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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 +13.2% compared to +8.4%

IJK vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IJK
$11B
Winner
SPY
$784B
Expense Ratio
IJK
0.17%
Winner
SPY
0.09%
Max Drawdown
Winner
IJK
54.57%
SPY
56.47%
Sharpe Ratio
IJK
1.39
Winner
SPY
1.54
5Y Beta
IJK
1.07
Winner
SPY
1.00
P/E Ratio
IJK
31.46
Winner
SPY
27.62
Forward P/E
Winner
IJK
20.22
SPY
21.11
5Y Dividends CAGR
Winner
IJK
6.39%
SPY
6.00%
5Y EPS CAGR
IJK
17.67%
Winner
SPY
25.30%
Debt to Equity
IJK
51.51%
Winner
SPY
31.11%
P/S Ratio
Winner
IJK
3.08
SPY
3.49
P/B Ratio
Winner
IJK
4.51
SPY
5.30

IJK vs SPY - Holdings Comparison

IJK and SPY have 1 common holdings. Overlap is -0.06%

IJK's top 25 holdings weight is 32.54%. SPY's top 25 holdings weight is 51.24%.

RankIJKSPY
#1
FLEX LTD (FLEX) - 2.88%
NVIDIA CORP (NVDA) - 7.81%
#2
CARPENTER TECHNOLOGY CORP (CRS) - 1.57%
APPLE INC (AAPL) - 6.81%
#3
CURTISS-WRIGHT CORP (CW) - 1.57%
MICROSOFT CORP (MSFT) - 4.53%
#4
TWILIO INC CLASS A (TWLO) - 1.56%
AMAZON.COM INC (AMZN) - 3.72%
#5
NVENT ELECTRIC PLC (NVT) - 1.51%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
TECHNIPFMC PLC (FTI) - 1.48%
BROADCOM INC (AVGO) - 2.77%
#7
ATI INC (ATI) - 1.46%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
WOODWARD INC (WWD) - 1.42%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
STERLING INFRASTRUCTURE INC (STRL) - 1.41%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.30%
TESLA INC (TSLA) - 1.76%
#11
UNITED THERAPEUTICS CORP (UTHR) - 1.30%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
XPO INC (XPO) - 1.29%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
MASTEC INC (MTZ) - 1.26%
ELI LILLY AND CO (LLY) - 1.38%
#14
EVERPURE INC CLASS A (P) - 1.25%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
TTM TECHNOLOGIES INC (TTMI) - 1.15%
EXXON MOBIL CORP (XOM) - 0.92%
#16
FABRINET (FN) - 1.15%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
RB GLOBAL INC (RBA) - 1.09%
VISA INC CLASS A (V) - 0.87%
#18
RBC BEARINGS INC (RBC) - 1.08%
INTEL CORP (INTC) - 0.85%
#19
OKTA INC CLASS A (OKTA) - 1.05%
WALMART INC (WMT) - 0.82%
#20
BWX TECHNOLOGIES INC (BWXT) - 1.02%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 1.02%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
MKS INC (MKSI) - 0.97%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
ROYAL GOLD INC (RGLD) - 0.97%
CATERPILLAR INC (CAT) - 0.68%
#24
ITT INC (ITT) - 0.90%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
API GROUP CORP (APG) - 0.88%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings244505

IJK vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IJK
+2.54%
SPY
-1.37%
3M
Winner
IJK
+13.78%
SPY
+12.22%
6M
Winner
IJK
+15.92%
SPY
+7.20%
1Y
Winner
IJK
+29.41%
SPY
+23.58%
5Y(CAGR)
IJK
+8.43%
Winner
SPY
+13.19%
10Y(CAGR)
IJK
+12.96%
Winner
SPY
+15.12%
Max(CAGR)
Winner
IJK
+10.95%
SPY
+8.44%

IJK vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIJKSPY
2026+16.67%+7.95%
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+24.51%+17.28%
2019+31.55%+31.09%
2018-8.80%-5.24%
2017+22.82%+20.78%
2016+20.86%+13.59%
2015+5.14%+1.31%
2014+11.62%+14.56%
2013+32.72%+29.00%
2012+19.84%+14.17%
2011-0.65%+0.85%
2010+30.94%+13.14%
2009+40.02%+22.67%
2008-35.60%-36.25%
2007+15.32%+5.32%
2006+5.35%+13.85%
2005+18.38%+5.32%
2004+17.60%+10.75%
2003+30.76%+24.18%
2002-17.50%-22.42%
2001-1.57%-10.13%
2000-0.22%-8.84%
1999N/A+8.61%

IJK vs SPY Drawdown Comparison

The maximum drawdown for IJK was -54.18%, occurring on Nov 20, 2008. Recovery took 474 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 -1.55%. The current SPY drawdown is -3.18%.

RankIJKSPY
#1-54.18%
Jun 5, 2008 - Apr 23, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-44.01%
Sep 1, 2000 - Dec 28, 2004		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-39.25%
Feb 20, 2020 - Aug 5, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-34.27%
Apr 23, 2010 - Oct 13, 2010		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-29.23%
Nov 16, 2021 - Feb 29, 2024		-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
#7-25.36%
Jul 7, 2011 - Mar 26, 2012		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-22.67%
Sep 14, 2018 - Jul 3, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.93%
Aug 17, 2015 - May 27, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-16.88%
Oct 9, 2007 - May 16, 2008		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.78%
May 8, 2006 - Dec 4, 2006		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.79%
Mar 26, 2012 - Sep 6, 2012		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.36%
Jul 13, 2007 - Oct 5, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.22%
Jul 3, 2014 - Nov 6, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.92%
Mar 2, 2026 - Apr 17, 2026		-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.

YearIJKSPY
20260.21%0.50%
20250.66%1.07%
20240.79%1.21%
20231.13%1.40%
20221.08%1.65%
20210.50%1.20%
20202.18%1.52%
20194.37%1.75%
20184.52%2.04%
20173.73%1.80%
20164.60%2.03%
20154.48%2.06%
20143.65%1.87%
20133.54%1.81%
20123.95%2.18%
20112.65%2.05%
20102.26%1.80%
20092.45%1.95%
20083.21%3.02%
20073.21%1.85%
20061.53%1.73%
20053.14%1.73%
20043.46%1.82%
20032.82%1.47%
20022.09%1.70%
20010.77%1.25%
20003.03%1.15%
19990.00%0.24%

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