JKG vs. IJH
Compare and contrast key facts about iShares Morningstar Mid-Cap ETF (JKG) and iShares Core S&P Mid-Cap ETF (IJH).
JKG and IJH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JKG is a passively managed fund by iShares that tracks the performance of the Morningstar Mid Core Index. It was launched on Jun 28, 2004. 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. Both JKG and IJH 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: JKG or IJH.
Performance
JKG vs. IJH - Performance Comparison
Returns By Period
In the year-to-date period, JKG achieves a 17.91% return, which is significantly higher than IJH's 16.85% return. Over the past 10 years, JKG has underperformed IJH with an annualized return of -5.02%, while IJH has yielded a comparatively higher 10.06% annualized return.
JKG
17.91%
2.12%
9.69%
29.67%
-17.11%
-5.02%
IJH
16.85%
0.56%
7.10%
29.49%
11.61%
10.06%
Key characteristics
| JKG | IJH | |
|---|---|---|
| Sharpe Ratio | 2.37 | 1.77 |
| Sortino Ratio | 3.28 | 2.51 |
| Omega Ratio | 1.41 | 1.31 |
| Calmar Ratio | 0.38 | 2.62 |
| Martin Ratio | 12.69 | 10.27 |
| Ulcer Index | 2.32% | 2.75% |
| Daily Std Dev | 12.43% | 15.97% |
| Max Drawdown | -79.52% | -55.07% |
| Current Drawdown | -69.79% | -3.52% |
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JKG vs. IJH - Expense Ratio Comparison
JKG has a 0.25% expense ratio, which is higher than IJH's 0.06% 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%.
Correlation
The correlation between JKG and IJH is 0.95, 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.
Risk-Adjusted Performance
JKG vs. IJH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Mid-Cap ETF (JKG) and iShares Core S&P Mid-Cap ETF (IJH). 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
JKG vs. IJH - Dividend Comparison
JKG's dividend yield for the trailing twelve months is around 1.06%, less than IJH's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JKG iShares Morningstar Mid-Cap ETF | 1.06% | 1.18% | 0.30% | 0.33% | 1.12% | 0.23% | 0.10% | 0.30% | 0.27% | 0.23% | 0.84% | 0.05% |
IJH iShares Core S&P Mid-Cap ETF | 1.25% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% | 1.29% |
Drawdowns
JKG vs. IJH - Drawdown Comparison
The maximum JKG drawdown since its inception was -79.52%, which is greater than IJH's maximum drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for JKG and IJH. For additional features, visit the drawdowns tool.
Volatility
JKG vs. IJH - Volatility Comparison
The current volatility for iShares Morningstar Mid-Cap ETF (JKG) is 4.03%, while iShares Core S&P Mid-Cap ETF (IJH) has a volatility of 5.45%. This indicates that JKG experiences smaller price fluctuations and is considered to be less risky than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.