IJS vs GRID
Comparison between ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS, ETF) and FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND (GRID, ETF).
5-Year PerformanceGRID has outperformed IJS, delivering a return of +18.5% compared to +5.8%
IJS vs GRID - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJS
$7.60B
GRID
$7.60B
Expense Ratio
Winner
IJS
0.18%
GRID
0.56%
Max Drawdown
IJS
61.28%
Winner
GRID
40.56%
Sharpe Ratio
IJS
1.77
Winner
GRID
2.54
5Y Beta
Winner
IJS
1.00
GRID
1.05
P/E Ratio
IJS
61.35
GRID
N/A
Forward P/E
IJS
13.04
GRID
N/A
5Y Dividends CAGR
IJS
20.24%
Winner
GRID
22.26%
5Y EPS CAGR
IJS
6.02%
GRID
N/A
Debt to Equity
IJS
58.43%
GRID
N/A
P/S Ratio
IJS
0.87
GRID
N/A
P/B Ratio
IJS
1.52
GRID
N/A
IJS vs GRID - Holdings Comparison
IJS and GRID have 5 common holdings. Overlap is 0.15%
IJS's top 25 holdings weight is 18.33%. GRID's top 25 holdings weight is 77.92%.
| Rank | IJS | GRID |
|---|---|---|
| #1 | MOLINA HEALTHCARE INC (MOH) - 1.09% | EATON CORP PLC (ETN) - 8.45% |
| #2 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.03% | ABB LTD (n/a) - 7.97% |
| #3 | EASTMAN CHEMICAL CO (EMN) - 0.97% | n/a (JCI) - 7.54% |
| #4 | JACKSON FINANCIAL INC (JXN) - 0.95% | SCHNEIDER ELECTRIC SE (n/a) - 7.46% |
| #5 | LKQ CORP (LKQ) - 0.94% | NATIONAL GRID PLC (n/a) - 7.22% |
| #6 | CELANESE CORP CLASS A (CE) - 0.84% | PRYSMIAN SPA (n/a) - 4.58% |
| #7 | SM ENERGY CO (SM) - 0.78% | QUANTA SERVICES INC (PWR) - 4.31% |
| #8 | LINCOLN NATIONAL CORP (LNC) - 0.75% | E.ON SE (n/a) - 3.67% |
| #9 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.73% | HUBBELL INC (HUBB) - 2.81% |
| #10 | PAYCOM SOFTWARE INC (PAYC) - 0.71% | NVIDIA CORP (NVDA) - 2.31% |
| #11 | LAMB WESTON HOLDINGS INC (LW) - 0.71% | NVENT ELECTRIC PLC (NVT) - 2.17% |
| #12 | TELEFLEX INC (TFX) - 0.70% | HD HYUNDAI ELECTRIC (n/a) - 2.04% |
| #13 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.68% | TERNA SPA (n/a) - 1.86% |
| #14 | CAESARS ENTERTAINMENT INC (CZR) - 0.68% | TESLA INC (TSLA) - 1.80% |
| #15 | MOHAWK INDUSTRIES INC (MHK) - 0.66% | FUJIKURA LTD (n/a) - 1.77% |
| #16 | RITHM CAPITAL CORP (RITM) - 0.66% | HYDRO ONE LTD (n/a) - 1.61% |
| #17 | MATSON INC (MATX) - 0.65% | CISCO SYSTEMS INC (CSCO) - 1.31% |
| #18 | CARMAX INC (KMX) - 0.64% | LS ELECTRIC CO LTD (n/a) - 1.30% |
| #19 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.64% | EQUATORIAL SA (n/a) - 1.26% |
| #20 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.63% | APTIV PLC (APTV) - 1.23% |
| #21 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.63% | ORACLE CORP (ORCL) - 1.17% |
| #22 | n/a (CRC) - 0.61% | SPIE SA (n/a) - 1.07% |
| #23 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.55% | GE VERNOVA INC (GEV) - 1.05% |
| #24 | MERITAGE HOMES CORP (MTH) - 0.55% | BELIMO HOLDING AG (n/a) - 0.99% |
| #25 | DIODES INC (DIOD) - 0.55% | ELIA GROUP SA/NV (n/a) - 0.97% |
| Total Holdings | 461 | 129 |
IJS vs GRID - Historical Returns
Returns include dividend reinvestment.
1M
IJS
+6.07%
Winner
GRID
+12.88%
3M
IJS
+3.11%
Winner
GRID
+13.33%
6M
IJS
+18.34%
Winner
GRID
+27.91%
1Y
IJS
+39.40%
Winner
GRID
+61.82%
5Y(CAGR)
IJS
+5.77%
Winner
GRID
+18.48%
10Y(CAGR)
IJS
+10.32%
Winner
GRID
+19.99%
Max(CAGR)
IJS
+9.82%
Winner
GRID
+13.30%
IJS vs GRID - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJS | GRID |
|---|---|---|
| 2026 | +13.36% | +26.65% |
| 2025 | +7.00% | +29.86% |
| 2024 | +7.65% | +16.50% |
| 2023 | +14.64% | +21.63% |
| 2022 | -12.62% | -14.08% |
| 2021 | +32.05% | +28.22% |
| 2020 | +2.66% | +46.19% |
| 2019 | +22.85% | +42.24% |
| 2018 | -13.74% | -22.93% |
| 2017 | +10.51% | +28.47% |
| 2016 | +33.81% | +25.59% |
| 2015 | -6.20% | -4.90% |
| 2014 | +8.47% | +0.55% |
| 2013 | +35.62% | +23.35% |
| 2012 | +15.61% | +15.17% |
| 2011 | -3.66% | -21.53% |
| 2010 | +21.79% | -2.49% |
| 2009 | +21.44% | +6.58% |
| 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 GRID Drawdown Comparison
The maximum drawdown for IJS was -60.11%, occurring on Mar 9, 2009. Recovery took 1176 trading sessions.
The maximum drawdown for GRID was -40.56%, occurring on Mar 18, 2020. Recovery took 116 trading sessions.
The current IJS drawdown is -0.30%. The current GRID drawdown is -0.26%.
| Rank | IJS | GRID |
|---|---|---|
| #1 | -60.11% Jun 4, 2007 - Feb 1, 2012 | -40.56% Feb 20, 2020 - Aug 5, 2020 |
| #2 | -47.67% Aug 22, 2018 - Jan 6, 2021 | -35.42% Apr 4, 2011 - Sep 24, 2013 |
| #3 | -36.41% May 3, 2002 - Nov 26, 2003 | -29.65% Jan 26, 2018 - Nov 4, 2019 |
| #4 | -28.64% Nov 25, 2024 - Dec 10, 2025 | -29.64% Nov 19, 2021 - Jun 13, 2023 |
| #5 | -24.30% Nov 5, 2021 - Jul 16, 2024 | -26.65% Mar 6, 2014 - Aug 16, 2016 |
| #6 | -21.92% May 22, 2001 - Dec 26, 2001 | -20.76% Jul 18, 2023 - Feb 22, 2024 |
| #7 | -20.54% Jun 23, 2015 - Jul 11, 2016 | -20.62% Sep 26, 2024 - May 15, 2025 |
| #8 | -15.44% Feb 15, 2001 - May 21, 2001 | -18.68% Jan 8, 2010 - Jan 24, 2011 |
| #9 | -13.55% Mar 26, 2012 - Sep 7, 2012 | -11.72% Feb 25, 2026 - Apr 13, 2026 |
| #10 | -13.54% May 8, 2006 - Nov 14, 2006 | -10.62% Jul 16, 2024 - Sep 17, 2024 |
| #11 | -12.72% Jun 8, 2021 - Nov 5, 2021 | -8.34% Sep 2, 2020 - Oct 5, 2020 |
| #12 | -11.13% Jul 3, 2014 - Nov 26, 2014 | -7.91% Feb 18, 2011 - Mar 30, 2011 |
| #13 | -10.36% Sep 14, 2012 - Dec 20, 2012 | -7.80% Oct 29, 2025 - Jan 16, 2026 |
| #14 | -10.25% Mar 12, 2021 - Jun 1, 2021 | -7.40% Sep 2, 2021 - Oct 28, 2021 |
| #15 | -10.22% Mar 4, 2005 - Jun 15, 2005 | -6.94% Jan 7, 2021 - Mar 11, 2021 |
Correlation
Correlation between IJS and GRID is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2000 - 2026)
IJS vs GRID dividend yield comparison.
| Year | IJS | GRID |
|---|---|---|
| 2026 | 0.16% | 0.05% |
| 2025 | 1.62% | 1.01% |
| 2024 | 1.78% | 1.06% |
| 2023 | 1.42% | 1.23% |
| 2022 | 1.46% | 1.26% |
| 2021 | 1.52% | 0.63% |
| 2020 | 1.00% | 0.68% |
| 2019 | 1.66% | 1.26% |
| 2018 | 1.75% | 1.28% |
| 2017 | 1.41% | 1.07% |
| 2016 | 1.22% | 1.07% |
| 2015 | 1.59% | 1.23% |
| 2014 | 1.41% | 1.46% |
| 2013 | 1.18% | 1.33% |
| 2012 | 1.87% | 0.89% |
| 2011 | 1.32% | 1.02% |
| 2010 | 1.14% | 0.68% |
| 2009 | 1.59% | 0.07% |
| 2008 | 1.92% | 0.00% |
| 2007 | 1.77% | 0.00% |
| 2006 | 1.14% | 0.00% |
| 2005 | 1.02% | 0.00% |
| 2004 | 1.11% | 0.00% |
| 2003 | 0.76% | 0.00% |
| 2002 | 0.95% | 0.00% |
| 2001 | 0.69% | 0.00% |
| 2000 | 0.78% | 0.00% |
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