Better iShares ETF: IJJ's Mid-Cap Focus vs. ISCV's Small-Cap Stocks

Core Insights - The iShares S&P Mid-Cap 400 Value ETF (IJJ) focuses on mid-cap U.S. companies, while the iShares Morningstar Small-Cap Value ETF (ISCV) targets a broader small-cap universe [1][2] Cost & Size Comparison - ISCV has a lower expense ratio of 0.06% compared to IJJ's 0.18% [3][4] - As of February 4, 2026, ISCV's one-year return is 13.3%, while IJJ's is 9.8% [3] - ISCV offers a higher dividend yield of 1.9% compared to IJJ's 1.7% [3][4] - ISCV has assets under management (AUM) of $609.2 million, whereas IJJ has $8.3 billion [3] Performance & Risk Comparison - Over the past five years, ISCV experienced a maximum drawdown of -25.35%, while IJJ had a drawdown of -22.68% [5] - An investment of $1,000 would have grown to $1,452 in ISCV and $1,528 in IJJ over five years [5] Portfolio Composition - IJJ holds 305 stocks, with significant allocations in Financial Services (25%), Industrials (17%), and Consumer Cyclical (14%) [6] - Top holdings in IJJ include US Foods Holding Corp., Reliance Steel & Aluminum, and Alcoa Corp. [6] - ISCV has a larger portfolio with 1,083 holdings, focusing on Financial Services (21%), Consumer Cyclical (15%), and Industrials (13%) [7] - Leading positions in ISCV are Viatris Inc., Alcoa Corp., and Annaly Capital Management REIT Inc. [7] Investment Implications - The choice between IJJ and ISCV depends on individual investment goals, with ISCV being more suitable for aggressive investors seeking high growth due to its higher return and better dividend yield [8]