IJJ vs DBEF
Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and XTRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF, ETF).
5-Year PerformanceDBEF has outperformed IJJ, delivering a return of +13.8% compared to +9.9%
IJJ vs DBEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJJ
$8.70B
Winner
DBEF
$9B
Expense Ratio
Winner
IJJ
0.18%
DBEF
0.35%
Max Drawdown
IJJ
59.57%
Winner
DBEF
32.46%
Sharpe Ratio
IJJ
1.11
Winner
DBEF
1.61
5Y Beta
IJJ
0.89
Winner
DBEF
0.75
P/E Ratio
IJJ
21.62
DBEF
N/A
Forward P/E
IJJ
14.32
DBEF
N/A
PEG Ratio
IJJ
0.07
DBEF
N/A
5Y Dividends CAGR
IJJ
10.21%
Winner
DBEF
29.61%
5Y EPS CAGR
IJJ
10.09%
DBEF
N/A
Debt to Equity
IJJ
46.13%
DBEF
N/A
P/S Ratio
IJJ
1.07
DBEF
N/A
P/B Ratio
IJJ
2.07
DBEF
N/A
IJJ vs DBEF - Holdings Comparison
IJJ and DBEF have 1 common holdings. Overlap is -0.12%
IJJ's top 25 holdings weight is 20.23%. DBEF's top 25 holdings weight is 25.58%.
| Rank | IJJ | DBEF |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.29% | ASML HOLDING NV (n/a) - 3.16% |
| #2 | RELIANCE INC (RS) - 1.15% | n/a (n/a) - 1.50% |
| #3 | TD SYNNEX CORP (SNX) - 1.08% | HSBC HOLDINGS PLC (n/a) - 1.49% |
| #4 | PERFORMANCE FOOD GROUP CO (PFGC) - 1.03% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.30% |
| #5 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.97% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.25% |
| #6 | WESCO INTERNATIONAL INC (WCC) - 0.91% | ASTRAZENECA PLC (AZN:XLON) - 1.20% |
| #7 | OVINTIV INC (OVV) - 0.91% | NESTLE SA (n/a) - 1.18% |
| #8 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.90% | SIEMENS AG (n/a) - 1.03% |
| #9 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.88% | SHELL PLC (n/a) - 1.01% |
| #10 | JONES LANG LASALLE INC (JLL) - 0.88% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.00% |
| #11 | ARAMARK (ARMK) - 0.87% | BHP GROUP LTD (n/a) - 0.89% |
| #12 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.87% | BANCO SANTANDER SA (n/a) - 0.88% |
| #13 | REGAL REXNORD CORP (RRX) - 0.82% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.87% |
| #14 | TOLL BROTHERS INC (TOL) - 0.81% | TOKYO ELECTRON LTD (n/a) - 0.87% |
| #15 | WATSCO INC ORDINARY SHARES (WSO) - 0.78% | ALLIANZ SE (n/a) - 0.82% |
| #16 | BORGWARNER INC (BWA) - 0.77% | SCHNEIDER ELECTRIC SE (n/a) - 0.75% |
| #17 | ILLUMINA INC (ILMN) - 0.77% | SAP SE (n/a) - 0.73% |
| #18 | UNUM GROUP (UNM) - 0.76% | ABB LTD (n/a) - 0.73% |
| #19 | ENTEGRIS INC (ENTG) - 0.75% | TOYOTA MOTOR CORP (n/a) - 0.73% |
| #20 | ALCOA CORP (AA) - 0.75% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.73% |
| #21 | MAPLEBEAR INC (CART) - 0.46% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.72% |
| #22 | RPM INTERNATIONAL INC (RPM) - 0.46% | NOVO NORDISK AS CLASS B (n/a) - 0.70% |
| #23 | BURLINGTON STORES INC (BURL) - 0.46% | TOTALENERGIES SE (TTE) - 0.69% |
| #24 | CARLISLE COMPANIES INC (CSL) - 0.45% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.68% |
| #25 | REXFORD INDUSTRIAL REALTY INC (REXR) - 0.45% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 0.67% |
| Total Holdings | 261 | 686 |
IJJ vs DBEF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJJ
+2.20%
DBEF
+0.83%
3M
Winner
IJJ
+7.84%
DBEF
+5.14%
6M
Winner
IJJ
+8.29%
DBEF
+8.10%
1Y
IJJ
+20.94%
Winner
DBEF
+26.88%
5Y(CAGR)
IJJ
+9.89%
Winner
DBEF
+13.80%
10Y(CAGR)
IJJ
+10.52%
Winner
DBEF
+12.26%
Max(CAGR)
Winner
IJJ
+10.44%
DBEF
+10.24%
IJJ vs DBEF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJJ | DBEF |
|---|---|---|
| 2026 | +12.96% | +11.86% |
| 2025 | +7.94% | +22.40% |
| 2024 | +11.60% | +13.66% |
| 2023 | +15.45% | +18.12% |
| 2022 | -7.75% | -6.10% |
| 2021 | +32.74% | +18.93% |
| 2020 | +3.67% | +0.83% |
| 2019 | +25.41% | +24.53% |
| 2018 | -12.86% | -9.67% |
| 2017 | +11.19% | +14.87% |
| 2016 | +27.52% | +7.68% |
| 2015 | -6.57% | +3.62% |
| 2014 | +12.92% | +5.08% |
| 2013 | +30.57% | +21.87% |
| 2012 | +16.68% | +8.67% |
| 2011 | -3.96% | -13.19% |
| 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 DBEF Drawdown Comparison
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for DBEF was -32.46%, occurring on Mar 16, 2020. Recovery took 222 trading sessions.
The current DBEF drawdown is -1.73%.
| Rank | IJJ | DBEF |
|---|---|---|
| #1 | -58.01% Jun 4, 2007 - Feb 7, 2011 | -32.46% Feb 12, 2020 - Dec 29, 2020 |
| #2 | -46.11% Jan 16, 2020 - Dec 4, 2020 | -23.46% Apr 10, 2015 - Mar 1, 2017 |
| #3 | -32.55% Apr 17, 2002 - Oct 7, 2003 | -21.59% Jul 7, 2011 - Oct 31, 2012 |
| #4 | -27.56% Apr 29, 2011 - Mar 15, 2012 | -15.40% Jan 23, 2018 - Apr 16, 2019 |
| #5 | -22.84% Aug 29, 2018 - Nov 5, 2019 | -14.99% Jan 4, 2022 - Jan 23, 2023 |
| #6 | -22.67% Nov 25, 2024 - Dec 10, 2025 | -14.62% Feb 18, 2025 - May 12, 2025 |
| #7 | -21.32% May 22, 2001 - Mar 1, 2002 | -11.65% May 21, 2013 - Sep 18, 2013 |
| #8 | -21.22% Jun 23, 2015 - Jul 12, 2016 | -11.42% Dec 19, 2012 - Mar 11, 2013 |
| #9 | -19.09% Jan 4, 2022 - Jan 27, 2023 | -10.15% Oct 31, 2012 - Dec 19, 2012 |
| #10 | -18.74% Feb 2, 2023 - Dec 19, 2023 | -9.77% Jul 12, 2024 - Oct 14, 2024 |
| #11 | -11.66% Feb 15, 2001 - Apr 30, 2001 | -9.61% Sep 10, 2014 - Nov 18, 2014 |
| #12 | -11.65% Mar 19, 2012 - Sep 6, 2012 | -9.41% Feb 25, 2026 - May 20, 2026 |
| #13 | -11.48% May 8, 2006 - Nov 15, 2006 | -8.48% Jan 21, 2014 - May 27, 2014 |
| #14 | -10.59% Feb 6, 2026 - Jun 2, 2026 | -7.59% Dec 5, 2014 - Jan 26, 2015 |
| #15 | -10.46% Sep 2, 2014 - Nov 24, 2014 | -6.91% Jul 3, 2019 - Sep 12, 2019 |
Correlation
Correlation between IJJ and DBEF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IJJ vs DBEF dividend yield comparison.
| Year | IJJ | DBEF |
|---|---|---|
| 2026 | 0.64% | 0.00% |
| 2025 | 1.79% | 5.55% |
| 2024 | 1.81% | 1.29% |
| 2023 | 1.68% | 4.46% |
| 2022 | 1.97% | 15.85% |
| 2021 | 1.62% | 2.28% |
| 2020 | 1.78% | 2.41% |
| 2019 | 1.70% | 3.03% |
| 2018 | 2.01% | 3.22% |
| 2017 | 1.52% | 2.98% |
| 2016 | 1.67% | 2.55% |
| 2015 | 1.83% | 3.70% |
| 2014 | 1.65% | 5.08% |
| 2013 | 1.48% | 1.48% |
| 2012 | 1.90% | 18.51% |
| 2011 | 1.78% | 0.44% |
| 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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