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.
iShares S&P Mid-Cap 400 Value ETF is a passively managed ETF offering exposure to inexpensive equities selected from the S&P 400. Heavy in financials, IJJ has a 1.2x larger earnings yield compared to IJH yet a much smaller forward EPS growth rate and issues on the quality front to boot. I rate IJJ a Hold, as its value characteristics, small exposure to growth, and a slight tilt toward low volatility may hinder it from keeping pace with IVV.
IWN has outperformed IJJ over the last 12 months, but IJJ has had better long-term growth. IJJ has a slightly lower expense ratio and offers a marginally higher dividend yield than IWN.
iShares S&P Mid-Cap 400 Value ETF (IJJ) offers fair fees and diversified mid-cap value exposure, but isn't the cheapest option available. IJJ's portfolio is heavily weighted toward cyclical sectors and financials, making it less defensive and more sensitive to economic cycles and interest rates. Alternatives like IVOV and VOE provide similar or broader mid-cap value exposure at lower expense ratios, while RFV offers a more aggressive, regime-sensitive approach.
iShares S&P Mid-Cap 400 Value ETF offers diversified exposure to U.S. mid-cap value stocks, with a focus on financials and industrials. IJJ has outperformed its parent index long-term but recently lagged behind it. IJJ faces competition from IVOV, tracking the same underlying index with lower fees.
iShares S&P Mid-Cap 400 Value ETF, a passively managed ETF by Blackrock, offers low-fee exposure to mid-cap value stocks, outperforming peers like FLQM and other passively managed mid-cap ETFs. The fund tracks the S&P 400 Value Mid Cap Index, rebalancing quarterly with criteria focused on book value to price, earnings to price, and sales to price ratios. IJJ has a solid track record, with a high NAV and daily volume, and has outperformed both passive and active peers over 1 and 5-year periods.
IJJ has industrial, consumer cyclicals and financials as important components of its portfolio. The yield curve is shifting down as economic concerns mount, meaning lower rates but also iffy demand for the regional bank exposures, neither being great. For industrials, a relevant export base, retaliations aren't good for the topline and reflect risks to the bottom line of upping procurement costs with tariffs.
The iShares S&P Mid-Cap 400 Value ETF tracks mid-cap companies exhibiting value characteristics, with the top ten holdings accounting for just 9.92% of ETF assets. The ETF's sector allocation is primarily to the financials, industrials, and consumer discretionary sectors. IJJ has recently started to outperform the iShares Russell Mid-Cap Growth ETF.