IMCV vs DJP

Comparison between ISHARES MORNINGSTAR MID-CAP VALUE ETF (IMCV, ETF) and iPath Bloomberg Commodity Index Total Return ETN (DJP, ETF).

5-Year PerformanceDJP has outperformed IMCV, delivering a return of +12.8% compared to +8.4%

IMCV vs DJP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IMCV(ETF)	DJP(ETF)
Net Assets	$976M	$974M
Expense Ratio	0.06%	0.70%
Max Drawdown	66.48%	78.35%
Sharpe Ratio	1.58	1.98
5Y Beta	0.71	0.18
P/E Ratio	19.59	N/A
Forward P/E	13.57	N/A
PEG Ratio	0.29	N/A
5Y Dividends CAGR	9.93%	N/A
5Y EPS CAGR	11.33%	N/A
Debt to Equity	63.30%	N/A
P/S Ratio	1.36	N/A
P/B Ratio	2.40	N/A

Net Assets

Winner

IMCV

$976M

DJP

$974M

Expense Ratio

Winner

IMCV

0.06%

DJP

0.70%

Max Drawdown

Winner

IMCV

66.48%

DJP

78.35%

Sharpe Ratio

IMCV

1.58

Winner

DJP

1.98

5Y Beta

IMCV

0.71

Winner

DJP

0.18

P/E Ratio

IMCV

19.59

DJP

N/A

Forward P/E

IMCV

13.57

DJP

N/A

PEG Ratio

IMCV

0.29

DJP

N/A

5Y Dividends CAGR

IMCV

9.93%

DJP

N/A

5Y EPS CAGR

IMCV

11.33%

DJP

N/A

Debt to Equity

IMCV

63.30%

DJP

N/A

P/S Ratio

IMCV

1.36

DJP

N/A

P/B Ratio

IMCV

2.40

DJP

N/A

IMCV vs DJP - Historical Returns

Returns include dividend reinvestment.

Period	IMCV	DJP
1 month	+1.53%	+5.40%
3 months	+0.72%	+19.64%
6 months	+11.67%	+34.88%
1 year	+23.84%	+46.71%
5 years(CAGR)	+8.43%	+12.76%
10 years(CAGR)	+10.57%	+8.21%
Max(CAGR)	+9.61%	+0.08%

IMCV

+1.53%

Winner

DJP

+5.40%

IMCV

+0.72%

Winner

DJP

+19.64%

IMCV

+11.67%

Winner

DJP

+34.88%

IMCV

+23.84%

Winner

DJP

+46.71%

5Y(CAGR)

IMCV

+8.43%

Winner

DJP

+12.76%

10Y(CAGR)

Winner

IMCV

+10.57%

DJP

+8.21%

Max(CAGR)

Winner

IMCV

+9.61%

DJP

+0.08%

IMCV vs DJP - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	IMCV	DJP
2026	+6.95%	+30.98%
2025	+13.71%	+16.15%
2024	+11.90%	+6.33%
2023	+12.04%	-7.71%
2022	-7.02%	+16.89%
2021	+35.83%	+29.92%
2020	-3.61%	-4.33%
2019	+24.35%	+7.53%
2018	-11.68%	-13.67%
2017	+11.51%	+2.61%
2016	+25.77%	+13.81%
2015	-2.44%	-27.59%
2014	+12.32%	-18.30%
2013	+38.47%	-11.27%
2012	+15.22%	-4.42%
2011	-3.91%	-14.13%
2010	+18.47%	+13.97%
2009	+31.62%	+16.26%
2008	-34.80%	-39.03%
2007	-6.70%	+18.96%
2006	+17.11%	+0.80%
2005	+12.96%	N/A
2004	+14.93%	N/A

IMCV vs DJP Drawdown Comparison

The maximum drawdown for IMCV was -64.75%, occurring on Mar 9, 2009. Recovery took 1397 trading sessions.

The maximum drawdown for DJP was -78.35%, occurring on Apr 21, 2020. This drawdown has not yet recovered.

The current IMCV drawdown is -1.28%. The current DJP drawdown is -32.53%.

Rank	IMCV	DJP
#1	-64.75% Jun 4, 2007 - Dec 18, 2012	-78.35% Jul 2, 2008 - Apr 21, 2020
#2	-46.33% Jan 17, 2020 - Jan 14, 2021	-10.49% Mar 13, 2008 - May 21, 2008
#3	-19.85% Apr 20, 2022 - Dec 26, 2023	-10.48% Nov 30, 2006 - Feb 26, 2007
#4	-19.61% Jan 26, 2018 - Sep 12, 2019	-8.29% Jun 15, 2007 - Sep 18, 2007
#5	-18.62% Nov 29, 2024 - Aug 22, 2025	-6.22% Jan 14, 2008 - Feb 8, 2008
#6	-16.48% May 21, 2015 - Apr 19, 2016	-4.79% Feb 26, 2007 - Apr 10, 2007
#7	-9.36% Aug 29, 2014 - Nov 24, 2014	-4.53% Nov 6, 2007 - Dec 26, 2007
#8	-8.13% Aug 3, 2005 - Dec 1, 2005	-4.42% May 21, 2008 - Jun 6, 2008
#9	-7.88% Jun 8, 2021 - Oct 19, 2021	-4.18% Sep 27, 2007 - Oct 18, 2007
#10	-7.59% Jun 23, 2016 - Jul 12, 2016	-3.41% Mar 5, 2008 - Mar 13, 2008
#11	-7.49% May 8, 2006 - Oct 5, 2006	-3.38% Nov 9, 2006 - Nov 24, 2006
#12	-7.40% Nov 16, 2021 - Dec 31, 2021	-3.22% Jun 4, 2007 - Jun 15, 2007
#13	-6.91% Feb 26, 2026 - Apr 30, 2026	-2.67% May 21, 2007 - Jun 4, 2007
#14	-6.79% Jan 14, 2022 - Mar 25, 2022	-2.17% Jun 6, 2008 - Jun 11, 2008
#15	-6.35% Jan 22, 2014 - Feb 20, 2014	-2.08% Mar 3, 2008 - Mar 5, 2008

Correlation

Correlation between IMCV and DJP is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.39

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