Updated Scorecard: Small-Cap Value vs. Mid-Cap Value ETFs on Cost, Breadth and Returns

Overview

• ISCV undercuts IJJ on fees at 0.06% versus 0.18% and holds about 1,093 stocks versus 309, reflecting a broader small-cap mandate than IJJ’s mid-cap focus.
• Recent results show ISCV with a higher 1-year return than IJJ (3.3% vs. 1.4% as of Dec. 16) yet a deeper 5-year max drawdown (−25.35% vs. −22.68%) and lower 5-year growth of $1,000 ($1,472 vs. $1,537).
• VBR pairs a 0.07% expense ratio with roughly 840 holdings and about $59.6 billion in assets, compared with IJJ’s $8.0 billion and 309 holdings, highlighting VBR’s scale and breadth.
• In the IJJ–VBR matchup, trailing 1-year returns were modest and close (7.6% vs. 8.06% as of Dec. 23) with VBR showing a slightly deeper 5-year drawdown (−24.19% vs. −22.68%).
• All three funds tilt toward financials, industrials and consumer cyclicals, with IJJ noted as more liquid than ISCV and yields clustering near 1.7%–2.0% (ISCV ~1.89%, IJJ ~1.66%, VBR ~1.97%).