IXJ vs IMTM
Comparison between ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF) and ISHARES MSCI INTL MOMENTUM FACTOR ETF (IMTM, ETF).
5-Year PerformanceIMTM has outperformed IXJ, delivering a return of +9.7% compared to +5.2%
IXJ vs IMTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXJ
$4.10B
Winner
IMTM
$4.20B
Expense Ratio
IXJ
0.38%
Winner
IMTM
0.30%
Max Drawdown
IXJ
42.81%
Winner
IMTM
34.72%
Sharpe Ratio
Winner
IXJ
1.22
IMTM
0.86
5Y Beta
Winner
IXJ
0.43
IMTM
0.82
P/E Ratio
IXJ
34.85
IMTM
N/A
Forward P/E
IXJ
20.67
IMTM
N/A
PEG Ratio
IXJ
0.31
IMTM
N/A
5Y Dividends CAGR
IXJ
7.94%
Winner
IMTM
33.40%
5Y EPS CAGR
IXJ
8.66%
IMTM
N/A
Debt to Equity
IXJ
158.90%
IMTM
N/A
P/S Ratio
IXJ
1.67
IMTM
N/A
P/B Ratio
IXJ
5.04
IMTM
N/A
IXJ vs IMTM - Holdings Comparison
IXJ and IMTM have 1 common holdings. Overlap is -0.02%
IXJ's top 25 holdings weight is 70.63%. IMTM's top 25 holdings weight is 40.28%.
| Rank | IXJ | IMTM |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 10.73% | ASML HOLDING NV (n/a) - 5.50% |
| #2 | JOHNSON & JOHNSON (JNJ) - 6.97% | HSBC HOLDINGS PLC (n/a) - 2.81% |
| #3 | ABBVIE INC (ABBV) - 4.98% | ROYAL BANK OF CANADA (n/a) - 2.42% |
| #4 | MERCK & CO INC (MRK) - 4.48% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.95% |
| #5 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.84% | THE TORONTO-DOMINION BANK (n/a) - 1.91% |
| #6 | UNITEDHEALTH GROUP INC (UNH) - 3.78% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.81% |
| #7 | NOVARTIS AG REGISTERED SHARES (n/a) - 3.46% | BANCO SANTANDER SA (n/a) - 1.69% |
| #8 | ASTRAZENECA PLC (AZN:XLON) - 3.03% | TOTALENERGIES SE (TTE:XPAR) - 1.66% |
| #9 | AMGEN INC (AMGN) - 2.85% | ADVANTEST CORP (n/a) - 1.56% |
| #10 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.72% | SHELL PLC (n/a) - 1.48% |
| #11 | ABBOTT LABORATORIES (ABT) - 2.38% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.37% |
| #12 | GILEAD SCIENCES INC (GILD) - 2.19% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.36% |
| #13 | PFIZER INC (PFE) - 1.92% | BHP GROUP LTD (n/a) - 1.34% |
| #14 | NOVO NORDISK AS CLASS B (n/a) - 1.77% | IBERDROLA SA (n/a) - 1.34% |
| #15 | INTUITIVE SURGICAL INC (ISRG) - 1.68% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.31% |
| #16 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.67% | ABB LTD (n/a) - 1.23% |
| #17 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.65% | ASTRAZENECA PLC (AZN) - 1.17% |
| #18 | DANAHER CORP (DHR) - 1.59% | TOKYO ELECTRON LTD (n/a) - 1.15% |
| #19 | MEDTRONIC PLC (MDT) - 1.44% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.15% |
| #20 | CVS HEALTH CORP (CVS) - 1.43% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.14% |
| #21 | STRYKER CORP (SYK) - 1.40% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.13% |
| #22 | GSK PLC (n/a) - 1.26% | MIZUHO FINANCIAL GROUP INC (n/a) - 1.04% |
| #23 | MCKESSON CORP (MCK) - 1.22% | ALLIANZ SE (n/a) - 0.95% |
| #24 | SANOFI SA (n/a) - 1.16% | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.91% |
| #25 | ELEVANCE HEALTH INC (ELV) - 1.03% | MITSUBISHI CORP (n/a) - 0.90% |
| Total Holdings | 124 | 320 |
IXJ vs IMTM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IXJ
+6.92%
IMTM
+2.80%
3M
Winner
IXJ
+13.62%
IMTM
+2.76%
6M
Winner
IXJ
+7.05%
IMTM
+3.42%
1Y
Winner
IXJ
+24.49%
IMTM
+20.26%
5Y(CAGR)
IXJ
+5.22%
Winner
IMTM
+9.74%
10Y(CAGR)
IXJ
+9.25%
Winner
IMTM
+9.80%
Max(CAGR)
IXJ
+7.63%
Winner
IMTM
+8.94%
IXJ vs IMTM - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXJ | IMTM |
|---|---|---|
| 2026 | +10.26% | +11.41% |
| 2025 | +14.95% | +34.88% |
| 2024 | -0.69% | +13.55% |
| 2023 | +3.59% | +14.13% |
| 2022 | -3.93% | -16.98% |
| 2021 | +19.74% | +2.45% |
| 2020 | +12.39% | +21.34% |
| 2019 | +24.67% | +24.70% |
| 2018 | +1.74% | -14.94% |
| 2017 | +19.02% | +25.17% |
| 2016 | -4.37% | +2.90% |
| 2015 | +5.69% | -2.08% |
| 2014 | +18.07% | N/A |
| 2013 | +33.83% | N/A |
| 2012 | +15.83% | N/A |
| 2011 | +9.85% | N/A |
| 2010 | +0.65% | N/A |
| 2009 | +16.29% | N/A |
| 2008 | -19.96% | N/A |
| 2007 | +2.96% | N/A |
| 2006 | +8.49% | N/A |
| 2005 | +7.27% | N/A |
| 2004 | +3.72% | N/A |
| 2003 | +16.34% | N/A |
| 2002 | -17.01% | N/A |
| 2001 | -2.47% | N/A |
IXJ vs IMTM Drawdown Comparison
The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.
The maximum drawdown for IMTM was -32.60%, occurring on Sep 27, 2022. Recovery took 583 trading sessions.
The current IXJ drawdown is -0.52%. The current IMTM drawdown is -1.85%.
| Rank | IXJ | IMTM |
|---|---|---|
| #1 | -40.60% May 7, 2007 - Apr 26, 2011 | -32.60% Nov 8, 2021 - Mar 6, 2024 |
| #2 | -31.87% Nov 26, 2001 - Apr 13, 2005 | -29.79% Feb 19, 2020 - Jul 10, 2020 |
| #3 | -27.35% Feb 12, 2020 - Jul 14, 2020 | -23.03% Jan 26, 2018 - Jan 14, 2020 |
| #4 | -18.80% Aug 5, 2015 - Jun 19, 2017 | -19.90% May 21, 2015 - Apr 25, 2017 |
| #5 | -18.14% Aug 30, 2024 - Jan 6, 2026 | -12.85% Feb 25, 2026 - May 13, 2026 |
| #6 | -17.48% Apr 8, 2022 - Jan 8, 2024 | -12.41% Mar 19, 2025 - Apr 24, 2025 |
| #7 | -16.52% May 31, 2011 - Mar 13, 2012 | -12.00% Jul 16, 2024 - Sep 26, 2024 |
| #8 | -14.45% Oct 1, 2018 - Jul 2, 2019 | -10.56% Feb 16, 2021 - Jun 1, 2021 |
| #9 | -11.65% Jan 26, 2018 - Aug 21, 2018 | -8.53% Sep 26, 2024 - Feb 13, 2025 |
| #10 | -10.78% Feb 27, 2026 - Jul 2, 2026 | -7.40% Jun 22, 2026 - Aug 17, 2026 |
| #11 | -10.59% Dec 29, 2021 - Apr 7, 2022 | -6.81% Jun 7, 2021 - Aug 10, 2021 |
| #12 | -8.47% Sep 24, 2014 - Oct 30, 2014 | -6.70% Sep 7, 2021 - Nov 3, 2021 |
| #13 | -7.78% Sep 3, 2021 - Dec 23, 2021 | -6.70% Oct 12, 2020 - Nov 5, 2020 |
| #14 | -7.77% Jan 25, 2021 - Apr 16, 2021 | -5.46% Mar 27, 2024 - May 28, 2024 |
| #15 | -7.76% Sep 2, 2020 - Nov 5, 2020 | -5.37% Nov 12, 2025 - Dec 10, 2025 |
Correlation
Correlation between IXJ and IMTM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2001 - 2026)
IXJ vs IMTM dividend yield comparison.
| Year | IXJ | IMTM |
|---|---|---|
| 2026 | 0.79% | 1.12% |
| 2025 | 1.40% | 4.70% |
| 2024 | 1.50% | 2.93% |
| 2023 | 1.38% | 2.29% |
| 2022 | 1.17% | 2.68% |
| 2021 | 1.12% | 2.51% |
| 2020 | 1.27% | 0.97% |
| 2019 | 1.42% | 2.13% |
| 2018 | 2.11% | 2.36% |
| 2017 | 1.46% | 1.92% |
| 2016 | 1.73% | 2.75% |
| 2015 | 2.85% | 1.56% |
| 2014 | 1.38% | 0.00% |
| 2013 | 1.51% | 0.00% |
| 2012 | 2.28% | 0.00% |
| 2011 | 2.17% | 0.00% |
| 2010 | 2.20% | 0.00% |
| 2009 | 1.97% | 0.00% |
| 2008 | 2.25% | 0.00% |
| 2007 | 1.72% | 0.00% |
| 2006 | 0.85% | 0.00% |
| 2005 | 0.70% | 0.00% |
| 2004 | 0.74% | 0.00% |
| 2003 | 0.63% | 0.00% |
| 2002 | 0.61% | 0.00% |
| 2001 | 0.03% | 0.00% |
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