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IJT vs BLV

Comparison between ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT, ETF) and VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES (BLV, ETF).

5-Year PerformanceIJT has outperformed BLV, delivering a return of +7.0% compared to -5.0%

IJT vs BLV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IJT
$8.20B
Winner
BLV
$8.30B
Expense Ratio
IJT
0.18%
Winner
BLV
0.03%
Max Drawdown
IJT
57.98%
Winner
BLV
46.31%
Sharpe Ratio
Winner
IJT
1.27
BLV
-0.45
5Y Beta
IJT
1.03
Winner
BLV
0.14
P/E Ratio
IJT
29.75
BLV
N/A
Forward P/E
IJT
20.39
BLV
N/A
5Y Dividends CAGR
Winner
IJT
11.11%
BLV
-12.75%
5Y EPS CAGR
IJT
24.52%
BLV
N/A
Debt to Equity
IJT
69.30%
BLV
N/A
P/S Ratio
IJT
1.68
BLV
N/A
P/B Ratio
IJT
3.12
BLV
N/A

IJT vs BLV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IJT
+0.08%
BLV
-1.11%
3M
Winner
IJT
+8.46%
BLV
-1.41%
6M
Winner
IJT
+13.88%
BLV
-5.01%
1Y
Winner
IJT
+27.93%
BLV
+0.43%
5Y(CAGR)
Winner
IJT
+6.98%
BLV
-5.03%
10Y(CAGR)
Winner
IJT
+10.91%
BLV
+0.15%
Max(CAGR)
Winner
IJT
+9.61%
BLV
+4.02%

IJT vs BLV - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIJTBLV
2026+22.27%-2.42%
2025+5.10%+6.29%
2024+10.13%-3.04%
2023+17.67%+6.00%
2022-21.74%-25.67%
2021+23.41%-2.55%
2020+19.03%+15.55%
2019+21.08%+18.60%
2018-4.80%-3.25%
2017+14.05%+10.31%
2016+25.73%+6.50%
2015+3.35%-4.71%
2014+5.01%+19.86%
2013+38.45%-8.08%
2012+13.49%+8.52%
2011+1.63%+22.81%
2010+25.66%+9.46%
2009+26.13%+2.41%
2008-32.71%+9.20%
2007+6.09%+6.27%
2006+8.46%N/A
2005+10.75%N/A
2004+21.10%N/A
2003+33.27%N/A
2002-14.85%N/A
2001+4.08%N/A
2000+1.71%N/A

IJT vs BLV Drawdown Comparison

The maximum drawdown for IJT was -57.60%, occurring on Mar 9, 2009. Recovery took 806 trading sessions.

The maximum drawdown for BLV was -38.28%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current IJT drawdown is -2.89%. The current BLV drawdown is -26.33%.

RankIJTBLV
#1-57.60%
Oct 10, 2007 - Dec 21, 2010
-38.28%
Aug 6, 2020 - Oct 19, 2023
#2-42.03%
Aug 31, 2018 - Nov 16, 2020
-20.04%
Mar 9, 2020 - Jul 7, 2020
#3-36.43%
Sep 1, 2000 - Dec 1, 2003
-14.49%
May 2, 2013 - Jul 21, 2014
#4-29.23%
Nov 8, 2021 - Jul 16, 2024
-12.71%
Sep 15, 2008 - Dec 11, 2008
#5-27.41%
Nov 25, 2024 - Jan 15, 2026
-12.37%
Jan 30, 2015 - Jun 3, 2016
#6-26.45%
Jul 7, 2011 - Mar 26, 2012
-12.13%
Jul 8, 2016 - Mar 22, 2019
#7-19.69%
Jun 23, 2015 - Jul 12, 2016
-11.20%
Dec 30, 2008 - Sep 2, 2009
#8-14.11%
May 9, 2006 - Feb 1, 2007
-10.32%
Aug 26, 2010 - Jul 29, 2011
#9-12.70%
Jun 30, 2004 - Oct 27, 2004
-5.97%
Aug 28, 2019 - Jan 27, 2020
#10-12.36%
Jul 3, 2014 - Dec 22, 2014
-5.84%
Jul 25, 2012 - May 1, 2013
#11-11.11%
Mar 7, 2005 - Jul 5, 2005
-5.61%
May 7, 2007 - Aug 31, 2007
#12-10.60%
Sep 14, 2012 - Jan 2, 2013
-5.31%
Sep 22, 2011 - Dec 19, 2011
#13-10.21%
Mar 26, 2012 - Sep 6, 2012
-5.13%
Jan 31, 2012 - May 4, 2012
#14-9.51%
Apr 5, 2004 - Jun 25, 2004
-5.13%
Oct 1, 2009 - Apr 27, 2010
#15-9.34%
Jul 31, 2024 - Oct 16, 2024
-4.93%
Mar 20, 2008 - Sep 10, 2008

Correlation

Correlation between IJT and BLV is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (2000 - 2026)

IJT vs BLV dividend yield comparison.

YearIJTBLV
20260.27%2.92%
20250.91%4.67%
20241.06%5.09%
20231.02%4.06%
20221.08%4.17%
20210.63%3.37%
20200.68%6.12%
20190.92%3.57%
20180.92%4.07%
20170.86%3.63%
20161.03%4.16%
20151.14%4.37%
20140.78%3.88%
20130.70%4.85%
20121.41%5.66%
20110.65%5.11%
20100.87%5.85%
20090.38%5.26%
20080.95%4.99%
20070.26%3.57%
20060.27%0.00%
20050.56%0.00%
20040.34%0.00%
20030.35%0.00%
20020.24%0.00%
20010.08%0.00%
20000.79%0.00%

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