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IJS vs BLV

Comparison between ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS, ETF) and VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES (BLV, ETF).

5-Year PerformanceIJS has outperformed BLV, delivering a return of +8.6% compared to -5.0%

IJS vs BLV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IJS
$8.20B
Winner
BLV
$8.30B
Expense Ratio
IJS
0.18%
Winner
BLV
0.03%
Max Drawdown
IJS
61.28%
Winner
BLV
46.31%
Sharpe Ratio
Winner
IJS
1.53
BLV
-0.45
5Y Beta
IJS
0.98
Winner
BLV
0.14
P/E Ratio
IJS
68.25
BLV
N/A
Forward P/E
IJS
13.30
BLV
N/A
5Y Dividends CAGR
Winner
IJS
14.39%
BLV
-12.75%
5Y EPS CAGR
IJS
5.76%
BLV
N/A
Debt to Equity
IJS
40.91%
BLV
N/A
P/S Ratio
IJS
0.91
BLV
N/A
P/B Ratio
IJS
1.62
BLV
N/A

IJS vs BLV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IJS
+0.79%
BLV
-1.11%
3M
Winner
IJS
+8.31%
BLV
-1.41%
6M
Winner
IJS
+10.73%
BLV
-5.01%
1Y
Winner
IJS
+33.50%
BLV
+0.43%
5Y(CAGR)
Winner
IJS
+8.60%
BLV
-5.03%
10Y(CAGR)
Winner
IJS
+10.05%
BLV
+0.15%
Max(CAGR)
Winner
IJS
+9.99%
BLV
+4.02%

IJS vs BLV - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIJSBLV
2026+21.41%-2.42%
2025+7.00%+6.29%
2024+7.65%-3.04%
2023+14.64%+6.00%
2022-12.62%-25.67%
2021+32.05%-2.55%
2020+2.66%+15.55%
2019+22.85%+18.60%
2018-13.74%-3.25%
2017+10.51%+10.31%
2016+33.81%+6.50%
2015-6.20%-4.71%
2014+8.47%+19.86%
2013+35.62%-8.08%
2012+15.61%+8.52%
2011-3.66%+22.81%
2010+21.79%+9.46%
2009+21.44%+2.41%
2008-28.27%+9.20%
2007-5.75%+6.27%
2006+17.22%N/A
2005+7.67%N/A
2004+21.99%N/A
2003+35.84%N/A
2002-14.49%N/A
2001+14.90%N/A
2000+15.79%N/A

IJS vs BLV Drawdown Comparison

The maximum drawdown for IJS was -60.11%, occurring on Mar 9, 2009. Recovery took 1176 trading sessions.

The maximum drawdown for BLV was -38.28%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current IJS drawdown is -1.60%. The current BLV drawdown is -26.33%.

RankIJSBLV
#1-60.11%
Jun 4, 2007 - Feb 1, 2012
-38.28%
Aug 6, 2020 - Oct 19, 2023
#2-47.67%
Aug 22, 2018 - Jan 6, 2021
-20.04%
Mar 9, 2020 - Jul 7, 2020
#3-36.41%
May 3, 2002 - Nov 26, 2003
-14.49%
May 2, 2013 - Jul 21, 2014
#4-28.64%
Nov 25, 2024 - Dec 10, 2025
-12.71%
Sep 15, 2008 - Dec 11, 2008
#5-24.30%
Nov 5, 2021 - Jul 16, 2024
-12.37%
Jan 30, 2015 - Jun 3, 2016
#6-21.92%
May 22, 2001 - Dec 26, 2001
-12.13%
Jul 8, 2016 - Mar 22, 2019
#7-20.54%
Jun 23, 2015 - Jul 11, 2016
-11.20%
Dec 30, 2008 - Sep 2, 2009
#8-15.44%
Feb 15, 2001 - May 21, 2001
-10.32%
Aug 26, 2010 - Jul 29, 2011
#9-13.55%
Mar 26, 2012 - Sep 7, 2012
-5.97%
Aug 28, 2019 - Jan 27, 2020
#10-13.54%
May 8, 2006 - Nov 14, 2006
-5.84%
Jul 25, 2012 - May 1, 2013
#11-12.72%
Jun 8, 2021 - Nov 5, 2021
-5.61%
May 7, 2007 - Aug 31, 2007
#12-11.13%
Jul 3, 2014 - Nov 26, 2014
-5.31%
Sep 22, 2011 - Dec 19, 2011
#13-10.36%
Sep 14, 2012 - Dec 20, 2012
-5.13%
Jan 31, 2012 - May 4, 2012
#14-10.25%
Mar 12, 2021 - Jun 1, 2021
-5.13%
Oct 1, 2009 - Apr 27, 2010
#15-10.22%
Mar 4, 2005 - Jun 15, 2005
-4.93%
Mar 20, 2008 - Sep 10, 2008

Correlation

Correlation between IJS and BLV is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (2000 - 2026)

IJS vs BLV dividend yield comparison.

YearIJSBLV
20260.54%2.92%
20251.62%4.67%
20241.78%5.09%
20231.42%4.06%
20221.46%4.17%
20211.52%3.37%
20201.00%6.12%
20191.66%3.57%
20181.75%4.07%
20171.41%3.63%
20161.22%4.16%
20151.59%4.37%
20141.41%3.88%
20131.18%4.85%
20121.87%5.66%
20111.32%5.11%
20101.14%5.85%
20091.59%5.26%
20081.92%4.99%
20071.77%3.57%
20061.14%0.00%
20051.02%0.00%
20041.11%0.00%
20030.76%0.00%
20020.95%0.00%
20010.69%0.00%
20000.78%0.00%

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