IDV vs IJJ
Comparison between ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV, ETF) and ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF).
5-Year PerformanceIDV has outperformed IJJ, delivering a return of +12.3% compared to +7.1%
IDV vs IJJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDV
$7.90B
Winner
IJJ
$8B
Expense Ratio
IDV
0.50%
Winner
IJJ
0.18%
Max Drawdown
IDV
72.82%
Winner
IJJ
59.57%
Sharpe Ratio
Winner
IDV
2.64
IJJ
1.21
5Y Beta
Winner
IDV
0.49
IJJ
0.91
P/E Ratio
IDV
N/A
IJJ
21.73
Forward P/E
IDV
N/A
IJJ
13.92
PEG Ratio
IDV
N/A
IJJ
0.21
5Y Dividends CAGR
IDV
5.94%
Winner
IJJ
12.72%
5Y EPS CAGR
IDV
N/A
IJJ
9.07%
Debt to Equity
IDV
N/A
IJJ
13.40%
P/S Ratio
IDV
N/A
IJJ
1.01
P/B Ratio
IDV
N/A
IJJ
2.02
IDV vs IJJ - Holdings Comparison
IDV and IJJ have 1 common holdings. Overlap is -0.41%
IDV's top 25 holdings weight is 50.29%. IJJ's top 25 holdings weight is 20.42%.
| Rank | IDV | IJJ |
|---|---|---|
| #1 | TOTALENERGIES SE (TTE:XPAR) - 4.81% | US FOODS HOLDING CORP (USFD) - 1.20% |
| #2 | BRITISH AMERICAN TOBACCO PLC (n/a) - 3.60% | RELIANCE INC (RS) - 1.13% |
| #3 | ENEL SPA (n/a) - 3.10% | ALCOA CORP (AA) - 1.04% |
| #4 | ENI SPA (n/a) - 2.83% | TD SYNNEX CORP (SNX) - 1.01% |
| #5 | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.81% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.98% |
| #6 | MERCEDES-BENZ GROUP AG (MBG:XETR) - 2.37% | JONES LANG LASALLE INC (JLL) - 0.96% |
| #7 | TELEFONICA SA (TEFOF) - 2.33% | WATSCO INC ORDINARY SHARES (WSO) - 0.95% |
| #8 | AKER BP ASA (n/a) - 2.10% | OVINTIV INC (OVV) - 0.94% |
| #9 | ZURICH INSURANCE GROUP AG (n/a) - 1.85% | WESCO INTERNATIONAL INC (WCC) - 0.92% |
| #10 | VOLKSWAGEN AG PARTICIPATING PREFERRED (n/a) - 1.84% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.91% |
| #11 | FORTESCUE LTD (n/a) - 1.80% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.88% |
| #12 | REPSOL SA (n/a) - 1.79% | REGAL REXNORD CORP (RRX) - 0.85% |
| #13 | OMV AG (n/a) - 1.66% | ENTEGRIS INC (ENTG) - 0.85% |
| #14 | ORANGE SA (n/a) - 1.66% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.83% |
| #15 | ING GROEP NV (n/a) - 1.63% | TOLL BROTHERS INC (TOL) - 0.83% |
| #16 | NORDEA BANK ABP (n/a) - 1.62% | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.82% |
| #17 | IMPERIAL BRANDS PLC (n/a) - 1.54% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.79% |
| #18 | NATWEST GROUP PLC (n/a) - 1.45% | ALLY FINANCIAL INC (ALLY) - 0.74% |
| #19 | BANK OF NOVA SCOTIA (BNS) - 1.44% | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.73% |
| #20 | NATURGY ENERGY GROUP SA (n/a) - 1.41% | ARAMARK (ARMK) - 0.72% |
| #21 | CARREFOUR (n/a) - 1.40% | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.47% |
| #22 | BANCO BPM SPA (n/a) - 1.34% | RPM INTERNATIONAL INC (RPM) - 0.47% |
| #23 | KIA CORP (n/a) - 1.33% | MAPLEBEAR INC (CART) - 0.47% |
| #24 | APA GROUP (n/a) - 1.31% | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 0.47% |
| #25 | BANCO DE SABADELL SA (n/a) - 1.27% | VOYA FINANCIAL INC (VOYA) - 0.46% |
| Total Holdings | 120 | 265 |
IDV vs IJJ - Historical Returns
Returns include dividend reinvestment.
1M
IDV
+1.78%
Winner
IJJ
+3.02%
3M
Winner
IDV
+3.47%
IJJ
-0.59%
6M
Winner
IDV
+20.72%
IJJ
+11.50%
1Y
Winner
IDV
+44.70%
IJJ
+22.48%
5Y(CAGR)
Winner
IDV
+12.34%
IJJ
+7.14%
10Y(CAGR)
Winner
IDV
+10.71%
IJJ
+10.67%
Max(CAGR)
IDV
+4.92%
Winner
IJJ
+10.29%
IDV vs IJJ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IDV | IJJ |
|---|---|---|
| 2026 | +11.98% | +6.88% |
| 2025 | +52.29% | +7.94% |
| 2024 | +4.41% | +11.60% |
| 2023 | +10.20% | +15.45% |
| 2022 | -7.00% | -7.75% |
| 2021 | +10.67% | +32.74% |
| 2020 | -7.01% | +3.67% |
| 2019 | +23.86% | +25.41% |
| 2018 | -11.18% | -12.86% |
| 2017 | +18.64% | +11.19% |
| 2016 | +9.21% | +27.52% |
| 2015 | -10.47% | -6.57% |
| 2014 | -4.46% | +12.92% |
| 2013 | +17.28% | +30.57% |
| 2012 | +16.31% | +16.68% |
| 2011 | -7.56% | -3.96% |
| 2010 | +8.59% | +20.61% |
| 2009 | +57.86% | +31.51% |
| 2008 | -51.98% | -34.46% |
| 2007 | -6.71% | +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% |
IDV vs IJJ Drawdown Comparison
The maximum drawdown for IDV was -70.15%, occurring on Mar 9, 2009. Recovery took 1588 trading sessions.
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The current IDV drawdown is -0.47%. The current IJJ drawdown is -1.04%.
| Rank | IDV | IJJ |
|---|---|---|
| #1 | -70.15% Oct 31, 2007 - Feb 24, 2014 | -58.01% Jun 4, 2007 - Feb 7, 2011 |
| #2 | -42.50% Feb 12, 2020 - Mar 11, 2021 | -46.11% Jan 16, 2020 - Dec 4, 2020 |
| #3 | -32.43% Jul 3, 2014 - Jan 4, 2018 | -32.55% Apr 17, 2002 - Oct 7, 2003 |
| #4 | -29.12% Feb 9, 2022 - May 7, 2024 | -27.56% Apr 29, 2011 - Mar 15, 2012 |
| #5 | -17.77% Jan 26, 2018 - Nov 12, 2019 | -22.84% Aug 29, 2018 - Nov 5, 2019 |
| #6 | -16.68% Jul 19, 2007 - Oct 9, 2007 | -22.67% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -11.86% Mar 18, 2025 - Apr 22, 2025 | -21.32% May 22, 2001 - Mar 1, 2002 |
| #8 | -10.14% Sep 27, 2024 - Mar 5, 2025 | -21.22% Jun 23, 2015 - Jul 12, 2016 |
| #9 | -9.60% Jun 2, 2021 - Jan 12, 2022 | -19.09% Jan 4, 2022 - Jan 27, 2023 |
| #10 | -8.52% Feb 25, 2026 - May 6, 2026 | -18.74% Feb 2, 2023 - Dec 19, 2023 |
| #11 | -6.86% May 17, 2024 - Aug 19, 2024 | -11.66% Feb 15, 2001 - Apr 30, 2001 |
| #12 | -4.19% Nov 12, 2025 - Nov 28, 2025 | -11.65% Mar 19, 2012 - Sep 6, 2012 |
| #13 | -3.96% Oct 12, 2007 - Oct 29, 2007 | -11.48% May 8, 2006 - Nov 15, 2006 |
| #14 | -3.33% Jul 23, 2025 - Aug 8, 2025 | -10.59% Feb 6, 2026 - Mar 20, 2026 |
| #15 | -3.17% Mar 6, 2014 - Apr 1, 2014 | -10.46% Sep 2, 2014 - Nov 24, 2014 |
Correlation
Correlation between IDV 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)
IDV vs IJJ dividend yield comparison.
| Year | IDV | IJJ |
|---|---|---|
| 2026 | 0.45% | 0.31% |
| 2025 | 4.94% | 1.79% |
| 2024 | 6.46% | 1.81% |
| 2023 | 6.51% | 1.68% |
| 2022 | 7.33% | 1.97% |
| 2021 | 5.78% | 1.62% |
| 2020 | 5.47% | 1.78% |
| 2019 | 5.15% | 1.70% |
| 2018 | 5.93% | 2.01% |
| 2017 | 4.52% | 1.52% |
| 2016 | 4.69% | 1.67% |
| 2015 | 5.08% | 1.83% |
| 2014 | 6.03% | 1.65% |
| 2013 | 4.48% | 1.48% |
| 2012 | 4.84% | 1.90% |
| 2011 | 5.47% | 1.78% |
| 2010 | 3.92% | 1.56% |
| 2009 | 3.37% | 2.05% |
| 2008 | 13.84% | 3.14% |
| 2007 | 2.26% | 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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