IOO vs IJS
Comparison between ISHARES GLOBAL 100 ETF (IOO, ETF) and ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS, ETF).
5-Year PerformanceIOO has outperformed IJS, delivering a return of +16.5% compared to +5.8%
IOO vs IJS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IOO
$7.60B
IJS
$7.60B
Expense Ratio
IOO
0.40%
Winner
IJS
0.18%
Max Drawdown
Winner
IOO
57.93%
IJS
61.28%
Sharpe Ratio
Winner
IOO
2.53
IJS
1.77
5Y Beta
IOO
1.01
Winner
IJS
1.00
P/E Ratio
Winner
IOO
30.47
IJS
61.35
Forward P/E
IOO
24.58
Winner
IJS
13.04
PEG Ratio
IOO
0.68
IJS
N/A
5Y Dividends CAGR
IOO
3.02%
Winner
IJS
20.24%
5Y EPS CAGR
Winner
IOO
34.42%
IJS
6.02%
Debt to Equity
Winner
IOO
35.75%
IJS
58.43%
P/S Ratio
IOO
6.31
Winner
IJS
0.87
P/B Ratio
IOO
8.19
Winner
IJS
1.52
IOO vs IJS - Holdings Comparison
IOO and IJS have 1 common holdings. Overlap is -0.58%
IOO's top 25 holdings weight is 74.51%. IJS's top 25 holdings weight is 18.33%.
| Rank | IOO | IJS |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.57% | MOLINA HEALTHCARE INC (MOH) - 1.09% |
| #2 | APPLE INC (AAPL) - 10.13% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.03% |
| #3 | MICROSOFT CORP (MSFT) - 8.13% | EASTMAN CHEMICAL CO (EMN) - 0.97% |
| #4 | AMAZON.COM INC (AMZN) - 6.58% | JACKSON FINANCIAL INC (JXN) - 0.95% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.26% | LKQ CORP (LKQ) - 0.94% |
| #6 | BROADCOM INC (AVGO) - 5.11% | CELANESE CORP CLASS A (CE) - 0.84% |
| #7 | ALPHABET INC CLASS C (GOOG) - 4.20% | SM ENERGY CO (SM) - 0.78% |
| #8 | JPMORGAN CHASE & CO (JPM) - 2.16% | LINCOLN NATIONAL CORP (LNC) - 0.75% |
| #9 | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.95% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.73% |
| #10 | ELI LILLY AND CO (LLY) - 1.77% | PAYCOM SOFTWARE INC (PAYC) - 0.71% |
| #11 | EXXON MOBIL CORP (XOM) - 1.60% | LAMB WESTON HOLDINGS INC (LW) - 0.71% |
| #12 | WALMART INC (WMT) - 1.44% | TELEFLEX INC (TFX) - 0.70% |
| #13 | ASML HOLDING NV (n/a) - 1.42% | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.68% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.40% | CAESARS ENTERTAINMENT INC (CZR) - 0.68% |
| #15 | MASTERCARD INC CLASS A (MA) - 1.06% | MOHAWK INDUSTRIES INC (MHK) - 0.66% |
| #16 | INTEL CORP (INTC) - 1.03% | RITHM CAPITAL CORP (RITM) - 0.66% |
| #17 | CATERPILLAR INC (CAT) - 0.99% | MATSON INC (MATX) - 0.65% |
| #18 | TENCENT HOLDINGS LTD (n/a) - 0.96% | CARMAX INC (KMX) - 0.64% |
| #19 | CISCO SYSTEMS INC (CSCO) - 0.90% | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.64% |
| #20 | CHEVRON CORP (CVX) - 0.89% | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.63% |
| #21 | PROCTER & GAMBLE CO (PG) - 0.89% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.63% |
| #22 | HSBC HOLDINGS PLC (n/a) - 0.79% | n/a (CRC) - 0.61% |
| #23 | GE AEROSPACE (GE) - 0.77% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.55% |
| #24 | ASTRAZENECA PLC (AZN) - 0.76% | MERITAGE HOMES CORP (MTH) - 0.55% |
| #25 | COCA-COLA CO (KO) - 0.75% | DIODES INC (DIOD) - 0.55% |
| Total Holdings | 114 | 461 |
IOO vs IJS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IOO
+10.90%
IJS
+6.07%
3M
Winner
IOO
+7.96%
IJS
+3.11%
6M
IOO
+13.60%
Winner
IJS
+18.34%
1Y
Winner
IOO
+45.14%
IJS
+39.40%
5Y(CAGR)
Winner
IOO
+16.47%
IJS
+5.77%
10Y(CAGR)
Winner
IOO
+16.81%
IJS
+10.32%
Max(CAGR)
IOO
+7.66%
Winner
IJS
+9.82%
IOO vs IJS - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IOO | IJS |
|---|---|---|
| 2026 | +10.17% | +13.36% |
| 2025 | +27.17% | +7.00% |
| 2024 | +27.68% | +7.65% |
| 2023 | +27.83% | +14.64% |
| 2022 | -16.96% | -12.62% |
| 2021 | +27.02% | +32.05% |
| 2020 | +17.00% | +2.66% |
| 2019 | +29.39% | +22.85% |
| 2018 | -6.98% | -13.74% |
| 2017 | +22.56% | +10.51% |
| 2016 | +10.29% | +33.81% |
| 2015 | -1.56% | -6.20% |
| 2014 | +3.49% | +8.47% |
| 2013 | +21.82% | +35.62% |
| 2012 | +11.02% | +15.61% |
| 2011 | -4.92% | -3.66% |
| 2010 | +3.41% | +21.79% |
| 2009 | +21.68% | +21.44% |
| 2008 | -35.36% | -28.27% |
| 2007 | +10.56% | -5.75% |
| 2006 | +16.79% | +17.22% |
| 2005 | +4.99% | +7.67% |
| 2004 | +8.73% | +21.99% |
| 2003 | +28.09% | +35.84% |
| 2002 | -23.56% | -14.49% |
| 2001 | -13.86% | +14.90% |
| 2000 | -3.92% | +15.79% |
IOO vs IJS Drawdown Comparison
The maximum drawdown for IOO was -55.85%, occurring on Mar 9, 2009. Recovery took 1448 trading sessions.
The maximum drawdown for IJS was -60.11%, occurring on Mar 9, 2009. Recovery took 1176 trading sessions.
The current IJS drawdown is -0.30%.
| Rank | IOO | IJS |
|---|---|---|
| #1 | -55.85% Oct 31, 2007 - Aug 2, 2013 | -60.11% Jun 4, 2007 - Feb 1, 2012 |
| #2 | -45.63% Dec 11, 2000 - Apr 27, 2006 | -47.67% Aug 22, 2018 - Jan 6, 2021 |
| #3 | -31.43% Feb 12, 2020 - Aug 5, 2020 | -36.41% May 3, 2002 - Nov 26, 2003 |
| #4 | -23.50% Jan 4, 2022 - Jul 13, 2023 | -28.64% Nov 25, 2024 - Dec 10, 2025 |
| #5 | -19.19% Feb 20, 2025 - Jun 9, 2025 | -24.30% Nov 5, 2021 - Jul 16, 2024 |
| #6 | -17.28% May 21, 2015 - Dec 9, 2016 | -21.92% May 22, 2001 - Dec 26, 2001 |
| #7 | -16.91% Sep 20, 2018 - Apr 8, 2019 | -20.54% Jun 23, 2015 - Jul 11, 2016 |
| #8 | -11.11% Jul 10, 2024 - Oct 14, 2024 | -15.44% Feb 15, 2001 - May 21, 2001 |
| #9 | -10.43% May 9, 2006 - Sep 1, 2006 | -13.55% Mar 26, 2012 - Sep 7, 2012 |
| #10 | -10.02% Sep 2, 2020 - Nov 16, 2020 | -13.54% May 8, 2006 - Nov 14, 2006 |
| #11 | -9.99% Jan 26, 2018 - Aug 29, 2018 | -12.72% Jun 8, 2021 - Nov 5, 2021 |
| #12 | -9.94% Feb 25, 2026 - Apr 14, 2026 | -11.13% Jul 3, 2014 - Nov 26, 2014 |
| #13 | -9.75% Jul 13, 2007 - Oct 1, 2007 | -10.36% Sep 14, 2012 - Dec 20, 2012 |
| #14 | -9.38% Jul 3, 2014 - Apr 15, 2015 | -10.25% Mar 12, 2021 - Jun 1, 2021 |
| #15 | -9.06% Jul 31, 2023 - Nov 20, 2023 | -10.22% Mar 4, 2005 - Jun 15, 2005 |
Correlation
Correlation between IOO and IJS is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2000 - 2026)
IOO vs IJS dividend yield comparison.
| Year | IOO | IJS |
|---|---|---|
| 2026 | 0.00% | 0.16% |
| 2025 | 0.92% | 1.62% |
| 2024 | 1.08% | 1.78% |
| 2023 | 1.49% | 1.42% |
| 2022 | 2.00% | 1.46% |
| 2021 | 1.53% | 1.52% |
| 2020 | 1.49% | 1.00% |
| 2019 | 2.02% | 1.66% |
| 2018 | 2.54% | 1.75% |
| 2017 | 2.23% | 1.41% |
| 2016 | 2.75% | 1.22% |
| 2015 | 2.89% | 1.59% |
| 2014 | 3.52% | 1.41% |
| 2013 | 2.37% | 1.18% |
| 2012 | 2.79% | 1.87% |
| 2011 | 3.10% | 1.32% |
| 2010 | 2.20% | 1.14% |
| 2009 | 2.77% | 1.59% |
| 2008 | 3.76% | 1.92% |
| 2007 | 1.71% | 1.77% |
| 2006 | 1.83% | 1.14% |
| 2005 | 1.90% | 1.02% |
| 2004 | 1.67% | 1.11% |
| 2003 | 1.13% | 0.76% |
| 2002 | 1.25% | 0.95% |
| 2001 | 1.06% | 0.69% |
| 2000 | 0.04% | 0.78% |
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