VBR vs. IJJ: Small-Cap or Mid-Cap Value -- Which Is the Better ETF Buy?
Compare fees, sector exposure, and risk profiles for these two value-focused ETFs.
Overview
The Vanguard Small-Cap Value ETF (NYSEMKT:VBR) provides low-cost exposure to small-cap value stocks, while the iShares S&P Mid-Cap 400 Value ETF (NYSEMKT:IJJ) offers a similar value focus but targets the mid-cap segment of the market.
Both funds use passive, index-tracking strategies to find companies trading at a discount relative to their fundamentals. The choice between them often comes down to an investor's preference for the relative stability of mid-cap stocks versus the greater diversification -- and greater volatility -- that comes with small-caps.
Details
Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-year return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
Source
Originally published at www.fool.com.
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