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 +13.8% compared to +8.6%
IJJ vs VIS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IJJ
$8.50B
VIS
$8.40B
Expense Ratio
IJJ
0.18%
Winner
VIS
0.09%
Max Drawdown
Winner
IJJ
59.57%
VIS
64.92%
Sharpe Ratio
IJJ
1.11
Winner
VIS
1.40
5Y Beta
Winner
IJJ
0.90
VIS
0.96
P/E Ratio
Winner
IJJ
22.22
VIS
36.59
Forward P/E
Winner
IJJ
13.97
VIS
25.75
PEG Ratio
IJJ
0.07
VIS
N/A
5Y Dividends CAGR
IJJ
10.22%
Winner
VIS
17.53%
5Y EPS CAGR
IJJ
9.77%
Winner
VIS
11.99%
Debt to Equity
Winner
IJJ
45.77%
VIS
67.78%
P/S Ratio
Winner
IJJ
1.03
VIS
2.67
P/B Ratio
Winner
IJJ
1.94
VIS
6.32
IJJ vs VIS - Holdings Comparison
IJJ and VIS have 47 common holdings. Overlap is 4.84%
IJJ's top 25 holdings weight is 20.43%. VIS's top 25 holdings weight is 49.77%.
| Rank | IJJ | VIS |
|---|---|---|
| #1 | RELIANCE INC (RS) - 1.24% | CATERPILLAR INC (CAT) - 5.76% |
| #2 | TD SYNNEX CORP (SNX) - 1.22% | GE AEROSPACE (GE) - 4.78% |
| #3 | US FOODS HOLDING CORP (USFD) - 1.18% | GE VERNOVA INC (GEV) - 3.69% |
| #4 | WESCO INTERNATIONAL INC (WCC) - 1.00% | RTX CORP (RTX) - 3.42% |
| #5 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.95% | BOEING CO (BA) - 2.44% |
| #6 | ALCOA CORP (AA) - 0.94% | EATON CORP PLC (ETN) - 2.20% |
| #7 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.93% | HONEYWELL INTERNATIONAL INC (HON) - 2.14% |
| #8 | BORGWARNER INC (BWA) - 0.87% | UNION PACIFIC CORP (UNP) - 1.89% |
| #9 | OVINTIV INC (OVV) - 0.86% | DEERE & CO (DE) - 1.86% |
| #10 | REGAL REXNORD CORP (RRX) - 0.85% | UBER TECHNOLOGIES INC (UBER) - 1.77% |
| #11 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.85% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.62% |
| #12 | TOLL BROTHERS INC (TOL) - 0.84% | LOCKHEED MARTIN CORP (LMT) - 1.55% |
| #13 | JONES LANG LASALLE INC (JLL) - 0.82% | PARKER HANNIFIN CORP (PH) - 1.51% |
| #14 | ARAMARK (ARMK) - 0.82% | QUANTA SERVICES INC (PWR) - 1.51% |
| #15 | UNUM GROUP (UNM) - 0.81% | HOWMET AEROSPACE INC (HWM) - 1.46% |
| #16 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.80% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.41% |
| #17 | ENTEGRIS INC (ENTG) - 0.80% | FEDEX CORP (FDX) - 1.28% |
| #18 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.79% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.26% |
| #19 | WATSCO INC ORDINARY SHARES (WSO) - 0.78% | CUMMINS INC (CMI) - 1.26% |
| #20 | ALLY FINANCIAL INC (ALLY) - 0.74% | WASTE MANAGEMENT INC (WM) - 1.20% |
| #21 | BURLINGTON STORES INC (BURL) - 0.47% | CSX CORP (CSX) - 1.19% |
| #22 | ONTO INNOVATION INC (ONTO) - 0.47% | n/a (JCI) - 1.16% |
| #23 | FLUOR CORP (FLR) - 0.47% | 3M CO (MMM) - 1.14% |
| #24 | MAPLEBEAR INC (CART) - 0.47% | EMERSON ELECTRIC CO (EMR) - 1.14% |
| #25 | n/a (VNOM) - 0.46% | GENERAL DYNAMICS CORP (GD) - 1.13% |
| Total Holdings | 265 | 403 |
IJJ vs VIS - Historical Returns
Returns include dividend reinvestment.
1M
IJJ
+2.84%
Winner
VIS
+3.63%
3M
Winner
IJJ
+11.03%
VIS
+10.68%
6M
IJJ
+8.98%
Winner
VIS
+15.13%
1Y
IJJ
+20.40%
Winner
VIS
+28.65%
5Y(CAGR)
IJJ
+8.56%
Winner
VIS
+13.77%
10Y(CAGR)
IJJ
+11.20%
Winner
VIS
+14.11%
Max(CAGR)
Winner
IJJ
+12.42%
VIS
+11.12%
IJJ vs VIS - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJJ | VIS |
|---|---|---|
| 2026 | +9.29% | +14.66% |
| 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 | +5.70% | +10.50% |
| 2019 | +27.69% | +29.54% |
| 2018 | -11.29% | -14.61% |
| 2017 | +12.99% | +20.68% |
| 2016 | +29.86% | +22.33% |
| 2015 | -4.94% | -3.34% |
| 2014 | +14.83% | +9.87% |
| 2013 | +32.68% | +38.60% |
| 2012 | +18.97% | +14.90% |
| 2011 | -2.26% | -3.14% |
| 2010 | +22.66% | +24.99% |
| 2009 | +34.71% | +17.66% |
| 2008 | -32.78% | -38.84% |
| 2007 | +3.25% | +12.73% |
| 2006 | +14.64% | +15.04% |
| 2005 | +15.96% | +6.29% |
| 2004 | +22.89% | +12.23% |
| 2003 | +43.00% | N/A |
| 2002 | -6.23% | N/A |
| 2001 | +14.45% | N/A |
| 2000 | +22.93% | N/A |
IJJ vs VIS Drawdown Comparison
The maximum drawdown for IJJ was -56.39%, occurring on Mar 9, 2009. Recovery took 888 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 -1.25%. The current VIS drawdown is -2.14%.
| Rank | IJJ | VIS |
|---|---|---|
| #1 | -56.39% Jun 4, 2007 - Dec 10, 2010 | -63.49% Oct 9, 2007 - Dec 18, 2012 |
| #2 | -46.11% Jan 16, 2020 - Nov 24, 2020 | -42.43% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -31.22% Apr 17, 2002 - Aug 21, 2003 | -24.39% Sep 21, 2018 - Jul 24, 2019 |
| #4 | -26.92% Apr 29, 2011 - Mar 13, 2012 | -22.97% Nov 16, 2021 - Jun 29, 2023 |
| #5 | -22.67% Nov 25, 2024 - Dec 10, 2025 | -20.79% Nov 29, 2024 - Jun 27, 2025 |
| #6 | -22.14% Aug 29, 2018 - Oct 28, 2019 | -15.94% Feb 24, 2015 - Apr 27, 2016 |
| #7 | -20.74% May 22, 2001 - Jan 4, 2002 | -13.44% May 9, 2006 - Dec 27, 2006 |
| #8 | -20.10% Jun 23, 2015 - Jun 2, 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 | -11.55% Mar 26, 2012 - Sep 6, 2012 | -10.90% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.38% May 8, 2006 - Nov 14, 2006 | -10.86% Jan 26, 2018 - Sep 18, 2018 |
| #13 | -10.92% Feb 15, 2001 - Apr 27, 2001 | -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 | -10.11% Sep 2, 2014 - Nov 21, 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 | 0.66% | 0.23% |
| 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 | 3.14% | 1.38% |
| 2019 | 3.40% | 1.68% |
| 2018 | 4.02% | 1.90% |
| 2017 | 3.05% | 1.60% |
| 2016 | 3.34% | 1.81% |
| 2015 | 3.66% | 1.94% |
| 2014 | 3.30% | 1.57% |
| 2013 | 2.95% | 1.06% |
| 2012 | 3.81% | 2.09% |
| 2011 | 3.56% | 1.96% |
| 2010 | 3.11% | 1.31% |
| 2009 | 4.10% | 1.39% |
| 2008 | 6.29% | 2.59% |
| 2007 | 3.49% | 1.34% |
| 2006 | 3.58% | 1.14% |
| 2005 | 4.01% | 0.79% |
| 2004 | 4.81% | 0.58% |
| 2003 | 4.92% | 0.00% |
| 2002 | 5.59% | 0.00% |
| 2001 | 4.70% | 0.00% |
| 2000 | 3.05% | 0.00% |
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