Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
iShares S&P Mid-Cap 400 Value ETF (IJJ) belongs to the US Mid Cap Value segment. AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) is part of the US Multi-Factor segment. IJJ's top 3 sector exposures are Financials, Industrials and Consumer Discretionary. In contrast, SMIG's top sector exposures are Financials, Industrials and Energy. IJJ is less expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.6% for SMIG. IJJ is up 1.28% year-to-date (YTD) with -$41M in YTD flows. SMIG performs better with 4.75% YTD performance, and +$67M in YTD flows. Run a side-by-side ETF comparison of IJJ and SMIG below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IJJ SMIG | -7.01%-4.04% | -0.37%+5.17% | +1.28%+4.75% | +13.13%+7.12% | +38.62%+40.04% | +43.62%n/a |
| Flows | IJJ SMIG | -$34M+$47M | -$37M+$62M | -$41M+$67M | -$1.01B+$307M | -$1.35B+$920M | -$1.88B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IJJ SMIG | +15.19%+10.80% | +20.62%+16.08% | +18.34%+14.66% | +19.63%n/a |
| Max drawdown | IJJ SMIG | -7.32%-4.87% | -15.19%-11.83% | -22.51%-19.04% | -22.51%n/a |
| Max drawdown duration | IJJ SMIG | 30d16d | 52d43d | 379d436d | 379dn/a |
IJJ | SMIG | |
Last sale 3/11/2026 at 1:30 PM | $132.96 | $29.94 |
| Previous close 03/10/2026 | $133.24 | $30.07 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
IJJ | SMIG | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IJJ | SMIG | |
|---|---|---|
| Last price | $132.96 | $29.94 |
| 1D performance | -0.21% | -0.42% |
| AuM | $8.02 B | $1.25 B |
| E/R | 0.18% | 0.6% |
IJJ | SMIG | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | Advisors Asset Management |
| Benchmark | S&P MidCap 400 Value Index | - |
| N° of holdings | 292 | 39 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 24, 2000 | August 25, 2021 |
| ESG | No | No |
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.
Accepted for 1 CE Credit
