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IJJ vs SPY

Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IJJ, delivering a return of +13.2% compared to +9.1%

IJJ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IJJ
$8.70B
Winner
SPY
$781B
Expense Ratio
IJJ
0.18%
Winner
SPY
0.09%
Max Drawdown
IJJ
59.57%
Winner
SPY
56.47%
Sharpe Ratio
IJJ
1.16
Winner
SPY
1.43
5Y Beta
Winner
IJJ
0.89
SPY
1.00
P/E Ratio
Winner
IJJ
20.20
SPY
26.48
Forward P/E
Winner
IJJ
14.42
SPY
20.89
PEG Ratio
Winner
IJJ
0.07
SPY
0.30
5Y Dividends CAGR
Winner
IJJ
10.21%
SPY
6.00%
5Y EPS CAGR
IJJ
10.02%
Winner
SPY
26.40%
Debt to Equity
Winner
IJJ
45.86%
SPY
48.17%
P/S Ratio
Winner
IJJ
1.07
SPY
3.72
P/B Ratio
Winner
IJJ
2.17
SPY
5.55

IJJ vs SPY - Holdings Comparison

IJJ and SPY have 1 common holdings. Overlap is -0.03%

IJJ's top 25 holdings weight is 20.02%. SPY's top 25 holdings weight is 51.49%.

RankIJJSPY
#1
US FOODS HOLDING CORP (USFD) - 1.19%
NVIDIA CORP (NVDA) - 7.76%
#2
RELIANCE INC (RS) - 1.12%
APPLE INC (AAPL) - 7.44%
#3
TD SYNNEX CORP (SNX) - 1.07%
MICROSOFT CORP (MSFT) - 4.56%
#4
PERFORMANCE FOOD GROUP CO (PFGC) - 0.99%
AMAZON.COM INC (AMZN) - 3.74%
#5
ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.95%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
PERMIAN RESOURCES CORP CLASS A (PR) - 0.95%
BROADCOM INC (AVGO) - 2.83%
#7
OVINTIV INC (OVV) - 0.94%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
WESCO INTERNATIONAL INC (WCC) - 0.92%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
REINSURANCE GROUP OF AMERICA INC (RGA) - 0.90%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
JONES LANG LASALLE INC (JLL) - 0.86%
TESLA INC (TSLA) - 1.65%
#11
ARAMARK (ARMK) - 0.84%
ELI LILLY AND CO (LLY) - 1.44%
#12
PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.83%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
REGAL REXNORD CORP (RRX) - 0.81%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
HF SINCLAIR CORP (DINO) - 0.80%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
TOLL BROTHERS INC (TOL) - 0.80%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
ILLUMINA INC (ILMN) - 0.77%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
BORGWARNER INC (BWA) - 0.75%
VISA INC CLASS A (V) - 0.91%
#18
WATSCO INC ORDINARY SHARES (WSO) - 0.75%
INTEL CORP (INTC) - 0.77%
#19
CROWN HOLDINGS INC (CCK) - 0.75%
WALMART INC (WMT) - 0.75%
#20
UNUM GROUP (UNM) - 0.74%
ABBVIE INC (ABBV) - 0.70%
#21
APTARGROUP INC (ATR) - 0.47%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
DICK'S SPORTING GOODS INC (DKS) - 0.47%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
W.P. CAREY INC (WPC) - 0.45%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
UGI CORP (UGI) - 0.45%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
COMMERCE BANCSHARES INC (CBSH) - 0.45%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings261505

IJJ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IJJ
+1.53%
Winner
SPY
+2.30%
3M
IJJ
+4.62%
Winner
SPY
+5.00%
6M
IJJ
+4.56%
Winner
SPY
+11.88%
1Y
Winner
IJJ
+22.87%
SPY
+22.80%
5Y(CAGR)
IJJ
+9.06%
Winner
SPY
+13.20%
10Y(CAGR)
IJJ
+10.42%
Winner
SPY
+15.26%
Max(CAGR)
Winner
IJJ
+10.42%
SPY
+8.59%

IJJ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIJJSPY
2026+12.93%+13.10%
2025+7.94%+18.00%
2024+11.60%+25.59%
2023+15.45%+26.72%
2022-7.75%-18.64%
2021+32.74%+30.52%
2020+3.67%+17.28%
2019+25.41%+31.09%
2018-12.86%-5.24%
2017+11.19%+20.78%
2016+27.52%+13.59%
2015-6.57%+1.31%
2014+12.92%+14.56%
2013+30.57%+29.00%
2012+16.68%+14.17%
2011-3.96%+0.85%
2010+20.61%+13.14%
2009+31.51%+22.67%
2008-34.46%-36.25%
2007+1.56%+5.32%
2006+12.53%+13.85%
2005+13.12%+5.32%
2004+18.20%+10.75%
2003+36.87%+24.18%
2002-9.74%-22.42%
2001+10.26%-10.13%
2000+19.96%-8.84%
1999N/A+8.61%

IJJ vs SPY Drawdown Comparison

The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IJJ drawdown is -1.40%. The current SPY drawdown is -0.36%.

RankIJJSPY
#1-58.01%
Jun 4, 2007 - Feb 7, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-46.11%
Jan 16, 2020 - Dec 4, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-32.55%
Apr 17, 2002 - Oct 7, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-27.56%
Apr 29, 2011 - Mar 15, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-22.84%
Aug 29, 2018 - Nov 5, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-22.67%
Nov 25, 2024 - Dec 10, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-21.32%
May 22, 2001 - Mar 1, 2002		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-21.22%
Jun 23, 2015 - Jul 12, 2016		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.09%
Jan 4, 2022 - Jan 27, 2023		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-18.74%
Feb 2, 2023 - Dec 19, 2023		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.66%
Feb 15, 2001 - Apr 30, 2001		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.65%
Mar 19, 2012 - Sep 6, 2012		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.48%
May 8, 2006 - Nov 15, 2006		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.59%
Feb 6, 2026 - Jun 2, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.46%
Sep 2, 2014 - Nov 24, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IJJ and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

IJJ vs SPY dividend yield comparison.

YearIJJSPY
20260.64%0.48%
20251.79%1.07%
20241.81%1.21%
20231.68%1.40%
20221.97%1.65%
20211.62%1.20%
20201.78%1.52%
20191.70%1.75%
20182.01%2.04%
20171.52%1.80%
20161.67%2.03%
20151.83%2.06%
20141.65%1.87%
20131.48%1.81%
20121.90%2.18%
20111.78%2.05%
20101.56%1.80%
20092.05%1.95%
20083.14%3.02%
20071.74%1.85%
20061.79%1.73%
20051.64%1.73%
20041.20%1.82%
20031.23%1.47%
20021.40%1.70%
20011.18%1.25%
20000.76%1.15%
19990.00%0.24%

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