Which iShares Value ETF Is Better, the Small Cap-Focused IWN or IJJ Targeting Mid-Cap Stocks?
IJJ delivered stronger five-year returns despite IWN's broader diversification across 1,415 holdings.
Overview
While the iShares S&P Mid-Cap 400 Value ETF (NYSEMKT:IJJ) focuses on mid-sized companies, the iShares Russell 2000 Value ETF (NYSEMKT:IWN) offers exposure to small-cap value stocks with a broader portfolio and slightly higher costs.
Both ETFs provide low-cost access to value-oriented domestic stocks outside the large-cap universe. Investors often choose between IJJ and IWN to fine-tune their exposure to different market capitalizations while maintaining a focus on companies trading at lower valuations relative to fundamentals.
Details
Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr 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.