IJS vs JQUA
Comparison between ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS, ETF) and JPMORGAN U.S. QUALITY FACTOR ETF (JQUA, ETF).
5-Year PerformanceJQUA has outperformed IJS, delivering a return of +13.7% compared to +6.2%
IJS vs JQUA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IJS
$8.20B
JQUA
$8.10B
Expense Ratio
IJS
0.18%
Winner
JQUA
0.12%
Max Drawdown
IJS
61.28%
Winner
JQUA
32.92%
Sharpe Ratio
Winner
IJS
1.67
JQUA
1.34
5Y Beta
IJS
1.00
Winner
JQUA
0.84
P/E Ratio
IJS
63.64
Winner
JQUA
27.10
Forward P/E
Winner
IJS
12.92
JQUA
20.25
PEG Ratio
IJS
N/A
JQUA
0.11
5Y Dividends CAGR
Winner
IJS
14.39%
JQUA
7.25%
5Y EPS CAGR
IJS
3.92%
Winner
JQUA
20.44%
Debt to Equity
IJS
59.39%
Winner
JQUA
2.22%
P/S Ratio
Winner
IJS
0.91
JQUA
3.89
P/B Ratio
Winner
IJS
1.59
JQUA
6.36
IJS vs JQUA - Holdings Comparison
IJS and JQUA have 11 common holdings. Overlap is 0.37%
IJS's top 25 holdings weight is 19.18%. JQUA's top 25 holdings weight is 37.91%.
| Rank | IJS | JQUA |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.10% | MICRON TECHNOLOGY INC (MU) - 3.05% |
| #2 | MOLINA HEALTHCARE INC (MOH) - 1.09% | BROADCOM INC (AVGO) - 2.24% |
| #3 | EASTMAN CHEMICAL CO (EMN) - 1.00% | ADVANCED MICRO DEVICES INC (AMD) - 2.22% |
| #4 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.00% | APPLE INC (AAPL) - 2.15% |
| #5 | ENPHASE ENERGY INC (ENPH) - 0.96% | NVIDIA CORP (NVDA) - 2.10% |
| #6 | SM ENERGY CO (SM) - 0.86% | ALPHABET INC CLASS A (GOOGL) - 2.03% |
| #7 | JACKSON FINANCIAL INC (JXN) - 0.86% | EXXON MOBIL CORP (XOM) - 1.69% |
| #8 | PAYCOM SOFTWARE INC (PAYC) - 0.84% | MICROSOFT CORP (MSFT) - 1.66% |
| #9 | VISHAY INTERTECHNOLOGY INC (VSH) - 0.80% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.63% |
| #10 | LKQ CORP (LKQ) - 0.77% | CISCO SYSTEMS INC (CSCO) - 1.56% |
| #11 | CARMAX INC (KMX) - 0.74% | META PLATFORMS INC CLASS A (META) - 1.54% |
| #12 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.72% | JOHNSON & JOHNSON (JNJ) - 1.52% |
| #13 | CELANESE CORP CLASS A (CE) - 0.70% | VISA INC CLASS A (V) - 1.50% |
| #14 | EPAM SYSTEMS INC (EPAM) - 0.70% | LAM RESEARCH CORP (LRCX) - 1.37% |
| #15 | CAESARS ENTERTAINMENT INC (CZR) - 0.69% | APPLIED MATERIALS INC (AMAT) - 1.26% |
| #16 | LAMB WESTON HOLDINGS INC (LW) - 0.68% | COSTCO WHOLESALE CORP (COST) - 1.25% |
| #17 | MATSON INC (MATX) - 0.68% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.20% |
| #18 | LINCOLN NATIONAL CORP (LNC) - 0.68% | ABBVIE INC (ABBV) - 1.12% |
| #19 | TELEFLEX INC (TFX) - 0.65% | MASTERCARD INC CLASS A (MA) - 1.09% |
| #20 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.64% | PROCTER & GAMBLE CO (PG) - 1.01% |
| #21 | MOHAWK INDUSTRIES INC (MHK) - 0.63% | QUALCOMM INC (QCOM) - 0.97% |
| #22 | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.63% | KLA CORP (KLAC) - 0.96% |
| #23 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.60% | THE HOME DEPOT INC (HD) - 0.95% |
| #24 | RITHM CAPITAL CORP (RITM) - 0.58% | PALO ALTO NETWORKS INC (PANW) - 0.93% |
| #25 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.58% | MERCK & CO INC (MRK) - 0.91% |
| Total Holdings | 462 | 293 |
IJS vs JQUA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJS
+7.31%
JQUA
+5.85%
3M
Winner
IJS
+16.08%
JQUA
+15.17%
6M
Winner
IJS
+16.29%
JQUA
+14.14%
1Y
Winner
IJS
+39.48%
JQUA
+23.00%
5Y(CAGR)
IJS
+6.20%
Winner
JQUA
+13.75%
10Y(CAGR)
IJS
+10.49%
Winner
JQUA
+14.87%
Max(CAGR)
IJS
+9.94%
Winner
JQUA
+14.87%
IJS vs JQUA - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJS | JQUA |
|---|---|---|
| 2026 | +17.77% | +14.51% |
| 2025 | +7.00% | +12.00% |
| 2024 | +7.65% | +21.92% |
| 2023 | +14.64% | +25.36% |
| 2022 | -12.62% | -13.11% |
| 2021 | +32.05% | +30.71% |
| 2020 | +2.66% | +15.70% |
| 2019 | +22.85% | +28.30% |
| 2018 | -13.74% | -2.96% |
| 2017 | +10.51% | +5.07% |
| 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 JQUA Drawdown Comparison
The maximum drawdown for IJS was -60.11%, occurring on Mar 9, 2009. Recovery took 1176 trading sessions.
The maximum drawdown for JQUA was -32.92%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The current IJS drawdown is -0.47%. The current JQUA drawdown is -0.10%.
| Rank | IJS | JQUA |
|---|---|---|
| #1 | -60.11% Jun 4, 2007 - Feb 1, 2012 | -32.92% Feb 19, 2020 - Aug 12, 2020 |
| #2 | -47.67% Aug 22, 2018 - Jan 6, 2021 | -22.47% Dec 29, 2021 - Jul 13, 2023 |
| #3 | -36.41% May 3, 2002 - Nov 26, 2003 | -17.07% Sep 21, 2018 - Mar 21, 2019 |
| #4 | -28.64% Nov 25, 2024 - Dec 10, 2025 | -16.81% Feb 18, 2025 - Jul 3, 2025 |
| #5 | -24.30% Nov 5, 2021 - Jul 16, 2024 | -9.67% Jan 26, 2018 - Aug 9, 2018 |
| #6 | -21.92% May 22, 2001 - Dec 26, 2001 | -8.78% Jul 31, 2023 - Nov 20, 2023 |
| #7 | -20.54% Jun 23, 2015 - Jul 11, 2016 | -8.22% Sep 2, 2020 - Nov 11, 2020 |
| #8 | -15.44% Feb 15, 2001 - May 21, 2001 | -7.13% Jan 27, 2026 - Apr 15, 2026 |
| #9 | -13.55% Mar 26, 2012 - Sep 7, 2012 | -6.32% Jul 16, 2024 - Aug 19, 2024 |
| #10 | -13.54% May 8, 2006 - Nov 14, 2006 | -5.88% Apr 30, 2019 - Jun 19, 2019 |
| #11 | -12.72% Jun 8, 2021 - Nov 5, 2021 | -5.84% Mar 21, 2024 - Jun 17, 2024 |
| #12 | -11.13% Jul 3, 2014 - Nov 26, 2014 | -5.82% Sep 3, 2021 - Oct 25, 2021 |
| #13 | -10.36% Sep 14, 2012 - Dec 20, 2012 | -5.52% Jul 26, 2019 - Oct 28, 2019 |
| #14 | -10.25% Mar 12, 2021 - Jun 1, 2021 | -5.48% Dec 6, 2024 - Feb 5, 2025 |
| #15 | -10.22% Mar 4, 2005 - Jun 15, 2005 | -5.36% Oct 27, 2025 - Dec 10, 2025 |
Correlation
Correlation between IJS and JQUA is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2000 - 2026)
IJS vs JQUA dividend yield comparison.
| Year | IJS | JQUA |
|---|---|---|
| 2026 | 0.55% | 0.24% |
| 2025 | 1.62% | 1.19% |
| 2024 | 1.78% | 1.24% |
| 2023 | 1.42% | 1.22% |
| 2022 | 1.46% | 1.60% |
| 2021 | 1.52% | 1.32% |
| 2020 | 1.00% | 1.44% |
| 2019 | 1.66% | 1.67% |
| 2018 | 1.75% | 2.10% |
| 2017 | 1.41% | 0.40% |
| 2016 | 1.22% | 0.00% |
| 2015 | 1.59% | 0.00% |
| 2014 | 1.41% | 0.00% |
| 2013 | 1.18% | 0.00% |
| 2012 | 1.87% | 0.00% |
| 2011 | 1.32% | 0.00% |
| 2010 | 1.14% | 0.00% |
| 2009 | 1.59% | 0.00% |
| 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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