IJK vs SPY
Comparison between ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IJK, delivering a return of +13.3% compared to +7.6%
IJK vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJK
$9.90B
Winner
SPY
$652B
Expense Ratio
IJK
0.17%
Winner
SPY
0.09%
Max Drawdown
Winner
IJK
54.57%
SPY
56.47%
Sharpe Ratio
IJK
1.52
Winner
SPY
2.07
5Y Beta
IJK
1.07
Winner
SPY
1.00
P/E Ratio
IJK
30.24
Winner
SPY
28.24
Forward P/E
Winner
IJK
20.16
SPY
21.85
5Y Dividends CAGR
Winner
IJK
7.90%
SPY
5.43%
5Y EPS CAGR
IJK
18.26%
Winner
SPY
25.79%
Debt to Equity
IJK
49.04%
Winner
SPY
22.35%
P/S Ratio
Winner
IJK
3.09
SPY
3.55
P/B Ratio
Winner
IJK
4.50
SPY
5.29
IJK vs SPY - Holdings Comparison
IJK and SPY have 2 common holdings. Overlap is 0.03%
IJK's top 25 holdings weight is 30.27%. SPY's top 25 holdings weight is 51.32%.
| Rank | IJK | SPY |
|---|---|---|
| #1 | TECHNIPFMC PLC (FTI) - 1.75% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | CASEY'S GENERAL STORES INC (CASY) - 1.67% | APPLE INC (AAPL) - 6.48% |
| #3 | CURTISS-WRIGHT CORP (CW) - 1.56% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | FLEX LTD (FLEX) - 1.50% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | UNITED THERAPEUTICS CORP (UTHR) - 1.45% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | XPO INC (XPO) - 1.45% | BROADCOM INC (AVGO) - 3.09% |
| #7 | WOODWARD INC (WWD) - 1.36% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | ROYAL GOLD INC (RGLD) - 1.27% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | MASTEC INC (MTZ) - 1.25% | TESLA INC (TSLA) - 1.73% |
| #10 | ATI INC (ATI) - 1.21% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | TWILIO INC CLASS A (TWLO) - 1.20% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | FABRINET (FN) - 1.20% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | CARPENTER TECHNOLOGY CORP (CRS) - 1.19% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | BWX TECHNOLOGIES INC (BWXT) - 1.19% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | EVERPURE INC CLASS A (PSTG) - 1.16% | WALMART INC (WMT) - 0.91% |
| #16 | NVENT ELECTRIC PLC (NVT) - 1.14% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | RB GLOBAL INC (RBA) - 1.10% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | RBC BEARINGS INC (RBC) - 1.05% | VISA INC CLASS A (V) - 0.85% |
| #19 | ITT INC (ITT) - 1.01% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | TENET HEALTHCARE CORP (THC) - 1.01% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | API GROUP CORP (APG) - 0.98% | INTEL CORP (INTC) - 0.65% |
| #22 | SOMNIGROUP INTERNATIONAL INC (SGI) - 0.94% | NETFLIX INC (NFLX) - 0.64% |
| #23 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.91% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.89% | CHEVRON CORP (CVX) - 0.58% |
| #25 | NEW YORK TIMES CO CLASS A (NYT) - 0.83% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 245 | 505 |
IJK vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IJK
+6.77%
Winner
SPY
+9.11%
3M
Winner
IJK
+7.05%
SPY
+6.59%
6M
Winner
IJK
+17.82%
SPY
+10.56%
1Y
IJK
+31.62%
Winner
SPY
+32.04%
5Y(CAGR)
IJK
+7.61%
Winner
SPY
+13.35%
10Y(CAGR)
IJK
+11.64%
Winner
SPY
+15.49%
Max(CAGR)
Winner
IJK
+8.70%
SPY
+8.50%
IJK vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IJK | SPY |
|---|---|---|
| 2026 | +14.68% | +8.27% |
| 2025 | +7.13% | +18.00% |
| 2024 | +16.51% | +25.59% |
| 2023 | +18.34% | +26.72% |
| 2022 | -18.96% | -18.64% |
| 2021 | +20.35% | +30.52% |
| 2020 | +21.93% | +17.28% |
| 2019 | +27.10% | +31.09% |
| 2018 | -11.46% | -5.24% |
| 2017 | +19.22% | +20.78% |
| 2016 | +16.58% | +13.59% |
| 2015 | +1.78% | +1.31% |
| 2014 | +8.56% | +14.56% |
| 2013 | +28.90% | +29.00% |
| 2012 | +16.30% | +14.17% |
| 2011 | -2.55% | +0.85% |
| 2010 | +28.48% | +13.14% |
| 2009 | +37.16% | +22.67% |
| 2008 | -36.84% | -36.25% |
| 2007 | +12.52% | +5.32% |
| 2006 | +4.12% | +13.85% |
| 2005 | +15.12% | +5.32% |
| 2004 | +13.84% | +10.75% |
| 2003 | +27.15% | +24.18% |
| 2002 | -18.87% | -22.42% |
| 2001 | -2.29% | -10.13% |
| 2000 | -2.70% | -8.84% |
| 1999 | N/A | +8.61% |
IJK vs SPY Drawdown Comparison
The maximum drawdown for IJK was -54.47%, occurring on Nov 20, 2008. Recovery took 610 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IJK drawdown is -0.69%.
| Rank | IJK | SPY |
|---|---|---|
| #1 | -54.47% Jun 5, 2008 - Nov 4, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -46.34% Sep 1, 2000 - Nov 17, 2005 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -39.25% Feb 20, 2020 - Aug 12, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -29.23% Nov 16, 2021 - Feb 29, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -25.75% Jul 7, 2011 - Sep 13, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -25.63% Nov 25, 2024 - Dec 11, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -23.95% Sep 14, 2018 - Nov 27, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -18.46% Aug 17, 2015 - Jul 11, 2016 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -17.20% Oct 9, 2007 - Jun 5, 2008 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -13.98% May 8, 2006 - Jan 24, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.81% Jul 3, 2014 - Nov 10, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.36% Jul 13, 2007 - Oct 5, 2007 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.92% Mar 2, 2026 - Apr 17, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.77% Jan 26, 2018 - Jun 6, 2018 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.33% Jul 16, 2024 - Oct 14, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IJK and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
IJK vs SPY dividend yield comparison.
| Year | IJK | SPY |
|---|---|---|
| 2026 | 0.09% | 0.24% |
| 2025 | 0.66% | 1.07% |
| 2024 | 0.79% | 1.21% |
| 2023 | 1.13% | 1.40% |
| 2022 | 1.08% | 1.65% |
| 2021 | 0.50% | 1.20% |
| 2020 | 0.70% | 1.52% |
| 2019 | 1.09% | 1.75% |
| 2018 | 1.13% | 2.04% |
| 2017 | 0.93% | 1.80% |
| 2016 | 1.15% | 2.03% |
| 2015 | 1.12% | 2.06% |
| 2014 | 0.91% | 1.87% |
| 2013 | 0.88% | 1.81% |
| 2012 | 0.99% | 2.18% |
| 2011 | 0.66% | 2.05% |
| 2010 | 0.57% | 1.80% |
| 2009 | 0.61% | 1.95% |
| 2008 | 0.80% | 3.02% |
| 2007 | 0.80% | 1.85% |
| 2006 | 0.38% | 1.73% |
| 2005 | 0.58% | 1.73% |
| 2004 | 0.43% | 1.82% |
| 2003 | 0.35% | 1.47% |
| 2002 | 0.26% | 1.70% |
| 2001 | 0.10% | 1.25% |
| 2000 | 0.38% | 1.15% |
| 1999 | 0.00% | 0.24% |
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