IJK vs SPTI

Comparison between ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF) and SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF (SPTI, ETF).

5-Year PerformanceIJK has outperformed SPTI, delivering a return of +7.6% compared to +0.2%

IJK vs SPTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IJK(ETF)	SPTI(ETF)
Net Assets	$9.90B	$9.80B
Expense Ratio	0.17%	0.03%
Max Drawdown	54.57%	18.96%
Sharpe Ratio	1.52	0.01
5Y Beta	1.07	-0.02
P/E Ratio	30.24	N/A
Forward P/E	20.16	N/A
5Y Dividends CAGR	7.90%	48.51%
5Y EPS CAGR	18.26%	N/A
Debt to Equity	49.04%	N/A
P/S Ratio	3.09	N/A
P/B Ratio	4.50	N/A

Net Assets

Winner

IJK

$9.90B

SPTI

$9.80B

Expense Ratio

IJK

0.17%

Winner

SPTI

0.03%

Max Drawdown

IJK

54.57%

Winner

SPTI

18.96%

Sharpe Ratio

Winner

IJK

1.52

SPTI

0.01

5Y Beta

IJK

1.07

Winner

SPTI

-0.02

P/E Ratio

IJK

30.24

SPTI

N/A

Forward P/E

IJK

20.16

SPTI

N/A

5Y Dividends CAGR

IJK

7.90%

Winner

SPTI

48.51%

5Y EPS CAGR

IJK

18.26%

SPTI

N/A

Debt to Equity

IJK

49.04%

SPTI

N/A

P/S Ratio

IJK

3.09

SPTI

N/A

P/B Ratio

IJK

4.50

SPTI

N/A

IJK vs SPTI - Historical Returns

Returns include dividend reinvestment.

Period	IJK	SPTI
1 month	+6.77%	-0.10%
3 months	+7.05%	-0.22%
6 months	+17.82%	+0.46%
1 year	+31.62%	+4.27%
5 years(CAGR)	+7.61%	+0.19%
10 years(CAGR)	+11.64%	+1.40%
Max(CAGR)	+8.70%	+2.54%

Winner

IJK

+6.77%

SPTI

-0.10%

Winner

IJK

+7.05%

SPTI

-0.22%

Winner

IJK

+17.82%

SPTI

+0.46%

Winner

IJK

+31.62%

SPTI

+4.27%

5Y(CAGR)

Winner

IJK

+7.61%

SPTI

+0.19%

10Y(CAGR)

Winner

IJK

+11.64%

SPTI

+1.40%

Max(CAGR)

Winner

IJK

+8.70%

SPTI

+2.54%

IJK vs SPTI - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IJK	SPTI
2026	+14.68%	+0.21%
2025	+7.13%	+7.38%
2024	+16.51%	+1.63%
2023	+18.34%	+3.84%
2022	-18.96%	-10.14%
2021	+20.35%	-2.58%
2020	+21.93%	+7.49%
2019	+27.10%	+6.09%
2018	-11.46%	+2.39%
2017	+19.22%	+1.11%
2016	+16.58%	+0.76%
2015	+1.78%	+1.54%
2014	+8.56%	+2.52%
2013	+28.90%	-1.21%
2012	+16.30%	+1.74%
2011	-2.55%	+6.49%
2010	+28.48%	+4.90%
2009	+37.16%	-1.02%
2008	-36.84%	+10.99%
2007	+12.52%	+7.17%
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 SPTI Drawdown Comparison

The maximum drawdown for IJK was -54.47%, occurring on Nov 20, 2008. Recovery took 610 trading sessions.

The maximum drawdown for SPTI was -16.12%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current IJK drawdown is -0.69%. The current SPTI drawdown is -1.85%.

Rank	IJK	SPTI
#1	-54.47% Jun 5, 2008 - Nov 4, 2010	-16.12% Aug 4, 2020 - Oct 20, 2022
#2	-46.34% Sep 1, 2000 - Nov 17, 2005	-7.64% Oct 7, 2008 - Nov 14, 2008
#3	-39.25% Feb 20, 2020 - Aug 12, 2020	-4.82% Dec 18, 2008 - May 6, 2010
#4	-29.23% Nov 16, 2021 - Feb 29, 2024	-4.47% Mar 17, 2008 - Sep 15, 2008
#5	-25.75% Jul 7, 2011 - Sep 13, 2012	-3.83% Jul 5, 2016 - Dec 31, 2018
#6	-25.63% Nov 25, 2024 - Dec 11, 2025	-3.78% Nov 4, 2010 - Jun 8, 2011
#7	-23.95% Sep 14, 2018 - Nov 27, 2019	-3.06% May 2, 2013 - Oct 8, 2014
#8	-18.46% Aug 17, 2015 - Jul 11, 2016	-2.25% Sep 4, 2019 - Jan 27, 2020
#9	-17.20% Oct 9, 2007 - Jun 5, 2008	-2.07% Mar 9, 2020 - Mar 23, 2020
#10	-13.98% May 8, 2006 - Jan 24, 2007	-1.91% Sep 17, 2008 - Oct 6, 2008
#11	-10.81% Jul 3, 2014 - Nov 10, 2014	-1.61% Jan 30, 2015 - Sep 24, 2015
#12	-10.36% Jul 13, 2007 - Oct 5, 2007	-1.57% Jan 31, 2012 - Apr 30, 2012
#13	-9.92% Mar 2, 2026 - Apr 17, 2026	-1.56% Oct 14, 2015 - Jan 28, 2016
#14	-9.77% Jan 26, 2018 - Jun 6, 2018	-1.46% Nov 26, 2007 - Jan 2, 2008
#15	-9.33% Jul 16, 2024 - Oct 14, 2024	-1.43% Sep 22, 2011 - Nov 23, 2011

Correlation

Correlation between IJK and SPTI is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2000 - 2026)

IJK vs SPTI dividend yield comparison.

Year	IJK	SPTI
2026	0.09%	1.27%
2025	0.66%	3.79%
2024	0.79%	3.77%
2023	1.13%	2.99%
2022	1.08%	1.45%
2021	0.50%	0.53%
2020	0.70%	0.75%
2019	1.09%	2.02%
2018	1.13%	1.97%
2017	0.93%	1.46%
2016	1.15%	1.23%
2015	1.12%	1.18%
2014	0.91%	1.06%
2013	0.88%	1.47%
2012	0.99%	2.08%
2011	0.66%	2.12%
2010	0.57%	2.23%
2009	0.61%	2.33%
2008	0.80%	3.08%
2007	0.80%	2.67%
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%