IJK vs XLG
Comparison between ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF) and INVESCO S&P 500 TOP 50 ETF (XLG, ETF).
5-Year PerformanceXLG has outperformed IJK, delivering a return of +15.1% compared to +8.2%
IJK vs XLG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJK
$11B
Winner
XLG
$11B
Expense Ratio
Winner
IJK
0.17%
XLG
0.20%
Max Drawdown
IJK
54.57%
Winner
XLG
53.81%
Sharpe Ratio
Winner
IJK
1.36
XLG
1.27
5Y Beta
IJK
1.07
Winner
XLG
1.06
P/E Ratio
IJK
30.47
Winner
XLG
29.16
Forward P/E
Winner
IJK
20.04
XLG
24.32
PEG Ratio
IJK
N/A
XLG
0.62
5Y Dividends CAGR
Winner
IJK
7.90%
XLG
1.27%
5Y EPS CAGR
IJK
17.54%
Winner
XLG
31.94%
Debt to Equity
IJK
51.96%
Winner
XLG
15.68%
P/S Ratio
Winner
IJK
3.02
XLG
5.84
P/B Ratio
Winner
IJK
4.40
XLG
7.58
IJK vs XLG - Holdings Comparison
IJK and XLG have 1 common holdings. Overlap is -0.02%
IJK's top 25 holdings weight is 31.88%. XLG's top 25 holdings weight is 84.36%.
| Rank | IJK | XLG |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 2.72% | NVIDIA CORP (NVDA) - 13.76% |
| #2 | TECHNIPFMC PLC (FTI) - 1.60% | APPLE INC (AAPL) - 11.76% |
| #3 | TWILIO INC CLASS A (TWLO) - 1.59% | MICROSOFT CORP (MSFT) - 8.33% |
| #4 | EVERPURE INC CLASS A (P) - 1.53% | AMAZON.COM INC (AMZN) - 6.37% |
| #5 | CURTISS-WRIGHT CORP (CW) - 1.50% | BROADCOM INC (AVGO) - 5.80% |
| #6 | NVENT ELECTRIC PLC (NVT) - 1.48% | ALPHABET INC CLASS A (GOOGL) - 5.36% |
| #7 | FABRINET (FN) - 1.41% | ALPHABET INC CLASS C (GOOG) - 4.26% |
| #8 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.39% | META PLATFORMS INC CLASS A (META) - 3.32% |
| #9 | UNITED THERAPEUTICS CORP (UTHR) - 1.37% | TESLA INC (TSLA) - 3.03% |
| #10 | XPO INC (XPO) - 1.33% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.20% |
| #11 | MASTEC INC (MTZ) - 1.31% | ADVANCED MICRO DEVICES INC (AMD) - 2.16% |
| #12 | STERLING INFRASTRUCTURE INC (STRL) - 1.26% | ELI LILLY AND CO (LLY) - 2.14% |
| #13 | ATI INC (ATI) - 1.23% | JPMORGAN CHASE & CO (JPM) - 2.06% |
| #14 | CARPENTER TECHNOLOGY CORP (CRS) - 1.21% | EXXON MOBIL CORP (XOM) - 1.59% |
| #15 | WOODWARD INC (WWD) - 1.17% | JOHNSON & JOHNSON (JNJ) - 1.37% |
| #16 | TTM TECHNOLOGIES INC (TTMI) - 1.10% | VISA INC CLASS A (V) - 1.36% |
| #17 | RB GLOBAL INC (RBA) - 1.09% | CISCO SYSTEMS INC (CSCO) - 1.29% |
| #18 | BWX TECHNOLOGIES INC (BWXT) - 1.04% | WALMART INC (WMT) - 1.26% |
| #19 | ROYAL GOLD INC (RGLD) - 1.00% | COSTCO WHOLESALE CORP (COST) - 1.08% |
| #20 | RBC BEARINGS INC (RBC) - 0.99% | CATERPILLAR INC (CAT) - 1.07% |
| #21 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.95% | ORACLE CORP (ORCL) - 1.05% |
| #22 | ITT INC (ITT) - 0.94% | MASTERCARD INC CLASS A (MA) - 0.99% |
| #23 | SITIME CORP ORDINARY SHARES (SITM) - 0.90% | ABBVIE INC (ABBV) - 0.97% |
| #24 | API GROUP CORP (APG) - 0.89% | CHEVRON CORP (CVX) - 0.89% |
| #25 | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.88% | NETFLIX INC (NFLX) - 0.89% |
| Total Holdings | 246 | 54 |
IJK vs XLG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJK
+2.60%
XLG
-2.47%
3M
Winner
IJK
+14.89%
XLG
+8.97%
6M
Winner
IJK
+17.45%
XLG
+4.26%
1Y
Winner
IJK
+29.28%
XLG
+21.79%
5Y(CAGR)
IJK
+8.19%
Winner
XLG
+15.11%
10Y(CAGR)
IJK
+11.69%
Winner
XLG
+16.96%
Max(CAGR)
IJK
+8.75%
Winner
XLG
+11.46%
IJK vs XLG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJK | XLG |
|---|---|---|
| 2026 | +16.94% | +3.99% |
| 2025 | +7.13% | +19.86% |
| 2024 | +16.51% | +34.63% |
| 2023 | +18.34% | +38.98% |
| 2022 | -18.96% | -25.22% |
| 2021 | +20.35% | +32.52% |
| 2020 | +21.93% | +22.59% |
| 2019 | +27.10% | +31.49% |
| 2018 | -11.46% | -4.27% |
| 2017 | +19.22% | +22.13% |
| 2016 | +16.58% | +13.05% |
| 2015 | +1.78% | +4.39% |
| 2014 | +8.56% | +12.19% |
| 2013 | +28.90% | +25.40% |
| 2012 | +16.30% | +13.33% |
| 2011 | -2.55% | +3.57% |
| 2010 | +28.48% | +7.41% |
| 2009 | +37.16% | +16.95% |
| 2008 | -36.84% | -32.91% |
| 2007 | +12.52% | +4.53% |
| 2006 | +4.12% | +15.92% |
| 2005 | +15.12% | +3.78% |
| 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 XLG Drawdown Comparison
The maximum drawdown for IJK was -54.47%, occurring on Nov 20, 2008. Recovery took 610 trading sessions.
The maximum drawdown for XLG was -52.40%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IJK drawdown is -0.55%. The current XLG drawdown is -5.06%.
| Rank | IJK | XLG |
|---|---|---|
| #1 | -54.47% Jun 5, 2008 - Nov 4, 2010 | -52.40% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -46.34% Sep 1, 2000 - Nov 17, 2005 | -30.45% Feb 19, 2020 - Jul 8, 2020 |
| #3 | -39.25% Feb 20, 2020 - Aug 12, 2020 | -28.03% Jan 3, 2022 - Nov 20, 2023 |
| #4 | -29.23% Nov 16, 2021 - Feb 29, 2024 | -20.71% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -25.75% Jul 7, 2011 - Sep 13, 2012 | -19.78% Oct 3, 2018 - Apr 15, 2019 |
| #6 | -25.63% Nov 25, 2024 - Dec 11, 2025 | -13.40% Jul 20, 2015 - Nov 3, 2015 |
| #7 | -23.95% Sep 14, 2018 - Nov 27, 2019 | -12.42% Oct 29, 2025 - Apr 22, 2026 |
| #8 | -18.46% Aug 17, 2015 - Jul 11, 2016 | -11.32% Jul 10, 2024 - Oct 9, 2024 |
| #9 | -17.20% Oct 9, 2007 - Jun 5, 2008 | -11.15% Sep 2, 2020 - Dec 28, 2020 |
| #10 | -13.98% May 8, 2006 - Jan 24, 2007 | -10.81% Nov 3, 2015 - Apr 13, 2016 |
| #11 | -10.81% Jul 3, 2014 - Nov 10, 2014 | -10.62% Jan 26, 2018 - Jul 25, 2018 |
| #12 | -10.36% Jul 13, 2007 - Oct 5, 2007 | -8.87% Oct 4, 2012 - Feb 1, 2013 |
| #13 | -9.92% Mar 2, 2026 - Apr 17, 2026 | -8.26% Apr 29, 2019 - Jul 2, 2019 |
| #14 | -9.77% Jan 26, 2018 - Jun 6, 2018 | -7.99% Jul 16, 2007 - Sep 19, 2007 |
| #15 | -9.33% Jul 16, 2024 - Oct 14, 2024 | -7.30% Sep 19, 2014 - Oct 31, 2014 |
Correlation
Correlation between IJK and XLG 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 XLG dividend yield comparison.
| Year | IJK | XLG |
|---|---|---|
| 2026 | 0.09% | 0.15% |
| 2025 | 0.66% | 0.64% |
| 2024 | 0.79% | 0.72% |
| 2023 | 1.13% | 0.97% |
| 2022 | 1.08% | 1.34% |
| 2021 | 0.50% | 0.94% |
| 2020 | 0.70% | 1.25% |
| 2019 | 1.09% | 1.58% |
| 2018 | 1.13% | 2.00% |
| 2017 | 0.93% | 1.85% |
| 2016 | 1.15% | 2.00% |
| 2015 | 1.12% | 2.09% |
| 2014 | 0.91% | 1.97% |
| 2013 | 0.88% | 1.97% |
| 2012 | 0.99% | 2.21% |
| 2011 | 0.66% | 2.61% |
| 2010 | 0.57% | 1.93% |
| 2009 | 0.61% | 2.31% |
| 2008 | 0.80% | 3.10% |
| 2007 | 0.80% | 1.98% |
| 2006 | 0.38% | 1.72% |
| 2005 | 0.58% | 1.00% |
| 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% |
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