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 +16.0% compared to +9.3%
IJJ vs IOO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJJ
$8.80B
Winner
IOO
$8.90B
Expense Ratio
Winner
IJJ
0.18%
IOO
0.40%
Max Drawdown
IJJ
59.57%
Winner
IOO
57.93%
Sharpe Ratio
IJJ
1.02
Winner
IOO
1.50
5Y Beta
Winner
IJJ
0.88
IOO
1.00
P/E Ratio
Winner
IJJ
20.75
IOO
25.69
Forward P/E
Winner
IJJ
14.33
IOO
22.21
PEG Ratio
Winner
IJJ
0.06
IOO
0.31
5Y Dividends CAGR
Winner
IJJ
10.22%
IOO
3.77%
5Y EPS CAGR
IJJ
11.03%
Winner
IOO
35.11%
Debt to Equity
IJJ
32.90%
Winner
IOO
19.21%
P/S Ratio
Winner
IJJ
1.11
IOO
5.92
P/B Ratio
Winner
IJJ
2.16
IOO
7.81
IJJ vs IOO - Holdings Comparison
IJJ and IOO have 1 common holdings. Overlap is 0.00%
IJJ's top 25 holdings weight is 20.80%. IOO's top 25 holdings weight is 74.65%.
| Rank | IJJ | IOO |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.37% | NVIDIA CORP (NVDA) - 11.92% |
| #2 | RELIANCE INC (RS) - 1.22% | APPLE INC (AAPL) - 11.12% |
| #3 | TD SYNNEX CORP (SNX) - 1.07% | MICROSOFT CORP (MSFT) - 8.46% |
| #4 | WESCO INTERNATIONAL INC (WCC) - 1.01% | AMAZON.COM INC (AMZN) - 6.52% |
| #5 | PERFORMANCE FOOD GROUP CO (PFGC) - 1.01% | ALPHABET INC CLASS A (GOOGL) - 5.12% |
| #6 | OVINTIV INC (OVV) - 0.99% | BROADCOM INC (AVGO) - 4.52% |
| #7 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.96% | ALPHABET INC CLASS C (GOOG) - 4.13% |
| #8 | JONES LANG LASALLE INC (JLL) - 0.95% | JPMORGAN CHASE & CO (JPM) - 2.30% |
| #9 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.95% | ELI LILLY AND CO (LLY) - 2.23% |
| #10 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.90% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.22% |
| #11 | ARAMARK (ARMK) - 0.90% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.58% |
| #12 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.90% | ASML HOLDING NV (n/a) - 1.57% |
| #13 | TOLL BROTHERS INC (TOL) - 0.82% | JOHNSON & JOHNSON (JNJ) - 1.51% |
| #14 | BORGWARNER INC (BWA) - 0.81% | WALMART INC (WMT) - 1.19% |
| #15 | ALCOA CORP (AA) - 0.81% | MASTERCARD INC CLASS A (MA) - 1.13% |
| #16 | ENTEGRIS INC (ENTG) - 0.78% | CISCO SYSTEMS INC (CSCO) - 1.12% |
| #17 | ILLUMINA INC (ILMN) - 0.76% | INTEL CORP (INTC) - 1.04% |
| #18 | CROWN HOLDINGS INC (CCK) - 0.75% | GE AEROSPACE (GE) - 0.92% |
| #19 | SHARKNINJA INC (SN) - 0.75% | CATERPILLAR INC (CAT) - 0.92% |
| #20 | HF SINCLAIR CORP (DINO) - 0.74% | TENCENT HOLDINGS LTD (n/a) - 0.91% |
| #21 | APTARGROUP INC (ATR) - 0.48% | CHEVRON CORP (CVX) - 0.90% |
| #22 | ONTO INNOVATION INC (ONTO) - 0.47% | HSBC HOLDINGS PLC (n/a) - 0.88% |
| #23 | WESTERN ALLIANCE BANCORP (WAL) - 0.47% | COCA-COLA CO (KO) - 0.83% |
| #24 | n/a (VNOM) - 0.47% | PROCTER & GAMBLE CO (PG) - 0.82% |
| #25 | COREBRIDGE FINANCIAL INC (CRBG) - 0.46% | MERCK & CO INC (MRK) - 0.79% |
| Total Holdings | 260 | 117 |
IJJ vs IOO - Historical Returns
Returns include dividend reinvestment.
1M
IJJ
+1.06%
Winner
IOO
+3.38%
3M
Winner
IJJ
+6.92%
IOO
+1.98%
6M
IJJ
+5.15%
Winner
IOO
+12.53%
1Y
IJJ
+19.63%
Winner
IOO
+28.19%
5Y(CAGR)
IJJ
+9.29%
Winner
IOO
+16.01%
10Y(CAGR)
IJJ
+10.37%
Winner
IOO
+16.38%
Max(CAGR)
Winner
IJJ
+10.39%
IOO
+7.71%
IJJ vs IOO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJJ | IOO |
|---|---|---|
| 2026 | +12.76% | +13.68% |
| 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 -1.74%. The current IOO drawdown is -1.63%.
| 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 - Jun 2, 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 | 0.64% | 0.50% |
| 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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