IOO vs IJJ
Comparison between ISHARES GLOBAL 100 ETF (IOO, ETF) and ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF).
5-Year PerformanceIOO has outperformed IJJ, delivering a return of +17.2% compared to +7.9%
IOO vs IJJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IOO
$8.50B
IJJ
$8.50B
Expense Ratio
IOO
0.40%
Winner
IJJ
0.18%
Max Drawdown
Winner
IOO
57.93%
IJJ
59.57%
Sharpe Ratio
Winner
IOO
2.47
IJJ
1.03
5Y Beta
IOO
1.01
Winner
IJJ
0.91
P/E Ratio
IOO
30.47
Winner
IJJ
21.38
Forward P/E
IOO
24.43
Winner
IJJ
13.91
PEG Ratio
IOO
0.68
Winner
IJJ
0.22
5Y Dividends CAGR
IOO
3.02%
Winner
IJJ
12.71%
5Y EPS CAGR
Winner
IOO
34.42%
IJJ
9.78%
Debt to Equity
IOO
35.75%
Winner
IJJ
13.02%
P/S Ratio
IOO
6.00
Winner
IJJ
1.00
P/B Ratio
IOO
8.01
Winner
IJJ
2.05
IOO vs IJJ - Holdings Comparison
IOO and IJJ have 1 common holdings. Overlap is -0.24%
IOO's top 25 holdings weight is 74.51%. IJJ's top 25 holdings weight is 20.46%.
| Rank | IOO | IJJ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.57% | US FOODS HOLDING CORP (USFD) - 1.21% |
| #2 | APPLE INC (AAPL) - 10.13% | RELIANCE INC (RS) - 1.14% |
| #3 | MICROSOFT CORP (MSFT) - 8.13% | OVINTIV INC (OVV) - 1.05% |
| #4 | AMAZON.COM INC (AMZN) - 6.58% | TD SYNNEX CORP (SNX) - 1.03% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.26% | WESCO INTERNATIONAL INC (WCC) - 1.02% |
| #6 | BROADCOM INC (AVGO) - 5.11% | PERMIAN RESOURCES CORP CLASS A (PR) - 1.01% |
| #7 | ALPHABET INC CLASS C (GOOG) - 4.20% | ALCOA CORP (AA) - 0.98% |
| #8 | JPMORGAN CHASE & CO (JPM) - 2.16% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.97% |
| #9 | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.95% | JONES LANG LASALLE INC (JLL) - 0.90% |
| #10 | ELI LILLY AND CO (LLY) - 1.77% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.89% |
| #11 | EXXON MOBIL CORP (XOM) - 1.60% | WATSCO INC ORDINARY SHARES (WSO) - 0.87% |
| #12 | WALMART INC (WMT) - 1.44% | REGAL REXNORD CORP (RRX) - 0.85% |
| #13 | ASML HOLDING NV (n/a) - 1.42% | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.84% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.40% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.82% |
| #15 | MASTERCARD INC CLASS A (MA) - 1.06% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.79% |
| #16 | INTEL CORP (INTC) - 1.03% | TOLL BROTHERS INC (TOL) - 0.77% |
| #17 | CATERPILLAR INC (CAT) - 0.99% | ENTEGRIS INC (ENTG) - 0.76% |
| #18 | TENCENT HOLDINGS LTD (n/a) - 0.96% | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.75% |
| #19 | CISCO SYSTEMS INC (CSCO) - 0.90% | UNUM GROUP (UNM) - 0.74% |
| #20 | CHEVRON CORP (CVX) - 0.89% | ALLY FINANCIAL INC (ALLY) - 0.73% |
| #21 | PROCTER & GAMBLE CO (PG) - 0.89% | AMERICAN AIRLINES GROUP INC (AAL) - 0.47% |
| #22 | HSBC HOLDINGS PLC (n/a) - 0.79% | VOYA FINANCIAL INC (VOYA) - 0.47% |
| #23 | GE AEROSPACE (GE) - 0.77% | APTARGROUP INC (ATR) - 0.47% |
| #24 | ASTRAZENECA PLC (AZN) - 0.76% | ONTO INNOVATION INC (ONTO) - 0.47% |
| #25 | COCA-COLA CO (KO) - 0.75% | CLEAN HARBORS INC (CLH) - 0.46% |
| Total Holdings | 114 | 265 |
IOO vs IJJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IOO
+8.63%
IJJ
+0.86%
3M
Winner
IOO
+9.94%
IJJ
-0.47%
6M
Winner
IOO
+10.37%
IJJ
+8.94%
1Y
Winner
IOO
+39.95%
IJJ
+16.64%
5Y(CAGR)
Winner
IOO
+17.21%
IJJ
+7.90%
10Y(CAGR)
Winner
IOO
+16.70%
IJJ
+10.49%
Max(CAGR)
IOO
+7.64%
Winner
IJJ
+10.23%
IOO vs IJJ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IOO | IJJ |
|---|---|---|
| 2026 | +9.74% | +5.50% |
| 2025 | +27.17% | +7.94% |
| 2024 | +27.68% | +11.60% |
| 2023 | +27.83% | +15.45% |
| 2022 | -16.96% | -7.75% |
| 2021 | +27.02% | +32.74% |
| 2020 | +17.00% | +3.67% |
| 2019 | +29.39% | +25.41% |
| 2018 | -6.98% | -12.86% |
| 2017 | +22.56% | +11.19% |
| 2016 | +10.29% | +27.52% |
| 2015 | -1.56% | -6.57% |
| 2014 | +3.49% | +12.92% |
| 2013 | +21.82% | +30.57% |
| 2012 | +11.02% | +16.68% |
| 2011 | -4.92% | -3.96% |
| 2010 | +3.41% | +20.61% |
| 2009 | +21.68% | +31.51% |
| 2008 | -35.36% | -34.46% |
| 2007 | +10.56% | +1.56% |
| 2006 | +16.79% | +12.53% |
| 2005 | +4.99% | +13.12% |
| 2004 | +8.73% | +18.20% |
| 2003 | +28.09% | +36.87% |
| 2002 | -23.56% | -9.74% |
| 2001 | -13.86% | +10.26% |
| 2000 | -3.92% | +19.96% |
IOO vs IJJ Drawdown Comparison
The maximum drawdown for IOO was -55.85%, occurring on Mar 9, 2009. Recovery took 1448 trading sessions.
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The current IOO drawdown is -0.39%. The current IJJ drawdown is -2.33%.
| Rank | IOO | IJJ |
|---|---|---|
| #1 | -55.85% Oct 31, 2007 - Aug 2, 2013 | -58.01% Jun 4, 2007 - Feb 7, 2011 |
| #2 | -45.63% Dec 11, 2000 - Apr 27, 2006 | -46.11% Jan 16, 2020 - Dec 4, 2020 |
| #3 | -31.43% Feb 12, 2020 - Aug 5, 2020 | -32.55% Apr 17, 2002 - Oct 7, 2003 |
| #4 | -23.50% Jan 4, 2022 - Jul 13, 2023 | -27.56% Apr 29, 2011 - Mar 15, 2012 |
| #5 | -19.19% Feb 20, 2025 - Jun 9, 2025 | -22.84% Aug 29, 2018 - Nov 5, 2019 |
| #6 | -17.28% May 21, 2015 - Dec 9, 2016 | -22.67% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -16.91% Sep 20, 2018 - Apr 8, 2019 | -21.32% May 22, 2001 - Mar 1, 2002 |
| #8 | -11.11% Jul 10, 2024 - Oct 14, 2024 | -21.22% Jun 23, 2015 - Jul 12, 2016 |
| #9 | -10.43% May 9, 2006 - Sep 1, 2006 | -19.09% Jan 4, 2022 - Jan 27, 2023 |
| #10 | -10.02% Sep 2, 2020 - Nov 16, 2020 | -18.74% Feb 2, 2023 - Dec 19, 2023 |
| #11 | -9.99% Jan 26, 2018 - Aug 29, 2018 | -11.66% Feb 15, 2001 - Apr 30, 2001 |
| #12 | -9.94% Feb 25, 2026 - Apr 14, 2026 | -11.65% Mar 19, 2012 - Sep 6, 2012 |
| #13 | -9.75% Jul 13, 2007 - Oct 1, 2007 | -11.48% May 8, 2006 - Nov 15, 2006 |
| #14 | -9.38% Jul 3, 2014 - Apr 15, 2015 | -10.59% Feb 6, 2026 - Mar 20, 2026 |
| #15 | -9.06% Jul 31, 2023 - Nov 20, 2023 | -10.46% Sep 2, 2014 - Nov 24, 2014 |
Correlation
Correlation between IOO and IJJ is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
IOO vs IJJ dividend yield comparison.
| Year | IOO | IJJ |
|---|---|---|
| 2026 | 0.00% | 0.31% |
| 2025 | 0.92% | 1.79% |
| 2024 | 1.08% | 1.81% |
| 2023 | 1.49% | 1.68% |
| 2022 | 2.00% | 1.97% |
| 2021 | 1.53% | 1.62% |
| 2020 | 1.49% | 1.78% |
| 2019 | 2.02% | 1.70% |
| 2018 | 2.54% | 2.01% |
| 2017 | 2.23% | 1.52% |
| 2016 | 2.75% | 1.67% |
| 2015 | 2.89% | 1.83% |
| 2014 | 3.52% | 1.65% |
| 2013 | 2.37% | 1.48% |
| 2012 | 2.79% | 1.90% |
| 2011 | 3.10% | 1.78% |
| 2010 | 2.20% | 1.56% |
| 2009 | 2.77% | 2.05% |
| 2008 | 3.76% | 3.14% |
| 2007 | 1.71% | 1.74% |
| 2006 | 1.83% | 1.79% |
| 2005 | 1.90% | 1.64% |
| 2004 | 1.67% | 1.20% |
| 2003 | 1.13% | 1.23% |
| 2002 | 1.25% | 1.40% |
| 2001 | 1.06% | 1.18% |
| 2000 | 0.04% | 0.76% |
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