IJJ vs BLV
Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES (BLV, ETF).
5-Year PerformanceIJJ has outperformed BLV, delivering a return of +8.2% compared to -3.5%
IJJ vs BLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IJJ vs BLV - Historical Returns
Returns include dividend reinvestment.
IJJ vs BLV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJJ | BLV |
|---|---|---|
| 2026 | +10.60% | +0.87% |
| 2025 | +7.94% | +6.29% |
| 2024 | +11.60% | -3.04% |
| 2023 | +15.45% | +6.00% |
| 2022 | -7.75% | -25.67% |
| 2021 | +32.74% | -2.55% |
| 2020 | +3.67% | +15.55% |
| 2019 | +25.41% | +18.60% |
| 2018 | -12.86% | -3.25% |
| 2017 | +11.19% | +10.31% |
| 2016 | +27.52% | +6.50% |
| 2015 | -6.57% | -4.71% |
| 2014 | +12.92% | +19.86% |
| 2013 | +30.57% | -8.08% |
| 2012 | +16.68% | +8.52% |
| 2011 | -3.96% | +22.81% |
| 2010 | +20.61% | +9.46% |
| 2009 | +31.51% | +2.41% |
| 2008 | -34.46% | +9.20% |
| 2007 | +1.56% | +6.27% |
| 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 BLV Drawdown Comparison
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for BLV was -38.28%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current IJJ drawdown is -0.06%. The current BLV drawdown is -23.85%.
| Rank | IJJ | BLV |
|---|---|---|
| #1 | -58.01% Jun 4, 2007 - Feb 7, 2011 | -38.28% Aug 6, 2020 - Oct 19, 2023 |
| #2 | -46.11% Jan 16, 2020 - Dec 4, 2020 | -20.04% Mar 9, 2020 - Jul 7, 2020 |
| #3 | -32.55% Apr 17, 2002 - Oct 7, 2003 | -14.49% May 2, 2013 - Jul 21, 2014 |
| #4 | -27.56% Apr 29, 2011 - Mar 15, 2012 | -12.71% Sep 15, 2008 - Dec 11, 2008 |
| #5 | -22.84% Aug 29, 2018 - Nov 5, 2019 | -12.37% Jan 30, 2015 - Jun 3, 2016 |
| #6 | -22.67% Nov 25, 2024 - Dec 10, 2025 | -12.13% Jul 8, 2016 - Mar 22, 2019 |
| #7 | -21.32% May 22, 2001 - Mar 1, 2002 | -11.20% Dec 30, 2008 - Sep 2, 2009 |
| #8 | -21.22% Jun 23, 2015 - Jul 12, 2016 | -10.32% Aug 26, 2010 - Jul 29, 2011 |
| #9 | -19.09% Jan 4, 2022 - Jan 27, 2023 | -5.97% Aug 28, 2019 - Jan 27, 2020 |
| #10 | -18.74% Feb 2, 2023 - Dec 19, 2023 | -5.84% Jul 25, 2012 - May 1, 2013 |
| #11 | -11.66% Feb 15, 2001 - Apr 30, 2001 | -5.61% May 7, 2007 - Aug 31, 2007 |
| #12 | -11.65% Mar 19, 2012 - Sep 6, 2012 | -5.31% Sep 22, 2011 - Dec 19, 2011 |
| #13 | -11.48% May 8, 2006 - Nov 15, 2006 | -5.13% Jan 31, 2012 - May 4, 2012 |
| #14 | -10.59% Feb 6, 2026 - Jun 2, 2026 | -5.13% Oct 1, 2009 - Apr 27, 2010 |
| #15 | -10.46% Sep 2, 2014 - Nov 24, 2014 | -4.93% Mar 20, 2008 - Sep 10, 2008 |
Correlation
Correlation between IJJ and BLV is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
IJJ vs BLV dividend yield comparison.
| Year | IJJ | BLV |
|---|---|---|
| 2026 | 0.65% | 1.99% |
| 2025 | 1.79% | 4.67% |
| 2024 | 1.81% | 5.09% |
| 2023 | 1.68% | 4.06% |
| 2022 | 1.97% | 4.17% |
| 2021 | 1.62% | 3.37% |
| 2020 | 1.78% | 6.12% |
| 2019 | 1.70% | 3.57% |
| 2018 | 2.01% | 4.07% |
| 2017 | 1.52% | 3.63% |
| 2016 | 1.67% | 4.16% |
| 2015 | 1.83% | 4.37% |
| 2014 | 1.65% | 3.88% |
| 2013 | 1.48% | 4.85% |
| 2012 | 1.90% | 5.66% |
| 2011 | 1.78% | 5.11% |
| 2010 | 1.56% | 5.85% |
| 2009 | 2.05% | 5.26% |
| 2008 | 3.14% | 4.99% |
| 2007 | 1.74% | 3.57% |
| 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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