IJK vs SDVY
Comparison between ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF) and FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (SDVY, ETF).
5-Year PerformanceSDVY has outperformed IJK, delivering a return of +10.5% compared to +8.0%
IJK vs SDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJK
$11B
Winner
SDVY
$11B
Expense Ratio
Winner
IJK
0.17%
SDVY
0.58%
Max Drawdown
IJK
54.57%
Winner
SDVY
45.19%
Sharpe Ratio
IJK
1.05
Winner
SDVY
1.10
5Y Beta
IJK
1.07
Winner
SDVY
0.92
P/E Ratio
IJK
32.45
Winner
SDVY
17.29
Forward P/E
IJK
20.31
Winner
SDVY
15.21
PEG Ratio
Winner
IJK
0.08
SDVY
0.25
5Y Dividends CAGR
IJK
6.39%
Winner
SDVY
7.88%
5Y EPS CAGR
Winner
IJK
18.50%
SDVY
17.32%
Debt to Equity
IJK
47.43%
Winner
SDVY
-5.77%
P/S Ratio
IJK
3.28
Winner
SDVY
2.09
P/B Ratio
IJK
4.71
Winner
SDVY
2.62
IJK vs SDVY - Holdings Comparison
IJK and SDVY have 54 common holdings. Overlap is 15.15%
IJK's top 25 holdings weight is 29.76%. SDVY's top 25 holdings weight is 25.45%.
| Rank | IJK | SDVY |
|---|---|---|
| #1 | TWILIO INC CLASS A (TWLO) - 1.68% | ENERSYS (ENS) - 1.28% |
| #2 | CARPENTER TECHNOLOGY CORP (CRS) - 1.61% | COMFORT SYSTEMS USA INC (FIX) - 1.24% |
| #3 | CURTISS-WRIGHT CORP (CW) - 1.48% | NATIONAL HEALTHCARE CORP (NHC) - 1.19% |
| #4 | ATI INC (ATI) - 1.39% | PRICESMART INC (PSMT) - 1.18% |
| #5 | TECHNIPFMC PLC (FTI) - 1.38% | WOODWARD INC (WWD) - 1.11% |
| #6 | NVENT ELECTRIC PLC (NVT) - 1.37% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.08% |
| #7 | WOODWARD INC (WWD) - 1.33% | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.06% |
| #8 | EVERPURE INC CLASS A (P) - 1.29% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.01% |
| #9 | XPO INC (XPO) - 1.29% | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.00% |
| #10 | MASTEC INC (MTZ) - 1.28% | ZIONS BANCORP NA (ZION) - 0.98% |
| #11 | STERLING INFRASTRUCTURE INC (STRL) - 1.26% | FIRST BANCORP (FBP) - 0.98% |
| #12 | OKTA INC CLASS A (OKTA) - 1.25% | EMCOR GROUP INC (EME) - 0.98% |
| #13 | UNITED THERAPEUTICS CORP (UTHR) - 1.23% | WILLIAMS-SONOMA INC (WSM) - 0.98% |
| #14 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.22% | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.97% |
| #15 | RB GLOBAL INC (RBA) - 1.12% | UMB FINANCIAL CORP (UMBF) - 0.97% |
| #16 | RBC BEARINGS INC (RBC) - 1.04% | THE HANOVER INSURANCE GROUP INC (THG) - 0.96% |
| #17 | FABRINET (FN) - 1.04% | RALPH LAUREN CORP CLASS A (RL) - 0.95% |
| #18 | MKS INC (MKSI) - 1.04% | INTERPARFUMS INC (IPAR) - 0.95% |
| #19 | TTM TECHNOLOGIES INC (TTMI) - 0.99% | EAST WEST BANCORP INC (EWBC) - 0.95% |
| #20 | ROKU INC CLASS A (ROKU) - 0.98% | ACUITY INC (AYI) - 0.95% |
| #21 | BWX TECHNOLOGIES INC (BWXT) - 0.93% | ASSURANT INC (AIZ) - 0.95% |
| #22 | COEUR MINING INC (CDE) - 0.91% | TOLL BROTHERS INC (TOL) - 0.94% |
| #23 | ITT INC (ITT) - 0.89% | CINCINNATI FINANCIAL CORP (CINF) - 0.94% |
| #24 | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.89% | WINTRUST FINANCIAL CORP (WTFC) - 0.93% |
| #25 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.87% | SNAP-ON INC (SNA) - 0.92% |
| Total Holdings | 248 | 174 |
IJK vs SDVY - Historical Returns
Returns include dividend reinvestment.
1M
IJK
-2.42%
Winner
SDVY
+2.15%
3M
Winner
IJK
+3.63%
SDVY
+2.39%
6M
Winner
IJK
+9.74%
SDVY
+5.80%
1Y
Winner
IJK
+24.05%
SDVY
+21.75%
5Y(CAGR)
IJK
+8.01%
Winner
SDVY
+10.52%
10Y(CAGR)
IJK
+11.06%
Winner
SDVY
+11.17%
Max(CAGR)
IJK
+8.67%
Winner
SDVY
+11.17%
IJK vs SDVY - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJK | SDVY |
|---|---|---|
| 2026 | +15.64% | +12.00% |
| 2025 | +7.13% | +9.13% |
| 2024 | +16.51% | +11.49% |
| 2023 | +18.34% | +28.50% |
| 2022 | -18.96% | -12.37% |
| 2021 | +20.35% | +29.11% |
| 2020 | +21.93% | +11.08% |
| 2019 | +27.10% | +24.65% |
| 2018 | -11.46% | -15.06% |
| 2017 | +19.22% | +5.78% |
| 2016 | +16.58% | N/A |
| 2015 | +1.78% | N/A |
| 2014 | +8.56% | N/A |
| 2013 | +28.90% | N/A |
| 2012 | +16.30% | N/A |
| 2011 | -2.55% | N/A |
| 2010 | +28.48% | N/A |
| 2009 | +37.16% | N/A |
| 2008 | -36.84% | N/A |
| 2007 | +12.52% | N/A |
| 2006 | +4.12% | N/A |
| 2005 | +15.12% | N/A |
| 2004 | +13.84% | N/A |
| 2003 | +27.15% | N/A |
| 2002 | -18.87% | N/A |
| 2001 | -2.29% | N/A |
| 2000 | -2.70% | N/A |
IJK vs SDVY Drawdown Comparison
The maximum drawdown for IJK was -54.47%, occurring on Nov 20, 2008. Recovery took 610 trading sessions.
The maximum drawdown for SDVY was -44.70%, occurring on Mar 23, 2020. Recovery took 334 trading sessions.
The current IJK drawdown is -3.38%. The current SDVY drawdown is -1.24%.
| Rank | IJK | SDVY |
|---|---|---|
| #1 | -54.47% Jun 5, 2008 - Nov 4, 2010 | -44.70% Jul 24, 2019 - Nov 17, 2020 |
| #2 | -46.34% Sep 1, 2000 - Nov 17, 2005 | -25.92% Nov 25, 2024 - Jan 5, 2026 |
| #3 | -39.25% Feb 20, 2020 - Aug 12, 2020 | -24.44% Jan 4, 2022 - Jul 19, 2023 |
| #4 | -29.23% Nov 16, 2021 - Feb 29, 2024 | -22.58% Aug 21, 2018 - Jul 24, 2019 |
| #5 | -25.75% Jul 7, 2011 - Sep 13, 2012 | -12.52% Aug 7, 2023 - Dec 4, 2023 |
| #6 | -25.63% Nov 25, 2024 - Dec 11, 2025 | -9.76% Jul 31, 2024 - Oct 11, 2024 |
| #7 | -23.95% Sep 14, 2018 - Nov 27, 2019 | -9.27% Feb 20, 2026 - Apr 27, 2026 |
| #8 | -18.46% Aug 17, 2015 - Jul 11, 2016 | -8.86% May 7, 2021 - Nov 3, 2021 |
| #9 | -17.20% Oct 9, 2007 - Jun 5, 2008 | -8.09% Jan 23, 2018 - Aug 21, 2018 |
| #10 | -13.98% May 8, 2006 - Jan 24, 2007 | -7.23% Nov 16, 2021 - Jan 4, 2022 |
| #11 | -10.81% Jul 3, 2014 - Nov 10, 2014 | -7.15% Mar 28, 2024 - May 15, 2024 |
| #12 | -10.36% Jul 13, 2007 - Oct 5, 2007 | -6.13% Mar 15, 2021 - Apr 5, 2021 |
| #13 | -9.92% Mar 2, 2026 - Apr 17, 2026 | -6.08% Dec 26, 2023 - Mar 7, 2024 |
| #14 | -9.77% Jan 26, 2018 - Jun 6, 2018 | -6.07% May 15, 2024 - Jul 15, 2024 |
| #15 | -9.33% Jul 16, 2024 - Oct 14, 2024 | -5.95% Jan 20, 2021 - Feb 5, 2021 |
Correlation
Correlation between IJK and SDVY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IJK vs SDVY dividend yield comparison.
| Year | IJK | SDVY |
|---|---|---|
| 2026 | 0.21% | 0.43% |
| 2025 | 0.66% | 1.69% |
| 2024 | 0.79% | 1.60% |
| 2023 | 1.13% | 1.90% |
| 2022 | 1.08% | 2.28% |
| 2021 | 0.50% | 1.09% |
| 2020 | 0.70% | 1.48% |
| 2019 | 1.09% | 1.69% |
| 2018 | 1.13% | 1.57% |
| 2017 | 0.93% | 0.29% |
| 2016 | 1.15% | 0.00% |
| 2015 | 1.12% | 0.00% |
| 2014 | 0.91% | 0.00% |
| 2013 | 0.88% | 0.00% |
| 2012 | 0.99% | 0.00% |
| 2011 | 0.66% | 0.00% |
| 2010 | 0.57% | 0.00% |
| 2009 | 0.61% | 0.00% |
| 2008 | 0.80% | 0.00% |
| 2007 | 0.80% | 0.00% |
| 2006 | 0.38% | 0.00% |
| 2005 | 0.58% | 0.00% |
| 2004 | 0.43% | 0.00% |
| 2003 | 0.35% | 0.00% |
| 2002 | 0.26% | 0.00% |
| 2001 | 0.10% | 0.00% |
| 2000 | 0.38% | 0.00% |
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