IJK vs. VBK

In the year-to-date period, IJK achieves a -0.17% return, which is significantly higher than VBK's -2.91% return. Over the past 10 years, IJK has outperformed VBK with an annualized return of 8.78%, while VBK has yielded a comparatively lower 8.01% annualized return.

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IJK has a 0.24% expense ratio, which is higher than VBK's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for iShares S&P MidCap 400 Growth ETF (IJK) and Vanguard Small-Cap Growth ETF (VBK). 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.

The current IJK Sharpe Ratio is 0.06, which is lower than the VBK Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of IJK and VBK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IJK's dividend yield for the trailing twelve months is around 0.76%, more than VBK's 0.55% yield.

The maximum IJK drawdown since its inception was -54.47%, smaller than the maximum VBK drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for IJK and VBK. For additional features, visit the drawdowns tool.

The current volatility for iShares S&P MidCap 400 Growth ETF (IJK) is 6.23%, while Vanguard Small-Cap Growth ETF (VBK) has a volatility of 6.59%. This indicates that IJK experiences smaller price fluctuations and is considered to be less risky than VBK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.