IJJ vs VCLT

Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and VANGUARD LONG-TERM CORPORATE BOND INDEX FUND ETF SHARES (VCLT, ETF).

5-Year PerformanceIJJ has outperformed VCLT, delivering a return of +7.9% compared to -1.4%

IJJ vs VCLT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IJJ(ETF)	VCLT(ETF)
Net Assets	$8.50B	$8.50B
Expense Ratio	0.18%	0.03%
Max Drawdown	59.57%	40.10%
Sharpe Ratio	1.03	0.49
5Y Beta	0.91	0.22
P/E Ratio	21.38	N/A
Forward P/E	13.91	N/A
PEG Ratio	0.22	N/A
5Y Dividends CAGR	12.71%	6.14%
5Y EPS CAGR	9.78%	N/A
Debt to Equity	13.02%	N/A
P/S Ratio	1.00	N/A
P/B Ratio	2.05	N/A

Net Assets

IJJ

$8.50B

VCLT

$8.50B

Expense Ratio

IJJ

0.18%

Winner

VCLT

0.03%

Max Drawdown

IJJ

59.57%

Winner

VCLT

40.10%

Sharpe Ratio

Winner

IJJ

1.03

VCLT

0.49

5Y Beta

IJJ

0.91

Winner

VCLT

0.22

P/E Ratio

IJJ

21.38

VCLT

N/A

Forward P/E

IJJ

13.91

VCLT

N/A

PEG Ratio

IJJ

0.22

VCLT

N/A

5Y Dividends CAGR

Winner

IJJ

12.71%

VCLT

6.14%

5Y EPS CAGR

IJJ

9.78%

VCLT

N/A

Debt to Equity

IJJ

13.02%

VCLT

N/A

P/S Ratio

IJJ

1.00

VCLT

N/A

P/B Ratio

IJJ

2.05

VCLT

N/A

IJJ vs VCLT - Historical Returns

Returns include dividend reinvestment.

Period	IJJ	VCLT
1 month	+0.86%	-0.77%
3 months	-0.47%	-1.93%
6 months	+8.94%	-0.85%
1 year	+16.64%	+7.50%
5 years(CAGR)	+7.90%	-1.39%
10 years(CAGR)	+10.49%	+2.30%
Max(CAGR)	+10.23%	+4.53%

Winner

IJJ

+0.86%

VCLT

-0.77%

Winner

IJJ

-0.47%

VCLT

-1.93%

Winner

IJJ

+8.94%

VCLT

-0.85%

Winner

IJJ

+16.64%

VCLT

+7.50%

5Y(CAGR)

Winner

IJJ

+7.90%

VCLT

-1.39%

10Y(CAGR)

Winner

IJJ

+10.49%

VCLT

+2.30%

Max(CAGR)

Winner

IJJ

+10.23%

VCLT

+4.53%

IJJ vs VCLT - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IJJ	VCLT
2026	+5.50%	+0.09%
2025	+7.94%	+7.16%
2024	+11.60%	-0.96%
2023	+15.45%	+9.95%
2022	-7.75%	-24.36%
2021	+32.74%	-1.07%
2020	+3.67%	+12.94%
2019	+25.41%	+23.31%
2018	-12.86%	-6.13%
2017	+11.19%	+11.47%
2016	+27.52%	+10.99%
2015	-6.57%	-5.51%
2014	+12.92%	+16.10%
2013	+30.57%	-4.77%
2012	+16.68%	+11.21%
2011	-3.96%	+17.14%
2010	+20.61%	+10.80%
2009	+31.51%	-0.72%
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 VCLT Drawdown Comparison

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

The maximum drawdown for VCLT was -34.32%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current IJJ drawdown is -2.33%. The current VCLT drawdown is -15.23%.

Rank	IJJ	VCLT
#1	-58.01% Jun 4, 2007 - Feb 7, 2011	-34.32% Sep 22, 2021 - Oct 24, 2022
#2	-46.11% Jan 16, 2020 - Dec 4, 2020	-28.19% Mar 6, 2020 - Jul 8, 2020
#3	-32.55% Apr 17, 2002 - Oct 7, 2003	-13.65% May 2, 2013 - May 1, 2014
#4	-27.56% Apr 29, 2011 - Mar 15, 2012	-11.71% Jan 30, 2015 - Jun 3, 2016
#5	-22.84% Aug 29, 2018 - Nov 5, 2019	-10.93% Aug 6, 2020 - Aug 4, 2021
#6	-22.67% Nov 25, 2024 - Dec 10, 2025	-9.86% Dec 15, 2017 - Mar 27, 2019
#7	-21.32% May 22, 2001 - Mar 1, 2002	-9.05% Jul 11, 2016 - Jun 14, 2017
#8	-21.22% Jun 23, 2015 - Jul 12, 2016	-8.02% Aug 24, 2010 - May 17, 2011
#9	-19.09% Jan 4, 2022 - Jan 27, 2023	-5.41% Feb 28, 2012 - May 14, 2012
#10	-18.74% Feb 2, 2023 - Dec 19, 2023	-5.31% Aug 28, 2019 - Dec 27, 2019
#11	-11.66% Feb 15, 2001 - Apr 30, 2001	-5.15% Nov 1, 2011 - Jan 17, 2012
#12	-11.65% Mar 19, 2012 - Sep 6, 2012	-5.01% Sep 22, 2011 - Oct 25, 2011
#13	-11.48% May 8, 2006 - Nov 15, 2006	-4.96% Oct 12, 2012 - Apr 22, 2013
#14	-10.59% Feb 6, 2026 - Mar 20, 2026	-4.94% Aug 10, 2011 - Sep 21, 2011
#15	-10.46% Sep 2, 2014 - Nov 24, 2014	-4.79% Jul 25, 2012 - Oct 10, 2012

Correlation

Correlation between IJJ and VCLT is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2000 - 2026)

IJJ vs VCLT dividend yield comparison.

Year	IJJ	VCLT
2026	0.31%	1.81%
2025	1.79%	5.51%
2024	1.81%	5.19%
2023	1.68%	4.67%
2022	1.97%	4.44%
2021	1.62%	3.07%
2020	1.78%	3.16%
2019	1.70%	3.81%
2018	2.01%	4.55%
2017	1.52%	4.01%
2016	1.67%	4.33%
2015	1.83%	4.68%
2014	1.65%	4.29%
2013	1.48%	4.83%
2012	1.90%	4.58%
2011	1.78%	4.56%
2010	1.56%	5.73%
2009	2.05%	0.67%
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%