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 +12.0% compared to +8.6%
IJJ vs IDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJJ
$8.50B
Winner
IDV
$8.60B
Expense Ratio
Winner
IJJ
0.18%
IDV
0.50%
Max Drawdown
Winner
IJJ
59.57%
IDV
72.82%
Sharpe Ratio
IJJ
1.11
Winner
IDV
1.86
5Y Beta
IJJ
0.90
Winner
IDV
0.49
P/E Ratio
IJJ
22.22
IDV
N/A
Forward P/E
IJJ
13.97
IDV
N/A
PEG Ratio
IJJ
0.07
IDV
N/A
5Y Dividends CAGR
IJJ
10.22%
Winner
IDV
12.48%
5Y EPS CAGR
IJJ
9.77%
IDV
N/A
Debt to Equity
IJJ
45.77%
IDV
N/A
P/S Ratio
IJJ
1.03
IDV
N/A
P/B Ratio
IJJ
1.94
IDV
N/A
IJJ vs IDV - Holdings Comparison
IJJ and IDV have 1 common holdings. Overlap is -2.54%
IJJ's top 25 holdings weight is 20.43%. IDV's top 25 holdings weight is 52.11%.
| Rank | IJJ | IDV |
|---|---|---|
| #1 | RELIANCE INC (RS) - 1.24% | TOTALENERGIES SE (TTE:XPAR) - 4.48% |
| #2 | TD SYNNEX CORP (SNX) - 1.22% | BRITISH AMERICAN TOBACCO PLC (n/a) - 3.77% |
| #3 | US FOODS HOLDING CORP (USFD) - 1.18% | ENEL SPA (n/a) - 3.10% |
| #4 | WESCO INTERNATIONAL INC (WCC) - 1.00% | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.96% |
| #5 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.95% | ENI SPA (n/a) - 2.66% |
| #6 | ALCOA CORP (AA) - 0.94% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.55% |
| #7 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.93% | TELEFONICA SA (TEFOF) - 2.27% |
| #8 | BORGWARNER INC (BWA) - 0.87% | MERCEDES-BENZ GROUP AG (MBG:XETR) - 2.21% |
| #9 | OVINTIV INC (OVV) - 0.86% | ZURICH INSURANCE GROUP AG (n/a) - 1.96% |
| #10 | REGAL REXNORD CORP (RRX) - 0.85% | AKER BP ASA (n/a) - 1.87% |
| #11 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.85% | ING GROEP NV (n/a) - 1.86% |
| #12 | TOLL BROTHERS INC (TOL) - 0.84% | FORTESCUE LTD (n/a) - 1.83% |
| #13 | JONES LANG LASALLE INC (JLL) - 0.82% | REPSOL SA (n/a) - 1.82% |
| #14 | ARAMARK (ARMK) - 0.82% | VOLKSWAGEN AG PARTICIPATING PREFERRED (n/a) - 1.81% |
| #15 | UNUM GROUP (UNM) - 0.81% | NORDEA BANK ABP (n/a) - 1.69% |
| #16 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.80% | BANCO BPM SPA (n/a) - 1.66% |
| #17 | ENTEGRIS INC (ENTG) - 0.80% | BANK OF NOVA SCOTIA (BNS) - 1.64% |
| #18 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.79% | ORANGE SA (n/a) - 1.60% |
| #19 | WATSCO INC ORDINARY SHARES (WSO) - 0.78% | OMV AG (n/a) - 1.60% |
| #20 | ALLY FINANCIAL INC (ALLY) - 0.74% | NATWEST GROUP PLC (n/a) - 1.59% |
| #21 | BURLINGTON STORES INC (BURL) - 0.47% | IMPERIAL BRANDS PLC (n/a) - 1.55% |
| #22 | ONTO INNOVATION INC (ONTO) - 0.47% | NATURGY ENERGY GROUP SA (n/a) - 1.47% |
| #23 | FLUOR CORP (FLR) - 0.47% | KIA CORP (n/a) - 1.41% |
| #24 | MAPLEBEAR INC (CART) - 0.47% | CARREFOUR (n/a) - 1.39% |
| #25 | n/a (VNOM) - 0.46% | LEGAL & GENERAL GROUP PLC (n/a) - 1.36% |
| Total Holdings | 265 | 125 |
IJJ vs IDV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJJ
+2.84%
IDV
-4.77%
3M
Winner
IJJ
+11.03%
IDV
+3.39%
6M
IJJ
+8.98%
Winner
IDV
+9.13%
1Y
IJJ
+20.40%
Winner
IDV
+30.44%
5Y(CAGR)
IJJ
+8.56%
Winner
IDV
+12.02%
10Y(CAGR)
Winner
IJJ
+11.20%
IDV
+9.68%
Max(CAGR)
Winner
IJJ
+12.42%
IDV
+4.66%
IJJ vs IDV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJJ | IDV |
|---|---|---|
| 2026 | +9.29% | +7.54% |
| 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 | +5.70% | -7.01% |
| 2019 | +27.69% | +23.86% |
| 2018 | -11.29% | -11.18% |
| 2017 | +12.99% | +18.64% |
| 2016 | +29.86% | +9.21% |
| 2015 | -4.94% | -10.47% |
| 2014 | +14.83% | -4.46% |
| 2013 | +32.68% | +17.28% |
| 2012 | +18.97% | +16.31% |
| 2011 | -2.26% | -7.56% |
| 2010 | +22.66% | +8.59% |
| 2009 | +34.71% | +57.86% |
| 2008 | -32.78% | -51.98% |
| 2007 | +3.25% | -6.71% |
| 2006 | +14.64% | N/A |
| 2005 | +15.96% | N/A |
| 2004 | +22.89% | N/A |
| 2003 | +43.00% | N/A |
| 2002 | -6.23% | N/A |
| 2001 | +14.45% | N/A |
| 2000 | +22.93% | N/A |
IJJ vs IDV Drawdown Comparison
The maximum drawdown for IJJ was -56.39%, occurring on Mar 9, 2009. Recovery took 888 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 -1.25%. The current IDV drawdown is -5.65%.
| Rank | IJJ | IDV |
|---|---|---|
| #1 | -56.39% Jun 4, 2007 - Dec 10, 2010 | -70.15% Oct 31, 2007 - Feb 24, 2014 |
| #2 | -46.11% Jan 16, 2020 - Nov 24, 2020 | -42.50% Feb 12, 2020 - Mar 11, 2021 |
| #3 | -31.22% Apr 17, 2002 - Aug 21, 2003 | -32.43% Jul 3, 2014 - Jan 4, 2018 |
| #4 | -26.92% Apr 29, 2011 - Mar 13, 2012 | -29.12% Feb 9, 2022 - May 7, 2024 |
| #5 | -22.67% Nov 25, 2024 - Dec 10, 2025 | -17.77% Jan 26, 2018 - Nov 12, 2019 |
| #6 | -22.14% Aug 29, 2018 - Oct 28, 2019 | -16.68% Jul 19, 2007 - Oct 9, 2007 |
| #7 | -20.74% May 22, 2001 - Jan 4, 2002 | -11.86% Mar 18, 2025 - Apr 22, 2025 |
| #8 | -20.10% Jun 23, 2015 - Jun 2, 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 | -11.55% Mar 26, 2012 - Sep 6, 2012 | -6.86% May 17, 2024 - Aug 19, 2024 |
| #12 | -11.38% May 8, 2006 - Nov 14, 2006 | -5.65% May 21, 2026 - Jun 23, 2026 |
| #13 | -10.92% Feb 15, 2001 - Apr 27, 2001 | -4.19% Nov 12, 2025 - Nov 28, 2025 |
| #14 | -10.59% Feb 6, 2026 - Jun 2, 2026 | -3.96% Oct 12, 2007 - Oct 29, 2007 |
| #15 | -10.11% Sep 2, 2014 - Nov 21, 2014 | -3.33% Jul 23, 2025 - Aug 8, 2025 |
Correlation
Correlation between IJJ and IDV is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2000 - 2026)
IJJ vs IDV dividend yield comparison.
| Year | IJJ | IDV |
|---|---|---|
| 2026 | 0.66% | 3.12% |
| 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 | 3.14% | 5.47% |
| 2019 | 3.40% | 5.15% |
| 2018 | 4.02% | 5.93% |
| 2017 | 3.05% | 4.52% |
| 2016 | 3.34% | 4.69% |
| 2015 | 3.66% | 5.08% |
| 2014 | 3.30% | 6.03% |
| 2013 | 2.95% | 4.48% |
| 2012 | 3.81% | 4.84% |
| 2011 | 3.56% | 5.47% |
| 2010 | 3.11% | 3.92% |
| 2009 | 4.10% | 3.37% |
| 2008 | 6.29% | 13.84% |
| 2007 | 3.49% | 2.26% |
| 2006 | 3.58% | 0.00% |
| 2005 | 4.01% | 0.00% |
| 2004 | 4.81% | 0.00% |
| 2003 | 4.92% | 0.00% |
| 2002 | 5.59% | 0.00% |
| 2001 | 4.70% | 0.00% |
| 2000 | 3.05% | 0.00% |
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