IJH vs. IEFA
Compare and contrast key facts about iShares Core S&P Mid-Cap ETF (IJH) and iShares Core MSCI EAFE ETF (IEFA).
IJH and IEFA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Index. It was launched on May 22, 2000. IEFA is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Investable Market Index. It was launched on Oct 18, 2012. Both IJH and IEFA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IJH or IEFA.
Correlation
The correlation between IJH and IEFA is -0.60. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
IJH vs. IEFA - Performance Comparison
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Key characteristics
IJH:
13.14%
IEFA:
6.50%
IJH:
-0.72%
IEFA:
-0.75%
IJH:
-0.12%
IEFA:
-0.22%
Returns By Period
IJH
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IEFA
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IJH vs. IEFA - Expense Ratio Comparison
IJH has a 0.06% expense ratio, which is lower than IEFA's 0.07% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IJH vs. IEFA — Risk-Adjusted Performance Rank
IJH
IEFA
IJH vs. IEFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Mid-Cap ETF (IJH) and iShares Core MSCI EAFE ETF (IEFA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
IJH vs. IEFA - Dividend Comparison
IJH's dividend yield for the trailing twelve months is around 1.41%, less than IEFA's 3.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJH iShares Core S&P Mid-Cap ETF | 1.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IEFA iShares Core MSCI EAFE ETF | 3.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IJH vs. IEFA - Drawdown Comparison
The maximum IJH drawdown since its inception was -0.72%, roughly equal to the maximum IEFA drawdown of -0.75%. Use the drawdown chart below to compare losses from any high point for IJH and IEFA. For additional features, visit the drawdowns tool.
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Volatility
IJH vs. IEFA - Volatility Comparison
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