IJJ vs IDV
Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV, ETF).
5-Year PerformanceIDV has outperformed IJJ, delivering a return of +12.3% compared to +7.1%
IJJ vs IDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IJJ
$8B
IDV
$7.90B
Expense Ratio
Winner
IJJ
0.18%
IDV
0.50%
Max Drawdown
Winner
IJJ
59.57%
IDV
72.82%
Sharpe Ratio
IJJ
1.21
Winner
IDV
2.64
5Y Beta
IJJ
0.91
Winner
IDV
0.49
P/E Ratio
IJJ
21.73
IDV
N/A
Forward P/E
IJJ
13.92
IDV
N/A
PEG Ratio
IJJ
0.21
IDV
N/A
5Y Dividends CAGR
Winner
IJJ
12.72%
IDV
5.94%
5Y EPS CAGR
IJJ
9.07%
IDV
N/A
Debt to Equity
IJJ
13.40%
IDV
N/A
P/S Ratio
IJJ
1.01
IDV
N/A
P/B Ratio
IJJ
2.02
IDV
N/A
IJJ vs IDV - Holdings Comparison
IJJ and IDV have 1 common holdings. Overlap is -0.41%
IJJ's top 25 holdings weight is 20.42%. IDV's top 25 holdings weight is 50.29%.
| Rank | IJJ | IDV |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.20% | TOTALENERGIES SE (TTE:XPAR) - 4.81% |
| #2 | RELIANCE INC (RS) - 1.13% | BRITISH AMERICAN TOBACCO PLC (n/a) - 3.60% |
| #3 | ALCOA CORP (AA) - 1.04% | ENEL SPA (n/a) - 3.10% |
| #4 | TD SYNNEX CORP (SNX) - 1.01% | ENI SPA (n/a) - 2.83% |
| #5 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.98% | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.81% |
| #6 | JONES LANG LASALLE INC (JLL) - 0.96% | MERCEDES-BENZ GROUP AG (MBG:XETR) - 2.37% |
| #7 | WATSCO INC ORDINARY SHARES (WSO) - 0.95% | TELEFONICA SA (TEFOF) - 2.33% |
| #8 | OVINTIV INC (OVV) - 0.94% | AKER BP ASA (n/a) - 2.10% |
| #9 | WESCO INTERNATIONAL INC (WCC) - 0.92% | ZURICH INSURANCE GROUP AG (n/a) - 1.85% |
| #10 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.91% | VOLKSWAGEN AG PARTICIPATING PREFERRED (n/a) - 1.84% |
| #11 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.88% | FORTESCUE LTD (n/a) - 1.80% |
| #12 | REGAL REXNORD CORP (RRX) - 0.85% | REPSOL SA (n/a) - 1.79% |
| #13 | ENTEGRIS INC (ENTG) - 0.85% | OMV AG (n/a) - 1.66% |
| #14 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.83% | ORANGE SA (n/a) - 1.66% |
| #15 | TOLL BROTHERS INC (TOL) - 0.83% | ING GROEP NV (n/a) - 1.63% |
| #16 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.82% | NORDEA BANK ABP (n/a) - 1.62% |
| #17 | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.79% | IMPERIAL BRANDS PLC (n/a) - 1.54% |
| #18 | ALLY FINANCIAL INC (ALLY) - 0.74% | NATWEST GROUP PLC (n/a) - 1.45% |
| #19 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.73% | BANK OF NOVA SCOTIA (BNS) - 1.44% |
| #20 | ARAMARK (ARMK) - 0.72% | NATURGY ENERGY GROUP SA (n/a) - 1.41% |
| #21 | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.47% | CARREFOUR (n/a) - 1.40% |
| #22 | RPM INTERNATIONAL INC (RPM) - 0.47% | BANCO BPM SPA (n/a) - 1.34% |
| #23 | MAPLEBEAR INC (CART) - 0.47% | KIA CORP (n/a) - 1.33% |
| #24 | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 0.47% | APA GROUP (n/a) - 1.31% |
| #25 | VOYA FINANCIAL INC (VOYA) - 0.46% | BANCO DE SABADELL SA (n/a) - 1.27% |
| Total Holdings | 265 | 120 |
IJJ vs IDV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJJ
+3.02%
IDV
+1.78%
3M
IJJ
-0.59%
Winner
IDV
+3.47%
6M
IJJ
+11.50%
Winner
IDV
+20.72%
1Y
IJJ
+22.48%
Winner
IDV
+44.70%
5Y(CAGR)
IJJ
+7.14%
Winner
IDV
+12.34%
10Y(CAGR)
IJJ
+10.67%
Winner
IDV
+10.71%
Max(CAGR)
Winner
IJJ
+10.29%
IDV
+4.92%
IJJ vs IDV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJJ | IDV |
|---|---|---|
| 2026 | +6.88% | +11.98% |
| 2025 | +7.94% | +52.29% |
| 2024 | +11.60% | +4.41% |
| 2023 | +15.45% | +10.20% |
| 2022 | -7.75% | -7.00% |
| 2021 | +32.74% | +10.67% |
| 2020 | +3.67% | -7.01% |
| 2019 | +25.41% | +23.86% |
| 2018 | -12.86% | -11.18% |
| 2017 | +11.19% | +18.64% |
| 2016 | +27.52% | +9.21% |
| 2015 | -6.57% | -10.47% |
| 2014 | +12.92% | -4.46% |
| 2013 | +30.57% | +17.28% |
| 2012 | +16.68% | +16.31% |
| 2011 | -3.96% | -7.56% |
| 2010 | +20.61% | +8.59% |
| 2009 | +31.51% | +57.86% |
| 2008 | -34.46% | -51.98% |
| 2007 | +1.56% | -6.71% |
| 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 IDV Drawdown Comparison
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for IDV was -70.15%, occurring on Mar 9, 2009. Recovery took 1588 trading sessions.
The current IJJ drawdown is -1.04%. The current IDV drawdown is -0.47%.
| Rank | IJJ | IDV |
|---|---|---|
| #1 | -58.01% Jun 4, 2007 - Feb 7, 2011 | -70.15% Oct 31, 2007 - Feb 24, 2014 |
| #2 | -46.11% Jan 16, 2020 - Dec 4, 2020 | -42.50% Feb 12, 2020 - Mar 11, 2021 |
| #3 | -32.55% Apr 17, 2002 - Oct 7, 2003 | -32.43% Jul 3, 2014 - Jan 4, 2018 |
| #4 | -27.56% Apr 29, 2011 - Mar 15, 2012 | -29.12% Feb 9, 2022 - May 7, 2024 |
| #5 | -22.84% Aug 29, 2018 - Nov 5, 2019 | -17.77% Jan 26, 2018 - Nov 12, 2019 |
| #6 | -22.67% Nov 25, 2024 - Dec 10, 2025 | -16.68% Jul 19, 2007 - Oct 9, 2007 |
| #7 | -21.32% May 22, 2001 - Mar 1, 2002 | -11.86% Mar 18, 2025 - Apr 22, 2025 |
| #8 | -21.22% Jun 23, 2015 - Jul 12, 2016 | -10.14% Sep 27, 2024 - Mar 5, 2025 |
| #9 | -19.09% Jan 4, 2022 - Jan 27, 2023 | -9.60% Jun 2, 2021 - Jan 12, 2022 |
| #10 | -18.74% Feb 2, 2023 - Dec 19, 2023 | -8.52% Feb 25, 2026 - May 6, 2026 |
| #11 | -11.66% Feb 15, 2001 - Apr 30, 2001 | -6.86% May 17, 2024 - Aug 19, 2024 |
| #12 | -11.65% Mar 19, 2012 - Sep 6, 2012 | -4.19% Nov 12, 2025 - Nov 28, 2025 |
| #13 | -11.48% May 8, 2006 - Nov 15, 2006 | -3.96% Oct 12, 2007 - Oct 29, 2007 |
| #14 | -10.59% Feb 6, 2026 - Mar 20, 2026 | -3.33% Jul 23, 2025 - Aug 8, 2025 |
| #15 | -10.46% Sep 2, 2014 - Nov 24, 2014 | -3.17% Mar 6, 2014 - Apr 1, 2014 |
Correlation
Correlation between IJJ and IDV 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 IDV dividend yield comparison.
| Year | IJJ | IDV |
|---|---|---|
| 2026 | 0.31% | 0.45% |
| 2025 | 1.79% | 4.94% |
| 2024 | 1.81% | 6.46% |
| 2023 | 1.68% | 6.51% |
| 2022 | 1.97% | 7.33% |
| 2021 | 1.62% | 5.78% |
| 2020 | 1.78% | 5.47% |
| 2019 | 1.70% | 5.15% |
| 2018 | 2.01% | 5.93% |
| 2017 | 1.52% | 4.52% |
| 2016 | 1.67% | 4.69% |
| 2015 | 1.83% | 5.08% |
| 2014 | 1.65% | 6.03% |
| 2013 | 1.48% | 4.48% |
| 2012 | 1.90% | 4.84% |
| 2011 | 1.78% | 5.47% |
| 2010 | 1.56% | 3.92% |
| 2009 | 2.05% | 3.37% |
| 2008 | 3.14% | 13.84% |
| 2007 | 1.74% | 2.26% |
| 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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