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 +13.2% compared to +12.2%
IJH vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJH
$119B
Winner
SPY
$784B
Expense Ratio
Winner
IJH
0.05%
SPY
0.09%
Max Drawdown
Winner
IJH
56.14%
SPY
56.47%
Sharpe Ratio
IJH
1.31
Winner
SPY
1.54
5Y Beta
Winner
IJH
0.98
SPY
1.00
P/E Ratio
Winner
IJH
25.78
SPY
27.62
Forward P/E
Winner
IJH
16.31
SPY
21.11
5Y Dividends CAGR
Winner
IJH
8.73%
SPY
6.00%
5Y EPS CAGR
IJH
12.90%
Winner
SPY
25.30%
Debt to Equity
IJH
46.12%
Winner
SPY
31.11%
P/S Ratio
Winner
IJH
1.56
SPY
3.49
P/B Ratio
Winner
IJH
2.67
SPY
5.30
IJH vs SPY - Holdings Comparison
IJH and SPY have 1 common holdings. Overlap is -0.19%
IJH's top 25 holdings weight is 16.65%. SPY's top 25 holdings weight is 51.24%.
| Rank | IJH | SPY |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 1.51% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | TWILIO INC CLASS A (TWLO) - 0.82% | APPLE INC (AAPL) - 6.81% |
| #3 | CURTISS-WRIGHT CORP (CW) - 0.79% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | CARPENTER TECHNOLOGY CORP (CRS) - 0.78% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | TECHNIPFMC PLC (FTI) - 0.76% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | NVENT ELECTRIC PLC (NVT) - 0.75% | BROADCOM INC (AVGO) - 2.77% |
| #7 | ATI INC (ATI) - 0.75% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | STERLING INFRASTRUCTURE INC (STRL) - 0.74% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | ILLUMINA INC (ILMN) - 0.70% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | WOODWARD INC (WWD) - 0.70% | TESLA INC (TSLA) - 1.76% |
| #11 | XPO INC (XPO) - 0.70% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | MKS INC (MKSI) - 0.69% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.66% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | UNITED THERAPEUTICS CORP (UTHR) - 0.66% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | EVERPURE INC CLASS A (P) - 0.64% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | ENTEGRIS INC (ENTG) - 0.64% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | MASTEC INC (MTZ) - 0.63% | VISA INC CLASS A (V) - 0.87% |
| #18 | RELIANCE INC (RS) - 0.60% | INTEL CORP (INTC) - 0.85% |
| #19 | FABRINET (FN) - 0.59% | WALMART INC (WMT) - 0.82% |
| #20 | TD SYNNEX CORP (SNX) - 0.59% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | RPM INTERNATIONAL INC (RPM) - 0.39% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.39% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | UNUM GROUP (UNM) - 0.39% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.39% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.39% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 363 | 505 |
IJH vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJH
+2.70%
SPY
-1.37%
3M
Winner
IJH
+12.53%
SPY
+12.22%
6M
Winner
IJH
+12.56%
SPY
+7.20%
1Y
Winner
IJH
+25.12%
SPY
+23.58%
5Y(CAGR)
IJH
+12.18%
Winner
SPY
+13.19%
10Y(CAGR)
Winner
IJH
+16.44%
SPY
+15.12%
Max(CAGR)
Winner
IJH
+16.40%
SPY
+8.44%
IJH vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IJH | SPY |
|---|---|---|
| 2026 | +13.08% | +7.95% |
| 2025 | +7.70% | +18.00% |
| 2024 | +14.30% | +25.59% |
| 2023 | +24.60% | +26.72% |
| 2022 | -7.41% | -18.64% |
| 2021 | +33.09% | +30.52% |
| 2020 | +21.31% | +17.28% |
| 2019 | +35.46% | +31.09% |
| 2018 | -6.62% | -5.24% |
| 2017 | +21.67% | +20.78% |
| 2016 | +30.91% | +13.59% |
| 2015 | +3.79% | +1.31% |
| 2014 | +17.12% | +14.56% |
| 2013 | +37.28% | +29.00% |
| 2012 | +23.47% | +14.17% |
| 2011 | +1.65% | +0.85% |
| 2010 | +30.55% | +13.14% |
| 2009 | +42.38% | +22.67% |
| 2008 | -31.48% | -36.25% |
| 2007 | +12.09% | +5.32% |
| 2006 | +13.66% | +13.85% |
| 2005 | +22.03% | +5.32% |
| 2004 | +25.87% | +10.75% |
| 2003 | +43.81% | +24.18% |
| 2002 | -6.58% | -22.42% |
| 2001 | +11.46% | -10.13% |
| 2000 | +21.68% | -8.84% |
| 1999 | N/A | +8.61% |
IJH vs SPY Drawdown Comparison
The maximum drawdown for IJH was -51.85%, occurring on Nov 20, 2008. Recovery took 443 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 -1.13%. The current SPY drawdown is -3.18%.
| Rank | IJH | SPY |
|---|---|---|
| #1 | -51.85% Jun 5, 2008 - Mar 10, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -42.18% Feb 20, 2020 - Oct 8, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -29.24% Apr 17, 2002 - Jun 16, 2003 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.08% Jul 7, 2011 - Feb 9, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -24.45% May 21, 2001 - Jan 4, 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 | -21.19% Sep 28, 2018 - Apr 12, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -20.81% Nov 16, 2021 - Jan 31, 2023 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -17.35% Oct 9, 2007 - Jun 5, 2008 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -16.44% Jan 30, 2001 - May 16, 2001 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -16.37% Apr 23, 2010 - Oct 22, 2010 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.60% Jun 24, 2015 - Mar 29, 2016 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.85% Jul 31, 2023 - Dec 13, 2023 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.69% Feb 2, 2023 - Jul 10, 2023 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.58% May 8, 2006 - Oct 26, 2006 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IJH and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
IJH vs SPY dividend yield comparison.
| Year | IJH | SPY |
|---|---|---|
| 2026 | 0.46% | 0.50% |
| 2025 | 1.36% | 1.07% |
| 2024 | 1.33% | 1.21% |
| 2023 | 7.30% | 1.40% |
| 2022 | 8.41% | 1.65% |
| 2021 | 5.92% | 1.20% |
| 2020 | 6.40% | 1.52% |
| 2019 | 8.13% | 1.75% |
| 2018 | 8.60% | 2.04% |
| 2017 | 5.96% | 1.80% |
| 2016 | 7.98% | 2.03% |
| 2015 | 7.81% | 2.06% |
| 2014 | 6.71% | 1.87% |
| 2013 | 6.46% | 1.81% |
| 2012 | 7.14% | 2.18% |
| 2011 | 6.37% | 2.05% |
| 2010 | 5.27% | 1.80% |
| 2009 | 6.39% | 1.95% |
| 2008 | 10.19% | 3.02% |
| 2007 | 6.47% | 1.85% |
| 2006 | 5.89% | 1.73% |
| 2005 | 7.20% | 1.73% |
| 2004 | 8.68% | 1.82% |
| 2003 | 8.69% | 1.47% |
| 2002 | 10.08% | 1.70% |
| 2001 | 7.88% | 1.25% |
| 2000 | 7.47% | 1.15% |
| 1999 | 0.00% | 0.24% |
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