IJJ vs AIQ
Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and Global X Artificial Intelligence & Technology ETF (AIQ, ETF).
5-Year PerformanceAIQ has outperformed IJJ, delivering a return of +17.9% compared to +7.9%
IJJ vs AIQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJJ
$8.50B
Winner
AIQ
$8.60B
Expense Ratio
Winner
IJJ
0.18%
AIQ
0.68%
Max Drawdown
IJJ
59.57%
Winner
AIQ
44.82%
Sharpe Ratio
IJJ
1.03
Winner
AIQ
2.02
5Y Beta
Winner
IJJ
0.91
AIQ
1.36
P/E Ratio
Winner
IJJ
21.38
AIQ
38.76
Forward P/E
Winner
IJJ
13.91
AIQ
22.94
PEG Ratio
Winner
IJJ
0.22
AIQ
0.40
5Y Dividends CAGR
Winner
IJJ
12.71%
AIQ
-9.59%
5Y EPS CAGR
IJJ
9.78%
Winner
AIQ
24.20%
Debt to Equity
IJJ
13.02%
AIQ
N/A
P/S Ratio
Winner
IJJ
1.00
AIQ
2.47
P/B Ratio
Winner
IJJ
2.05
AIQ
6.65
IJJ vs AIQ - Holdings Comparison
IJJ and AIQ have 3 common holdings. Overlap is 0.00%
IJJ's top 25 holdings weight is 20.46%. AIQ's top 25 holdings weight is 73.35%.
| Rank | IJJ | AIQ |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.21% | SK HYNIX INC (n/a) - 5.26% |
| #2 | RELIANCE INC (RS) - 1.14% | INTEL CORP (INTC) - 4.57% |
| #3 | OVINTIV INC (OVV) - 1.05% | MICRON TECHNOLOGY INC (MU) - 4.41% |
| #4 | TD SYNNEX CORP (SNX) - 1.03% | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.19% |
| #5 | WESCO INTERNATIONAL INC (WCC) - 1.02% | ADVANCED MICRO DEVICES INC (AMD) - 3.83% |
| #6 | PERMIAN RESOURCES CORP CLASS A (PR) - 1.01% | BROADCOM INC (AVGO) - 3.59% |
| #7 | ALCOA CORP (AA) - 0.98% | CISCO SYSTEMS INC (CSCO) - 3.47% |
| #8 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.97% | n/a (TSM) - 3.30% |
| #9 | JONES LANG LASALLE INC (JLL) - 0.90% | ALPHABET INC CLASS A (GOOGL) - 3.22% |
| #10 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.89% | AMAZON.COM INC (AMZN) - 3.19% |
| #11 | WATSCO INC ORDINARY SHARES (WSO) - 0.87% | APPLE INC (AAPL) - 3.13% |
| #12 | REGAL REXNORD CORP (RRX) - 0.85% | NVIDIA CORP (NVDA) - 2.91% |
| #13 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.84% | NETFLIX INC (NFLX) - 2.88% |
| #14 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.82% | ORACLE CORP (ORCL) - 2.85% |
| #15 | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.79% | META PLATFORMS INC CLASS A (META) - 2.56% |
| #16 | TOLL BROTHERS INC (TOL) - 0.77% | MICROSOFT CORP (MSFT) - 2.49% |
| #17 | ENTEGRIS INC (ENTG) - 0.76% | TESLA INC (TSLA) - 2.37% |
| #18 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.75% | n/a (PLTR) - 2.24% |
| #19 | UNUM GROUP (UNM) - 0.74% | TENCENT HOLDINGS LTD (n/a) - 2.15% |
| #20 | ALLY FINANCIAL INC (ALLY) - 0.73% | SIEMENS AG (n/a) - 2.06% |
| #21 | AMERICAN AIRLINES GROUP INC (AAL) - 0.47% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 2.04% |
| #22 | VOYA FINANCIAL INC (VOYA) - 0.47% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.81% |
| #23 | APTARGROUP INC (ATR) - 0.47% | QUALCOMM INC (QCOM) - 1.69% |
| #24 | ONTO INNOVATION INC (ONTO) - 0.47% | SAP SE ADR (SAP) - 1.66% |
| #25 | CLEAN HARBORS INC (CLH) - 0.46% | SALESFORCE INC (CRM) - 1.48% |
| Total Holdings | 265 | 88 |
IJJ vs AIQ - Historical Returns
Returns include dividend reinvestment.
1M
IJJ
+0.86%
Winner
AIQ
+20.64%
3M
IJJ
-0.47%
Winner
AIQ
+24.00%
6M
IJJ
+8.94%
Winner
AIQ
+18.41%
1Y
IJJ
+16.64%
Winner
AIQ
+53.16%
5Y(CAGR)
IJJ
+7.90%
Winner
AIQ
+17.85%
10Y(CAGR)
IJJ
+10.49%
AIQ
N/A
Max(CAGR)
IJJ
+10.23%
Winner
AIQ
+19.59%
IJJ vs AIQ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJJ | AIQ |
|---|---|---|
| 2026 | +5.50% | +18.65% |
| 2025 | +7.94% | +32.51% |
| 2024 | +11.60% | +27.13% |
| 2023 | +15.45% | +55.31% |
| 2022 | -7.75% | -36.63% |
| 2021 | +32.74% | +18.22% |
| 2020 | +3.67% | +49.55% |
| 2019 | +25.41% | +38.33% |
| 2018 | -12.86% | -14.04% |
| 2017 | +11.19% | N/A |
| 2016 | +27.52% | N/A |
| 2015 | -6.57% | N/A |
| 2014 | +12.92% | N/A |
| 2013 | +30.57% | N/A |
| 2012 | +16.68% | N/A |
| 2011 | -3.96% | N/A |
| 2010 | +20.61% | N/A |
| 2009 | +31.51% | N/A |
| 2008 | -34.46% | N/A |
| 2007 | +1.56% | N/A |
| 2006 | +12.53% | N/A |
| 2005 | +13.12% | N/A |
| 2004 | +18.20% | N/A |
| 2003 | +36.87% | N/A |
| 2002 | -9.74% | N/A |
| 2001 | +10.26% | N/A |
| 2000 | +19.96% | N/A |
IJJ vs AIQ Drawdown Comparison
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for AIQ was -44.66%, occurring on Oct 14, 2022. Recovery took 570 trading sessions.
The current IJJ drawdown is -2.33%. The current AIQ drawdown is -2.91%.
| Rank | IJJ | AIQ |
|---|---|---|
| #1 | -58.01% Jun 4, 2007 - Feb 7, 2011 | -44.66% Nov 16, 2021 - Feb 26, 2024 |
| #2 | -46.11% Jan 16, 2020 - Dec 4, 2020 | -31.88% Feb 19, 2020 - Jun 3, 2020 |
| #3 | -32.55% Apr 17, 2002 - Oct 7, 2003 | -26.35% Feb 18, 2025 - Jun 24, 2025 |
| #4 | -27.56% Apr 29, 2011 - Mar 15, 2012 | -23.65% Aug 29, 2018 - Mar 21, 2019 |
| #5 | -22.84% Aug 29, 2018 - Nov 5, 2019 | -16.47% Jan 28, 2026 - Apr 17, 2026 |
| #6 | -22.67% Nov 25, 2024 - Dec 10, 2025 | -13.99% Jul 10, 2024 - Sep 26, 2024 |
| #7 | -21.32% May 22, 2001 - Mar 1, 2002 | -12.04% May 3, 2019 - Jul 15, 2019 |
| #8 | -21.22% Jun 23, 2015 - Jul 12, 2016 | -11.63% Nov 3, 2025 - Jan 28, 2026 |
| #9 | -19.09% Jan 4, 2022 - Jan 27, 2023 | -11.30% Feb 16, 2021 - Jun 28, 2021 |
| #10 | -18.74% Feb 2, 2023 - Dec 19, 2023 | -9.63% Jul 26, 2019 - Nov 25, 2019 |
| #11 | -11.66% Feb 15, 2001 - Apr 30, 2001 | -9.58% Sep 2, 2020 - Oct 12, 2020 |
| #12 | -11.65% Mar 19, 2012 - Sep 6, 2012 | -8.38% Sep 7, 2021 - Nov 4, 2021 |
| #13 | -11.48% May 8, 2006 - Nov 15, 2006 | -8.07% Mar 12, 2024 - May 15, 2024 |
| #14 | -10.59% Feb 6, 2026 - Mar 20, 2026 | -7.78% Oct 13, 2020 - Nov 5, 2020 |
| #15 | -10.46% Sep 2, 2014 - Nov 24, 2014 | -6.90% Jun 14, 2018 - Aug 27, 2018 |
Correlation
Correlation between IJJ and AIQ is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2000 - 2026)
IJJ vs AIQ dividend yield comparison.
| Year | IJJ | AIQ |
|---|---|---|
| 2026 | 0.31% | 0.00% |
| 2025 | 1.79% | 0.18% |
| 2024 | 1.81% | 0.14% |
| 2023 | 1.68% | 0.16% |
| 2022 | 1.97% | 0.56% |
| 2021 | 1.62% | 0.15% |
| 2020 | 1.78% | 0.50% |
| 2019 | 1.70% | 0.51% |
| 2018 | 2.01% | 0.51% |
| 2017 | 1.52% | 0.00% |
| 2016 | 1.67% | 0.00% |
| 2015 | 1.83% | 0.00% |
| 2014 | 1.65% | 0.00% |
| 2013 | 1.48% | 0.00% |
| 2012 | 1.90% | 0.00% |
| 2011 | 1.78% | 0.00% |
| 2010 | 1.56% | 0.00% |
| 2009 | 2.05% | 0.00% |
| 2008 | 3.14% | 0.00% |
| 2007 | 1.74% | 0.00% |
| 2006 | 1.79% | 0.00% |
| 2005 | 1.64% | 0.00% |
| 2004 | 1.20% | 0.00% |
| 2003 | 1.23% | 0.00% |
| 2002 | 1.40% | 0.00% |
| 2001 | 1.18% | 0.00% |
| 2000 | 0.76% | 0.00% |
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