BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

IWSvsIJJETF Comparison

ETF 1

IWS

iShares Russell Mid-Cap Value ETF

This fund is part of

US Mid Cap Value

-0.57%

Full IWS fund page

VS

ETF 2

IJJ

iShares S&P Mid-Cap 400 Value ETF

This fund is part of

US Mid Cap Value

-0.57%

Full IJJ fund page

iShares Russell Mid-Cap Value ETF (IWS) and iShares S&P Mid-Cap 400 Value ETF (IJJ) belong to the same industry segment: US Mid Cap Value. IWS's top 3 sector exposures are Finance, Industrials and Healthcare. In contrast, IJJ's top sector exposures are Finance, Industrials and Non-Energy Materials. IWS is more expensive with a Total Expense Ratio (TER) of 0.23%, versus 0.18% for IJJ. IWS is up 17.53% year-to-date (YTD) with -$1.51B in YTD flows. IJJ performs worse with 8.85% YTD performance, and -$9M in YTD flows. Run a side-by-side ETF comparison of IWS and IJJ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

Find out how industry players manage ETF portfolios. Discover our library of Model portfolios

IWS vs IJJ performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 09/18/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	IWS IJJ	-3.56%-4.61%	+1.07%-1.84%	+17.53%+8.85%	+19.45%+9.68%	+59.50%+44.57%	+57.99%+52.68%
Flows	IWS IJJ	-$110M+$64M	-$549M+$182M	-$1.51B-$9M	-$1.55B-$159M	-$3.09B-$584M	-$4.04B-$2.33B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IWS IJJ	+10.91%+10.72%	+13.27%+14.30%	+15.38%+17.62%	+17.26%+19.19%
Max drawdown	IWS IJJ	-5.12%-6.21%	-7.51%-10.53%	-20.45%-22.51%	-21.32%-22.51%
Max drawdown duration	IWS IJJ	33d33d	44d113d	269d379d	785d379d

Trading data

Create an account to view trading data

Join for free

	IWS	IJJ
Last sale 9/18/2026 at 1:30 PM	$164.18	$141.52
Previous close 09/17/2026	$165.21	$142.43
Consolidated volume 09/17/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of August 31, 2026

1-year trailing difference

Create an account to view replication metrics

Join for free

Create an account to view replication quality

Join for free

	IWS	IJJ
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 9/18/2026 at 1:30 PM

Live

Closed

	IWS	IJJ
Last price	$164.18	$141.52
1D performance	-0.62%	-0.64%
AuM	$15.07 B	$8.55 B
E/R	0.23%	0.18%

Characteristics

	IWS	IJJ
Management strategy	Passive	Passive
Provider	iShares	iShares
Benchmark	Russell Midcap Value Index	S&P MidCap 400 Value Index
N° of holdings	709	298
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	July 17, 2001	July 24, 2000
ESG	No	No

More IWS data on Trackinsight

More IJJ data on Trackinsight

Exposure

Countries

IWS

USA

95.98%

Other

4.02%

IJJ

USA

98.15%

Other

1.85%

Sectors

IWS

Finance

26.47%

Industrials

13.24%

Healthcare

10.36%

Technology

10.32%

Non-Energy Materi.

7.99%

Other

31.61%

IJJ

Finance

32.25%

Industrials

13.29%

Non-Energy Materi.

11.27%

Consumer Cyclical.

8.83%

Technology

7.66%

Other

26.7%

Diversification

IWS

Total weight of top 15 holdings out of 15

8.82%

IJJ

Total weight of top 15 holdings out of 15

14.46%

Top 15 holdings

Data as of July 31, 2026

IWS

Phillips 66

0.76%

Digital Realty Trust, Inc.

0.67%

The Allstate Corp.

0.66%

Hewlett Packard Enterprise Co.

0.60%

Kinder Morgan, Inc.

0.59%

Warner Bros. Discovery, Inc.

0.59%

Realty Income Corp.

0.58%

Corteva, Inc.

0.58%

Baker Hughes Co.

0.57%

Ford Motor Co.

0.56%

Nucor Corp.

0.55%

ONEOK, Inc.

0.54%

AMETEK, Inc.

0.53%

Delta Air Lines, Inc.

0.53%

PayPal Holdings, Inc.

0.50%

IJJ

US Foods Holding Corp.

1.27%

Reliance, Inc.

1.17%

TD SYNNEX Corp.

1.08%

Performance Food Group Co.

1.03%

Ovintiv, Inc.

0.97%

Annaly Capital Management, Inc.

0.97%

Jones Lang LaSalle, Inc.

0.96%

WESCO International, Inc.

0.96%

Permian Resources Corp.

0.95%

Pinnacle Financial Partners, Inc.

0.90%

Reinsurance Group of America, Inc.

0.89%

Aramark

0.86%

Illumina, Inc.

0.82%

Toll Brothers, Inc.

0.81%

HF Sinclair Corp.

0.81%

Frequently asked questions about IWS and IJJ

How have the IWS and IJJ ETFs performed in 2026?

As of September 18, 2026, IWS is up 17.53% year-to-date (YTD), while IJJ has returned 8.85%. That puts IWS better performer ahead so far this year.

Which ETF is attracting more investor money: IWS or IJJ?

Year-to-date, the IWS ETF saw -$1.51B in flows, compared to -$9M for IJJ.

Which ETF is more volatile: IWS or IJJ?

Over the past year, IWS had a volatility of 13.27%, while IJJ experienced 14.3%.

Which ETF is bigger: IWS or IJJ?

As of September 18, 2026, IWS holds $15.07 B in assets under management (AUM), while IJJ manages $8.55 B.

What sectors do the IWS and IJJ ETFs invest in?

IWS leans toward sectors like Finance, Industrials and Healthcare. Meanwhile, IJJ focuses on Finance, Industrials and Non-Energy Materials.

What are the top holdings of the IWS ETF and IJJ ETF?

IWS top holdings include Phillips 66, Digital Realty Trust, Inc. and The Allstate Corp.. IJJ holds in its top three: US Foods Holding Corp., Reliance, Inc. and TD SYNNEX Corp..

IWSvsIJJETF Comparison

iShares Russell Mid-Cap Value ETF

iShares S&P Mid-Cap 400 Value ETF

IWS vs IJJ performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the IWS and IJJ ETFs performed in 2026?

As of September 18, 2026, IWS is up 17.53% year-to-date (YTD), while IJJ has returned 8.85%. That puts IWS better performer ahead so far this year.

Which ETF is attracting more investor money: IWS or IJJ?

Year-to-date, the IWS ETF saw -$1.51B in flows, compared to -$9M for IJJ.

Which ETF is more volatile: IWS or IJJ?

Over the past year, IWS had a volatility of 13.27%, while IJJ experienced 14.3%.

Which ETF is bigger: IWS or IJJ?

As of September 18, 2026, IWS holds $15.07 B in assets under management (AUM), while IJJ manages $8.55 B.

What sectors do the IWS and IJJ ETFs invest in?

IWS leans toward sectors like Finance, Industrials and Healthcare. Meanwhile, IJJ focuses on Finance, Industrials and Non-Energy Materials.

What are the top holdings of the IWS ETF and IJJ ETF?

IWS top holdings include Phillips 66, Digital Realty Trust, Inc. and The Allstate Corp.. IJJ holds in its top three: US Foods Holding Corp., Reliance, Inc. and TD SYNNEX Corp..

Which ETF is more diversified: IWS or IJJ?

IWS holds 719 securities with 8.82% of its assets in the top 15. IJJ has 298 securities and a top 15 weight of 14.46%.

Expert-Built ETF Portfolios, All in One Place