cap 400 Value ETF (IJJ) and iShares Morningstar Small-Cap Value ETF (ISCV) differ in size, cost, and focus. IJJ targets mid-cap value, while ISCV leans towards smaller companies with broader portfolios and lower fees. ISCV has a lower expense ratio, slightly higher yield, and more holdings than IJJ.

Issuer: iShares
Expense ratio: IJJ – 0.18%, ISCV – 0.06%
1-yr return: IJJ – 8.79%, ISCV – 11.07%
Dividend yield: IJJ – 1.73%, ISCV – 1.97%
Beta: IJJ – 1.03, ISCV – 1.05
AUM: IJJ – $7.96 billion, ISCV – $581.76 million

ISCV focuses on small-cap value stocks, with a diverse portfolio heavy in financial services, consumer cyclicals, and industrials. Top holdings include SanDisk, Blk Csh Fnd Treasury Sl Agency, and Rocket Companies, offering exposure to smaller, more volatile companies. IJJ concentrates on mid-cap value with top sectors in financial services, industrials, and consumer cyclicals.

ISCV has a lower expense ratio, cheaper P/E ratio, and more holdings than IJJ. Both ETFs offer exposure to various sectors like financial services, consumer cyclicals, industrials, and tech. ISCV may be a more affordable and diverse investment option, with a slightly higher total return since inception than IJJ.

Read more at Yahoo Finance: The Rising Small-Cap ETF That Challenges the Popular Mid-Cap ETF