IJT vs JMBS

Comparison between ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT, ETF) and JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF (JMBS, ETF).

5-Year PerformanceIJT has outperformed JMBS, delivering a return of +5.6% compared to +0.8%

IJT vs JMBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IJT(ETF)	JMBS(ETF)
Net Assets	$6.50B	$6.60B
Expense Ratio	0.18%	0.21%
Max Drawdown	57.98%	22.48%
Sharpe Ratio	1.49	0.70
5Y Beta	1.05	0.04
P/E Ratio	26.18	N/A
Forward P/E	19.36	N/A
5Y Dividends CAGR	14.05%	12.04%
5Y EPS CAGR	24.85%	N/A
P/S Ratio	1.73	N/A
P/B Ratio	3.15	N/A

Net Assets

IJT

$6.50B

Winner

JMBS

$6.60B

Expense Ratio

Winner

IJT

0.18%

JMBS

0.21%

Max Drawdown

IJT

57.98%

Winner

JMBS

22.48%

Sharpe Ratio

Winner

IJT

1.49

JMBS

0.70

5Y Beta

IJT

1.05

Winner

JMBS

0.04

P/E Ratio

IJT

26.18

JMBS

N/A

Forward P/E

IJT

19.36

JMBS

N/A

5Y Dividends CAGR

Winner

IJT

14.05%

JMBS

12.04%

5Y EPS CAGR

IJT

24.85%

JMBS

N/A

P/S Ratio

IJT

1.73

JMBS

N/A

P/B Ratio

IJT

3.15

JMBS

N/A

IJT vs JMBS - Historical Returns

Returns include dividend reinvestment.

Period	IJT	JMBS
1 month	+7.03%	+0.11%
3 months	+6.89%	+0.24%
6 months	+17.54%	+1.79%
1 year	+31.28%	+7.59%
5 years(CAGR)	+5.60%	+0.80%
10 years(CAGR)	+11.21%	N/A
Max(CAGR)	+9.45%	+2.40%

Winner

IJT

+7.03%

JMBS

+0.11%

Winner

IJT

+6.89%

JMBS

+0.24%

Winner

IJT

+17.54%

JMBS

+1.79%

Winner

IJT

+31.28%

JMBS

+7.59%

5Y(CAGR)

Winner

IJT

+5.60%

JMBS

+0.80%

10Y(CAGR)

IJT

+11.21%

JMBS

N/A

Max(CAGR)

Winner

IJT

+9.45%

JMBS

+2.40%

IJT vs JMBS - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IJT	JMBS
2026	+14.87%	+1.32%
2025	+5.10%	+8.67%
2024	+10.13%	+2.14%
2023	+17.67%	+5.34%
2022	-21.74%	-11.28%
2021	+23.41%	-0.50%
2020	+19.03%	+5.74%
2019	+21.08%	+6.91%
2018	-4.80%	+1.53%
2017	+14.05%	N/A
2016	+25.73%	N/A
2015	+3.35%	N/A
2014	+5.01%	N/A
2013	+38.45%	N/A
2012	+13.49%	N/A
2011	+1.63%	N/A
2010	+25.66%	N/A
2009	+26.13%	N/A
2008	-32.71%	N/A
2007	+6.09%	N/A
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 JMBS Drawdown Comparison

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

The maximum drawdown for JMBS was -16.68%, occurring on Oct 20, 2022. Recovery took 1027 trading sessions.

The current IJT drawdown is -0.55%. The current JMBS drawdown is -1.10%.

Rank	IJT	JMBS
#1	-57.60% Oct 10, 2007 - Dec 21, 2010	-16.68% Aug 3, 2021 - Sep 5, 2025
#2	-42.03% Aug 31, 2018 - Nov 16, 2020	-4.28% Mar 9, 2020 - May 1, 2020
#3	-36.43% Sep 1, 2000 - Dec 1, 2003	-2.98% Feb 27, 2026 - Mar 26, 2026
#4	-29.23% Nov 8, 2021 - Jul 16, 2024	-1.46% Sep 13, 2018 - Dec 4, 2018
#5	-27.41% Nov 25, 2024 - Jan 15, 2026	-0.97% Feb 3, 2021 - Aug 2, 2021
#6	-26.45% Jul 7, 2011 - Mar 26, 2012	-0.93% Oct 28, 2025 - Nov 25, 2025
#7	-19.69% Jun 23, 2015 - Jul 12, 2016	-0.78% Sep 15, 2025 - Oct 10, 2025
#8	-14.11% May 9, 2006 - Feb 1, 2007	-0.68% Nov 26, 2025 - Dec 18, 2025
#9	-12.70% Jun 30, 2004 - Oct 27, 2004	-0.67% Jun 11, 2020 - Aug 4, 2020
#10	-12.36% Jul 3, 2014 - Dec 22, 2014	-0.65% Jan 14, 2026 - Feb 5, 2026
#11	-11.11% Mar 7, 2005 - Jul 5, 2005	-0.58% Mar 27, 2019 - May 7, 2019
#12	-10.60% Sep 14, 2012 - Jan 2, 2013	-0.53% Sep 4, 2019 - Oct 2, 2019
#13	-10.21% Mar 26, 2012 - Sep 6, 2012	-0.49% Jan 4, 2019 - Jan 31, 2019
#14	-9.51% Apr 5, 2004 - Jun 25, 2004	-0.48% Dec 30, 2025 - Jan 9, 2026
#15	-9.34% Jul 31, 2024 - Oct 16, 2024	-0.44% Oct 7, 2019 - Nov 5, 2019

Correlation

Correlation between IJT and JMBS is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52

-101

Dividend Comparison (2000 - 2026)

IJT vs JMBS dividend yield comparison.

Year	IJT	JMBS
2026	0.13%	1.74%
2025	0.91%	5.03%
2024	1.06%	5.53%
2023	1.02%	4.38%
2022	1.08%	2.73%
2021	0.63%	1.16%
2020	0.68%	2.92%
2019	0.92%	3.64%
2018	0.92%	0.89%
2017	0.86%	0.00%
2016	1.03%	0.00%
2015	1.14%	0.00%
2014	0.78%	0.00%
2013	0.70%	0.00%
2012	1.41%	0.00%
2011	0.65%	0.00%
2010	0.87%	0.00%
2009	0.38%	0.00%
2008	0.95%	0.00%
2007	0.26%	0.00%
2006	0.27%	0.00%
2005	0.56%	0.00%
2004	0.34%	0.00%
2003	0.35%	0.00%
2002	0.24%	0.00%
2001	0.08%	0.00%
2000	0.79%	0.00%