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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 +8.6%

IJJ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IJJ
$8.50B
Winner
SPY
$784B
Expense Ratio
IJJ
0.18%
Winner
SPY
0.09%
Max Drawdown
IJJ
59.57%
Winner
SPY
56.47%
Sharpe Ratio
IJJ
1.11
Winner
SPY
1.54
5Y Beta
Winner
IJJ
0.90
SPY
1.00
P/E Ratio
Winner
IJJ
22.22
SPY
27.62
Forward P/E
Winner
IJJ
13.97
SPY
21.11
PEG Ratio
IJJ
0.07
SPY
N/A
5Y Dividends CAGR
Winner
IJJ
10.22%
SPY
6.00%
5Y EPS CAGR
IJJ
9.77%
Winner
SPY
25.30%
Debt to Equity
IJJ
45.77%
Winner
SPY
31.11%
P/S Ratio
Winner
IJJ
1.03
SPY
3.49
P/B Ratio
Winner
IJJ
1.94
SPY
5.30

IJJ vs SPY - Holdings Comparison

IJJ and SPY have 1 common holdings. Overlap is -0.26%

IJJ's top 25 holdings weight is 20.43%. SPY's top 25 holdings weight is 51.24%.

RankIJJSPY
#1
RELIANCE INC (RS) - 1.24%
NVIDIA CORP (NVDA) - 7.81%
#2
TD SYNNEX CORP (SNX) - 1.22%
APPLE INC (AAPL) - 6.81%
#3
US FOODS HOLDING CORP (USFD) - 1.18%
MICROSOFT CORP (MSFT) - 4.53%
#4
WESCO INTERNATIONAL INC (WCC) - 1.00%
AMAZON.COM INC (AMZN) - 3.72%
#5
PERFORMANCE FOOD GROUP CO (PFGC) - 0.95%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
ALCOA CORP (AA) - 0.94%
BROADCOM INC (AVGO) - 2.77%
#7
ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.93%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
BORGWARNER INC (BWA) - 0.87%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
OVINTIV INC (OVV) - 0.86%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
REGAL REXNORD CORP (RRX) - 0.85%
TESLA INC (TSLA) - 1.76%
#11
PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.85%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
TOLL BROTHERS INC (TOL) - 0.84%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
JONES LANG LASALLE INC (JLL) - 0.82%
ELI LILLY AND CO (LLY) - 1.38%
#14
ARAMARK (ARMK) - 0.82%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
UNUM GROUP (UNM) - 0.81%
EXXON MOBIL CORP (XOM) - 0.92%
#16
PERMIAN RESOURCES CORP CLASS A (PR) - 0.80%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
ENTEGRIS INC (ENTG) - 0.80%
VISA INC CLASS A (V) - 0.87%
#18
REINSURANCE GROUP OF AMERICA INC (RGA) - 0.79%
INTEL CORP (INTC) - 0.85%
#19
WATSCO INC ORDINARY SHARES (WSO) - 0.78%
WALMART INC (WMT) - 0.82%
#20
ALLY FINANCIAL INC (ALLY) - 0.74%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
BURLINGTON STORES INC (BURL) - 0.47%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
ONTO INNOVATION INC (ONTO) - 0.47%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
FLUOR CORP (FLR) - 0.47%
CATERPILLAR INC (CAT) - 0.68%
#24
MAPLEBEAR INC (CART) - 0.47%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
n/a (VNOM) - 0.46%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings265505

IJJ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IJJ
+2.84%
SPY
-1.37%
3M
IJJ
+11.03%
Winner
SPY
+12.22%
6M
Winner
IJJ
+8.98%
SPY
+7.20%
1Y
IJJ
+20.40%
Winner
SPY
+23.58%
5Y(CAGR)
IJJ
+8.56%
Winner
SPY
+13.19%
10Y(CAGR)
IJJ
+11.20%
Winner
SPY
+15.12%
Max(CAGR)
Winner
IJJ
+12.42%
SPY
+8.44%

IJJ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIJJSPY
2026+9.29%+7.95%
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+5.70%+17.28%
2019+27.69%+31.09%
2018-11.29%-5.24%
2017+12.99%+20.78%
2016+29.86%+13.59%
2015-4.94%+1.31%
2014+14.83%+14.56%
2013+32.68%+29.00%
2012+18.97%+14.17%
2011-2.26%+0.85%
2010+22.66%+13.14%
2009+34.71%+22.67%
2008-32.78%-36.25%
2007+3.25%+5.32%
2006+14.64%+13.85%
2005+15.96%+5.32%
2004+22.89%+10.75%
2003+43.00%+24.18%
2002-6.23%-22.42%
2001+14.45%-10.13%
2000+22.93%-8.84%
1999N/A+8.61%

IJJ vs SPY Drawdown Comparison

The maximum drawdown for IJJ was -56.39%, occurring on Mar 9, 2009. Recovery took 888 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 -1.25%. The current SPY drawdown is -3.18%.

RankIJJSPY
#1-56.39%
Jun 4, 2007 - Dec 10, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-46.11%
Jan 16, 2020 - Nov 24, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-31.22%
Apr 17, 2002 - Aug 21, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-26.92%
Apr 29, 2011 - Mar 13, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-22.67%
Nov 25, 2024 - Dec 10, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-22.14%
Aug 29, 2018 - Oct 28, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-20.74%
May 22, 2001 - Jan 4, 2002		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-20.10%
Jun 23, 2015 - Jun 2, 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
#11-11.55%
Mar 26, 2012 - Sep 6, 2012		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.38%
May 8, 2006 - Nov 14, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.92%
Feb 15, 2001 - Apr 27, 2001		-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
#15-10.11%
Sep 2, 2014 - Nov 21, 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
20260.66%0.50%
20251.79%1.07%
20241.81%1.21%
20231.68%1.40%
20221.97%1.65%
20211.62%1.20%
20203.14%1.52%
20193.40%1.75%
20184.02%2.04%
20173.05%1.80%
20163.34%2.03%
20153.66%2.06%
20143.30%1.87%
20132.95%1.81%
20123.81%2.18%
20113.56%2.05%
20103.11%1.80%
20094.10%1.95%
20086.29%3.02%
20073.49%1.85%
20063.58%1.73%
20054.01%1.73%
20044.81%1.82%
20034.92%1.47%
20025.59%1.70%
20014.70%1.25%
20003.05%1.15%
19990.00%0.24%

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