Growth of $10,000 in IJJ
iShares S&P Mid-Cap 400 Value ETF · iShares
A $10,000 investment compounding at IJJ’s trailing 10-year annualized total return of 10.5% would reach $73,662 in 20 years. The table shows every combination of averaging period and horizon; returns include dividends and are net of the fund's 0.18% expense ratio. Past performance does not predict future results.
Projection table
| Horizon | At 3-year avg (12.8%) | At 5-year avg (9.2%) | At 10-year avg (10.5%) |
|---|---|---|---|
| 5 years | $18,270 | $15,542 | $16,474 |
| 10 years | $33,379 | $24,156 | $27,141 |
| 15 years | $60,984 | $37,543 | $44,713 |
| 20 years | $111,417 | $58,350 | $73,662 |
| 25 years | $203,559 | $90,689 | $121,355 |
| 30 years | $371,902 | $140,950 | $199,926 |
Annualized total returns as of Aug 7, 2026, dividends reinvested. A constant rate is an illustration of compounding — real markets are far bumpier.
Want a different amount, horizon or a side-by-side fund comparison? Open IJJ in the interactive calculator →
Frequently Asked Questions
What would $10,000 in IJJ be worth in 10 years?
Compounding at its trailing 10-year annualized return of 10.5%, $10,000 in IJJ would grow to about $27,141 in 10 years and $73,662 in 20 years. Real returns arrive unevenly, so treat this as an illustration of compounding, not a forecast.
What is IJJ's average annual return?
As of Aug 7, 2026, IJJ's annualized total returns were 12.8% over 3 years, 9.2% over 5 years, 10.5% over 10 years — dividends reinvested, net of its 0.18% expense ratio.