IJJ vs SSO
Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and PROSHARES ULTRA S&P500 (SSO, ETF).
5-Year PerformanceSSO has outperformed IJJ, delivering a return of +19.4% compared to +8.2%
IJJ vs SSO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IJJ
$8.50B
SSO
$8.40B
Expense Ratio
IJJ
0.18%
SSO
N/A
Max Drawdown
Winner
IJJ
59.57%
SSO
85.48%
Sharpe Ratio
IJJ
1.14
Winner
SSO
1.49
5Y Beta
Winner
IJJ
0.90
SSO
1.94
P/E Ratio
Winner
IJJ
22.87
SSO
27.40
Forward P/E
Winner
IJJ
14.18
SSO
21.21
PEG Ratio
IJJ
0.06
SSO
N/A
5Y Dividends CAGR
IJJ
10.22%
Winner
SSO
51.80%
5Y EPS CAGR
IJJ
8.38%
Winner
SSO
28.03%
Debt to Equity
IJJ
44.54%
Winner
SSO
27.08%
P/S Ratio
Winner
IJJ
1.03
SSO
3.63
P/B Ratio
Winner
IJJ
2.02
SSO
5.39
IJJ vs SSO - Holdings Comparison
IJJ and SSO have 1 common holdings. Overlap is -0.01%
IJJ's top 25 holdings weight is 20.46%. SSO's top 25 holdings weight is 53.69%.
| Rank | IJJ | SSO |
|---|---|---|
| #1 | TD SYNNEX CORP (SNX) - 1.21% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 17.12% |
| #2 | ALCOA CORP (AA) - 1.20% | NVIDIA CORP (NVDA) - 5.33% |
| #3 | RELIANCE INC (RS) - 1.19% | APPLE INC (AAPL) - 4.68% |
| #4 | US FOODS HOLDING CORP (USFD) - 1.07% | MICROSOFT CORP (MSFT) - 3.23% |
| #5 | WESCO INTERNATIONAL INC (WCC) - 1.03% | AMAZON.COM INC (AMZN) - 2.54% |
| #6 | OVINTIV INC (OVV) - 0.96% | ALPHABET INC CLASS A (GOOGL) - 2.28% |
| #7 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.92% | BROADCOM INC (AVGO) - 1.93% |
| #8 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.91% | CASH (n/a) - 1.89% |
| #9 | BORGWARNER INC (BWA) - 0.88% | ALPHABET INC CLASS C (GOOG) - 1.83% |
| #10 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.87% | S&P 500 INDEX SWAP (n/a) - 1.58% |
| #11 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.86% | META PLATFORMS INC CLASS A (META) - 1.37% |
| #12 | ARAMARK (ARMK) - 0.85% | TESLA INC (TSLA) - 1.17% |
| #13 | JONES LANG LASALLE INC (JLL) - 0.80% | MICRON TECHNOLOGY INC (MU) - 1.10% |
| #14 | REGAL REXNORD CORP (RRX) - 0.80% | E-MINI S&P 500 FUTURE JUNE 26 (n/a) - 1.04% |
| #15 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.78% | ELI LILLY AND CO (LLY) - 0.99% |
| #16 | TOLL BROTHERS INC (TOL) - 0.78% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.97% |
| #17 | UNUM GROUP (UNM) - 0.76% | SPDR S&P 500 (SPY) SWAP (n/a) - 0.95% |
| #18 | SAIA INC (SAIA) - 0.76% | JPMORGAN CHASE & CO (JPM) - 0.91% |
| #19 | n/a (KNX) - 0.75% | CTE PROSHARES TRUST M (n/a) - 0.83% |
| #20 | WATSCO INC ORDINARY SHARES (WSO) - 0.75% | ADVANCED MICRO DEVICES INC (AMD) - 0.81% |
| #21 | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 0.47% | CITIGROUP INC (C) - 0.25% |
| #22 | RPM INTERNATIONAL INC (RPM) - 0.47% | PALO ALTO NETWORKS INC (PANW) - 0.23% |
| #23 | CARLISLE COMPANIES INC (CSL) - 0.47% | VERIZON COMMUNICATIONS INC (VZ) - 0.22% |
| #24 | MAPLEBEAR INC (CART) - 0.46% | PEPSICO INC (PEP) - 0.22% |
| #25 | CLEVELAND-CLIFFS INC (CLF) - 0.46% | MCDONALD'S CORP (MCD) - 0.22% |
| Total Holdings | 265 | 458 |
IJJ vs SSO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJJ
+6.36%
SSO
+3.60%
3M
IJJ
+11.98%
Winner
SSO
+25.51%
6M
IJJ
+10.29%
Winner
SSO
+19.82%
1Y
IJJ
+22.50%
Winner
SSO
+49.38%
5Y(CAGR)
IJJ
+8.20%
Winner
SSO
+19.36%
10Y(CAGR)
IJJ
+10.74%
Winner
SSO
+24.49%
Max(CAGR)
IJJ
+10.39%
Winner
SSO
+15.84%
IJJ vs SSO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJJ | SSO |
|---|---|---|
| 2026 | +10.60% | +18.71% |
| 2025 | +7.94% | +26.86% |
| 2024 | +11.60% | +45.19% |
| 2023 | +15.45% | +47.99% |
| 2022 | -7.75% | -39.69% |
| 2021 | +32.74% | +65.07% |
| 2020 | +3.67% | +19.38% |
| 2019 | +25.41% | +63.26% |
| 2018 | -12.86% | -15.76% |
| 2017 | +11.19% | +42.26% |
| 2016 | +27.52% | +25.14% |
| 2015 | -6.57% | -1.06% |
| 2014 | +12.92% | +27.99% |
| 2013 | +30.57% | +62.55% |
| 2012 | +16.68% | +27.12% |
| 2011 | -3.96% | -4.74% |
| 2010 | +20.61% | +22.88% |
| 2009 | +31.51% | +38.70% |
| 2008 | -34.46% | -67.25% |
| 2007 | +1.56% | +1.74% |
| 2006 | +12.53% | +25.97% |
| 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 SSO Drawdown Comparison
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for SSO was -84.67%, occurring on Mar 9, 2009. Recovery took 1520 trading sessions.
The current IJJ drawdown is -0.06%. The current SSO drawdown is -1.64%.
| Rank | IJJ | SSO |
|---|---|---|
| #1 | -58.01% Jun 4, 2007 - Feb 7, 2011 | -84.67% Oct 9, 2007 - Oct 22, 2013 |
| #2 | -46.11% Jan 16, 2020 - Dec 4, 2020 | -59.34% Feb 19, 2020 - Sep 2, 2020 |
| #3 | -32.55% Apr 17, 2002 - Oct 7, 2003 | -46.73% Jan 3, 2022 - Mar 1, 2024 |
| #4 | -27.56% Apr 29, 2011 - Mar 15, 2012 | -36.57% Sep 20, 2018 - Jul 2, 2019 |
| #5 | -22.84% Aug 29, 2018 - Nov 5, 2019 | -35.21% Feb 19, 2025 - Jul 3, 2025 |
| #6 | -22.67% Nov 25, 2024 - Dec 10, 2025 | -26.68% May 21, 2015 - Jul 11, 2016 |
| #7 | -21.32% May 22, 2001 - Mar 1, 2002 | -19.76% Jan 26, 2018 - Aug 27, 2018 |
| #8 | -21.22% Jun 23, 2015 - Jul 12, 2016 | -18.40% Sep 2, 2020 - Nov 16, 2020 |
| #9 | -19.09% Jan 4, 2022 - Jan 27, 2023 | -18.17% Jan 12, 2026 - Apr 16, 2026 |
| #10 | -18.74% Feb 2, 2023 - Dec 19, 2023 | -18.05% Jul 13, 2007 - Oct 9, 2007 |
| #11 | -11.66% Feb 15, 2001 - Apr 30, 2001 | -16.70% Jul 16, 2024 - Sep 19, 2024 |
| #12 | -11.65% Mar 19, 2012 - Sep 6, 2012 | -14.33% Sep 18, 2014 - Oct 31, 2014 |
| #13 | -11.48% May 8, 2006 - Nov 15, 2006 | -12.06% Jul 26, 2019 - Oct 28, 2019 |
| #14 | -10.59% Feb 6, 2026 - Jun 2, 2026 | -11.98% Feb 20, 2007 - Apr 16, 2007 |
| #15 | -10.46% Sep 2, 2014 - Nov 24, 2014 | -11.49% Dec 31, 2013 - Feb 27, 2014 |
Correlation
Correlation between IJJ and SSO 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 SSO dividend yield comparison.
| Year | IJJ | SSO |
|---|---|---|
| 2026 | 0.65% | 0.17% |
| 2025 | 1.79% | 0.68% |
| 2024 | 1.81% | 0.85% |
| 2023 | 1.68% | 0.18% |
| 2022 | 1.97% | 0.50% |
| 2021 | 1.62% | 0.18% |
| 2020 | 1.78% | 0.20% |
| 2019 | 1.70% | 0.50% |
| 2018 | 2.01% | 0.75% |
| 2017 | 1.52% | 0.39% |
| 2016 | 1.67% | 0.51% |
| 2015 | 1.83% | 0.63% |
| 2014 | 1.65% | 0.33% |
| 2013 | 1.48% | 0.26% |
| 2012 | 1.90% | 0.71% |
| 2011 | 1.78% | 0.56% |
| 2010 | 1.56% | 0.78% |
| 2009 | 2.05% | 0.77% |
| 2008 | 3.14% | 2.14% |
| 2007 | 1.74% | 5.34% |
| 2006 | 1.79% | 4.40% |
| 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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