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The iShares S&P Mid-Cap 400 Value ETF (IJJ) was launched on July 24, 2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Value segment of the US equity market.
VBR carries a much lower expense ratio than IJJ and holds a broader basket of small-cap value stocks. IJJ tilts more heavily toward financials and mid-cap companies, with slightly less volatility over five years.
Caprock Group LLC bought a new position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 13,838 shares of the company's stock, valued at approximately $1,804,000. Other large investors have also
IJJ holds fewer stocks and focuses on mid-caps, while ISCV targets a much broader small-cap universe. ISCV charges a lower fee and offers a slightly higher yield than IJJ.
SLYV and IJJ both focus on value stocks, but SLYV tilts small-cap while IJJ targets the mid-cap segment. IJJ carries a slightly higher expense ratio and lower dividend yield than SLYV, but has delivered stronger five-year growth with less drawdown.
IWN has outperformed IJJ over the last 12 months, but IJJ has had better long-term growth. IJJ has a slightly lower expense ratio and offers a marginally higher dividend yield than IWN.
Envestnet Asset Management Inc. boosted its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 4.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,968,545 shares of the company's stock after acquiring an additional 80,204 shares during the
iShares S&P Mid-Cap 400 Value ETF (IJJ) offers fair fees and diversified mid-cap value exposure, but isn't the cheapest option available. IJJ's portfolio is heavily weighted toward cyclical sectors and financials, making it less defensive and more sensitive to economic cycles and interest rates. Alternatives like IVOV and VOE provide similar or broader mid-cap value exposure at lower expense ratios, while RFV offers a more aggressive, regime-sensitive approach.
Designed to provide broad exposure to the Mid Cap Value segment of the US equity market, the iShares S&P Mid-Cap 400 Value ETF (IJJ) is a passively managed exchange traded fund launched on July 24, 2000.
Axis Wealth Partners LLC increased its stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 32.9% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,411 shares of the company's stock after purchasing an additional 3,813 shares during the
ISCV and IJJ are both popular equity ETFs, but how do they compare against one another?
First Merchants Corp trimmed its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 8.0% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 105,963 shares of the company's stock after selling 9,271 shares during the period.
VBR charges a much lower expense ratio and holds a broader basket of small-cap value stocks. IJJ is much smaller in scale and has a tilt toward mid-cap financials.
ISCV charges a much lower fee and holds nearly four times as many stocks as IJJ. ISCV has delivered a higher 1-year total return but with a steeper maximum drawdown, while IJJ has delivered a higher 5-year total return.
IWN holds over 1,400 small-cap value stocks and has a higher one-year return than IJJ. IJJ offers a lower expense ratio and higher dividend growth, while focusing on mid-cap value stocks.
Caldwell Trust Co bought a new stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 14,647 shares of the company's stock, valued at approximately $1,810,000. A number of other
Associated Banc Corp lowered its stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 15.5% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 51,342 shares of the company's stock after selling 9,413 shares during the period. Associated Banc Corp
Bailard Inc. lifted its stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 23.7% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,857 shares of the company's stock after buying an additional 931 shares during the quarter.
Designed to provide broad exposure to the Mid Cap Value segment of the US equity market, the iShares S&P Mid-Cap 400 Value ETF (IJJ) is a passively managed exchange traded fund launched on July 24, 2000.
iShares S&P Mid-Cap 400 Value ETF offers diversified exposure to U.S. mid-cap value stocks, with a focus on financials and industrials. IJJ has outperformed its parent index long-term but recently lagged behind it. IJJ faces competition from IVOV, tracking the same underlying index with lower fees.