IJS vs SHLD
Comparison between ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS, ETF) and GLOBAL X DEFENSE TECH ETF (SHLD, ETF).
IJS vs SHLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJS
$7.90B
Winner
SHLD
$8.10B
Expense Ratio
Winner
IJS
0.18%
SHLD
0.50%
Max Drawdown
IJS
61.28%
Winner
SHLD
18.24%
Sharpe Ratio
Winner
IJS
1.33
SHLD
0.86
5Y Beta
IJS
1.00
Winner
SHLD
0.66
P/E Ratio
IJS
62.32
Winner
SHLD
31.95
Forward P/E
Winner
IJS
13.08
SHLD
22.86
5Y Dividends CAGR
IJS
20.24%
SHLD
N/A
5Y EPS CAGR
IJS
5.98%
SHLD
N/A
Debt to Equity
Winner
IJS
57.28%
SHLD
72.47%
P/S Ratio
Winner
IJS
0.88
SHLD
2.13
P/B Ratio
Winner
IJS
1.53
SHLD
4.59
IJS vs SHLD - Holdings Comparison
IJS and SHLD have 2 common holdings. Overlap is -0.04%
IJS's top 25 holdings weight is 18.61%. SHLD's top 25 holdings weight is 91.48%.
| Rank | IJS | SHLD |
|---|---|---|
| #1 | MOLINA HEALTHCARE INC (MOH) - 1.20% | LOCKHEED MARTIN CORP (LMT) - 8.11% |
| #2 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.07% | GENERAL DYNAMICS CORP (GD) - 7.76% |
| #3 | EASTMAN CHEMICAL CO (EMN) - 1.04% | RTX CORP (RTX) - 7.49% |
| #4 | JACKSON FINANCIAL INC (JXN) - 0.96% | RHEINMETALL AG (n/a) - 6.44% |
| #5 | CELANESE CORP CLASS A (CE) - 0.90% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 6.15% |
| #6 | SM ENERGY CO (SM) - 0.85% | HANWHA AEROSPACE CO LTD (n/a) - 5.66% |
| #7 | LKQ CORP (LKQ) - 0.85% | BAE SYSTEMS PLC (n/a) - 5.06% |
| #8 | PAYCOM SOFTWARE INC (PAYC) - 0.77% | L3HARRIS TECHNOLOGIES INC (LHX) - 4.52% |
| #9 | LINCOLN NATIONAL CORP (LNC) - 0.75% | LEONARDO SPA AZ NOM POST RAGGRUPPAMENTO (n/a) - 4.28% |
| #10 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.72% | THALES (n/a) - 4.24% |
| #11 | LAMB WESTON HOLDINGS INC (LW) - 0.70% | NORTHROP GRUMMAN CORP (NOC) - 4.21% |
| #12 | CAESARS ENTERTAINMENT INC (CZR) - 0.67% | ELBIT SYSTEMS LTD (n/a) - 3.95% |
| #13 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.67% | SAAB AB CLASS B (n/a) - 3.87% |
| #14 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.66% | BWX TECHNOLOGIES INC (BWXT) - 3.22% |
| #15 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.65% | LEIDOS HOLDINGS INC (LDOS) - 2.99% |
| #16 | n/a (CRC) - 0.65% | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 2.17% |
| #17 | MATSON INC (MATX) - 0.64% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.68% |
| #18 | RITHM CAPITAL CORP (RITM) - 0.64% | KOREA AEROSPACE INDUSTRIES LTD (n/a) - 1.48% |
| #19 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.63% | MOOG INC CLASS A (MOG-A) - 1.48% |
| #20 | TELEFLEX INC (TFX) - 0.63% | LIG DEFENSE&AEROSPACE CO LTD (n/a) - 1.40% |
| #21 | CARMAX INC (KMX) - 0.62% | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 1.20% |
| #22 | DIODES INC (DIOD) - 0.59% | DASSAULT AVIATION SA (n/a) - 1.06% |
| #23 | MOHAWK INDUSTRIES INC (MHK) - 0.59% | AEROVIRONMENT INC (AVAV) - 1.06% |
| #24 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.58% | HANWHA SYSTEMS CO LTD ORDINARY SHARES (n/a) - 1.03% |
| #25 | ELEMENT SOLUTIONS INC (ESI) - 0.58% | HENSOLDT AG ORDINARY SHARES (n/a) - 0.97% |
| Total Holdings | 462 | 52 |
IJS vs SHLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJS
+1.74%
SHLD
-14.40%
3M
Winner
IJS
+1.51%
SHLD
-11.66%
6M
Winner
IJS
+15.66%
SHLD
-0.85%
1Y
Winner
IJS
+30.15%
SHLD
+22.61%
5Y(CAGR)
IJS
+5.84%
SHLD
N/A
10Y(CAGR)
IJS
+10.20%
SHLD
N/A
Max(CAGR)
IJS
+9.71%
Winner
SHLD
+43.43%
IJS vs SHLD - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJS | SHLD |
|---|---|---|
| 2026 | +10.54% | -3.97% |
| 2025 | +7.00% | +74.68% |
| 2024 | +7.65% | +35.09% |
| 2023 | +14.64% | +12.89% |
| 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 SHLD Drawdown Comparison
The maximum drawdown for IJS was -60.11%, occurring on Mar 9, 2009. Recovery took 1176 trading sessions.
The maximum drawdown for SHLD was -18.24%, occurring on May 13, 2026. This drawdown has not yet recovered.
The current IJS drawdown is -2.78%. The current SHLD drawdown is -18.24%.
| Rank | IJS | SHLD |
|---|---|---|
| #1 | -60.11% Jun 4, 2007 - Feb 1, 2012 | -18.24% Mar 9, 2026 - May 13, 2026 |
| #2 | -47.67% Aug 22, 2018 - Jan 6, 2021 | -15.06% Oct 8, 2025 - Jan 8, 2026 |
| #3 | -36.41% May 3, 2002 - Nov 26, 2003 | -10.92% Nov 11, 2024 - Feb 18, 2025 |
| #4 | -28.64% Nov 25, 2024 - Dec 10, 2025 | -10.53% Mar 18, 2025 - Apr 11, 2025 |
| #5 | -24.30% Nov 5, 2021 - Jul 16, 2024 | -8.91% Jan 16, 2026 - Mar 9, 2026 |
| #6 | -21.92% May 22, 2001 - Dec 26, 2001 | -5.42% Sep 18, 2023 - Oct 9, 2023 |
| #7 | -20.54% Jun 23, 2015 - Jul 11, 2016 | -5.39% Aug 6, 2025 - Sep 10, 2025 |
| #8 | -15.44% Feb 15, 2001 - May 21, 2001 | -4.96% Apr 8, 2024 - May 9, 2024 |
| #9 | -13.55% Mar 26, 2012 - Sep 7, 2012 | -4.52% Aug 30, 2024 - Oct 1, 2024 |
| #10 | -13.54% May 8, 2006 - Nov 14, 2006 | -4.49% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -12.72% Jun 8, 2021 - Nov 5, 2021 | -4.17% May 31, 2024 - Jul 15, 2024 |
| #12 | -11.13% Jul 3, 2014 - Nov 26, 2014 | -3.79% Feb 18, 2025 - Mar 3, 2025 |
| #13 | -10.36% Sep 14, 2012 - Dec 20, 2012 | -3.62% May 8, 2025 - May 16, 2025 |
| #14 | -10.25% Mar 12, 2021 - Jun 1, 2021 | -3.55% Jul 31, 2024 - Aug 9, 2024 |
| #15 | -10.22% Mar 4, 2005 - Jun 15, 2005 | -3.15% Oct 16, 2023 - Nov 2, 2023 |
Correlation
Correlation between IJS and SHLD is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2000 - 2026)
IJS vs SHLD dividend yield comparison.
| Year | IJS | SHLD |
|---|---|---|
| 2026 | 0.16% | 0.00% |
| 2025 | 1.62% | 0.55% |
| 2024 | 1.78% | 0.53% |
| 2023 | 1.42% | 0.26% |
| 2022 | 1.46% | 0.00% |
| 2021 | 1.52% | 0.00% |
| 2020 | 1.00% | 0.00% |
| 2019 | 1.66% | 0.00% |
| 2018 | 1.75% | 0.00% |
| 2017 | 1.41% | 0.00% |
| 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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