IJJ vs PPA
Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and INVESCO AEROSPACE & DEFENSE ETF (PPA, ETF).
5-Year PerformancePPA has outperformed IJJ, delivering a return of +17.9% compared to +7.1%
IJJ vs PPA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IJJ
$8B
PPA
$7.90B
Expense Ratio
Winner
IJJ
0.18%
PPA
0.58%
Max Drawdown
IJJ
59.57%
Winner
PPA
57.80%
Sharpe Ratio
IJJ
1.21
Winner
PPA
1.53
5Y Beta
IJJ
0.91
Winner
PPA
0.85
P/E Ratio
Winner
IJJ
21.73
PPA
45.44
Forward P/E
Winner
IJJ
13.92
PPA
27.94
PEG Ratio
Winner
IJJ
0.21
PPA
0.65
5Y Dividends CAGR
Winner
IJJ
12.72%
PPA
-0.76%
5Y EPS CAGR
IJJ
9.07%
Winner
PPA
12.58%
Debt to Equity
Winner
IJJ
13.40%
PPA
130.12%
P/S Ratio
Winner
IJJ
1.01
PPA
2.74
P/B Ratio
Winner
IJJ
2.02
PPA
6.06
IJJ vs PPA - Holdings Comparison
IJJ and PPA have 6 common holdings. Overlap is 0.55%
IJJ's top 25 holdings weight is 20.42%. PPA's top 25 holdings weight is 82.99%.
| Rank | IJJ | PPA |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.20% | BOEING CO (BA) - 9.29% |
| #2 | RELIANCE INC (RS) - 1.13% | GE AEROSPACE (GE) - 7.92% |
| #3 | ALCOA CORP (AA) - 1.04% | RTX CORP (RTX) - 7.20% |
| #4 | TD SYNNEX CORP (SNX) - 1.01% | LOCKHEED MARTIN CORP (LMT) - 6.39% |
| #5 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.98% | NORTHROP GRUMMAN CORP (NOC) - 4.50% |
| #6 | JONES LANG LASALLE INC (JLL) - 0.96% | HONEYWELL INTERNATIONAL INC (HON) - 4.41% |
| #7 | WATSCO INC ORDINARY SHARES (WSO) - 0.95% | HOWMET AEROSPACE INC (HWM) - 4.18% |
| #8 | OVINTIV INC (OVV) - 0.94% | GENERAL DYNAMICS CORP (GD) - 4.17% |
| #9 | WESCO INTERNATIONAL INC (WCC) - 0.92% | PARKER HANNIFIN CORP (PH) - 4.01% |
| #10 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.91% | L3HARRIS TECHNOLOGIES INC (LHX) - 3.86% |
| #11 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.88% | ELBIT SYSTEMS LTD (n/a) - 3.60% |
| #12 | REGAL REXNORD CORP (RRX) - 0.85% | ROCKET LAB CORP (RKLB) - 2.67% |
| #13 | ENTEGRIS INC (ENTG) - 0.85% | TRANSDIGM GROUP INC (TDG) - 2.64% |
| #14 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.83% | AMPHENOL CORP CLASS A (APH) - 2.31% |
| #15 | TOLL BROTHERS INC (TOL) - 0.83% | EATON CORP PLC (ETN) - 2.27% |
| #16 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.82% | CURTISS-WRIGHT CORP (CW) - 1.72% |
| #17 | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.79% | AXON ENTERPRISE INC (AXON) - 1.71% |
| #18 | ALLY FINANCIAL INC (ALLY) - 0.74% | CARPENTER TECHNOLOGY CORP (CRS) - 1.37% |
| #19 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.73% | ATI INC (ATI) - 1.34% |
| #20 | ARAMARK (ARMK) - 0.72% | WOODWARD INC (WWD) - 1.31% |
| #21 | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.47% | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 1.27% |
| #22 | RPM INTERNATIONAL INC (RPM) - 0.47% | n/a (PLTR) - 1.26% |
| #23 | MAPLEBEAR INC (CART) - 0.47% | BWX TECHNOLOGIES INC (BWXT) - 1.23% |
| #24 | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 0.47% | HEICO CORP (HEI) - 1.22% |
| #25 | VOYA FINANCIAL INC (VOYA) - 0.46% | TEXTRON INC (TXT) - 1.14% |
| Total Holdings | 265 | 63 |
IJJ vs PPA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJJ
+3.02%
PPA
-4.92%
3M
Winner
IJJ
-0.59%
PPA
-5.21%
6M
Winner
IJJ
+11.50%
PPA
+9.34%
1Y
IJJ
+22.48%
Winner
PPA
+33.01%
5Y(CAGR)
IJJ
+7.14%
Winner
PPA
+17.87%
10Y(CAGR)
IJJ
+10.67%
Winner
PPA
+17.53%
Max(CAGR)
IJJ
+10.29%
Winner
PPA
+13.57%
IJJ vs PPA - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJJ | PPA |
|---|---|---|
| 2026 | +6.88% | +4.04% |
| 2025 | +7.94% | +37.54% |
| 2024 | +11.60% | +26.23% |
| 2023 | +15.45% | +18.39% |
| 2022 | -7.75% | +8.80% |
| 2021 | +32.74% | +10.86% |
| 2020 | +3.67% | -1.43% |
| 2019 | +25.41% | +39.54% |
| 2018 | -12.86% | -7.59% |
| 2017 | +11.19% | +28.95% |
| 2016 | +27.52% | +20.62% |
| 2015 | -6.57% | +4.24% |
| 2014 | +12.92% | +14.18% |
| 2013 | +30.57% | +46.90% |
| 2012 | +16.68% | +15.91% |
| 2011 | -3.96% | -2.54% |
| 2010 | +20.61% | +8.47% |
| 2009 | +31.51% | +18.19% |
| 2008 | -34.46% | -36.19% |
| 2007 | +1.56% | +21.82% |
| 2006 | +12.53% | +19.17% |
| 2005 | +13.12% | +3.96% |
| 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 PPA Drawdown Comparison
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for PPA was -57.37%, occurring on Mar 9, 2009. Recovery took 1365 trading sessions.
The current IJJ drawdown is -1.04%. The current PPA drawdown is -9.66%.
| Rank | IJJ | PPA |
|---|---|---|
| #1 | -58.01% Jun 4, 2007 - Feb 7, 2011 | -57.37% Oct 9, 2007 - Mar 13, 2013 |
| #2 | -46.11% Jan 16, 2020 - Dec 4, 2020 | -43.91% Feb 12, 2020 - Apr 1, 2021 |
| #3 | -32.55% Apr 17, 2002 - Oct 7, 2003 | -24.74% Oct 3, 2018 - Apr 30, 2019 |
| #4 | -27.56% Apr 29, 2011 - Mar 15, 2012 | -18.38% Mar 25, 2022 - Nov 10, 2022 |
| #5 | -22.84% Aug 29, 2018 - Nov 5, 2019 | -15.24% Feb 24, 2015 - Apr 27, 2016 |
| #6 | -22.67% Nov 25, 2024 - Dec 10, 2025 | -15.24% Nov 11, 2024 - May 2, 2025 |
| #7 | -21.32% May 22, 2001 - Mar 1, 2002 | -13.71% Mar 2, 2026 - Mar 30, 2026 |
| #8 | -21.22% Jun 23, 2015 - Jul 12, 2016 | -12.72% Jun 8, 2021 - Feb 28, 2022 |
| #9 | -19.09% Jan 4, 2022 - Jan 27, 2023 | -11.64% Apr 20, 2006 - Oct 13, 2006 |
| #10 | -18.74% Feb 2, 2023 - Dec 19, 2023 | -9.60% Jun 9, 2014 - Oct 31, 2014 |
| #11 | -11.66% Feb 15, 2001 - Apr 30, 2001 | -8.64% Aug 1, 2023 - Nov 14, 2023 |
| #12 | -11.65% Mar 19, 2012 - Sep 6, 2012 | -8.42% Oct 8, 2025 - Dec 22, 2025 |
| #13 | -11.48% May 8, 2006 - Nov 15, 2006 | -7.92% Apr 19, 2018 - Jul 31, 2018 |
| #14 | -10.59% Feb 6, 2026 - Mar 20, 2026 | -7.69% Jul 19, 2007 - Sep 18, 2007 |
| #15 | -10.46% Sep 2, 2014 - Nov 24, 2014 | -6.95% Feb 1, 2018 - Feb 26, 2018 |
Correlation
Correlation between IJJ and PPA 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 PPA dividend yield comparison.
| Year | IJJ | PPA |
|---|---|---|
| 2026 | 0.31% | 0.03% |
| 2025 | 1.79% | 0.42% |
| 2024 | 1.81% | 0.61% |
| 2023 | 1.68% | 0.67% |
| 2022 | 1.97% | 0.83% |
| 2021 | 1.62% | 0.59% |
| 2020 | 1.78% | 0.88% |
| 2019 | 1.70% | 0.95% |
| 2018 | 2.01% | 0.90% |
| 2017 | 1.52% | 0.67% |
| 2016 | 1.67% | 1.70% |
| 2015 | 1.83% | 1.41% |
| 2014 | 1.65% | 0.62% |
| 2013 | 1.48% | 1.26% |
| 2012 | 1.90% | 2.12% |
| 2011 | 1.78% | 1.09% |
| 2010 | 1.56% | 0.83% |
| 2009 | 2.05% | 1.18% |
| 2008 | 3.14% | 1.03% |
| 2007 | 1.74% | 0.24% |
| 2006 | 1.79% | 0.27% |
| 2005 | 1.64% | 0.14% |
| 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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