IJJ vs IBB
Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and ISHARES BIOTECHNOLOGY ETF (IBB, ETF).
5-Year PerformanceIJJ has outperformed IBB, delivering a return of +7.1% compared to +2.8%
IJJ vs IBB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJJ
$8B
Winner
IBB
$8.10B
Expense Ratio
Winner
IJJ
0.18%
IBB
0.44%
Max Drawdown
Winner
IJJ
59.57%
IBB
62.85%
Sharpe Ratio
IJJ
1.21
Winner
IBB
1.66
5Y Beta
IJJ
0.91
Winner
IBB
0.80
P/E Ratio
IJJ
21.73
Winner
IBB
-240.05
Forward P/E
Winner
IJJ
13.92
IBB
17.67
PEG Ratio
IJJ
0.21
IBB
N/A
5Y Dividends CAGR
Winner
IJJ
12.72%
IBB
10.38%
5Y EPS CAGR
IJJ
9.07%
Winner
IBB
24.54%
Debt to Equity
Winner
IJJ
13.40%
IBB
99.91%
P/S Ratio
Winner
IJJ
1.01
IBB
7.06
P/B Ratio
Winner
IJJ
2.02
IBB
4.64
IJJ vs IBB - Holdings Comparison
IJJ and IBB have 6 common holdings. Overlap is 0.67%
IJJ's top 25 holdings weight is 20.42%. IBB's top 25 holdings weight is 68.66%.
| Rank | IJJ | IBB |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.20% | GILEAD SCIENCES INC (GILD) - 9.71% |
| #2 | RELIANCE INC (RS) - 1.13% | VERTEX PHARMACEUTICALS INC (VRTX) - 9.05% |
| #3 | ALCOA CORP (AA) - 1.04% | AMGEN INC (AMGN) - 8.92% |
| #4 | TD SYNNEX CORP (SNX) - 1.01% | REGENERON PHARMACEUTICALS INC (REGN) - 6.89% |
| #5 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.98% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 3.72% |
| #6 | JONES LANG LASALLE INC (JLL) - 0.96% | INSMED INC (INSM) - 2.73% |
| #7 | WATSCO INC ORDINARY SHARES (WSO) - 0.95% | ARGENX SE ADR (ARGX) - 2.56% |
| #8 | OVINTIV INC (OVV) - 0.94% | BIOGEN INC (BIIB) - 2.41% |
| #9 | WESCO INTERNATIONAL INC (WCC) - 0.92% | NATERA INC (NTRA) - 2.33% |
| #10 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.91% | UNITED THERAPEUTICS CORP (UTHR) - 2.00% |
| #11 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.88% | BEONE MEDICINES LTD ADR (ONC) - 1.88% |
| #12 | REGAL REXNORD CORP (RRX) - 0.85% | MODERNA INC (MRNA) - 1.66% |
| #13 | ENTEGRIS INC (ENTG) - 0.85% | INCYTE CORP (INCY) - 1.62% |
| #14 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.83% | ILLUMINA INC (ILMN) - 1.59% |
| #15 | TOLL BROTHERS INC (TOL) - 0.83% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.47% |
| #16 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.82% | GENMAB AS ADR (GMAB) - 1.17% |
| #17 | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.79% | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.13% |
| #18 | ALLY FINANCIAL INC (ALLY) - 0.74% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.10% |
| #19 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.73% | BRIDGEBIO PHARMA INC (BBIO) - 1.05% |
| #20 | ARAMARK (ARMK) - 0.72% | IONIS PHARMACEUTICALS INC (IONS) - 1.03% |
| #21 | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.47% | BIOMARIN PHARMACEUTICAL INC (BMRN) - 0.98% |
| #22 | RPM INTERNATIONAL INC (RPM) - 0.47% | ASCENDIS PHARMA AS ADR (ASND) - 0.96% |
| #23 | MAPLEBEAR INC (CART) - 0.47% | EXELIXIS INC (EXEL) - 0.96% |
| #24 | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 0.47% | MEDPACE HOLDINGS INC (MEDP) - 0.92% |
| #25 | VOYA FINANCIAL INC (VOYA) - 0.46% | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.82% |
| Total Holdings | 265 | 258 |
IJJ vs IBB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJJ
+3.02%
IBB
-1.12%
3M
Winner
IJJ
-0.59%
IBB
-2.47%
6M
Winner
IJJ
+11.50%
IBB
+7.94%
1Y
IJJ
+22.48%
Winner
IBB
+42.93%
5Y(CAGR)
Winner
IJJ
+7.14%
IBB
+2.84%
10Y(CAGR)
Winner
IJJ
+10.67%
IBB
+7.17%
Max(CAGR)
Winner
IJJ
+10.29%
IBB
+6.71%
IJJ vs IBB - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJJ | IBB |
|---|---|---|
| 2026 | +6.88% | +0.63% |
| 2025 | +7.94% | +27.31% |
| 2024 | +11.60% | -3.98% |
| 2023 | +15.45% | +4.76% |
| 2022 | -7.75% | -13.55% |
| 2021 | +32.74% | +1.62% |
| 2020 | +3.67% | +26.66% |
| 2019 | +25.41% | +24.04% |
| 2018 | -12.86% | -11.66% |
| 2017 | +11.19% | +18.90% |
| 2016 | +27.52% | -18.66% |
| 2015 | -6.57% | +10.47% |
| 2014 | +12.92% | +33.81% |
| 2013 | +30.57% | +60.40% |
| 2012 | +16.68% | +30.91% |
| 2011 | -3.96% | +10.68% |
| 2010 | +20.61% | +13.15% |
| 2009 | +31.51% | +13.54% |
| 2008 | -34.46% | -11.83% |
| 2007 | +1.56% | +4.68% |
| 2006 | +12.53% | -0.82% |
| 2005 | +13.12% | +3.75% |
| 2004 | +18.20% | +3.40% |
| 2003 | +36.87% | +41.11% |
| 2002 | -9.74% | -44.49% |
| 2001 | +10.26% | -12.03% |
| 2000 | +19.96% | N/A |
IJJ vs IBB Drawdown Comparison
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for IBB was -62.85%, occurring on Jul 10, 2002. Recovery took 2488 trading sessions.
The current IJJ drawdown is -1.04%. The current IBB drawdown is -4.26%.
| Rank | IJJ | IBB |
|---|---|---|
| #1 | -58.01% Jun 4, 2007 - Feb 7, 2011 | -62.85% Jun 5, 2001 - Apr 27, 2011 |
| #2 | -46.11% Jan 16, 2020 - Dec 4, 2020 | -39.82% Aug 9, 2021 - Jan 7, 2026 |
| #3 | -32.55% Apr 17, 2002 - Oct 7, 2003 | -39.24% Jul 20, 2015 - May 11, 2020 |
| #4 | -27.56% Apr 29, 2011 - Mar 15, 2012 | -34.69% Feb 12, 2001 - May 22, 2001 |
| #5 | -22.84% Aug 29, 2018 - Nov 5, 2019 | -22.65% Jul 8, 2011 - Jan 10, 2012 |
| #6 | -22.67% Nov 25, 2024 - Dec 10, 2025 | -21.18% Feb 25, 2014 - Aug 26, 2014 |
| #7 | -21.32% May 22, 2001 - Mar 1, 2002 | -15.26% Feb 8, 2021 - Aug 5, 2021 |
| #8 | -21.22% Jun 23, 2015 - Jul 12, 2016 | -12.98% Jul 20, 2020 - Dec 3, 2020 |
| #9 | -19.09% Jan 4, 2022 - Jan 27, 2023 | -12.75% Oct 5, 2012 - Feb 1, 2013 |
| #10 | -18.74% Feb 2, 2023 - Dec 19, 2023 | -9.81% May 14, 2013 - Jul 11, 2013 |
| #11 | -11.66% Feb 15, 2001 - Apr 30, 2001 | -9.63% Jan 22, 2026 - Mar 27, 2026 |
| #12 | -11.65% Mar 19, 2012 - Sep 6, 2012 | -9.25% Apr 23, 2015 - Jun 11, 2015 |
| #13 | -11.48% May 8, 2006 - Nov 15, 2006 | -9.02% Oct 1, 2013 - Nov 21, 2013 |
| #14 | -10.59% Feb 6, 2026 - Mar 20, 2026 | -8.60% Sep 24, 2014 - Oct 23, 2014 |
| #15 | -10.46% Sep 2, 2014 - Nov 24, 2014 | -7.55% Mar 20, 2015 - Apr 23, 2015 |
Correlation
Correlation between IJJ and IBB is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2000 - 2026)
IJJ vs IBB dividend yield comparison.
| Year | IJJ | IBB |
|---|---|---|
| 2026 | 0.31% | 0.07% |
| 2025 | 1.79% | 0.23% |
| 2024 | 1.81% | 0.29% |
| 2023 | 1.68% | 0.26% |
| 2022 | 1.97% | 0.31% |
| 2021 | 1.62% | 0.21% |
| 2020 | 1.78% | 0.21% |
| 2019 | 1.70% | 0.33% |
| 2018 | 2.01% | 0.20% |
| 2017 | 1.52% | 0.30% |
| 2016 | 1.67% | 0.19% |
| 2015 | 1.83% | 0.03% |
| 2014 | 1.65% | 0.15% |
| 2013 | 1.48% | 0.03% |
| 2012 | 1.90% | 0.48% |
| 2011 | 1.78% | 0.01% |
| 2010 | 1.56% | 0.55% |
| 2009 | 2.05% | 0.00% |
| 2008 | 3.14% | 0.25% |
| 2007 | 1.74% | 0.11% |
| 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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