IJJ vs SPYD
Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF (SPYD, ETF).
5-Year PerformanceSPYD has outperformed IJJ, delivering a return of +9.3% compared to +9.2%
IJJ vs SPYD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJJ
$8.70B
SPYD
$8.70B
Expense Ratio
IJJ
0.18%
Winner
SPYD
0.07%
Max Drawdown
IJJ
59.57%
Winner
SPYD
47.32%
Sharpe Ratio
IJJ
1.25
Winner
SPYD
1.41
5Y Beta
IJJ
0.89
Winner
SPYD
0.48
P/E Ratio
Winner
IJJ
20.20
SPYD
23.74
Forward P/E
IJJ
14.42
Winner
SPYD
14.40
PEG Ratio
IJJ
0.07
Winner
SPYD
-0.07
5Y Dividends CAGR
Winner
IJJ
10.22%
SPYD
5.84%
5Y EPS CAGR
Winner
IJJ
10.02%
SPYD
6.02%
Debt to Equity
IJJ
45.86%
Winner
SPYD
-107.87%
P/S Ratio
Winner
IJJ
1.07
SPYD
1.43
P/B Ratio
IJJ
2.17
Winner
SPYD
1.96
IJJ vs SPYD - Holdings Comparison
IJJ and SPYD have 1 common holdings. Overlap is -0.03%
IJJ's top 25 holdings weight is 20.02%. SPYD's top 25 holdings weight is 36.36%.
| Rank | IJJ | SPYD |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.19% | PHILLIPS 66 (PSX) - 1.71% |
| #2 | RELIANCE INC (RS) - 1.12% | IRON MOUNTAIN INC (IRM) - 1.53% |
| #3 | TD SYNNEX CORP (SNX) - 1.07% | CVS HEALTH CORP (CVS) - 1.53% |
| #4 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.99% | APA CORP (APA) - 1.52% |
| #5 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.95% | TARGET CORP (TGT) - 1.52% |
| #6 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.95% | EOG RESOURCES INC (EOG) - 1.51% |
| #7 | OVINTIV INC (OVV) - 0.94% | VIATRIS INC (VTRS) - 1.51% |
| #8 | WESCO INTERNATIONAL INC (WCC) - 0.92% | HOST HOTELS & RESORTS INC (HST) - 1.49% |
| #9 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.90% | BEST BUY CO INC (BBY) - 1.48% |
| #10 | JONES LANG LASALLE INC (JLL) - 0.86% | EDISON INTERNATIONAL (EIX) - 1.48% |
| #11 | ARAMARK (ARMK) - 0.84% | FRANKLIN RESOURCES INC (BEN) - 1.47% |
| #12 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.83% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.47% |
| #13 | REGAL REXNORD CORP (RRX) - 0.81% | HEALTHPEAK PROPERTIES INC (DOC) - 1.44% |
| #14 | HF SINCLAIR CORP (DINO) - 0.80% | HP INC (HPQ) - 1.44% |
| #15 | TOLL BROTHERS INC (TOL) - 0.80% | KIMCO REALTY CORP (KIM) - 1.44% |
| #16 | ILLUMINA INC (ILMN) - 0.77% | ONEOK INC (OKE) - 1.43% |
| #17 | BORGWARNER INC (BWA) - 0.75% | SIMON PROPERTY GROUP INC (SPG) - 1.43% |
| #18 | WATSCO INC ORDINARY SHARES (WSO) - 0.75% | ALTRIA GROUP INC (MO) - 1.42% |
| #19 | CROWN HOLDINGS INC (CCK) - 0.75% | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.42% |
| #20 | UNUM GROUP (UNM) - 0.74% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.42% |
| #21 | APTARGROUP INC (ATR) - 0.47% | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.36% |
| #22 | DICK'S SPORTING GOODS INC (DKS) - 0.47% | REGENCY CENTERS CORP (REG) - 1.34% |
| #23 | W.P. CAREY INC (WPC) - 0.45% | THE KRAFT HEINZ CO (KHC) - 1.34% |
| #24 | UGI CORP (UGI) - 0.45% | DOMINION ENERGY INC (D) - 1.34% |
| #25 | COMMERCE BANCSHARES INC (CBSH) - 0.45% | KINDER MORGAN INC CLASS P (KMI) - 1.32% |
| Total Holdings | 261 | 81 |
IJJ vs SPYD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJJ
+3.03%
SPYD
+2.78%
3M
IJJ
+6.80%
Winner
SPYD
+8.01%
6M
IJJ
+5.37%
Winner
SPYD
+8.40%
1Y
Winner
IJJ
+23.79%
SPYD
+21.25%
5Y(CAGR)
IJJ
+9.23%
Winner
SPYD
+9.29%
10Y(CAGR)
Winner
IJJ
+10.49%
SPYD
+8.81%
Max(CAGR)
Winner
IJJ
+10.45%
SPYD
+9.66%
IJJ vs SPYD - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJJ | SPYD |
|---|---|---|
| 2026 | +13.81% | +16.91% |
| 2025 | +7.94% | +4.95% |
| 2024 | +11.60% | +13.90% |
| 2023 | +15.45% | +3.67% |
| 2022 | -7.75% | -1.93% |
| 2021 | +32.74% | +35.01% |
| 2020 | +3.67% | -10.84% |
| 2019 | +25.41% | +21.98% |
| 2018 | -12.86% | -5.21% |
| 2017 | +11.19% | +11.68% |
| 2016 | +27.52% | +25.61% |
| 2015 | -6.57% | -2.59% |
| 2014 | +12.92% | N/A |
| 2013 | +30.57% | N/A |
| 2012 | +16.68% | N/A |
| 2011 | -3.96% | N/A |
| 2010 | +20.61% | N/A |
| 2009 | +31.51% | N/A |
| 2008 | -34.46% | N/A |
| 2007 | +1.56% | N/A |
| 2006 | +12.53% | N/A |
| 2005 | +13.12% | N/A |
| 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 SPYD Drawdown Comparison
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for SPYD was -46.38%, occurring on Mar 23, 2020. Recovery took 278 trading sessions.
The current IJJ drawdown is -0.63%. The current SPYD drawdown is -1.27%.
| Rank | IJJ | SPYD |
|---|---|---|
| #1 | -58.01% Jun 4, 2007 - Feb 7, 2011 | -46.38% Jan 16, 2020 - Feb 24, 2021 |
| #2 | -46.11% Jan 16, 2020 - Dec 4, 2020 | -22.20% Apr 20, 2022 - Jul 11, 2024 |
| #3 | -32.55% Apr 17, 2002 - Oct 7, 2003 | -16.15% Nov 27, 2024 - Jan 14, 2026 |
| #4 | -27.56% Apr 29, 2011 - Mar 15, 2012 | -13.63% Aug 20, 2018 - Feb 19, 2019 |
| #5 | -22.84% Aug 29, 2018 - Nov 5, 2019 | -9.68% Nov 3, 2015 - Mar 2, 2016 |
| #6 | -22.67% Nov 25, 2024 - Dec 10, 2025 | -9.60% Jan 26, 2018 - Aug 3, 2018 |
| #7 | -21.32% May 22, 2001 - Mar 1, 2002 | -9.20% Jun 8, 2021 - Nov 15, 2021 |
| #8 | -21.22% Jun 23, 2015 - Jul 12, 2016 | -8.71% Jul 3, 2019 - Sep 11, 2019 |
| #9 | -19.09% Jan 4, 2022 - Jan 27, 2023 | -7.72% Apr 12, 2019 - Jul 3, 2019 |
| #10 | -18.74% Feb 2, 2023 - Dec 19, 2023 | -7.05% Feb 13, 2026 - May 22, 2026 |
| #11 | -11.66% Feb 15, 2001 - Apr 30, 2001 | -6.76% Nov 15, 2021 - Dec 27, 2021 |
| #12 | -11.65% Mar 19, 2012 - Sep 6, 2012 | -6.34% Sep 7, 2016 - Nov 15, 2016 |
| #13 | -11.48% May 8, 2006 - Nov 15, 2006 | -5.54% Jan 14, 2022 - Mar 25, 2022 |
| #14 | -10.59% Feb 6, 2026 - Jun 2, 2026 | -5.01% Sep 11, 2019 - Oct 22, 2019 |
| #15 | -10.46% Sep 2, 2014 - Nov 24, 2014 | -4.56% Mar 15, 2021 - Apr 15, 2021 |
Correlation
Correlation between IJJ and SPYD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
IJJ vs SPYD dividend yield comparison.
| Year | IJJ | SPYD |
|---|---|---|
| 2026 | 0.63% | 1.99% |
| 2025 | 1.79% | 4.52% |
| 2024 | 1.81% | 4.31% |
| 2023 | 1.68% | 4.66% |
| 2022 | 1.97% | 5.01% |
| 2021 | 1.62% | 3.68% |
| 2020 | 1.78% | 4.95% |
| 2019 | 1.70% | 4.42% |
| 2018 | 2.01% | 4.75% |
| 2017 | 1.52% | 4.63% |
| 2016 | 1.67% | 4.34% |
| 2015 | 1.83% | 1.13% |
| 2014 | 1.65% | 0.00% |
| 2013 | 1.48% | 0.00% |
| 2012 | 1.90% | 0.00% |
| 2011 | 1.78% | 0.00% |
| 2010 | 1.56% | 0.00% |
| 2009 | 2.05% | 0.00% |
| 2008 | 3.14% | 0.00% |
| 2007 | 1.74% | 0.00% |
| 2006 | 1.79% | 0.00% |
| 2005 | 1.64% | 0.00% |
| 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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