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IJS vs DFMC

Comparison between ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS, ETF) and U.S. Micro Cap Portfolio ETF Class Shares (DFMC, ETF).

IJS vs DFMC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IJS
$8B
Winner
DFMC
$8.10B
Expense Ratio
Winner
IJS
0.18%
DFMC
0.41%
Max Drawdown
IJS
61.28%
Winner
DFMC
4.29%
Sharpe Ratio
IJS
1.76
Winner
DFMC
3.39
5Y Beta
IJS
0.99
Winner
DFMC
0.77
P/E Ratio
IJS
72.35
Winner
DFMC
36.69
Forward P/E
Winner
IJS
13.28
DFMC
14.45
5Y Dividends CAGR
IJS
14.39%
DFMC
N/A
5Y EPS CAGR
IJS
4.48%
Winner
DFMC
12.29%
Debt to Equity
IJS
33.28%
DFMC
N/A
P/S Ratio
Winner
IJS
0.94
DFMC
1.25
P/B Ratio
Winner
IJS
1.64
DFMC
2.13

IJS vs DFMC - Holdings Comparison

IJS and DFMC have 374 common holdings. Overlap is 32.63%

IJS's top 25 holdings weight is 18.23%. DFMC's top 25 holdings weight is 16.41%.

RankIJSDFMC
#1
BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.55%
DFA SHORT TERM INVESTMENT (n/a) - 7.25%
#2
MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.98%
SSC GOVERNMENT MM GVMXX (n/a) - 0.76%
#3
JACKSON FINANCIAL INC (JXN) - 0.93%
ARGAN INC (AGX) - 0.75%
#4
CARMAX INC (KMX) - 0.88%
FUTURE ON E-MINI S&P 500 FUTURES (n/a) - 0.61%
#5
EASTMAN CHEMICAL CO (EMN) - 0.85%
PLEXUS CORP (PLXS) - 0.57%
#6
SM ENERGY CO (SM) - 0.79%
POWELL INDUSTRIES INC (POWL) - 0.52%
#7
CONAGRA BRANDS INC (CAG) - 0.77%
FIRST BANCORP (FBP) - 0.50%
#8
LINCOLN NATIONAL CORP (LNC) - 0.77%
COVISTA INC (CVSA) - 0.38%
#9
VICTORIA'S SECRET & CO (VSXY) - 0.75%
ENOVA INTERNATIONAL INC (ENVA) - 0.36%
#10
MATSON INC (MATX) - 0.72%
AAR CORP (AIR) - 0.35%
#11
LAMB WESTON HOLDINGS INC (LW) - 0.70%
ENPRO INC (NPO) - 0.35%
#12
LKQ CORP (LKQ) - 0.69%
UNITED STATES LIME & MINERALS INC (USLM) - 0.33%
#13
POOL CORP (POOL) - 0.68%
MATSON INC (MATX) - 0.32%
#14
ATLANTIC UNION BANKSHARES CORP (AUB) - 0.66%
MYR GROUP INC (MYRG) - 0.32%
#15
CAESARS ENTERTAINMENT INC (CZR) - 0.66%
MAXLINEAR INC (MXL) - 0.32%
#16
PAYCOM SOFTWARE INC (PAYC) - 0.65%
LAUREATE EDUCATION INC SHS (LAUR) - 0.30%
#17
TELEFLEX INC (TFX) - 0.64%
EVERUS CONSTRUCTION GROUP INC (ECG) - 0.28%
#18
KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.61%
CENTURY ALUMINUM CO (CENX) - 0.28%
#19
VISHAY INTERTECHNOLOGY INC (VSH) - 0.60%
BENCHMARK ELECTRONICS INC (BHE) - 0.27%
#20
MOHAWK INDUSTRIES INC (MHK) - 0.60%
GRANITE CONSTRUCTION INC (GVA) - 0.27%
#21
ENPHASE ENERGY INC (ENPH) - 0.57%
MATERION CORP (MTRN) - 0.27%
#22
VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.55%
ARCHROCK INC (AROC) - 0.27%
#23
RITHM CAPITAL CORP (RITM) - 0.55%
TTM TECHNOLOGIES INC (TTMI) - 0.27%
#24
CELANESE CORP CLASS A (CE) - 0.55%
VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.26%
#25
EASTERN BANKSHARES INC ORDINARY SHARES (EBC) - 0.53%
BANCFIRST CORP (BANF) - 0.25%
Total Holdings4621659

IJS vs DFMC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IJS
+3.62%
DFMC
+3.09%
3M
IJS
+8.17%
Winner
DFMC
+10.03%
6M
IJS
+10.64%
DFMC
N/A
1Y
IJS
+39.48%
DFMC
N/A
5Y(CAGR)
IJS
+8.22%
DFMC
N/A
10Y(CAGR)
IJS
+10.21%
DFMC
N/A
Max(CAGR)
IJS
+10.03%
Winner
DFMC
+72.69%

IJS vs DFMC - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIJSDFMC
2026+22.07%+22.74%
2025+7.00%N/A
2024+7.65%N/A
2023+14.64%N/A
2022-12.62%N/A
2021+32.05%N/A
2020+2.66%N/A
2019+22.85%N/A
2018-13.74%N/A
2017+10.51%N/A
2016+33.81%N/A
2015-6.20%N/A
2014+8.47%N/A
2013+35.62%N/A
2012+15.61%N/A
2011-3.66%N/A
2010+21.79%N/A
2009+21.44%N/A
2008-28.27%N/A
2007-5.75%N/A
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 DFMC Drawdown Comparison

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

The maximum drawdown for DFMC was -4.29%, occurring on May 19, 2026. Recovery took 13 trading sessions.

The current IJS drawdown is -0.77%. The current DFMC drawdown is -0.51%.

RankIJSDFMC
#1-60.11%
Jun 4, 2007 - Feb 1, 2012		-4.29%
May 6, 2026 - May 26, 2026
#2-47.67%
Aug 22, 2018 - Jan 6, 2021		-3.01%
Mar 25, 2026 - Apr 1, 2026
#3-36.41%
May 3, 2002 - Nov 26, 2003		-2.80%
Jun 30, 2026 - Aug 4, 2026
#4-28.64%
Nov 25, 2024 - Dec 10, 2025		-1.59%
Jun 4, 2026 - Jun 11, 2026
#5-24.30%
Nov 5, 2021 - Jul 16, 2024		-1.54%
Apr 27, 2026 - Apr 30, 2026
#6-21.92%
May 22, 2001 - Dec 26, 2001		-1.48%
Jun 12, 2026 - Jun 18, 2026
#7-20.54%
Jun 23, 2015 - Jul 11, 2016		-1.12%
Jun 2, 2026 - Jun 4, 2026
#8-15.44%
Feb 15, 2001 - May 21, 2001		-1.11%
Aug 4, 2026 - Aug 6, 2026
#9-13.55%
Mar 26, 2012 - Sep 7, 2012		-1.00%
May 1, 2026 - May 5, 2026
#10-13.54%
May 8, 2006 - Nov 14, 2006		-0.81%
Apr 20, 2026 - Apr 27, 2026
#11-12.72%
Jun 8, 2021 - Nov 5, 2021		-0.79%
Apr 9, 2026 - Apr 13, 2026
#12-11.13%
Jul 3, 2014 - Nov 26, 2014		-0.61%
May 28, 2026 - Jun 2, 2026
#13-10.36%
Sep 14, 2012 - Dec 20, 2012		-0.15%
Apr 14, 2026 - Apr 16, 2026
#14-10.25%
Mar 12, 2021 - Jun 1, 2021		-0.02%
May 26, 2026 - May 28, 2026
#15-10.22%
Mar 4, 2005 - Jun 15, 2005		N/A

Correlation

Correlation between IJS and DFMC is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2000 - 2026)

IJS vs DFMC dividend yield comparison.

YearIJSDFMC
20260.53%0.21%
20251.62%0.00%
20241.78%0.00%
20231.42%0.00%
20221.46%0.00%
20211.52%0.00%
20201.00%0.00%
20191.66%0.00%
20181.75%0.00%
20171.41%0.00%
20161.22%0.00%
20151.59%0.00%
20141.41%0.00%
20131.18%0.00%
20121.87%0.00%
20111.32%0.00%
20101.14%0.00%
20091.59%0.00%
20081.92%0.00%
20071.77%0.00%
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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