iShares S&P MidCap 400 Value ETF (IJJ) Alternatives
iShares S&P MidCap 400 Value ETF (IJJ) belongs to the Small Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with IJJ. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to IJJ
IJJ charges 0.25% annually. Among ETFs in the Small Cap Value Equities category, these options have the lowest expense ratios among IJJ alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares Morningstar Small Cap Value ETF | 0.06% | Jun 28, 2004 | IJJ vs ISCV | |
| Vanguard Small-Cap Value ETF | 0.07% | Jan 26, 2004 | IJJ vs VBR | |
| Vanguard Russell 2000 Value ETF | 0.10% | Sep 20, 2010 | IJJ vs VTWV | |
| Vanguard S&P Small-Cap 600 Value ETF | 0.10% | Sep 7, 2010 | IJJ vs VIOV | |
| SPDR S&P 600 Small Cap Value ETF | 0.15% | Sep 29, 2000 | IJJ vs SLYV |
Best Risk-Adjusted Alternatives to IJJ
Among ETFs in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| iShares International Developed Small Cap Value Fa... | 90 | Mar 23, 2021 | IJJ vs ISVL | |
| Avantis US Small Cap Equity ETF | 77 | Jan 11, 2022 | IJJ vs AVSC | |
| EA Bridgeway Omni Small-Cap Value ETF | 76 | Dec 31, 2010 | IJJ vs BSVO | |
| iShares Russell 2000 Value ETF | 75 | Jul 24, 2000 | IJJ vs IWN | |
| Vanguard Russell 2000 Value ETF | 75 | Sep 20, 2010 | IJJ vs VTWV |
Top Performing IJJ Alternatives (YTD)
IJJ alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| First Trust Small Cap Value AlphaDEX Fund | 9.36% | Apr 18, 2011 | IJJ vs FYT | |
| EA Bridgeway Omni Small-Cap Value ETF | 8.88% | Dec 31, 2010 | IJJ vs BSVO | |
| EA Series Trust - Euclidean Fundamental Value ETF | 8.76% | May 17, 2023 | IJJ vs ECML | |
| Avantis US Small Cap Value ETF | 8.60% | Sep 24, 2019 | IJJ vs AVUV | |
| WisdomTree U.S. SmallCap Quality Dividend Growth F... | 7.11% | Jul 25, 2013 | IJJ vs DGRS |
Lowest Volatility Alternatives to IJJ
IJJ alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | 15.98% | Aug 25, 2021 | IJJ vs SMIG | |
| iShares International Developed Small Cap Value Fa... | 17.65% | Mar 23, 2021 | IJJ vs ISVL | |
| EA Series Trust - Euclidean Fundamental Value ETF | 19.29% | May 17, 2023 | IJJ vs ECML | |
| Brandes U.S. Small-Mid Cap Value ETF | 19.31% | Oct 3, 2023 | IJJ vs BSMC | |
| Jpmorgan Active Small Cap Value ETF | 19.61% | Mar 7, 2023 | IJJ vs JPSV |
Lowest Drawdown Alternatives to IJJ
IJJ alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | -11.92% | Aug 25, 2021 | IJJ vs SMIG | |
| Invesco Russell 2000 Dynamic Multifactor ETF | -12.23% | Nov 8, 2017 | IJJ vs OMFS | |
| iShares International Developed Small Cap Value Fa... | -12.48% | Mar 23, 2021 | IJJ vs ISVL | |
| Jpmorgan Active Small Cap Value ETF | -12.58% | Mar 7, 2023 | IJJ vs JPSV | |
| Brandes U.S. Small-Mid Cap Value ETF | -12.60% | Oct 3, 2023 | IJJ vs BSMC |
Other ETFs from iShares
Most popular iShares ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 0.86% | May 26, 2020 | IJJ vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 6 | -22.62% | Jan 5, 2024 | IJJ vs IBIT | |
| iShares Core S&P 500 ETF | S&P 500 | 65 | -4.38% | May 15, 2000 | IJJ vs IVV | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 12 | 0.17% | Jul 22, 2002 | IJJ vs TLT | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 69 | 1.57% | Jun 10, 2014 | IJJ vs DGRO | |
| iShares Silver Trust | Precious Metals | 89 | 5.77% | Apr 21, 2006 | IJJ vs SLV | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 92 | 9.20% | Jul 10, 2001 | IJJ vs SOXX | |
| iShares Gold Trust | Gold, Precious Metals | 87 | 8.61% | Jan 21, 2005 | IJJ vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 69 | 0.93% | May 22, 2000 | IJJ vs IWM | |
| iShares MSCI ACWI ETF | Large Cap Growth Equities | 75 | -2.21% | Mar 26, 2008 | IJJ vs ACWI |
Often Compared With IJJ
What investors most often compare with IJJ, based on PortfoliosLab usage data.
Compare IJJ with Any Fund or Stock
Compare IJJ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.