AIQ vs IJJ
Comparison between Global X Artificial Intelligence & Technology ETF (AIQ, ETF) and ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF).
5-Year PerformanceAIQ has outperformed IJJ, delivering a return of +16.7% compared to +7.3%
AIQ vs IJJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AIQ
$8.60B
IJJ
$8.50B
Expense Ratio
AIQ
0.68%
Winner
IJJ
0.18%
Max Drawdown
Winner
AIQ
44.82%
IJJ
59.57%
Sharpe Ratio
Winner
AIQ
1.67
IJJ
1.06
5Y Beta
AIQ
1.39
Winner
IJJ
0.90
P/E Ratio
AIQ
42.62
Winner
IJJ
21.52
Forward P/E
AIQ
25.97
Winner
IJJ
13.99
PEG Ratio
AIQ
0.41
Winner
IJJ
0.22
5Y Dividends CAGR
AIQ
-9.59%
Winner
IJJ
12.72%
5Y EPS CAGR
Winner
AIQ
24.27%
IJJ
9.24%
Debt to Equity
AIQ
N/A
IJJ
46.95%
P/S Ratio
AIQ
2.61
Winner
IJJ
1.02
P/B Ratio
AIQ
7.39
Winner
IJJ
1.98
AIQ vs IJJ - Holdings Comparison
AIQ and IJJ have 3 common holdings. Overlap is 0.23%
AIQ's top 25 holdings weight is 74.48%. IJJ's top 25 holdings weight is 20.21%.
| Rank | AIQ | IJJ |
|---|---|---|
| #1 | SK HYNIX INC (n/a) - 6.52% | RELIANCE INC (RS) - 1.15% |
| #2 | MICRON TECHNOLOGY INC (MU) - 5.53% | ALCOA CORP (AA) - 1.11% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 4.88% | TD SYNNEX CORP (SNX) - 1.07% |
| #4 | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.71% | WESCO INTERNATIONAL INC (WCC) - 1.06% |
| #5 | INTEL CORP (INTC) - 4.68% | US FOODS HOLDING CORP (USFD) - 1.06% |
| #6 | CISCO SYSTEMS INC (CSCO) - 3.91% | OVINTIV INC (OVV) - 0.98% |
| #7 | BROADCOM INC (AVGO) - 3.18% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.92% |
| #8 | n/a (TSM) - 3.09% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.91% |
| #9 | APPLE INC (AAPL) - 3.05% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.88% |
| #10 | ALPHABET INC CLASS A (GOOGL) - 2.89% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.88% |
| #11 | NVIDIA CORP (NVDA) - 2.85% | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.84% |
| #12 | AMAZON.COM INC (AMZN) - 2.78% | BORGWARNER INC (BWA) - 0.82% |
| #13 | ORACLE CORP (ORCL) - 2.66% | JONES LANG LASALLE INC (JLL) - 0.82% |
| #14 | NETFLIX INC (NFLX) - 2.58% | ARAMARK (ARMK) - 0.81% |
| #15 | TESLA INC (TSLA) - 2.37% | REGAL REXNORD CORP (RRX) - 0.80% |
| #16 | META PLATFORMS INC CLASS A (META) - 2.32% | WATSCO INC ORDINARY SHARES (WSO) - 0.78% |
| #17 | MICROSOFT CORP (MSFT) - 2.26% | UNUM GROUP (UNM) - 0.77% |
| #18 | QUALCOMM INC (QCOM) - 2.03% | TOLL BROTHERS INC (TOL) - 0.76% |
| #19 | n/a (PLTR) - 2.02% | ENTEGRIS INC (ENTG) - 0.74% |
| #20 | SIEMENS AG (n/a) - 1.92% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.74% |
| #21 | TENCENT HOLDINGS LTD (n/a) - 1.79% | SHARKNINJA INC (SN) - 0.47% |
| #22 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.79% | CARLISLE COMPANIES INC (CSL) - 0.46% |
| #23 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.78% | VOYA FINANCIAL INC (VOYA) - 0.46% |
| #24 | SAP SE ADR (SAP) - 1.52% | W.P. CAREY INC (WPC) - 0.46% |
| #25 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.37% | RPM INTERNATIONAL INC (RPM) - 0.46% |
| Total Holdings | 89 | 266 |
AIQ vs IJJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AIQ
+7.00%
IJJ
+0.11%
3M
Winner
AIQ
+25.92%
IJJ
+3.81%
6M
Winner
AIQ
+21.55%
IJJ
+8.31%
1Y
Winner
AIQ
+52.05%
IJJ
+20.60%
5Y(CAGR)
Winner
AIQ
+16.68%
IJJ
+7.29%
10Y(CAGR)
Winner
AIQ
+19.78%
IJJ
+10.14%
Max(CAGR)
Winner
AIQ
+19.78%
IJJ
+10.26%
AIQ vs IJJ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | AIQ | IJJ |
|---|---|---|
| 2026 | +21.56% | +7.02% |
| 2025 | +32.51% | +7.94% |
| 2024 | +27.13% | +11.60% |
| 2023 | +55.31% | +15.45% |
| 2022 | -36.63% | -7.75% |
| 2021 | +18.22% | +32.74% |
| 2020 | +49.55% | +3.67% |
| 2019 | +38.33% | +25.41% |
| 2018 | -14.04% | -12.86% |
| 2017 | N/A | +11.19% |
| 2016 | N/A | +27.52% |
| 2015 | N/A | -6.57% |
| 2014 | N/A | +12.92% |
| 2013 | N/A | +30.57% |
| 2012 | N/A | +16.68% |
| 2011 | N/A | -3.96% |
| 2010 | N/A | +20.61% |
| 2009 | N/A | +31.51% |
| 2008 | N/A | -34.46% |
| 2007 | N/A | +1.56% |
| 2006 | N/A | +12.53% |
| 2005 | N/A | +13.12% |
| 2004 | N/A | +18.20% |
| 2003 | N/A | +36.87% |
| 2002 | N/A | -9.74% |
| 2001 | N/A | +10.26% |
| 2000 | N/A | +19.96% |
AIQ vs IJJ Drawdown Comparison
The maximum drawdown for AIQ was -44.66%, occurring on Oct 14, 2022. Recovery took 570 trading sessions.
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The current AIQ drawdown is -10.86%. The current IJJ drawdown is -1.11%.
| Rank | AIQ | IJJ |
|---|---|---|
| #1 | -44.66% Nov 16, 2021 - Feb 26, 2024 | -58.01% Jun 4, 2007 - Feb 7, 2011 |
| #2 | -31.88% Feb 19, 2020 - Jun 3, 2020 | -46.11% Jan 16, 2020 - Dec 4, 2020 |
| #3 | -26.35% Feb 18, 2025 - Jun 24, 2025 | -32.55% Apr 17, 2002 - Oct 7, 2003 |
| #4 | -23.65% Aug 29, 2018 - Mar 21, 2019 | -27.56% Apr 29, 2011 - Mar 15, 2012 |
| #5 | -16.47% Jan 28, 2026 - Apr 17, 2026 | -22.84% Aug 29, 2018 - Nov 5, 2019 |
| #6 | -13.99% Jul 10, 2024 - Sep 26, 2024 | -22.67% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -12.04% May 3, 2019 - Jul 15, 2019 | -21.32% May 22, 2001 - Mar 1, 2002 |
| #8 | -11.63% Nov 3, 2025 - Jan 28, 2026 | -21.22% Jun 23, 2015 - Jul 12, 2016 |
| #9 | -11.30% Feb 16, 2021 - Jun 28, 2021 | -19.09% Jan 4, 2022 - Jan 27, 2023 |
| #10 | -10.86% Jun 2, 2026 - Jun 5, 2026 | -18.74% Feb 2, 2023 - Dec 19, 2023 |
| #11 | -9.63% Jul 26, 2019 - Nov 25, 2019 | -11.66% Feb 15, 2001 - Apr 30, 2001 |
| #12 | -9.58% Sep 2, 2020 - Oct 12, 2020 | -11.65% Mar 19, 2012 - Sep 6, 2012 |
| #13 | -8.38% Sep 7, 2021 - Nov 4, 2021 | -11.48% May 8, 2006 - Nov 15, 2006 |
| #14 | -8.07% Mar 12, 2024 - May 15, 2024 | -10.59% Feb 6, 2026 - Jun 2, 2026 |
| #15 | -7.78% Oct 13, 2020 - Nov 5, 2020 | -10.46% Sep 2, 2014 - Nov 24, 2014 |
Correlation
Correlation between AIQ and IJJ is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2000 - 2026)
AIQ vs IJJ dividend yield comparison.
| Year | AIQ | IJJ |
|---|---|---|
| 2026 | 0.00% | 0.31% |
| 2025 | 0.18% | 1.79% |
| 2024 | 0.14% | 1.81% |
| 2023 | 0.16% | 1.68% |
| 2022 | 0.56% | 1.97% |
| 2021 | 0.15% | 1.62% |
| 2020 | 0.50% | 1.78% |
| 2019 | 0.51% | 1.70% |
| 2018 | 0.51% | 2.01% |
| 2017 | 0.00% | 1.52% |
| 2016 | 0.00% | 1.67% |
| 2015 | 0.00% | 1.83% |
| 2014 | 0.00% | 1.65% |
| 2013 | 0.00% | 1.48% |
| 2012 | 0.00% | 1.90% |
| 2011 | 0.00% | 1.78% |
| 2010 | 0.00% | 1.56% |
| 2009 | 0.00% | 2.05% |
| 2008 | 0.00% | 3.14% |
| 2007 | 0.00% | 1.74% |
| 2006 | 0.00% | 1.79% |
| 2005 | 0.00% | 1.64% |
| 2004 | 0.00% | 1.20% |
| 2003 | 0.00% | 1.23% |
| 2002 | 0.00% | 1.40% |
| 2001 | 0.00% | 1.18% |
| 2000 | 0.00% | 0.76% |
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