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IJK vs SUB

Comparison between ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF) and ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB, ETF).

5-Year PerformanceIJK has outperformed SUB, delivering a return of +8.0% compared to +1.4%

IJK vs SUB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IJK
$11B
Winner
SUB
$11B
Expense Ratio
IJK
0.17%
Winner
SUB
0.07%
Max Drawdown
IJK
54.57%
Winner
SUB
11.72%
Sharpe Ratio
Winner
IJK
1.05
SUB
-1.44
5Y Beta
IJK
1.07
Winner
SUB
0.01
P/E Ratio
IJK
32.45
SUB
N/A
Forward P/E
IJK
20.31
SUB
N/A
PEG Ratio
IJK
0.08
SUB
N/A
5Y Dividends CAGR
IJK
6.39%
Winner
SUB
20.26%
5Y EPS CAGR
IJK
18.50%
SUB
N/A
Debt to Equity
IJK
47.43%
SUB
N/A
P/S Ratio
IJK
3.28
SUB
N/A
P/B Ratio
IJK
4.71
SUB
N/A

IJK vs SUB - Historical Returns

Returns include dividend reinvestment.

1M
IJK
-2.42%
Winner
SUB
-0.14%
3M
Winner
IJK
+3.63%
SUB
+0.18%
6M
Winner
IJK
+9.74%
SUB
+0.45%
1Y
Winner
IJK
+24.05%
SUB
+2.29%
5Y(CAGR)
Winner
IJK
+8.01%
SUB
+1.41%
10Y(CAGR)
Winner
IJK
+11.06%
SUB
+1.44%
Max(CAGR)
Winner
IJK
+8.67%
SUB
+1.58%

IJK vs SUB - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIJKSUB
2026+15.64%+0.76%
2025+7.13%+3.55%
2024+16.51%+2.26%
2023+18.34%+2.83%
2022-18.96%-2.02%
2021+20.35%+0.17%
2020+21.93%+2.58%
2019+27.10%+3.00%
2018-11.46%+1.88%
2017+19.22%+0.83%
2016+16.58%+0.01%
2015+1.78%+0.71%
2014+8.56%+0.54%
2013+28.90%+0.77%
2012+16.30%+0.41%
2011-2.55%+3.85%
2010+28.48%+0.55%
2009+37.16%+4.28%
2008-36.84%+1.68%
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 SUB Drawdown Comparison

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

The maximum drawdown for SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

The current IJK drawdown is -3.38%. The current SUB drawdown is -0.17%.

RankIJKSUB
#1-54.47%
Jun 5, 2008 - Nov 4, 2010		-9.46%
Mar 6, 2020 - May 19, 2020
#2-46.34%
Sep 1, 2000 - Nov 17, 2005		-6.40%
Jan 16, 2009 - Sep 12, 2011
#3-39.25%
Feb 20, 2020 - Aug 12, 2020		-4.92%
Jan 13, 2009 - Jan 16, 2009
#4-29.23%
Nov 16, 2021 - Feb 29, 2024		-4.35%
Jul 22, 2021 - Dec 13, 2023
#5-25.75%
Jul 7, 2011 - Sep 13, 2012		-2.43%
Mar 1, 2013 - Oct 24, 2013
#6-25.63%
Nov 25, 2024 - Dec 11, 2025		-1.71%
Aug 24, 2016 - May 23, 2017
#7-23.95%
Sep 14, 2018 - Nov 27, 2019		-1.46%
Jan 17, 2012 - Mar 1, 2013
#8-18.46%
Aug 17, 2015 - Jul 11, 2016		-1.25%
Sep 7, 2017 - Nov 29, 2018
#9-17.20%
Oct 9, 2007 - Jun 5, 2008		-1.23%
Apr 4, 2025 - May 29, 2025
#10-13.98%
May 8, 2006 - Jan 24, 2007		-0.92%
Oct 2, 2024 - Jan 27, 2025
#11-10.81%
Jul 3, 2014 - Nov 10, 2014		-0.87%
Jan 30, 2015 - Oct 2, 2015
#12-10.36%
Jul 13, 2007 - Oct 5, 2007		-0.80%
Feb 23, 2026 - Jun 18, 2026
#13-9.92%
Mar 2, 2026 - Apr 17, 2026		-0.77%
Aug 15, 2019 - Nov 27, 2019
#14-9.77%
Jan 26, 2018 - Jun 6, 2018		-0.75%
Sep 12, 2011 - Dec 2, 2011
#15-9.33%
Jul 16, 2024 - Oct 14, 2024		-0.68%
Dec 27, 2023 - May 8, 2024

Correlation

Correlation between IJK and SUB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2000 - 2026)

IJK vs SUB dividend yield comparison.

YearIJKSUB
20260.21%1.28%
20250.66%2.42%
20240.79%2.10%
20231.13%1.73%
20221.08%0.86%
20210.50%0.72%
20200.70%1.23%
20191.09%1.58%
20181.13%1.32%
20170.93%0.95%
20161.15%0.75%
20151.12%0.77%
20140.91%0.76%
20130.88%0.84%
20120.99%0.99%
20110.66%1.27%
20100.57%1.28%
20090.61%1.44%
20080.80%0.33%
20070.80%0.00%
20060.38%0.00%
20050.58%0.00%
20040.43%0.00%
20030.35%0.00%
20020.26%0.00%
20010.10%0.00%
20000.38%0.00%

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