The iShares Russell 2000 Value ETF (IWN) and iShares SP Mid-Cap 400 Value ETF (IJJ) both offer value exposure in the U.S. equity market, but vary in company size and sector emphasis. Comparing costs, portfolios, risks, and performance helps investors choose the best fit for their value investing preferences.

IJJ is more cost-effective with a lower expense ratio and slightly higher dividend yield, attracting value-oriented, income-seeking investors. It has outperformed IWN by over 20% in the past five years, offering stability in mid-cap value stocks.

IJJ tracks 311 mid-cap value stocks with a focus on financial services, industrials, and consumer cyclicals. IWN, on the other hand, holds 1,413 small-cap value stocks with diversified sector allocation. Both provide long-term growth opportunities but differ in risk and stability.

Investors need to consider risk tolerance when choosing between IWN and IJJ. Small-cap stocks are more volatile but offer growth potential, while mid-cap stocks provide stability with room for expansion. IJJ’s performance history shows it to be a less risky option with significant gains.

For ETF investing guidance, further explore the full guide. The key factor in choosing between IWN and IJJ lies in risk tolerance and investment goals. IJJ offers stability and growth, making it an attractive option for risk-averse investors seeking value exposure in the market.

Read more at Yahoo Finance: Can the Mid-Cap ETF Compete with a Small-Cap Fund?