IJS vs URTH
Comparison between ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS, ETF) and ISHARES MSCI WORLD ETF (URTH, ETF).
5-Year PerformanceURTH has outperformed IJS, delivering a return of +11.5% compared to +8.0%
IJS vs URTH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IJS
$8.20B
URTH
$8B
Expense Ratio
Winner
IJS
0.18%
URTH
0.24%
Max Drawdown
IJS
61.28%
Winner
URTH
34.01%
Sharpe Ratio
Winner
IJS
1.31
URTH
1.20
5Y Beta
IJS
0.98
Winner
URTH
0.91
P/E Ratio
IJS
55.69
Winner
URTH
24.01
Forward P/E
Winner
IJS
13.24
URTH
20.11
5Y Dividends CAGR
Winner
IJS
14.39%
URTH
8.64%
5Y EPS CAGR
IJS
4.57%
Winner
URTH
24.89%
Debt to Equity
Winner
IJS
38.70%
URTH
52.47%
P/S Ratio
Winner
IJS
0.96
URTH
3.39
P/B Ratio
Winner
IJS
1.62
URTH
4.95
IJS vs URTH - Holdings Comparison
IJS and URTH have 3 common holdings. Overlap is -1.35%
IJS's top 25 holdings weight is 19.10%. URTH's top 25 holdings weight is 35.80%.
| Rank | IJS | URTH |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.51% | NVIDIA CORP (NVDA) - 5.50% |
| #2 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.99% | APPLE INC (AAPL) - 4.82% |
| #3 | PAYCOM SOFTWARE INC (PAYC) - 0.98% | MICROSOFT CORP (MSFT) - 4.00% |
| #4 | JACKSON FINANCIAL INC (JXN) - 0.97% | AMAZON.COM INC (AMZN) - 2.61% |
| #5 | EASTMAN CHEMICAL CO (EMN) - 0.92% | ALPHABET INC CLASS A (GOOGL) - 2.20% |
| #6 | CARMAX INC (KMX) - 0.89% | BROADCOM INC (AVGO) - 1.87% |
| #7 | SM ENERGY CO (SM) - 0.88% | ALPHABET INC CLASS C (GOOG) - 1.85% |
| #8 | CONAGRA BRANDS INC (CAG) - 0.83% | META PLATFORMS INC CLASS A (META) - 1.69% |
| #9 | LAMB WESTON HOLDINGS INC (LW) - 0.79% | TESLA INC (TSLA) - 1.48% |
| #10 | LINCOLN NATIONAL CORP (LNC) - 0.78% | JPMORGAN CHASE & CO (JPM) - 1.07% |
| #11 | VICTORIA'S SECRET & CO (VSXY) - 0.75% | ELI LILLY AND CO (LLY) - 1.04% |
| #12 | MOHAWK INDUSTRIES INC (MHK) - 0.74% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.82% |
| #13 | MATSON INC (MATX) - 0.70% | VISA INC CLASS A (V) - 0.71% |
| #14 | LKQ CORP (LKQ) - 0.69% | EXXON MOBIL CORP (XOM) - 0.63% |
| #15 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.67% | JOHNSON & JOHNSON (JNJ) - 0.60% |
| #16 | POOL CORP (POOL) - 0.67% | WALMART INC (WMT) - 0.60% |
| #17 | CAESARS ENTERTAINMENT INC (CZR) - 0.64% | MASTERCARD INC CLASS A (MA) - 0.58% |
| #18 | TELEFLEX INC (TFX) - 0.64% | ASML HOLDING NV (n/a) - 0.54% |
| #19 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.63% | ABBVIE INC (ABBV) - 0.48% |
| #20 | RITHM CAPITAL CORP (RITM) - 0.62% | NETFLIX INC (NFLX) - 0.47% |
| #21 | EPAM SYSTEMS INC (EPAM) - 0.60% | BANK OF AMERICA CORP (BAC) - 0.47% |
| #22 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.59% | n/a (PLTR) - 0.46% |
| #23 | ENPHASE ENERGY INC (ENPH) - 0.55% | COSTCO WHOLESALE CORP (COST) - 0.45% |
| #24 | CELANESE CORP CLASS A (CE) - 0.54% | ADVANCED MICRO DEVICES INC (AMD) - 0.44% |
| #25 | MERITAGE HOMES CORP (MTH) - 0.53% | MICRON TECHNOLOGY INC (MU) - 0.42% |
| Total Holdings | 464 | 1340 |
IJS vs URTH - Historical Returns
Returns include dividend reinvestment.
1M
IJS
+1.41%
Winner
URTH
+4.21%
3M
Winner
IJS
+5.60%
URTH
+3.29%
6M
Winner
IJS
+12.03%
URTH
+9.53%
1Y
Winner
IJS
+28.46%
URTH
+21.05%
5Y(CAGR)
IJS
+7.98%
Winner
URTH
+11.51%
10Y(CAGR)
IJS
+10.72%
Winner
URTH
+13.18%
Max(CAGR)
IJS
+11.59%
Winner
URTH
+12.34%
IJS vs URTH - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJS | URTH |
|---|---|---|
| 2026 | +20.85% | +12.98% |
| 2025 | +7.00% | +21.59% |
| 2024 | +7.65% | +19.66% |
| 2023 | +14.64% | +24.14% |
| 2022 | -12.62% | -18.40% |
| 2021 | +32.05% | +23.13% |
| 2020 | +4.18% | +14.90% |
| 2019 | +25.02% | +28.12% |
| 2018 | -12.44% | -9.25% |
| 2017 | +12.18% | +21.83% |
| 2016 | +35.66% | +8.88% |
| 2015 | -4.78% | -0.62% |
| 2014 | +10.05% | +5.44% |
| 2013 | +37.42% | +26.35% |
| 2012 | +17.85% | +14.73% |
| 2011 | -2.36% | N/A |
| 2010 | +23.31% | N/A |
| 2009 | +23.74% | N/A |
| 2008 | -27.09% | N/A |
| 2007 | -4.21% | N/A |
| 2006 | +18.64% | N/A |
| 2005 | +9.58% | N/A |
| 2004 | +26.45% | N/A |
| 2003 | +39.61% | N/A |
| 2002 | -12.29% | N/A |
| 2001 | +17.51% | N/A |
| 2000 | +18.72% | N/A |
IJS vs URTH Drawdown Comparison
The maximum drawdown for IJS was -59.11%, occurring on Mar 9, 2009. Recovery took 882 trading sessions.
The maximum drawdown for URTH was -34.01%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current IJS drawdown is -2.05%. The current URTH drawdown is -1.03%.
| Rank | IJS | URTH |
|---|---|---|
| #1 | -59.11% Jul 19, 2007 - Jan 18, 2011 | -34.01% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -46.30% Aug 22, 2018 - Dec 4, 2020 | -26.04% Jan 3, 2022 - Dec 19, 2023 |
| #3 | -35.58% May 3, 2002 - Oct 14, 2003 | -18.89% May 19, 2015 - Dec 13, 2016 |
| #4 | -28.64% Nov 25, 2024 - Dec 10, 2025 | -18.57% Jan 26, 2018 - Apr 30, 2019 |
| #5 | -26.45% Jul 7, 2011 - Jan 25, 2012 | -16.94% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -24.30% Nov 5, 2021 - Jul 16, 2024 | -11.39% Mar 27, 2012 - Sep 7, 2012 |
| #7 | -21.57% May 22, 2001 - Dec 17, 2001 | -10.77% May 21, 2013 - Jul 18, 2013 |
| #8 | -19.68% Jun 23, 2015 - Jun 6, 2016 | -9.32% Jul 3, 2014 - Feb 17, 2015 |
| #9 | -15.05% Feb 15, 2001 - May 21, 2001 | -9.06% Feb 25, 2026 - Apr 15, 2026 |
| #10 | -13.55% Mar 26, 2012 - Sep 6, 2012 | -8.23% Jul 16, 2024 - Aug 23, 2024 |
| #11 | -13.28% May 8, 2006 - Oct 26, 2006 | -8.10% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -12.72% Jun 8, 2021 - Nov 5, 2021 | -7.00% Sep 14, 2012 - Dec 20, 2012 |
| #13 | -10.82% Jul 3, 2014 - Nov 12, 2014 | -6.85% Aug 9, 2013 - Sep 18, 2013 |
| #14 | -10.25% Mar 12, 2021 - Jun 1, 2021 | -6.07% Jul 24, 2019 - Oct 17, 2019 |
| #15 | -10.08% Sep 14, 2012 - Dec 19, 2012 | -6.07% May 3, 2019 - Jun 20, 2019 |
Correlation
Correlation between IJS and URTH is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
IJS vs URTH dividend yield comparison.
| Year | IJS | URTH |
|---|---|---|
| 2026 | 0.54% | 0.64% |
| 2025 | 1.62% | 1.48% |
| 2024 | 1.78% | 1.47% |
| 2023 | 1.42% | 1.70% |
| 2022 | 1.46% | 1.68% |
| 2021 | 1.52% | 1.50% |
| 2020 | 2.00% | 1.52% |
| 2019 | 3.32% | 2.16% |
| 2018 | 3.50% | 2.30% |
| 2017 | 2.82% | 1.88% |
| 2016 | 2.43% | 2.15% |
| 2015 | 3.18% | 2.35% |
| 2014 | 2.81% | 2.31% |
| 2013 | 2.37% | 1.04% |
| 2012 | 3.73% | 2.69% |
| 2011 | 2.64% | 0.00% |
| 2010 | 2.29% | 0.00% |
| 2009 | 3.19% | 0.00% |
| 2008 | 3.84% | 0.00% |
| 2007 | 3.55% | 0.00% |
| 2006 | 2.28% | 0.00% |
| 2005 | 2.71% | 0.00% |
| 2004 | 4.44% | 0.00% |
| 2003 | 3.03% | 0.00% |
| 2002 | 3.79% | 0.00% |
| 2001 | 2.75% | 0.00% |
| 2000 | 3.12% | 0.00% |
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