◆ NeutralISCVIJJ

ISCV Beat IJJ Over the Past Year. Here's Why That Gap Could Easily Reverse.

The Motley Fool·
ISCV Beat IJJ Over the Past Year. Here's Why That Gap Could Easily Reverse.

The iShares Morningstar Small-Cap Value ETF (ISCV) has outperformed the iShares S&P Mid-Cap 400 Value ETF (IJJ) over the past year with a 30.94% return versus 22.25%, driven by small-cap optimism around domestic growth and deregulation. However, ISCV carries higher volatility with a deeper maximum drawdown of 25.30% compared to IJJ's 22.70%. ISCV offers a lower expense ratio of 0.06% versus IJJ's 0.18%, making it attractive for cost-conscious investors, though IJJ provides greater stability and liquidity with its larger asset base.

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