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BLV vs IJJ

Comparison between VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES (BLV, ETF) and ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF).

5-Year PerformanceIJJ has outperformed BLV, delivering a return of +8.2% compared to -3.5%

BLV vs IJJ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BLV
$8.50B
IJJ
$8.50B
Expense Ratio
Winner
BLV
0.03%
IJJ
0.18%
Max Drawdown
Winner
BLV
46.31%
IJJ
59.57%
Sharpe Ratio
BLV
0.28
Winner
IJJ
1.14
5Y Beta
Winner
BLV
0.13
IJJ
0.90
P/E Ratio
BLV
N/A
IJJ
22.87
Forward P/E
BLV
N/A
IJJ
14.18
PEG Ratio
BLV
N/A
IJJ
0.06
5Y Dividends CAGR
BLV
-11.46%
Winner
IJJ
10.22%
5Y EPS CAGR
BLV
N/A
IJJ
8.38%
Debt to Equity
BLV
N/A
IJJ
44.54%
P/S Ratio
BLV
N/A
IJJ
1.03
P/B Ratio
BLV
N/A
IJJ
2.02

BLV vs IJJ - Historical Returns

Returns include dividend reinvestment.

1M
BLV
+2.49%
Winner
IJJ
+6.36%
3M
BLV
+0.91%
Winner
IJJ
+11.98%
6M
BLV
+1.04%
Winner
IJJ
+10.29%
1Y
BLV
+6.30%
Winner
IJJ
+22.50%
5Y(CAGR)
BLV
-3.48%
Winner
IJJ
+8.20%
10Y(CAGR)
BLV
+0.87%
Winner
IJJ
+10.74%
Max(CAGR)
BLV
+4.24%
Winner
IJJ
+10.39%

BLV vs IJJ - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearBLVIJJ
2026+0.87%+10.60%
2025+6.29%+7.94%
2024-3.04%+11.60%
2023+6.00%+15.45%
2022-25.67%-7.75%
2021-2.55%+32.74%
2020+15.55%+3.67%
2019+18.60%+25.41%
2018-3.25%-12.86%
2017+10.31%+11.19%
2016+6.50%+27.52%
2015-4.71%-6.57%
2014+19.86%+12.92%
2013-8.08%+30.57%
2012+8.52%+16.68%
2011+22.81%-3.96%
2010+9.46%+20.61%
2009+2.41%+31.51%
2008+9.20%-34.46%
2007+6.27%+1.56%
2006N/A+12.53%
2005N/A+13.12%
2004N/A+18.20%
2003N/A+36.87%
2002N/A-9.74%
2001N/A+10.26%
2000N/A+19.96%

BLV vs IJJ Drawdown Comparison

The maximum drawdown for BLV was -38.28%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.

The current BLV drawdown is -23.85%. The current IJJ drawdown is -0.06%.

RankBLVIJJ
#1-38.28%
Aug 6, 2020 - Oct 19, 2023
-58.01%
Jun 4, 2007 - Feb 7, 2011
#2-20.04%
Mar 9, 2020 - Jul 7, 2020
-46.11%
Jan 16, 2020 - Dec 4, 2020
#3-14.49%
May 2, 2013 - Jul 21, 2014
-32.55%
Apr 17, 2002 - Oct 7, 2003
#4-12.71%
Sep 15, 2008 - Dec 11, 2008
-27.56%
Apr 29, 2011 - Mar 15, 2012
#5-12.37%
Jan 30, 2015 - Jun 3, 2016
-22.84%
Aug 29, 2018 - Nov 5, 2019
#6-12.13%
Jul 8, 2016 - Mar 22, 2019
-22.67%
Nov 25, 2024 - Dec 10, 2025
#7-11.20%
Dec 30, 2008 - Sep 2, 2009
-21.32%
May 22, 2001 - Mar 1, 2002
#8-10.32%
Aug 26, 2010 - Jul 29, 2011
-21.22%
Jun 23, 2015 - Jul 12, 2016
#9-5.97%
Aug 28, 2019 - Jan 27, 2020
-19.09%
Jan 4, 2022 - Jan 27, 2023
#10-5.84%
Jul 25, 2012 - May 1, 2013
-18.74%
Feb 2, 2023 - Dec 19, 2023
#11-5.61%
May 7, 2007 - Aug 31, 2007
-11.66%
Feb 15, 2001 - Apr 30, 2001
#12-5.31%
Sep 22, 2011 - Dec 19, 2011
-11.65%
Mar 19, 2012 - Sep 6, 2012
#13-5.13%
Jan 31, 2012 - May 4, 2012
-11.48%
May 8, 2006 - Nov 15, 2006
#14-5.13%
Oct 1, 2009 - Apr 27, 2010
-10.59%
Feb 6, 2026 - Jun 2, 2026
#15-4.93%
Mar 20, 2008 - Sep 10, 2008
-10.46%
Sep 2, 2014 - Nov 24, 2014

Correlation

Correlation between BLV and IJJ is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (2000 - 2026)

BLV vs IJJ dividend yield comparison.

YearBLVIJJ
20261.99%0.65%
20254.67%1.79%
20245.09%1.81%
20234.06%1.68%
20224.17%1.97%
20213.37%1.62%
20206.12%1.78%
20193.57%1.70%
20184.07%2.01%
20173.63%1.52%
20164.16%1.67%
20154.37%1.83%
20143.88%1.65%
20134.85%1.48%
20125.66%1.90%
20115.11%1.78%
20105.85%1.56%
20095.26%2.05%
20084.99%3.14%
20073.57%1.74%
20060.00%1.79%
20050.00%1.64%
20040.00%1.20%
20030.00%1.23%
20020.00%1.40%
20010.00%1.18%
20000.00%0.76%

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