FTCS vs IJJ
Comparison between FIRST TRUST CAPITAL STRENGTH ETF (FTCS, ETF) and ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF).
5-Year PerformanceIJJ has outperformed FTCS, delivering a return of +7.1% compared to +5.3%
FTCS vs IJJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTCS
$7.90B
Winner
IJJ
$8B
Expense Ratio
FTCS
0.52%
Winner
IJJ
0.18%
Max Drawdown
Winner
FTCS
54.12%
IJJ
59.57%
Sharpe Ratio
FTCS
0.14
Winner
IJJ
1.21
5Y Beta
Winner
FTCS
0.51
IJJ
0.91
P/E Ratio
FTCS
21.93
Winner
IJJ
21.73
Forward P/E
FTCS
18.72
Winner
IJJ
13.92
PEG Ratio
FTCS
0.37
Winner
IJJ
0.21
5Y Dividends CAGR
FTCS
7.50%
Winner
IJJ
12.72%
5Y EPS CAGR
Winner
FTCS
20.22%
IJJ
9.07%
Debt to Equity
FTCS
139.90%
Winner
IJJ
13.40%
P/S Ratio
FTCS
2.31
Winner
IJJ
1.01
P/B Ratio
FTCS
5.49
Winner
IJJ
2.02
FTCS vs IJJ - Holdings Comparison
FTCS and IJJ have 1 common holdings. Overlap is -0.41%
FTCS's top 25 holdings weight is 54.94%. IJJ's top 25 holdings weight is 20.42%.
| Rank | FTCS | IJJ |
|---|---|---|
| #1 | EOG RESOURCES INC (EOG) - 2.84% | US FOODS HOLDING CORP (USFD) - 1.20% |
| #2 | LINDE PLC (LIN) - 2.34% | RELIANCE INC (RS) - 1.13% |
| #3 | ROSS STORES INC (ROST) - 2.33% | ALCOA CORP (AA) - 1.04% |
| #4 | GILEAD SCIENCES INC (GILD) - 2.30% | TD SYNNEX CORP (SNX) - 1.01% |
| #5 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 2.30% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.98% |
| #6 | JOHNSON & JOHNSON (JNJ) - 2.26% | JONES LANG LASALLE INC (JLL) - 0.96% |
| #7 | CBOE GLOBAL MARKETS INC (CBOE) - 2.24% | WATSCO INC ORDINARY SHARES (WSO) - 0.95% |
| #8 | LOCKHEED MARTIN CORP (LMT) - 2.23% | OVINTIV INC (OVV) - 0.94% |
| #9 | COCA-COLA CO (KO) - 2.23% | WESCO INTERNATIONAL INC (WCC) - 0.92% |
| #10 | ARCH CAPITAL GROUP LTD (ACGL) - 2.22% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.91% |
| #11 | CISCO SYSTEMS INC (CSCO) - 2.22% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.88% |
| #12 | COSTCO WHOLESALE CORP (COST) - 2.18% | REGAL REXNORD CORP (RRX) - 0.85% |
| #13 | THE HERSHEY CO (HSY) - 2.17% | ENTEGRIS INC (ENTG) - 0.85% |
| #14 | PEPSICO INC (PEP) - 2.17% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.83% |
| #15 | NORTHROP GRUMMAN CORP (NOC) - 2.15% | TOLL BROTHERS INC (TOL) - 0.83% |
| #16 | HONEYWELL INTERNATIONAL INC (HON) - 2.12% | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.82% |
| #17 | WALMART INC (WMT) - 2.12% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.79% |
| #18 | SNAP-ON INC (SNA) - 2.10% | ALLY FINANCIAL INC (ALLY) - 0.74% |
| #19 | AFLAC INC (AFL) - 2.09% | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.73% |
| #20 | DOVER CORP (DOV) - 2.08% | ARAMARK (ARMK) - 0.72% |
| #21 | TJX COMPANIES INC (TJX) - 2.08% | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.47% |
| #22 | APPLE INC (AAPL) - 2.06% | RPM INTERNATIONAL INC (RPM) - 0.47% |
| #23 | WR BERKLEY CORP (WRB) - 2.04% | MAPLEBEAR INC (CART) - 0.47% |
| #24 | COLGATE-PALMOLIVE CO (CL) - 2.04% | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 0.47% |
| #25 | PROCTER & GAMBLE CO (PG) - 2.03% | VOYA FINANCIAL INC (VOYA) - 0.46% |
| Total Holdings | 52 | 265 |
FTCS vs IJJ - Historical Returns
Returns include dividend reinvestment.
1M
FTCS
-2.34%
Winner
IJJ
+3.02%
3M
FTCS
-6.24%
Winner
IJJ
-0.59%
6M
FTCS
+1.66%
Winner
IJJ
+11.50%
1Y
FTCS
+4.50%
Winner
IJJ
+22.48%
5Y(CAGR)
FTCS
+5.33%
Winner
IJJ
+7.14%
10Y(CAGR)
FTCS
+10.21%
Winner
IJJ
+10.67%
Max(CAGR)
FTCS
+9.58%
Winner
IJJ
+10.29%
FTCS vs IJJ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | FTCS | IJJ |
|---|---|---|
| 2026 | +0.09% | +6.88% |
| 2025 | +6.98% | +7.94% |
| 2024 | +10.97% | +11.60% |
| 2023 | +8.67% | +15.45% |
| 2022 | -9.29% | -7.75% |
| 2021 | +28.70% | +32.74% |
| 2020 | +12.17% | +3.67% |
| 2019 | +27.07% | +25.41% |
| 2018 | -4.59% | -12.86% |
| 2017 | +25.89% | +11.19% |
| 2016 | +10.18% | +27.52% |
| 2015 | +1.98% | -6.57% |
| 2014 | +17.01% | +12.92% |
| 2013 | +32.53% | +30.57% |
| 2012 | +12.55% | +16.68% |
| 2011 | -3.85% | -3.96% |
| 2010 | +12.82% | +20.61% |
| 2009 | +35.20% | +31.51% |
| 2008 | -36.49% | -34.46% |
| 2007 | +11.59% | +1.56% |
| 2006 | +11.22% | +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% |
FTCS vs IJJ Drawdown Comparison
The maximum drawdown for FTCS was -53.64%, occurring on Nov 20, 2008. Recovery took 904 trading sessions.
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The current FTCS drawdown is -6.88%. The current IJJ drawdown is -1.04%.
| Rank | FTCS | IJJ |
|---|---|---|
| #1 | -53.64% Jul 13, 2007 - Feb 11, 2011 | -58.01% Jun 4, 2007 - Feb 7, 2011 |
| #2 | -31.93% Feb 19, 2020 - Aug 6, 2020 | -46.11% Jan 16, 2020 - Dec 4, 2020 |
| #3 | -24.50% May 2, 2011 - Mar 13, 2012 | -32.55% Apr 17, 2002 - Oct 7, 2003 |
| #4 | -20.94% Dec 29, 2021 - Feb 15, 2024 | -27.56% Apr 29, 2011 - Mar 15, 2012 |
| #5 | -18.64% Sep 21, 2018 - Apr 16, 2019 | -22.84% Aug 29, 2018 - Nov 5, 2019 |
| #6 | -17.33% Apr 2, 2012 - Sep 14, 2012 | -22.67% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -12.62% Nov 29, 2024 - Aug 13, 2025 | -21.32% May 22, 2001 - Mar 1, 2002 |
| #8 | -10.94% Mar 2, 2015 - Mar 17, 2016 | -21.22% Jun 23, 2015 - Jul 12, 2016 |
| #9 | -10.45% Jan 26, 2018 - Aug 29, 2018 | -19.09% Jan 4, 2022 - Jan 27, 2023 |
| #10 | -8.66% Oct 18, 2012 - Jan 2, 2013 | -18.74% Feb 2, 2023 - Dec 19, 2023 |
| #11 | -8.00% Sep 2, 2020 - Nov 13, 2020 | -11.66% Feb 15, 2001 - Apr 30, 2001 |
| #12 | -7.74% Mar 2, 2026 - Mar 27, 2026 | -11.65% Mar 19, 2012 - Sep 6, 2012 |
| #13 | -6.26% Sep 2, 2021 - Oct 25, 2021 | -11.48% May 8, 2006 - Nov 15, 2006 |
| #14 | -6.09% Sep 19, 2014 - Oct 29, 2014 | -10.59% Feb 6, 2026 - Mar 20, 2026 |
| #15 | -5.96% Feb 17, 2011 - Apr 6, 2011 | -10.46% Sep 2, 2014 - Nov 24, 2014 |
Correlation
Correlation between FTCS and IJJ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
FTCS vs IJJ dividend yield comparison.
| Year | FTCS | IJJ |
|---|---|---|
| 2026 | 0.31% | 0.31% |
| 2025 | 1.04% | 1.79% |
| 2024 | 1.33% | 1.81% |
| 2023 | 1.47% | 1.68% |
| 2022 | 1.23% | 1.97% |
| 2021 | 1.06% | 1.62% |
| 2020 | 0.93% | 1.78% |
| 2019 | 1.26% | 1.70% |
| 2018 | 1.26% | 2.01% |
| 2017 | 1.15% | 1.52% |
| 2016 | 1.43% | 1.67% |
| 2015 | 1.50% | 1.83% |
| 2014 | 2.01% | 1.65% |
| 2013 | 1.34% | 1.48% |
| 2012 | 1.81% | 1.90% |
| 2011 | 1.93% | 1.78% |
| 2010 | 1.74% | 1.56% |
| 2009 | 1.35% | 2.05% |
| 2008 | 1.89% | 3.14% |
| 2007 | 0.85% | 1.74% |
| 2006 | 0.40% | 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% |
Select Stocks to Compare
Popular: FTCS vs SPYIJJ vs SPY
More Comparisons
Compare with similar stocks