iShares S&P Mid-Cap 400 Value ETF (IJJ) belongs to the Mid 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 a closer substitute for your current allocation.
Cheapest Alternatives to IJJ
IJJ charges 0.18% annually. There are 7 ETFs in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.06%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Morningstar Mid-Cap ETF | 0.06% | 1.05B | Jun 2004 | IJJ vs IMCV | |
| Vanguard Mid-Cap Value ETF | 0.07% | 36.70B | Aug 2006 | IJJ vs VOE | |
| Research Affiliates Deletions ETF | 0.09% | 34.44M | Sep 2024 | IJJ vs NIXT | |
| Vanguard S&P Mid-Cap 400 Value ETF | 0.10% | 1.40B | Sep 2010 | IJJ vs IVOV | |
| Vanguard U.S. Value Factor ETF | 0.13% | 814.80M | Feb 2018 | IJJ vs VFVA |
Best Risk-Adjusted Alternatives to IJJ
IJJ has a PortfoliosLab risk / return rank of 38. There are 30 ETFs in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Equities for Rising Rates ETF | 91 | 62.00M | Jul 2017 | IJJ vs EQRR | |
| Invesco S&P Ultra Dividend Revenue ETF | 71 | 1.08B | Oct 2013 | IJJ vs RDIV | |
| Bushido Capital US SMID Cap Equity ETF | 70 | — | May 2025 | IJJ vs RNIN | |
| Alpha Architect U.S. Quantitative Value ETF | 69 | 509.34M | Oct 2014 | IJJ vs QVAL | |
| Dimensional US Vector Equity ETF | 66 | 422.47M | Sep 2024 | IJJ vs DXUV |
Top Performing IJJ Alternatives (YTD)
IJJ is at 8.95% YTD. There are 27 ETFs in the Mid Cap Value Equities category with higher YTD returns, going as high as 27.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Equities for Rising Rates ETF | 27.33% | 62.00M | Jul 2017 | IJJ vs EQRR | |
| Harbor Mid Cap Value ETF | 18.43% | 4.62M | May 2025 | IJJ vs EPMV | |
| Research Affiliates Deletions ETF | 18.29% | 34.44M | Sep 2024 | IJJ vs NIXT | |
| iShares MSCI Agriculture Producers ETF | 16.98% | 158.01M | Jan 2012 | IJJ vs VEGI | |
| Bushido Capital US SMID Cap Equity ETF | 15.93% | — | May 2025 | IJJ vs RNIN |
Lowest Volatility Alternatives to IJJ
IJJ has 15.33% 1-year volatility. There are 36 ETFs in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 9.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Value Line Dividend Index Fund | 9.50% | 7.96B | Aug 2003 | IJJ vs FVD | |
| Global X Adaptive U.S. Factor ETF | 10.14% | 848.05M | Aug 2018 | IJJ vs AUSF | |
| SPDR S&P Dividend ETF | 10.33% | 21.14B | Nov 2005 | IJJ vs SDY | |
| Timothy Plan High Dividend Stock ETF | 10.48% | 341.43M | Apr 2019 | IJJ vs TPHD | |
| Xtrackers S&P ESG Dividend Aristocrats ETF | 11.05% | 2.61M | Nov 2022 | IJJ vs SNPD |
Lowest Drawdown Alternatives to IJJ
IJJ has a 1-year max drawdown of -10.59%. There are 38 ETFs in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.84%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Ultra Dividend Revenue ETF | -4.84% | 1.08B | Oct 2013 | IJJ vs RDIV | |
| ProShares Equities for Rising Rates ETF | -4.95% | 62.00M | Jul 2017 | IJJ vs EQRR | |
| Pacer US Cash Cows 100 ETF | -5.00% | 18.47B | Dec 2016 | IJJ vs COWZ | |
| Bushido Capital US SMID Cap Equity ETF | -5.70% | — | May 2025 | IJJ vs RNIN | |
| Global X Adaptive U.S. Factor ETF | -5.84% | 848.05M | Aug 2018 | IJJ vs AUSF |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, IVV and span 14 categories. AUM among these funds goes as high as $855B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 1.51% | 91.90B | May 2020 | IJJ vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 2 | -25.48% | 58.12B | Jan 2024 | IJJ vs IBIT | |
| iShares Core S&P 500 ETF | S&P 500 | 70 | 10.85% | 854.92B | May 2000 | IJJ vs IVV | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 16 | -0.27% | 42.90B | Jul 2002 | IJJ vs TLT | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 97 | 104.57% | 38.37B | Jul 2001 | IJJ vs SOXX | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 71 | 8.76% | 40.46B | Jun 2014 | IJJ vs DGRO | |
| iShares Silver Trust | Silver, Precious Metals | 47 | 2.78% | 36.82B | Apr 2006 | IJJ vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 32 | 2.98% | 69.92B | Jan 2005 | IJJ vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 62 | 17.07% | 80.93B | May 2000 | IJJ vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 66 | 12.13% | 32.93B | Mar 2008 | IJJ vs ACWI |
Often Compared With IJJ
Investors most often compare IJJ with IJH, SPY, PSR. These 20 comparison targets span 13 categories, 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.
Pair IJJ with funds that move differently
iShares S&P Mid-Cap 400 Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IJJ.
Explore IJJ Diversifiers