IJH vs SPY
Comparison between ISHARES CORE S&P MID-CAP ETF (IJH, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IJH, delivering a return of +13.3% compared to +7.5%
IJH vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJH
$106B
Winner
SPY
$652B
Expense Ratio
Winner
IJH
0.05%
SPY
0.09%
Max Drawdown
Winner
IJH
56.14%
SPY
56.47%
Sharpe Ratio
IJH
1.43
Winner
SPY
2.07
5Y Beta
Winner
IJH
0.99
SPY
1.00
P/E Ratio
Winner
IJH
25.59
SPY
28.24
Forward P/E
Winner
IJH
16.48
SPY
21.85
5Y Dividends CAGR
Winner
IJH
12.31%
SPY
5.43%
5Y EPS CAGR
IJH
12.25%
Winner
SPY
25.79%
Debt to Equity
IJH
32.62%
Winner
SPY
22.35%
P/S Ratio
Winner
IJH
1.57
SPY
3.55
P/B Ratio
Winner
IJH
2.58
SPY
5.29
IJH vs SPY - Holdings Comparison
IJH and SPY have 1 common holdings. Overlap is -0.21%
IJH's top 25 holdings weight is 15.49%. SPY's top 25 holdings weight is 51.32%.
| Rank | IJH | SPY |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 0.97% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | TECHNIPFMC PLC (FTI) - 0.89% | APPLE INC (AAPL) - 6.48% |
| #3 | CURTISS-WRIGHT CORP (CW) - 0.77% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | XPO INC (XPO) - 0.75% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | FABRINET (FN) - 0.72% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | UNITED THERAPEUTICS CORP (UTHR) - 0.71% | BROADCOM INC (AVGO) - 3.09% |
| #7 | MASTEC INC (MTZ) - 0.69% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | ENTEGRIS INC (ENTG) - 0.69% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | EVERPURE INC CLASS A (P) - 0.68% | TESLA INC (TSLA) - 1.73% |
| #10 | NVENT ELECTRIC PLC (NVT) - 0.67% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | WOODWARD INC (WWD) - 0.64% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | TWILIO INC CLASS A (TWLO) - 0.63% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | CARPENTER TECHNOLOGY CORP (CRS) - 0.62% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | ATI INC (ATI) - 0.61% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | BWX TECHNOLOGIES INC (BWXT) - 0.59% | WALMART INC (WMT) - 0.91% |
| #16 | BURLINGTON STORES INC (BURL) - 0.59% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | US FOODS HOLDING CORP (USFD) - 0.59% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | RB GLOBAL INC (RBA) - 0.58% | VISA INC CLASS A (V) - 0.85% |
| #19 | ROYAL GOLD INC (RGLD) - 0.58% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | ILLUMINA INC (ILMN) - 0.57% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | RPM INTERNATIONAL INC (RPM) - 0.39% | INTEL CORP (INTC) - 0.65% |
| #22 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.39% | NETFLIX INC (NFLX) - 0.64% |
| #23 | GRACO INC (GGG) - 0.39% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.39% | CHEVRON CORP (CVX) - 0.58% |
| #25 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.39% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 363 | 505 |
IJH vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IJH
+4.91%
Winner
SPY
+9.11%
3M
IJH
+3.30%
Winner
SPY
+6.59%
6M
Winner
IJH
+14.79%
SPY
+10.56%
1Y
IJH
+27.19%
Winner
SPY
+32.04%
5Y(CAGR)
IJH
+7.55%
Winner
SPY
+13.35%
10Y(CAGR)
IJH
+11.49%
Winner
SPY
+15.49%
Max(CAGR)
Winner
IJH
+9.86%
SPY
+8.50%
IJH vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IJH | SPY |
|---|---|---|
| 2026 | +10.84% | +8.27% |
| 2025 | +7.70% | +18.00% |
| 2024 | +14.30% | +25.59% |
| 2023 | +16.97% | +26.72% |
| 2022 | -13.38% | -18.64% |
| 2021 | +26.66% | +30.52% |
| 2020 | +13.41% | +17.28% |
| 2019 | +26.51% | +31.09% |
| 2018 | -12.01% | -5.24% |
| 2017 | +15.64% | +20.78% |
| 2016 | +22.32% | +13.59% |
| 2015 | -2.19% | +1.31% |
| 2014 | +10.92% | +14.56% |
| 2013 | +29.75% | +29.00% |
| 2012 | +16.54% | +14.17% |
| 2011 | -3.28% | +0.85% |
| 2010 | +24.62% | +13.14% |
| 2009 | +34.22% | +22.67% |
| 2008 | -35.77% | -36.25% |
| 2007 | +6.60% | +5.32% |
| 2006 | +8.29% | +13.85% |
| 2005 | +14.46% | +5.32% |
| 2004 | +15.78% | +10.75% |
| 2003 | +31.45% | +24.18% |
| 2002 | -13.94% | -22.42% |
| 2001 | +3.46% | -10.13% |
| 2000 | +13.87% | -8.84% |
| 1999 | N/A | +8.61% |
IJH vs SPY Drawdown Comparison
The maximum drawdown for IJH was -55.07%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IJH drawdown is -0.84%.
| Rank | IJH | SPY |
|---|---|---|
| #1 | -55.07% Jun 4, 2007 - Dec 2, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -42.18% Feb 20, 2020 - Nov 9, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -31.94% Apr 17, 2002 - Oct 13, 2003 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -26.17% Apr 29, 2011 - Mar 19, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -25.63% Sep 7, 2000 - Mar 19, 2002 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -24.10% Nov 25, 2024 - Dec 10, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -23.85% Nov 16, 2021 - Feb 9, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -23.13% Aug 29, 2018 - Nov 25, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -19.23% Jun 23, 2015 - Jul 11, 2016 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.63% May 8, 2006 - Nov 22, 2006 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.18% Mar 26, 2012 - Sep 6, 2012 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.71% Apr 5, 2004 - Nov 4, 2004 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.58% Jul 1, 2014 - Nov 21, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.70% Jan 26, 2018 - Jun 6, 2018 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.83% Feb 20, 2026 - Apr 17, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IJH and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
IJH vs SPY dividend yield comparison.
| Year | IJH | SPY |
|---|---|---|
| 2026 | 0.21% | 0.24% |
| 2025 | 1.36% | 1.07% |
| 2024 | 1.33% | 1.21% |
| 2023 | 1.46% | 1.40% |
| 2022 | 1.68% | 1.65% |
| 2021 | 1.18% | 1.20% |
| 2020 | 1.28% | 1.52% |
| 2019 | 1.63% | 1.75% |
| 2018 | 1.72% | 2.04% |
| 2017 | 1.19% | 1.80% |
| 2016 | 1.60% | 2.03% |
| 2015 | 1.56% | 2.06% |
| 2014 | 1.34% | 1.87% |
| 2013 | 1.29% | 1.81% |
| 2012 | 1.43% | 2.18% |
| 2011 | 1.27% | 2.05% |
| 2010 | 1.06% | 1.80% |
| 2009 | 1.28% | 1.95% |
| 2008 | 2.04% | 3.02% |
| 2007 | 1.29% | 1.85% |
| 2006 | 1.18% | 1.73% |
| 2005 | 1.13% | 1.73% |
| 2004 | 0.87% | 1.82% |
| 2003 | 0.87% | 1.47% |
| 2002 | 1.01% | 1.70% |
| 2001 | 0.79% | 1.25% |
| 2000 | 0.75% | 1.15% |
| 1999 | 0.00% | 0.24% |
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