IJK vs IVV
iShares S&P Mid-Cap 400 Growth ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IJK delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IJK | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.17% | 0.03% | |
| AUM | $10.9B | $865.2B | |
| Dividend Yield | 0.52% | 1.09% | |
| Holdings | 252 | 508 | |
| YTD Return | +19.56% | +13.80% | |
| 1Y Return | +27.94% | +23.70% | |
| 3Y Return (annualized) | +16.22% | +21.49% | |
| 5Y Return (annualized) | +8.46% | +13.43% | |
| Volatility (annualized) | 18.1% | 15.1% | |
| Max Drawdown | -54.6% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2000 | May 15, 2000 |
IJK vs IVV Performance
iShares S&P Mid-Cap 400 Growth ETF (IJK) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IJK returned +27.94% while IVV returned +23.70%. Year to date, IJK is up 19.56% versus a gain of 13.80% for IVV.
Over three years, IJK compounded at +16.22% per year against +21.49% for IVV; over five years the annualized figures are +8.46% and +13.43% respectively. Across the full 26-year window we track, IJK has the edge at +8.15% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IJK has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -54.6% for IJK and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IJK charges 0.17% per year while IVV charges 0.03%. On a $10,000 position that is $17 vs $3 annually, a gap of $14 per year that compounds over a long holding period. On income, IJK currently yields 0.52% against 1.09% for IVV.
Holdings Overlap
IJK and IVV share 1 holdings out of 751 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IJK | Weight in IVV | Difference |
|---|---|---|---|
| XTSLA | 0.25% | 0.15% | 0.10% |
Frequently Asked Questions
Which is cheaper, IJK or IVV?
IJK has an expense ratio of 0.17% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, IJK or IVV?
Over the past year IJK returned +27.94% vs +23.70% for IVV, so IJK leads on 1-year performance. Over the longest common window we track (26 years), IJK annualized +8.15% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, IJK or IVV?
IJK has been the more volatile fund at 18.1% annualized versus 15.1% for IVV. Worst drawdown: IJK -54.6% vs IVV -56.5%.
Should I hold both IJK and IVV?
IJK and IVV have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IJK and IVV?
IJK and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 751 unique securities.
Which pays a higher dividend, IJK or IVV?
IJK yields 0.52% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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