IJJ vs XLRE
Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and STATE STREET(R) REAL ESTATE SELECT SECTOR SPDR(R) ETF (XLRE, ETF).
5-Year PerformanceIJJ has outperformed XLRE, delivering a return of +9.2% compared to +2.6%
IJJ vs XLRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IJJ
$8.70B
XLRE
$8.60B
Expense Ratio
IJJ
0.18%
Winner
XLRE
0.08%
Max Drawdown
IJJ
59.57%
Winner
XLRE
39.28%
Sharpe Ratio
Winner
IJJ
1.25
XLRE
0.62
5Y Beta
IJJ
0.89
Winner
XLRE
0.45
P/E Ratio
Winner
IJJ
20.20
XLRE
38.31
Forward P/E
Winner
IJJ
14.42
XLRE
36.59
PEG Ratio
Winner
IJJ
0.07
XLRE
0.79
5Y Dividends CAGR
Winner
IJJ
10.22%
XLRE
1.94%
5Y EPS CAGR
Winner
IJJ
10.02%
XLRE
6.37%
Debt to Equity
IJJ
45.86%
Winner
XLRE
23.19%
P/S Ratio
Winner
IJJ
1.07
XLRE
6.25
P/B Ratio
Winner
IJJ
2.17
XLRE
3.09
IJJ vs XLRE - Holdings Comparison
IJJ and XLRE have 1 common holdings. Overlap is -0.03%
IJJ's top 25 holdings weight is 20.02%. XLRE's top 25 holdings weight is 93.46%.
| Rank | IJJ | XLRE |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.19% | WELLTOWER INC (WELL) - 11.57% |
| #2 | RELIANCE INC (RS) - 1.12% | PROLOGIS INC (PLD) - 9.21% |
| #3 | TD SYNNEX CORP (SNX) - 1.07% | EQUINIX INC (EQIX) - 6.72% |
| #4 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.99% | AMERICAN TOWER CORP (AMT) - 5.21% |
| #5 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.95% | SIMON PROPERTY GROUP INC (SPG) - 4.96% |
| #6 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.95% | VENTAS INC (VTR) - 4.72% |
| #7 | OVINTIV INC (OVV) - 0.94% | REALTY INCOME CORP (O) - 4.67% |
| #8 | WESCO INTERNATIONAL INC (WCC) - 0.92% | DIGITAL REALTY TRUST INC (DLR) - 4.56% |
| #9 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.90% | PUBLIC STORAGE (PSA) - 4.33% |
| #10 | JONES LANG LASALLE INC (JLL) - 0.86% | CBRE GROUP INC CLASS A (CBRE) - 4.10% |
| #11 | ARAMARK (ARMK) - 0.84% | IRON MOUNTAIN INC (IRM) - 3.73% |
| #12 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.83% | CROWN CASTLE INC (CCI) - 3.45% |
| #13 | REGAL REXNORD CORP (RRX) - 0.81% | EXTRA SPACE STORAGE INC (EXR) - 3.14% |
| #14 | HF SINCLAIR CORP (DINO) - 0.80% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.96% |
| #15 | TOLL BROTHERS INC (TOL) - 0.80% | AVALONBAY COMMUNITIES INC (AVB) - 2.69% |
| #16 | ILLUMINA INC (ILMN) - 0.77% | EQUITY RESIDENTIAL (EQR) - 2.37% |
| #17 | BORGWARNER INC (BWA) - 0.75% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.95% |
| #18 | WATSCO INC ORDINARY SHARES (WSO) - 0.75% | ESSEX PROPERTY TRUST INC (ESS) - 1.91% |
| #19 | CROWN HOLDINGS INC (CCK) - 0.75% | KIMCO REALTY CORP (KIM) - 1.77% |
| #20 | UNUM GROUP (UNM) - 0.74% | WEYERHAEUSER CO (WY) - 1.74% |
| #21 | APTARGROUP INC (ATR) - 0.47% | INVITATION HOMES INC (INVH) - 1.66% |
| #22 | DICK'S SPORTING GOODS INC (DKS) - 0.47% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.57% |
| #23 | W.P. CAREY INC (WPC) - 0.45% | HOST HOTELS & RESORTS INC (HST) - 1.55% |
| #24 | UGI CORP (UGI) - 0.45% | HEALTHPEAK PROPERTIES INC (DOC) - 1.55% |
| #25 | COMMERCE BANCSHARES INC (CBSH) - 0.45% | REGENCY CENTERS CORP (REG) - 1.37% |
| Total Holdings | 261 | 34 |
IJJ vs XLRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJJ
+3.03%
XLRE
+0.20%
3M
Winner
IJJ
+6.80%
XLRE
+2.18%
6M
IJJ
+5.37%
Winner
XLRE
+8.77%
1Y
Winner
IJJ
+23.79%
XLRE
+11.85%
5Y(CAGR)
Winner
IJJ
+9.23%
XLRE
+2.60%
10Y(CAGR)
Winner
IJJ
+10.49%
XLRE
+6.43%
Max(CAGR)
Winner
IJJ
+10.45%
XLRE
+7.35%
IJJ vs XLRE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJJ | XLRE |
|---|---|---|
| 2026 | +13.81% | +13.11% |
| 2025 | +7.94% | +3.56% |
| 2024 | +11.60% | +4.11% |
| 2023 | +15.45% | +11.95% |
| 2022 | -7.75% | -25.56% |
| 2021 | +32.74% | +50.96% |
| 2020 | +3.67% | -0.96% |
| 2019 | +25.41% | +31.71% |
| 2018 | -12.86% | -1.81% |
| 2017 | +11.19% | +10.33% |
| 2016 | +27.52% | +5.18% |
| 2015 | -6.57% | +4.38% |
| 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 XLRE Drawdown Comparison
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for XLRE was -38.80%, occurring on Mar 23, 2020. Recovery took 280 trading sessions.
The current IJJ drawdown is -0.63%. The current XLRE drawdown is -2.24%.
| Rank | IJJ | XLRE |
|---|---|---|
| #1 | -58.01% Jun 4, 2007 - Feb 7, 2011 | -38.80% Feb 21, 2020 - Apr 1, 2021 |
| #2 | -46.11% Jan 16, 2020 - Dec 4, 2020 | -34.11% Dec 31, 2021 - Jun 9, 2026 |
| #3 | -32.55% Apr 17, 2002 - Oct 7, 2003 | -14.65% Aug 1, 2016 - Nov 7, 2017 |
| #4 | -27.56% Apr 29, 2011 - Mar 15, 2012 | -13.42% Dec 29, 2015 - Mar 17, 2016 |
| #5 | -22.84% Aug 29, 2018 - Nov 5, 2019 | -12.51% Dec 6, 2018 - Jan 31, 2019 |
| #6 | -22.67% Nov 25, 2024 - Dec 10, 2025 | -12.35% Nov 13, 2017 - Jul 5, 2018 |
| #7 | -21.32% May 22, 2001 - Mar 1, 2002 | -8.32% Aug 20, 2018 - Nov 30, 2018 |
| #8 | -21.22% Jun 23, 2015 - Jul 12, 2016 | -8.27% Sep 2, 2021 - Nov 3, 2021 |
| #9 | -19.09% Jan 4, 2022 - Jan 27, 2023 | -6.74% Oct 21, 2019 - Jan 21, 2020 |
| #10 | -18.74% Feb 2, 2023 - Dec 19, 2023 | -6.10% Oct 22, 2015 - Dec 29, 2015 |
| #11 | -11.66% Feb 15, 2001 - Apr 30, 2001 | -5.79% May 10, 2016 - Jun 29, 2016 |
| #12 | -11.65% Mar 19, 2012 - Sep 6, 2012 | -4.83% Jun 20, 2019 - Jul 10, 2019 |
| #13 | -11.48% May 8, 2006 - Nov 15, 2006 | -4.80% Nov 24, 2021 - Dec 7, 2021 |
| #14 | -10.59% Feb 6, 2026 - Jun 2, 2026 | -4.25% Apr 12, 2019 - May 24, 2019 |
| #15 | -10.46% Sep 2, 2014 - Nov 24, 2014 | -4.04% Apr 30, 2021 - May 24, 2021 |
Correlation
Correlation between IJJ and XLRE is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2000 - 2026)
IJJ vs XLRE dividend yield comparison.
| Year | IJJ | XLRE |
|---|---|---|
| 2026 | 0.63% | 1.45% |
| 2025 | 1.79% | 3.45% |
| 2024 | 1.81% | 3.43% |
| 2023 | 1.68% | 3.31% |
| 2022 | 1.97% | 3.70% |
| 2021 | 1.62% | 2.61% |
| 2020 | 1.78% | 3.15% |
| 2019 | 1.70% | 3.06% |
| 2018 | 2.01% | 3.78% |
| 2017 | 1.52% | 3.25% |
| 2016 | 1.67% | 4.22% |
| 2015 | 1.83% | 1.09% |
| 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% |
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