SIZE vs. IJH

In the year-to-date period, SIZE achieves a -1.44% return, which is significantly higher than IJH's -5.21% return. Over the past 10 years, SIZE has outperformed IJH with an annualized return of 10.22%, while IJH has yielded a comparatively lower 8.54% annualized return.

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SIZE has a 0.15% 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%.

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Size Factor ETF (SIZE) 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.

The current SIZE Sharpe Ratio is 0.35, which is higher than the IJH Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of SIZE and IJH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SIZE's dividend yield for the trailing twelve months is around 1.52%, more than IJH's 1.41% yield.

The maximum SIZE drawdown since its inception was -39.15%, smaller than the maximum IJH drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for SIZE and IJH. For additional features, visit the drawdowns tool.

iShares MSCI USA Size Factor ETF (SIZE) has a higher volatility of 7.60% compared to iShares Core S&P Mid-Cap ETF (IJH) at 7.01%. This indicates that SIZE's price experiences larger fluctuations and is considered to be riskier than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.