Size Matters: Comparing Small-Cap and Mid-Cap Value Funds ISCV and IJJ

5 days ago 4

Sara Appino, The Motley Fool

Sat, December 27, 2025 astatine 6:34 AM CST 5 min read

ISCV charges a overmuch little interest and holds astir 4 times arsenic galore stocks arsenic IJJ.
ISCV has delivered a higher 1-year full instrumentality but with a steeper maximum drawdown, portion IJJ has delivered a higher 5-year full return.
IJJ is acold much liquid and has a larger plus base, portion ISCV offers a somewhat higher dividend yield.
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The iShares Morningstar Small-Cap Value ETF (NYSEMKT:ISCV) stands retired for its little disbursal ratio, broader diversification, and somewhat higher yield, portion the iShares SP Mid-Cap 400 Value ETF (NYSEMKT:IJJ) offers greater liquidity, a larger plus base, and a gentler humanities drawdown.

Both ISCV and IJJ people worth stocks successful the U.S, but with antithetic approaches: ISCV focuses connected small-caps and tracks a Morningstar index, portion IJJ sticks to mid-cap names pursuing the S&P 400 Value. This examination looks astatine cost, returns, risk, liquidity, and portfolio operation to assistance investors measurement which ETF aligns amended with their goals.

Metric

IJJ

ISCV

Issuer	IShares	IShares
Expense ratio	0.18%	0.06%
1-yr instrumentality (as of 2025-12-16)	1.4%	3.3%
Dividend yield	1.66%	1.89%
Beta	1.14	1.22
AUM	$8.0 billion	$578.6 million

Beta measures terms volatility comparative to the S&P 500; beta is calculated from five-year play returns. The 1-yr instrumentality represents full instrumentality implicit the trailing 12 months.

ISCV looks much affordable, charging conscionable 0.06% successful fees compared to IJJ's 0.18%, and it besides offers a somewhat higher dividend output -- a humble borderline for cost-conscious, income-focused investors.

Metric

IJJ

ISCV

Max drawdown (5 y)	(22.68%)	(25.35%)
Growth of $1,000 implicit 5 years	$1,537	$1,472

ISCV tracks a Morningstar scale of small-cap U.S. worth stocks, delivering vulnerability to 1,093 holdings -- substantially wide for a worth ETF. Its assemblage premix leans connected fiscal services (21%), user cyclicals (16%), and industrials (13%), with apical positions held by Annaly Capital Management (NYSE:NLY), Viatris (NASDAQ:VTRS), and Everest Group (NYSE:EG). Launched implicit 21 years ago, ISCV offers seasoned show information and a heavy roster of stocks.

IJJ, by contrast, targets mid-cap worth done the S&P 400 Value, with 309 stocks and a heavier tilt to fiscal services (19%), industrials (15%), and user cyclicals (12%). Its largest stakes are successful US Foods (NYSE:USFD), Jones Lang (NYSE:JLL), and Annaly Capital Management (NYSE:NLY). IJJ's narrower absorption and higher liquidity whitethorn entreaty to those prioritizing tradability oregon seeking mid-cap vulnerability specifically.