IJJ vs VUSB

Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and VANGUARD ULTRA-SHORT BOND ETF ETF SHARES (VUSB, ETF).

5-Year PerformanceIJJ has outperformed VUSB, delivering a return of +9.9% compared to +3.5%

IJJ vs VUSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IJJ(ETF)	VUSB(ETF)
Net Assets	$8.70B	$8.90B
Expense Ratio	0.18%	0.10%
Max Drawdown	59.57%	2.81%
Sharpe Ratio	1.11	0.70
5Y Beta	0.89	0.01
P/E Ratio	21.62	N/A
Forward P/E	14.32	N/A
PEG Ratio	0.07	N/A
5Y Dividends CAGR	10.21%	128.03%
5Y EPS CAGR	10.09%	N/A
Debt to Equity	46.13%	N/A
P/S Ratio	1.07	N/A
P/B Ratio	2.07	N/A

Net Assets

IJJ

$8.70B

Winner

VUSB

$8.90B

Expense Ratio

IJJ

0.18%

Winner

VUSB

0.10%

Max Drawdown

IJJ

59.57%

Winner

VUSB

2.81%

Sharpe Ratio

Winner

IJJ

1.11

VUSB

0.70

5Y Beta

IJJ

0.89

Winner

VUSB

0.01

P/E Ratio

IJJ

21.62

VUSB

N/A

Forward P/E

IJJ

14.32

VUSB

N/A

PEG Ratio

IJJ

0.07

VUSB

N/A

5Y Dividends CAGR

IJJ

10.21%

Winner

VUSB

128.03%

5Y EPS CAGR

IJJ

10.09%

VUSB

N/A

Debt to Equity

IJJ

46.13%

VUSB

N/A

P/S Ratio

IJJ

1.07

VUSB

N/A

P/B Ratio

IJJ

2.07

VUSB

N/A

IJJ vs VUSB - Historical Returns

Returns include dividend reinvestment.

Period	IJJ	VUSB
1 month	+2.20%	+0.25%
3 months	+7.84%	+0.92%
6 months	+8.29%	+1.67%
1 year	+20.94%	+4.31%
5 years(CAGR)	+9.89%	+3.51%
10 years(CAGR)	+10.52%	N/A
Max(CAGR)	+10.44%	+3.35%

Winner

IJJ

+2.20%

VUSB

+0.25%

Winner

IJJ

+7.84%

VUSB

+0.92%

Winner

IJJ

+8.29%

VUSB

+1.67%

Winner

IJJ

+20.94%

VUSB

+4.31%

5Y(CAGR)

Winner

IJJ

+9.89%

VUSB

+3.51%

10Y(CAGR)

IJJ

+10.52%

VUSB

N/A

Max(CAGR)

Winner

IJJ

+10.44%

VUSB

+3.35%

IJJ vs VUSB - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IJJ	VUSB
2026	+12.96%	+1.79%
2025	+7.94%	+5.20%
2024	+11.60%	+5.77%
2023	+15.45%	+5.52%
2022	-7.75%	-0.35%
2021	+32.74%	+0.00%
2020	+3.67%	N/A
2019	+25.41%	N/A
2018	-12.86%	N/A
2017	+11.19%	N/A
2016	+27.52%	N/A
2015	-6.57%	N/A
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 VUSB Drawdown Comparison

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

The maximum drawdown for VUSB was -1.79%, occurring on Jun 14, 2022. Recovery took 361 trading sessions.

The current VUSB drawdown is -0.02%.

Rank	IJJ	VUSB
#1	-58.01% Jun 4, 2007 - Feb 7, 2011	-1.79% Oct 1, 2021 - Mar 10, 2023
#2	-46.11% Jan 16, 2020 - Dec 4, 2020	-0.46% Apr 3, 2025 - Apr 24, 2025
#3	-32.55% Apr 17, 2002 - Oct 7, 2003	-0.37% Feb 27, 2026 - Apr 8, 2026
#4	-27.56% Apr 29, 2011 - Mar 15, 2012	-0.28% Mar 24, 2023 - Apr 5, 2023
#5	-22.84% Aug 29, 2018 - Nov 5, 2019	-0.20% May 12, 2023 - Jun 1, 2023
#6	-22.67% Nov 25, 2024 - Dec 10, 2025	-0.20% Apr 4, 2024 - Apr 23, 2024
#7	-21.32% May 22, 2001 - Mar 1, 2002	-0.19% Feb 1, 2024 - Feb 20, 2024
#8	-21.22% Jun 23, 2015 - Jul 12, 2016	-0.16% Sep 27, 2024 - Oct 16, 2024
#9	-19.09% Jan 4, 2022 - Jan 27, 2023	-0.15% Jun 16, 2026 - Jun 26, 2026
#10	-18.74% Feb 2, 2023 - Dec 19, 2023	-0.14% Oct 9, 2023 - Oct 20, 2023
#11	-11.66% Feb 15, 2001 - Apr 30, 2001	-0.14% Aug 4, 2023 - Aug 23, 2023
#12	-11.65% Mar 19, 2012 - Sep 6, 2012	-0.14% Jul 13, 2023 - Jul 26, 2023
#13	-11.48% May 8, 2006 - Nov 15, 2006	-0.13% Jan 12, 2024 - Jan 25, 2024
#14	-10.59% Feb 6, 2026 - Jun 2, 2026	-0.12% Jun 1, 2023 - Jun 20, 2023
#15	-10.46% Sep 2, 2014 - Nov 24, 2014	-0.12% Mar 15, 2023 - Mar 20, 2023

Correlation

Correlation between IJJ and VUSB is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2000 - 2026)

IJJ vs VUSB dividend yield comparison.

Year	IJJ	VUSB
2026	0.64%	2.10%
2025	1.79%	4.63%
2024	1.81%	5.16%
2023	1.68%	4.45%
2022	1.97%	1.56%
2021	1.62%	0.26%
2020	1.78%	0.00%
2019	1.70%	0.00%
2018	2.01%	0.00%
2017	1.52%	0.00%
2016	1.67%	0.00%
2015	1.83%	0.00%
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%