IJH vs. IJK
Compare and contrast key facts about iShares Core S&P Mid-Cap ETF (IJH) and iShares S&P MidCap 400 Growth ETF (IJK).
IJH and IJK 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. IJK is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400/Citigroup Growth Index. It was launched on Jul 24, 2000. Both IJH and IJK 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 IJK.
Correlation
The correlation between IJH and IJK is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IJH vs. IJK - Performance Comparison
Key characteristics
IJH:
0.77
IJK:
0.54
IJH:
1.17
IJK:
0.85
IJH:
1.14
IJK:
1.10
IJH:
1.43
IJK:
0.91
IJH:
3.28
IJK:
2.20
IJH:
3.68%
IJK:
4.04%
IJH:
15.75%
IJK:
16.64%
IJH:
-55.06%
IJK:
-54.48%
IJH:
-8.28%
IJK:
-9.80%
Returns By Period
In the year-to-date period, IJH achieves a -0.50% return, which is significantly higher than IJK's -1.55% return. Both investments have delivered pretty close results over the past 10 years, with IJH having a 9.09% annualized return and IJK not far behind at 8.89%.
IJH
-0.50%
-5.31%
0.86%
10.21%
9.95%
9.09%
IJK
-1.55%
-7.17%
-2.00%
6.43%
8.88%
8.89%
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IJH vs. IJK - Expense Ratio Comparison
IJH has a 0.06% expense ratio, which is lower than IJK's 0.24% 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. IJK — Risk-Adjusted Performance Rank
IJH
IJK
IJH vs. IJK - 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 S&P MidCap 400 Growth ETF (IJK). 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.
Dividends
IJH vs. IJK - Dividend Comparison
IJH's dividend yield for the trailing twelve months is around 1.33%, more than IJK's 0.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJH iShares Core S&P Mid-Cap ETF | 1.33% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% |
IJK iShares S&P MidCap 400 Growth ETF | 0.80% | 0.79% | 1.13% | 1.08% | 0.50% | 0.70% | 1.09% | 1.13% | 0.93% | 1.15% | 1.12% | 0.91% |
Drawdowns
IJH vs. IJK - Drawdown Comparison
The maximum IJH drawdown since its inception was -55.06%, roughly equal to the maximum IJK drawdown of -54.48%. Use the drawdown chart below to compare losses from any high point for IJH and IJK. For additional features, visit the drawdowns tool.
Volatility
IJH vs. IJK - Volatility Comparison
The current volatility for iShares Core S&P Mid-Cap ETF (IJH) is 4.06%, while iShares S&P MidCap 400 Growth ETF (IJK) has a volatility of 4.85%. This indicates that IJH experiences smaller price fluctuations and is considered to be less risky than IJK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.