DJP vs IMCV

Comparison between iPath Bloomberg Commodity Index Total Return ETN (DJP, ETF) and ISHARES MORNINGSTAR MID-CAP VALUE ETF (IMCV, ETF).

5-Year PerformanceDJP has outperformed IMCV, delivering a return of +12.8% compared to +8.4%

DJP vs IMCV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DJP(ETF)	IMCV(ETF)
Net Assets	$974M	$976M
Expense Ratio	0.70%	0.06%
Max Drawdown	78.35%	66.48%
Sharpe Ratio	1.98	1.58
5Y Beta	0.18	0.71
P/E Ratio	N/A	19.59
Forward P/E	N/A	13.57
PEG Ratio	N/A	0.29
5Y Dividends CAGR	N/A	9.93%
5Y EPS CAGR	N/A	11.33%
Debt to Equity	N/A	63.30%
P/S Ratio	N/A	1.36
P/B Ratio	N/A	2.40

Net Assets

DJP

$974M

Winner

IMCV

$976M

Expense Ratio

DJP

0.70%

Winner

IMCV

0.06%

Max Drawdown

DJP

78.35%

Winner

IMCV

66.48%

Sharpe Ratio

Winner

DJP

1.98

IMCV

1.58

5Y Beta

Winner

DJP

0.18

IMCV

0.71

P/E Ratio

DJP

N/A

IMCV

19.59

Forward P/E

DJP

N/A

IMCV

13.57

PEG Ratio

DJP

N/A

IMCV

0.29

5Y Dividends CAGR

DJP

N/A

IMCV

9.93%

5Y EPS CAGR

DJP

N/A

IMCV

11.33%

Debt to Equity

DJP

N/A

IMCV

63.30%

P/S Ratio

DJP

N/A

IMCV

1.36

P/B Ratio

DJP

N/A

IMCV

2.40

DJP vs IMCV - Historical Returns

Returns include dividend reinvestment.

Period	DJP	IMCV
1 month	+5.40%	+1.53%
3 months	+19.64%	+0.72%
6 months	+34.88%	+11.67%
1 year	+46.71%	+23.84%
5 years(CAGR)	+12.76%	+8.43%
10 years(CAGR)	+8.21%	+10.57%
Max(CAGR)	+0.08%	+9.61%

Winner

DJP

+5.40%

IMCV

+1.53%

Winner

DJP

+19.64%

IMCV

+0.72%

Winner

DJP

+34.88%

IMCV

+11.67%

Winner

DJP

+46.71%

IMCV

+23.84%

5Y(CAGR)

Winner

DJP

+12.76%

IMCV

+8.43%

10Y(CAGR)

DJP

+8.21%

Winner

IMCV

+10.57%

Max(CAGR)

DJP

+0.08%

Winner

IMCV

+9.61%

DJP vs IMCV - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	DJP	IMCV
2026	+30.98%	+6.95%
2025	+16.15%	+13.71%
2024	+6.33%	+11.90%
2023	-7.71%	+12.04%
2022	+16.89%	-7.02%
2021	+29.92%	+35.83%
2020	-4.33%	-3.61%
2019	+7.53%	+24.35%
2018	-13.67%	-11.68%
2017	+2.61%	+11.51%
2016	+13.81%	+25.77%
2015	-27.59%	-2.44%
2014	-18.30%	+12.32%
2013	-11.27%	+38.47%
2012	-4.42%	+15.22%
2011	-14.13%	-3.91%
2010	+13.97%	+18.47%
2009	+16.26%	+31.62%
2008	-39.03%	-34.80%
2007	+18.96%	-6.70%
2006	+0.80%	+17.11%
2005	N/A	+12.96%
2004	N/A	+14.93%

DJP vs IMCV Drawdown Comparison

The maximum drawdown for DJP was -78.35%, occurring on Apr 21, 2020. This drawdown has not yet recovered.

The maximum drawdown for IMCV was -64.75%, occurring on Mar 9, 2009. Recovery took 1397 trading sessions.

The current DJP drawdown is -32.53%. The current IMCV drawdown is -1.28%.

Rank	DJP	IMCV
#1	-78.35% Jul 2, 2008 - Apr 21, 2020	-64.75% Jun 4, 2007 - Dec 18, 2012
#2	-10.49% Mar 13, 2008 - May 21, 2008	-46.33% Jan 17, 2020 - Jan 14, 2021
#3	-10.48% Nov 30, 2006 - Feb 26, 2007	-19.85% Apr 20, 2022 - Dec 26, 2023
#4	-8.29% Jun 15, 2007 - Sep 18, 2007	-19.61% Jan 26, 2018 - Sep 12, 2019
#5	-6.22% Jan 14, 2008 - Feb 8, 2008	-18.62% Nov 29, 2024 - Aug 22, 2025
#6	-4.79% Feb 26, 2007 - Apr 10, 2007	-16.48% May 21, 2015 - Apr 19, 2016
#7	-4.53% Nov 6, 2007 - Dec 26, 2007	-9.36% Aug 29, 2014 - Nov 24, 2014
#8	-4.42% May 21, 2008 - Jun 6, 2008	-8.13% Aug 3, 2005 - Dec 1, 2005
#9	-4.18% Sep 27, 2007 - Oct 18, 2007	-7.88% Jun 8, 2021 - Oct 19, 2021
#10	-3.41% Mar 5, 2008 - Mar 13, 2008	-7.59% Jun 23, 2016 - Jul 12, 2016
#11	-3.38% Nov 9, 2006 - Nov 24, 2006	-7.49% May 8, 2006 - Oct 5, 2006
#12	-3.22% Jun 4, 2007 - Jun 15, 2007	-7.40% Nov 16, 2021 - Dec 31, 2021
#13	-2.67% May 21, 2007 - Jun 4, 2007	-6.91% Feb 26, 2026 - Apr 30, 2026
#14	-2.17% Jun 6, 2008 - Jun 11, 2008	-6.79% Jan 14, 2022 - Mar 25, 2022
#15	-2.08% Mar 3, 2008 - Mar 5, 2008	-6.35% Jan 22, 2014 - Feb 20, 2014

Correlation

Correlation between DJP and IMCV is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.39

-101