IJJ vs DFEM
Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF (DFEM, ETF).
IJJ vs DFEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJJ
$8.50B
DFEM
$8.50B
Expense Ratio
Winner
IJJ
0.18%
DFEM
0.39%
Max Drawdown
IJJ
59.57%
Winner
DFEM
21.85%
Sharpe Ratio
IJJ
1.03
Winner
DFEM
2.14
5Y Beta
IJJ
0.91
Winner
DFEM
0.74
P/E Ratio
IJJ
21.38
DFEM
N/A
Forward P/E
IJJ
13.91
DFEM
N/A
PEG Ratio
IJJ
0.22
DFEM
N/A
5Y Dividends CAGR
IJJ
12.71%
DFEM
N/A
5Y EPS CAGR
IJJ
9.78%
DFEM
N/A
Debt to Equity
IJJ
13.02%
DFEM
N/A
P/S Ratio
IJJ
1.00
DFEM
N/A
P/B Ratio
IJJ
2.05
DFEM
N/A
IJJ vs DFEM - Holdings Comparison
IJJ and DFEM have 0 common holdings. Overlap is 0.00%
IJJ's top 25 holdings weight is 20.46%. DFEM's top 25 holdings weight is 4.52%.
| Rank | IJJ | DFEM |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.21% | ICICI BANK LTD ADR (IBN) - 0.64% |
| #2 | RELIANCE INC (RS) - 1.14% | PDD HOLDINGS INC ADR (PDD) - 0.49% |
| #3 | OVINTIV INC (OVV) - 1.05% | HDFC BANK LTD ADR (HDB) - 0.48% |
| #4 | TD SYNNEX CORP (SNX) - 1.03% | INFOSYS LTD ADR (INFY) - 0.40% |
| #5 | WESCO INTERNATIONAL INC (WCC) - 1.02% | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.37% |
| #6 | PERMIAN RESOURCES CORP CLASS A (PR) - 1.01% | VALE SA ADR (VALE) - 0.32% |
| #7 | ALCOA CORP (AA) - 0.98% | YUM CHINA HOLDINGS INC (YUMC) - 0.20% |
| #8 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.97% | GOLD FIELDS LTD ADR (GFI) - 0.18% |
| #9 | JONES LANG LASALLE INC (JLL) - 0.90% | VIPSHOP HOLDINGS LTD ADR (VIPS) - 0.16% |
| #10 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.89% | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 0.15% |
| #11 | WATSCO INC ORDINARY SHARES (WSO) - 0.87% | EMBRAER SA ADR (ERJ) - 0.13% |
| #12 | REGAL REXNORD CORP (RRX) - 0.85% | CEMEX SAB DE CV ADR (CX) - 0.10% |
| #13 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.84% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.10% |
| #14 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.82% | DR REDDY'S LABORATORIES LTD ADR (RDY) - 0.10% |
| #15 | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.79% | HARMONY GOLD MINING CO LTD ADR (HMY) - 0.09% |
| #16 | TOLL BROTHERS INC (TOL) - 0.77% | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 0.09% |
| #17 | ENTEGRIS INC (ENTG) - 0.76% | n/a (PAC) - 0.08% |
| #18 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.75% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 0.06% |
| #19 | UNUM GROUP (UNM) - 0.74% | GERDAU SA ADR (GGB) - 0.06% |
| #20 | ALLY FINANCIAL INC (ALLY) - 0.73% | TENCENT MUSIC ENTERTAINMENT GROUP ADR (TME) - 0.06% |
| #21 | AMERICAN AIRLINES GROUP INC (AAL) - 0.47% | NETEASE INC ADR (NTES) - 0.06% |
| #22 | VOYA FINANCIAL INC (VOYA) - 0.47% | n/a (BGKKF) - 0.05% |
| #23 | APTARGROUP INC (ATR) - 0.47% | ANGLOGOLD ASHANTI PLC (AU) - 0.05% |
| #24 | ONTO INNOVATION INC (ONTO) - 0.47% | n/a (ASR) - 0.05% |
| #25 | CLEAN HARBORS INC (CLH) - 0.46% | CREDICORP LTD (BAP) - 0.05% |
| Total Holdings | 265 | 27 |
IJJ vs DFEM - Historical Returns
Returns include dividend reinvestment.
1M
IJJ
+0.86%
Winner
DFEM
+6.81%
3M
IJJ
-0.47%
Winner
DFEM
+8.32%
6M
IJJ
+8.94%
Winner
DFEM
+19.93%
1Y
IJJ
+16.64%
Winner
DFEM
+45.68%
5Y(CAGR)
IJJ
+7.90%
Winner
DFEM
+14.69%
10Y(CAGR)
IJJ
+10.49%
DFEM
N/A
Max(CAGR)
IJJ
+10.23%
Winner
DFEM
+14.69%
IJJ vs DFEM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJJ | DFEM |
|---|---|---|
| 2026 | +5.50% | +17.45% |
| 2025 | +7.94% | +29.99% |
| 2024 | +11.60% | +8.75% |
| 2023 | +15.45% | +12.86% |
| 2022 | -7.75% | -8.68% |
| 2021 | +32.74% | N/A |
| 2020 | +3.67% | N/A |
| 2019 | +25.41% | N/A |
| 2018 | -12.86% | N/A |
| 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 DFEM Drawdown Comparison
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for DFEM was -20.81%, occurring on Oct 24, 2022. Recovery took 309 trading sessions.
The current IJJ drawdown is -2.33%. The current DFEM drawdown is -2.84%.
| Rank | IJJ | DFEM |
|---|---|---|
| #1 | -58.01% Jun 4, 2007 - Feb 7, 2011 | -20.81% May 4, 2022 - Jul 28, 2023 |
| #2 | -46.11% Jan 16, 2020 - Dec 4, 2020 | -18.09% Oct 7, 2024 - Jun 4, 2025 |
| #3 | -32.55% Apr 17, 2002 - Oct 7, 2003 | -12.12% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -27.56% Apr 29, 2011 - Mar 15, 2012 | -11.00% Jul 31, 2023 - Feb 20, 2024 |
| #5 | -22.84% Aug 29, 2018 - Nov 5, 2019 | -8.86% Jul 12, 2024 - Sep 24, 2024 |
| #6 | -22.67% Nov 25, 2024 - Dec 10, 2025 | -4.66% Oct 29, 2025 - Jan 2, 2026 |
| #7 | -21.32% May 22, 2001 - Mar 1, 2002 | -4.50% Apr 9, 2024 - May 2, 2024 |
| #8 | -21.22% Jun 23, 2015 - Jul 12, 2016 | -4.08% Oct 8, 2025 - Oct 20, 2025 |
| #9 | -19.09% Jan 4, 2022 - Jan 27, 2023 | -3.90% May 17, 2024 - Jul 3, 2024 |
| #10 | -18.74% Feb 2, 2023 - Dec 19, 2023 | -3.06% Jul 23, 2025 - Aug 12, 2025 |
| #11 | -11.66% Feb 15, 2001 - Apr 30, 2001 | -2.84% May 8, 2026 - May 12, 2026 |
| #12 | -11.65% Mar 19, 2012 - Sep 6, 2012 | -2.75% Jan 28, 2026 - Feb 9, 2026 |
| #13 | -11.48% May 8, 2006 - Nov 15, 2006 | -2.65% Jun 12, 2025 - Jun 24, 2025 |
| #14 | -10.59% Feb 6, 2026 - Mar 20, 2026 | -2.07% Apr 17, 2026 - Apr 30, 2026 |
| #15 | -10.46% Sep 2, 2014 - Nov 24, 2014 | -1.70% Jul 3, 2025 - Jul 16, 2025 |
Correlation
Correlation between IJJ and DFEM 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 DFEM dividend yield comparison.
| Year | IJJ | DFEM |
|---|---|---|
| 2026 | 0.31% | 0.12% |
| 2025 | 1.79% | 2.32% |
| 2024 | 1.81% | 2.50% |
| 2023 | 1.68% | 2.38% |
| 2022 | 1.97% | 1.99% |
| 2021 | 1.62% | 0.00% |
| 2020 | 1.78% | 0.00% |
| 2019 | 1.70% | 0.00% |
| 2018 | 2.01% | 0.00% |
| 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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