IJJ vs IOO
Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and ISHARES GLOBAL 100 ETF (IOO, ETF).
5-Year PerformanceIOO has outperformed IJJ, delivering a return of +17.2% compared to +7.9%
IJJ vs IOO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJJ
$8.50B
IOO
$8.50B
Expense Ratio
Winner
IJJ
0.18%
IOO
0.40%
Max Drawdown
IJJ
59.57%
Winner
IOO
57.93%
Sharpe Ratio
IJJ
1.03
Winner
IOO
2.47
5Y Beta
Winner
IJJ
0.91
IOO
1.01
P/E Ratio
Winner
IJJ
21.38
IOO
30.47
Forward P/E
Winner
IJJ
13.91
IOO
24.43
PEG Ratio
Winner
IJJ
0.22
IOO
0.68
5Y Dividends CAGR
Winner
IJJ
12.71%
IOO
3.02%
5Y EPS CAGR
IJJ
9.78%
Winner
IOO
34.42%
Debt to Equity
Winner
IJJ
13.02%
IOO
35.75%
P/S Ratio
Winner
IJJ
1.00
IOO
6.00
P/B Ratio
Winner
IJJ
2.05
IOO
8.01
IJJ vs IOO - Holdings Comparison
IJJ and IOO have 1 common holdings. Overlap is -0.24%
IJJ's top 25 holdings weight is 20.46%. IOO's top 25 holdings weight is 74.51%.
| Rank | IJJ | IOO |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.21% | NVIDIA CORP (NVDA) - 13.57% |
| #2 | RELIANCE INC (RS) - 1.14% | APPLE INC (AAPL) - 10.13% |
| #3 | OVINTIV INC (OVV) - 1.05% | MICROSOFT CORP (MSFT) - 8.13% |
| #4 | TD SYNNEX CORP (SNX) - 1.03% | AMAZON.COM INC (AMZN) - 6.58% |
| #5 | WESCO INTERNATIONAL INC (WCC) - 1.02% | ALPHABET INC CLASS A (GOOGL) - 5.26% |
| #6 | PERMIAN RESOURCES CORP CLASS A (PR) - 1.01% | BROADCOM INC (AVGO) - 5.11% |
| #7 | ALCOA CORP (AA) - 0.98% | ALPHABET INC CLASS C (GOOG) - 4.20% |
| #8 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.97% | JPMORGAN CHASE & CO (JPM) - 2.16% |
| #9 | JONES LANG LASALLE INC (JLL) - 0.90% | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.95% |
| #10 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.89% | ELI LILLY AND CO (LLY) - 1.77% |
| #11 | WATSCO INC ORDINARY SHARES (WSO) - 0.87% | EXXON MOBIL CORP (XOM) - 1.60% |
| #12 | REGAL REXNORD CORP (RRX) - 0.85% | WALMART INC (WMT) - 1.44% |
| #13 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.84% | ASML HOLDING NV (n/a) - 1.42% |
| #14 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.82% | JOHNSON & JOHNSON (JNJ) - 1.40% |
| #15 | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.79% | MASTERCARD INC CLASS A (MA) - 1.06% |
| #16 | TOLL BROTHERS INC (TOL) - 0.77% | INTEL CORP (INTC) - 1.03% |
| #17 | ENTEGRIS INC (ENTG) - 0.76% | CATERPILLAR INC (CAT) - 0.99% |
| #18 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.75% | TENCENT HOLDINGS LTD (n/a) - 0.96% |
| #19 | UNUM GROUP (UNM) - 0.74% | CISCO SYSTEMS INC (CSCO) - 0.90% |
| #20 | ALLY FINANCIAL INC (ALLY) - 0.73% | CHEVRON CORP (CVX) - 0.89% |
| #21 | AMERICAN AIRLINES GROUP INC (AAL) - 0.47% | PROCTER & GAMBLE CO (PG) - 0.89% |
| #22 | VOYA FINANCIAL INC (VOYA) - 0.47% | HSBC HOLDINGS PLC (n/a) - 0.79% |
| #23 | APTARGROUP INC (ATR) - 0.47% | GE AEROSPACE (GE) - 0.77% |
| #24 | ONTO INNOVATION INC (ONTO) - 0.47% | ASTRAZENECA PLC (AZN) - 0.76% |
| #25 | CLEAN HARBORS INC (CLH) - 0.46% | COCA-COLA CO (KO) - 0.75% |
| Total Holdings | 265 | 114 |
IJJ vs IOO - Historical Returns
Returns include dividend reinvestment.
1M
IJJ
+0.86%
Winner
IOO
+8.63%
3M
IJJ
-0.47%
Winner
IOO
+9.94%
6M
IJJ
+8.94%
Winner
IOO
+10.37%
1Y
IJJ
+16.64%
Winner
IOO
+39.95%
5Y(CAGR)
IJJ
+7.90%
Winner
IOO
+17.21%
10Y(CAGR)
IJJ
+10.49%
Winner
IOO
+16.70%
Max(CAGR)
Winner
IJJ
+10.23%
IOO
+7.64%
IJJ vs IOO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJJ | IOO |
|---|---|---|
| 2026 | +5.50% | +9.74% |
| 2025 | +7.94% | +27.17% |
| 2024 | +11.60% | +27.68% |
| 2023 | +15.45% | +27.83% |
| 2022 | -7.75% | -16.96% |
| 2021 | +32.74% | +27.02% |
| 2020 | +3.67% | +17.00% |
| 2019 | +25.41% | +29.39% |
| 2018 | -12.86% | -6.98% |
| 2017 | +11.19% | +22.56% |
| 2016 | +27.52% | +10.29% |
| 2015 | -6.57% | -1.56% |
| 2014 | +12.92% | +3.49% |
| 2013 | +30.57% | +21.82% |
| 2012 | +16.68% | +11.02% |
| 2011 | -3.96% | -4.92% |
| 2010 | +20.61% | +3.41% |
| 2009 | +31.51% | +21.68% |
| 2008 | -34.46% | -35.36% |
| 2007 | +1.56% | +10.56% |
| 2006 | +12.53% | +16.79% |
| 2005 | +13.12% | +4.99% |
| 2004 | +18.20% | +8.73% |
| 2003 | +36.87% | +28.09% |
| 2002 | -9.74% | -23.56% |
| 2001 | +10.26% | -13.86% |
| 2000 | +19.96% | -3.92% |
IJJ vs IOO Drawdown Comparison
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for IOO was -55.85%, occurring on Mar 9, 2009. Recovery took 1448 trading sessions.
The current IJJ drawdown is -2.33%. The current IOO drawdown is -0.39%.
| Rank | IJJ | IOO |
|---|---|---|
| #1 | -58.01% Jun 4, 2007 - Feb 7, 2011 | -55.85% Oct 31, 2007 - Aug 2, 2013 |
| #2 | -46.11% Jan 16, 2020 - Dec 4, 2020 | -45.63% Dec 11, 2000 - Apr 27, 2006 |
| #3 | -32.55% Apr 17, 2002 - Oct 7, 2003 | -31.43% Feb 12, 2020 - Aug 5, 2020 |
| #4 | -27.56% Apr 29, 2011 - Mar 15, 2012 | -23.50% Jan 4, 2022 - Jul 13, 2023 |
| #5 | -22.84% Aug 29, 2018 - Nov 5, 2019 | -19.19% Feb 20, 2025 - Jun 9, 2025 |
| #6 | -22.67% Nov 25, 2024 - Dec 10, 2025 | -17.28% May 21, 2015 - Dec 9, 2016 |
| #7 | -21.32% May 22, 2001 - Mar 1, 2002 | -16.91% Sep 20, 2018 - Apr 8, 2019 |
| #8 | -21.22% Jun 23, 2015 - Jul 12, 2016 | -11.11% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -19.09% Jan 4, 2022 - Jan 27, 2023 | -10.43% May 9, 2006 - Sep 1, 2006 |
| #10 | -18.74% Feb 2, 2023 - Dec 19, 2023 | -10.02% Sep 2, 2020 - Nov 16, 2020 |
| #11 | -11.66% Feb 15, 2001 - Apr 30, 2001 | -9.99% Jan 26, 2018 - Aug 29, 2018 |
| #12 | -11.65% Mar 19, 2012 - Sep 6, 2012 | -9.94% Feb 25, 2026 - Apr 14, 2026 |
| #13 | -11.48% May 8, 2006 - Nov 15, 2006 | -9.75% Jul 13, 2007 - Oct 1, 2007 |
| #14 | -10.59% Feb 6, 2026 - Mar 20, 2026 | -9.38% Jul 3, 2014 - Apr 15, 2015 |
| #15 | -10.46% Sep 2, 2014 - Nov 24, 2014 | -9.06% Jul 31, 2023 - Nov 20, 2023 |
Correlation
Correlation between IJJ and IOO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
IJJ vs IOO dividend yield comparison.
| Year | IJJ | IOO |
|---|---|---|
| 2026 | 0.31% | 0.00% |
| 2025 | 1.79% | 0.92% |
| 2024 | 1.81% | 1.08% |
| 2023 | 1.68% | 1.49% |
| 2022 | 1.97% | 2.00% |
| 2021 | 1.62% | 1.53% |
| 2020 | 1.78% | 1.49% |
| 2019 | 1.70% | 2.02% |
| 2018 | 2.01% | 2.54% |
| 2017 | 1.52% | 2.23% |
| 2016 | 1.67% | 2.75% |
| 2015 | 1.83% | 2.89% |
| 2014 | 1.65% | 3.52% |
| 2013 | 1.48% | 2.37% |
| 2012 | 1.90% | 2.79% |
| 2011 | 1.78% | 3.10% |
| 2010 | 1.56% | 2.20% |
| 2009 | 2.05% | 2.77% |
| 2008 | 3.14% | 3.76% |
| 2007 | 1.74% | 1.71% |
| 2006 | 1.79% | 1.83% |
| 2005 | 1.64% | 1.90% |
| 2004 | 1.20% | 1.67% |
| 2003 | 1.23% | 1.13% |
| 2002 | 1.40% | 1.25% |
| 2001 | 1.18% | 1.06% |
| 2000 | 0.76% | 0.04% |
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