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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 +8.0%

IJK vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IJK
$11B
Winner
SPY
$781B
Expense Ratio
IJK
0.17%
Winner
SPY
0.09%
Max Drawdown
Winner
IJK
54.57%
SPY
56.47%
Sharpe Ratio
IJK
1.11
Winner
SPY
1.43
5Y Beta
IJK
1.07
Winner
SPY
1.00
P/E Ratio
IJK
31.89
Winner
SPY
26.48
Forward P/E
Winner
IJK
20.52
SPY
20.89
PEG Ratio
Winner
IJK
0.09
SPY
0.30
5Y Dividends CAGR
Winner
IJK
6.39%
SPY
6.00%
5Y EPS CAGR
IJK
19.35%
Winner
SPY
26.40%
Debt to Equity
Winner
IJK
44.41%
SPY
48.17%
P/S Ratio
Winner
IJK
3.28
SPY
3.72
P/B Ratio
Winner
IJK
4.68
SPY
5.55

IJK vs SPY - Holdings Comparison

IJK and SPY have 1 common holdings. Overlap is 0.00%

IJK's top 25 holdings weight is 29.76%. SPY's top 25 holdings weight is 51.49%.

RankIJKSPY
#1
TWILIO INC CLASS A (TWLO) - 1.68%
NVIDIA CORP (NVDA) - 7.76%
#2
CARPENTER TECHNOLOGY CORP (CRS) - 1.61%
APPLE INC (AAPL) - 7.44%
#3
CURTISS-WRIGHT CORP (CW) - 1.48%
MICROSOFT CORP (MSFT) - 4.56%
#4
ATI INC (ATI) - 1.39%
AMAZON.COM INC (AMZN) - 3.74%
#5
TECHNIPFMC PLC (FTI) - 1.38%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
NVENT ELECTRIC PLC (NVT) - 1.37%
BROADCOM INC (AVGO) - 2.83%
#7
WOODWARD INC (WWD) - 1.33%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
EVERPURE INC CLASS A (P) - 1.29%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
XPO INC (XPO) - 1.29%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
MASTEC INC (MTZ) - 1.28%
TESLA INC (TSLA) - 1.65%
#11
STERLING INFRASTRUCTURE INC (STRL) - 1.26%
ELI LILLY AND CO (LLY) - 1.44%
#12
OKTA INC CLASS A (OKTA) - 1.25%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
UNITED THERAPEUTICS CORP (UTHR) - 1.23%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.22%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
RB GLOBAL INC (RBA) - 1.12%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
RBC BEARINGS INC (RBC) - 1.04%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
FABRINET (FN) - 1.04%
VISA INC CLASS A (V) - 0.91%
#18
MKS INC (MKSI) - 1.04%
INTEL CORP (INTC) - 0.77%
#19
TTM TECHNOLOGIES INC (TTMI) - 0.99%
WALMART INC (WMT) - 0.75%
#20
ROKU INC CLASS A (ROKU) - 0.98%
ABBVIE INC (ABBV) - 0.70%
#21
BWX TECHNOLOGIES INC (BWXT) - 0.93%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
COEUR MINING INC (CDE) - 0.91%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
ITT INC (ITT) - 0.89%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
NEUROCRINE BIOSCIENCES INC (NBIX) - 0.89%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.87%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings248505

IJK vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IJK
-0.69%
Winner
SPY
+2.30%
3M
IJK
+1.57%
Winner
SPY
+5.00%
6M
IJK
+10.21%
Winner
SPY
+11.88%
1Y
Winner
IJK
+24.98%
SPY
+22.80%
5Y(CAGR)
IJK
+8.04%
Winner
SPY
+13.20%
10Y(CAGR)
IJK
+11.05%
Winner
SPY
+15.26%
Max(CAGR)
Winner
IJK
+8.71%
SPY
+8.59%

IJK vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIJKSPY
2026+17.29%+13.10%
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%
1999N/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 -2.00%. The current SPY drawdown is -0.36%.

RankIJKSPY
#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.

YearIJKSPY
20260.21%0.48%
20250.66%1.07%
20240.79%1.21%
20231.13%1.40%
20221.08%1.65%
20210.50%1.20%
20200.70%1.52%
20191.09%1.75%
20181.13%2.04%
20170.93%1.80%
20161.15%2.03%
20151.12%2.06%
20140.91%1.87%
20130.88%1.81%
20120.99%2.18%
20110.66%2.05%
20100.57%1.80%
20090.61%1.95%
20080.80%3.02%
20070.80%1.85%
20060.38%1.73%
20050.58%1.73%
20040.43%1.82%
20030.35%1.47%
20020.26%1.70%
20010.10%1.25%
20000.38%1.15%
19990.00%0.24%

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