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 8 ETFs in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value ETF | 0.05% | 37.20B | Aug 2006 | IJJ vs VOE | |
| iShares Morningstar Mid-Cap Value ETF | 0.06% | 1.14B | Jun 2004 | IJJ vs IMCV | |
| Research Affiliates Deletions ETF | 0.09% | 34.44M | Sep 2024 | IJJ vs NIXT | |
| Vanguard S&P Mid-Cap 400 Value ETF | 0.10% | 1.50B | Sep 2010 | IJJ vs IVOV | |
| WisdomTree U.S. Value Fund | 0.12% | 3.19B | Feb 2007 | IJJ vs WTV |
Best Risk-Adjusted Alternatives to IJJ
IJJ has a PortfoliosLab risk / return rank of 56. There are 34 ETFs in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Alpha Architect U.S. Quantitative Value ETF | 94 | 562.24M | Oct 2014 | IJJ vs QVAL | |
| ProShares Equities for Rising Rates ETF | 94 | 33.00M | Jul 2017 | IJJ vs EQRR | |
| Bushido Capital US SMID Cap Equity ETF | 93 | — | May 2025 | IJJ vs RNIN | |
| Invesco S&P Ultra Dividend Revenue ETF | 93 | 1.80B | Oct 2013 | IJJ vs RDIV | |
| Vanguard U.S. Value Factor ETF | 91 | 845.20M | Feb 2018 | IJJ vs VFVA |
Top Performing IJJ Alternatives (YTD)
IJJ is at 14.98% YTD. There are 34 ETFs in the Mid Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Bushido Capital US SMID Cap Equity ETF | 32.95% | — | May 2025 | IJJ vs RNIN | |
| Research Affiliates Deletions ETF | 31.15% | 34.44M | Sep 2024 | IJJ vs NIXT | |
| ProShares Equities for Rising Rates ETF | 30.84% | 33.00M | Jul 2017 | IJJ vs EQRR | |
| Invesco High Yield Equity Dividend Achievers™ ETF | 25.47% | 1.13B | Dec 2004 | IJJ vs PEY | |
| Alpha Architect U.S. Quantitative Value ETF | 23.38% | 562.24M | Oct 2014 | IJJ vs QVAL |
Lowest Volatility Alternatives to IJJ
IJJ has 15.03% 1-year volatility. There are 40 ETFs in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 10.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Value Line Dividend Index Fund | 10.07% | 8.29B | Aug 2003 | IJJ vs FVD | |
| Global X Adaptive U.S. Factor ETF | 10.41% | 901.95M | Aug 2018 | IJJ vs AUSF | |
| Global X SuperDividend U.S. ETF | 10.49% | 783.77M | Mar 2013 | IJJ vs DIV | |
| Timothy Plan High Dividend Stock ETF | 10.69% | 358.75M | Apr 2019 | IJJ vs TPHD | |
| SPDR S&P Dividend ETF | 10.75% | 23.53B | Nov 2005 | IJJ vs SDY |
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% | 1.80B | Oct 2013 | IJJ vs RDIV | |
| ProShares Equities for Rising Rates ETF | -4.95% | 33.00M | Jul 2017 | IJJ vs EQRR | |
| Global X SuperDividend U.S. ETF | -5.13% | 783.77M | Mar 2013 | IJJ vs DIV | |
| Bushido Capital US SMID Cap Equity ETF | -5.70% | — | May 2025 | IJJ vs RNIN | |
| Global X Adaptive U.S. Factor ETF | -5.84% | 901.95M | Aug 2018 | IJJ vs AUSF |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, SOXX and span 14 categories. AUM among these funds goes as high as $869B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 2.16% | 99.95B | May 2020 | IJJ vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 2 | -26.00% | 46.52B | Jan 2024 | IJJ vs IBIT | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 89 | 76.42% | 44.69B | Jul 2001 | IJJ vs SOXX | |
| iShares Core S&P 500 ETF | S&P 500 | 72 | 13.51% | 869.20B | May 2000 | IJJ vs IVV | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 91 | 15.18% | 42.77B | Jun 2014 | IJJ vs DGRO | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 7 | -2.22% | 41.54B | Jul 2002 | IJJ vs TLT | |
| iShares Silver Trust | Silver, Precious Metals | 34 | -12.96% | 28.08B | Apr 2006 | IJJ vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 30 | -1.63% | 59.74B | Jan 2005 | IJJ vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 76 | 22.29% | 80.11B | May 2000 | IJJ vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 70 | 14.17% | 32.49B | 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