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Monday, August 24, 2026The Morning Brief →Sign in

IJJvsSDVY

iShares S&P Mid-Cap 400 Value ETF against FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
IJJ 115SDVY 116Aug 25Aug 26GROWTH OF $100
Head to head
IJJSDVY
Expense ratio0.18%0.60%
Assets$8.9B$5.8B
Net flow, 1 month−$31M
Net flow, 1 year−$255M
Return, YTD+12.0%+13.3%
Return, 1 year+14.0%+15.0%
Avg daily volume156K888K
Holdings306100
ListedJul 23, 2000Oct 24, 2023
Options marketYesYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

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