IJJ vs VIS
Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and VANGUARD INDUSTRIALS INDEX FUND ETF SHARES (VIS, ETF).
5-Year PerformanceVIS has outperformed IJJ, delivering a return of +14.0% compared to +9.2%
IJJ vs VIS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJJ
$8.70B
Winner
VIS
$8.80B
Expense Ratio
IJJ
0.18%
Winner
VIS
0.09%
Max Drawdown
Winner
IJJ
59.57%
VIS
64.92%
Sharpe Ratio
Winner
IJJ
1.25
VIS
1.12
5Y Beta
Winner
IJJ
0.89
VIS
0.97
P/E Ratio
Winner
IJJ
20.20
VIS
37.94
Forward P/E
Winner
IJJ
14.42
VIS
27.23
PEG Ratio
IJJ
0.07
VIS
N/A
5Y Dividends CAGR
IJJ
10.22%
Winner
VIS
11.52%
5Y EPS CAGR
IJJ
10.02%
Winner
VIS
12.11%
Debt to Equity
Winner
IJJ
45.86%
VIS
61.41%
P/S Ratio
Winner
IJJ
1.07
VIS
2.73
P/B Ratio
Winner
IJJ
2.17
VIS
6.67
IJJ vs VIS - Holdings Comparison
IJJ and VIS have 50 common holdings. Overlap is 5.48%
IJJ's top 25 holdings weight is 20.02%. VIS's top 25 holdings weight is 46.27%.
| Rank | IJJ | VIS |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.19% | CATERPILLAR INC (CAT) - 6.61% |
| #2 | RELIANCE INC (RS) - 1.12% | GE AEROSPACE (GE) - 5.21% |
| #3 | TD SYNNEX CORP (SNX) - 1.07% | GE VERNOVA INC (GEV) - 4.22% |
| #4 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.99% | RTX CORP (RTX) - 3.40% |
| #5 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.95% | EATON CORP PLC (ETN) - 2.20% |
| #6 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.95% | BOEING CO (BA) - 2.15% |
| #7 | OVINTIV INC (OVV) - 0.94% | DEERE & CO (DE) - 2.06% |
| #8 | WESCO INTERNATIONAL INC (WCC) - 0.92% | UNION PACIFIC CORP (UNP) - 1.85% |
| #9 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.90% | UBER TECHNOLOGIES INC (UBER) - 1.71% |
| #10 | JONES LANG LASALLE INC (JLL) - 0.86% | PARKER HANNIFIN CORP (PH) - 1.65% |
| #11 | ARAMARK (ARMK) - 0.84% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.62% |
| #12 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.83% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.45% |
| #13 | REGAL REXNORD CORP (RRX) - 0.81% | QUANTA SERVICES INC (PWR) - 1.44% |
| #14 | HF SINCLAIR CORP (DINO) - 0.80% | HOWMET AEROSPACE INC (HWM) - 1.44% |
| #15 | TOLL BROTHERS INC (TOL) - 0.80% | LOCKHEED MARTIN CORP (LMT) - 1.41% |
| #16 | ILLUMINA INC (ILMN) - 0.77% | CUMMINS INC (CMI) - 1.31% |
| #17 | BORGWARNER INC (BWA) - 0.75% | WASTE MANAGEMENT INC (WM) - 1.20% |
| #18 | WATSCO INC ORDINARY SHARES (WSO) - 0.75% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.20% |
| #19 | CROWN HOLDINGS INC (CCK) - 0.75% | n/a (JCI) - 1.19% |
| #20 | UNUM GROUP (UNM) - 0.74% | CSX CORP (CSX) - 1.18% |
| #21 | APTARGROUP INC (ATR) - 0.47% | HUBBELL INC (HUBB) - 0.37% |
| #22 | DICK'S SPORTING GOODS INC (DKS) - 0.47% | ATI INC (ATI) - 0.36% |
| #23 | W.P. CAREY INC (WPC) - 0.45% | FTAI AVIATION LTD (FTAI) - 0.36% |
| #24 | UGI CORP (UGI) - 0.45% | MASTEC INC (MTZ) - 0.34% |
| #25 | COMMERCE BANCSHARES INC (CBSH) - 0.45% | WOODWARD INC (WWD) - 0.34% |
| Total Holdings | 261 | 360 |
IJJ vs VIS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJJ
+3.03%
VIS
+1.52%
3M
Winner
IJJ
+6.80%
VIS
+5.25%
6M
IJJ
+5.37%
Winner
VIS
+6.81%
1Y
IJJ
+23.79%
Winner
VIS
+25.20%
5Y(CAGR)
IJJ
+9.23%
Winner
VIS
+14.02%
10Y(CAGR)
IJJ
+10.49%
Winner
VIS
+14.08%
Max(CAGR)
IJJ
+10.45%
Winner
VIS
+11.19%
IJJ vs VIS - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJJ | VIS |
|---|---|---|
| 2026 | +13.81% | +17.73% |
| 2025 | +7.94% | +18.83% |
| 2024 | +11.60% | +18.12% |
| 2023 | +15.45% | +22.19% |
| 2022 | -7.75% | -8.00% |
| 2021 | +32.74% | +23.59% |
| 2020 | +3.67% | +10.50% |
| 2019 | +25.41% | +29.54% |
| 2018 | -12.86% | -14.61% |
| 2017 | +11.19% | +20.68% |
| 2016 | +27.52% | +22.33% |
| 2015 | -6.57% | -3.34% |
| 2014 | +12.92% | +9.87% |
| 2013 | +30.57% | +38.60% |
| 2012 | +16.68% | +14.90% |
| 2011 | -3.96% | -3.14% |
| 2010 | +20.61% | +24.99% |
| 2009 | +31.51% | +17.66% |
| 2008 | -34.46% | -38.84% |
| 2007 | +1.56% | +12.73% |
| 2006 | +12.53% | +15.04% |
| 2005 | +13.12% | +6.29% |
| 2004 | +18.20% | +12.23% |
| 2003 | +36.87% | N/A |
| 2002 | -9.74% | N/A |
| 2001 | +10.26% | N/A |
| 2000 | +19.96% | N/A |
IJJ vs VIS Drawdown Comparison
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for VIS was -63.49%, occurring on Mar 9, 2009. Recovery took 1308 trading sessions.
The current IJJ drawdown is -0.63%. The current VIS drawdown is -0.99%.
| Rank | IJJ | VIS |
|---|---|---|
| #1 | -58.01% Jun 4, 2007 - Feb 7, 2011 | -63.49% Oct 9, 2007 - Dec 18, 2012 |
| #2 | -46.11% Jan 16, 2020 - Dec 4, 2020 | -42.43% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -32.55% Apr 17, 2002 - Oct 7, 2003 | -24.39% Sep 21, 2018 - Jul 24, 2019 |
| #4 | -27.56% Apr 29, 2011 - Mar 15, 2012 | -22.97% Nov 16, 2021 - Jun 29, 2023 |
| #5 | -22.84% Aug 29, 2018 - Nov 5, 2019 | -20.79% Nov 29, 2024 - Jun 27, 2025 |
| #6 | -22.67% Nov 25, 2024 - Dec 10, 2025 | -15.94% Feb 24, 2015 - Apr 27, 2016 |
| #7 | -21.32% May 22, 2001 - Mar 1, 2002 | -13.44% May 9, 2006 - Dec 27, 2006 |
| #8 | -21.22% Jun 23, 2015 - Jul 12, 2016 | -13.27% Aug 1, 2023 - Dec 12, 2023 |
| #9 | -19.09% Jan 4, 2022 - Jan 27, 2023 | -12.29% Mar 2, 2026 - May 6, 2026 |
| #10 | -18.74% Feb 2, 2023 - Dec 19, 2023 | -11.59% Jun 9, 2014 - Nov 6, 2014 |
| #11 | -11.66% Feb 15, 2001 - Apr 30, 2001 | -10.90% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.65% Mar 19, 2012 - Sep 6, 2012 | -10.86% Jan 26, 2018 - Sep 18, 2018 |
| #13 | -11.48% May 8, 2006 - Nov 15, 2006 | -7.76% Jul 24, 2019 - Sep 13, 2019 |
| #14 | -10.59% Feb 6, 2026 - Jun 2, 2026 | -7.53% Mar 7, 2005 - Nov 10, 2005 |
| #15 | -10.46% Sep 2, 2014 - Nov 24, 2014 | -7.26% Jan 15, 2014 - Mar 4, 2014 |
Correlation
Correlation between IJJ and VIS 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 VIS dividend yield comparison.
| Year | IJJ | VIS |
|---|---|---|
| 2026 | 0.63% | 0.43% |
| 2025 | 1.79% | 1.01% |
| 2024 | 1.81% | 1.23% |
| 2023 | 1.68% | 1.36% |
| 2022 | 1.97% | 1.52% |
| 2021 | 1.62% | 1.11% |
| 2020 | 1.78% | 1.38% |
| 2019 | 1.70% | 1.68% |
| 2018 | 2.01% | 1.90% |
| 2017 | 1.52% | 1.60% |
| 2016 | 1.67% | 1.81% |
| 2015 | 1.83% | 1.94% |
| 2014 | 1.65% | 1.57% |
| 2013 | 1.48% | 1.06% |
| 2012 | 1.90% | 2.09% |
| 2011 | 1.78% | 1.96% |
| 2010 | 1.56% | 1.31% |
| 2009 | 2.05% | 1.39% |
| 2008 | 3.14% | 2.59% |
| 2007 | 1.74% | 1.34% |
| 2006 | 1.79% | 1.14% |
| 2005 | 1.64% | 0.79% |
| 2004 | 1.20% | 0.58% |
| 2003 | 1.23% | 0.00% |
| 2002 | 1.40% | 0.00% |
| 2001 | 1.18% | 0.00% |
| 2000 | 0.76% | 0.00% |
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