ISCV vs. IJJ: Costs, Breadth and Liquidity Define the Value ETF Tradeoff

Overview

• ISCV charges a 0.06% expense ratio versus 0.18% for IJJ, offering a cost edge for buy‑and‑hold investors.
• ISCV holds 1,093 stocks tracking a Morningstar small‑cap value index, while IJJ owns 309 names tied to the S&P MidCap 400 Value index.
• IJJ’s asset base is far larger at roughly $8.0 billion compared with ISCV’s $578.6 million, supporting greater trading liquidity.
• Recent performance diverges by horizon: ISCV returned 3.3% over one year versus 1.4% for IJJ as of December 16, 2025, while five‑year results favor IJJ ($1,537 vs. $1,472 from $1,000), with gentler drawdown (22.68% vs. 25.35%) and lower beta (1.14 vs. 1.22).
• Income and portfolio tilts differ slightly, with ISCV yielding 1.89% versus 1.66% for IJJ and both leaning toward financials, industrials and consumer cyclicals, though top positions vary.