iShares Morningstar Small-Cap Value ETF (NYSEMKT:ISCV) provides lower-cost access to small-cap value stocks, while iShares S&P Mid-Cap 400 Value ETF (NYSEMKT:IJJ) offers exposure to larger, mid-capitalization companies.
Investors seeking value-oriented equities often weigh the trade-offs between mid-cap and small-cap segments
While IJJ targets the middle of the market, ISCV focuses on smaller companies. Both funds utilize value screens but differ significantly in their expense ratios, market capitalization focus, and total assets under management (AUM). Snapshot (cost & size) Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns.
The one-year return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. With an expense ratio of 0.06%, the iShares Morningstar Small-Cap Value ETF is notably more affordable than the 0.18% charged by the iShares S&P Mid-Cap 400 Value ETF.