Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTRobert Izquierdo, The Motley FoolSat, July 4, 2026 at 9:55 PM GMT+2 4 min readWhile the iShares S&P Mid-Cap 400 Value ETF (NYSEMKT:IJJ) focuses on mid-sized companies, the iShares Russell 2000 Value ETF (NYSEMKT:IWN) offers exposure to small-cap value stocks with a broader portfolio and slightly higher costs.Both ETFs provide low-cost access to value-oriented domestic stocks outside the large-cap universe. Investors often choose between IJJ and IWN to fine-tune their exposure to different market capitalizations while maintaining a focus on companies trading at lower valuations relative to fundamentals.Snapshot (cost & size)MetricIJJIWNIssueriSharesiSharesShare price$146.78 (as of 2026-07-01)$221.71 (as of 2026-07-01)Expense ratio0.18%0.24%1-yr return (as of 2026-07-01)18.80%40.00%Dividend yield1.60%1.40%Beta0.961.01AUM$8.7 billion$14.4 billionBeta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.The iShares S&P Mid-Cap 400 Value ETF is more affordable with an expense ratio of 0.18%, while the iShares Russell 2000 Value ETF charges 0.24%. The iShares S&P Mid-Cap 400 Value ETF also offers a slightly higher dividend yield.Performance & risk comparisonMetricIJJIWNMax drawdown (5 yr)(22.70%)(26.70%)Growth of $1,000 over 5 years (total return)$1,520$1,474What's insideThe iShares Russell 2000 Value ETF aims to mirror an index of small-cap companies with value characteristics. Its sector exposure includes financial services at 24%, industrials at 12%, and technology at 12%. The fund holds 1,415 securities, and its largest positions include Viasat (NASDAQ:VSAT) at 0.68%, Cytokinetics (NASDAQ:CYTK) at 0.65%, and Umb Financial Corp (NASDAQ:UMBF) at 0.64%. It was launched in 2000. It has paid $3.19 per share over the trailing 12 months, which on its recent ~$221.71 share price works out to a 1.40% yield.The iShares S&P Mid-Cap 400 Value ETF targets the mid-cap segment with a 299-holding portfolio. Its top holdings include U.S. Foods Holding Corp (NYSE:USFD) at 1.29%, TD Synnex Corp (NYSE:SNX) at 1.15%, and Reliance Steel & Aluminum (NYSE:RS) at 1.10%. Sector tilts favor financial services at 21%, industrials at 19%, and consumer cyclical at 14%. It was launched in 2000. It has paid $2.34 per share over the trailing 12 months, which on its recent ~$146.78 share price works out to a 1.60% yield.For more guidance on ETF investing, check out the full guide at this link.What this means for investorsTerms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info