IYJ vs VIOV
Comparison between ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF) and VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND ETF SHARES (VIOV, ETF).
5-Year PerformanceIYJ has outperformed VIOV, delivering a return of +9.4% compared to +8.2%
IYJ vs VIOV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYJ
$1.90B
Winner
VIOV
$2B
Expense Ratio
IYJ
0.38%
Winner
VIOV
0.10%
Max Drawdown
IYJ
62.80%
Winner
VIOV
48.88%
Sharpe Ratio
IYJ
0.91
Winner
VIOV
1.71
5Y Beta
Winner
IYJ
0.92
VIOV
0.97
P/E Ratio
Winner
IYJ
32.29
VIOV
61.91
Forward P/E
IYJ
24.52
Winner
VIOV
13.60
PEG Ratio
IYJ
0.52
VIOV
N/A
5Y Dividends CAGR
IYJ
5.34%
Winner
VIOV
11.76%
5Y EPS CAGR
Winner
IYJ
13.36%
VIOV
4.00%
Debt to Equity
IYJ
140.36%
Winner
VIOV
29.86%
P/S Ratio
IYJ
3.33
Winner
VIOV
0.95
P/B Ratio
IYJ
6.25
Winner
VIOV
1.67
IYJ vs VIOV - Holdings Comparison
IYJ and VIOV have 11 common holdings. Overlap is 0.52%
IYJ's top 25 holdings weight is 54.89%. VIOV's top 25 holdings weight is 17.85%.
| Rank | IYJ | VIOV |
|---|---|---|
| #1 | VISA INC CLASS A (V) - 7.05% | MOLINA HEALTHCARE INC (MOH) - 1.27% |
| #2 | MASTERCARD INC CLASS A (MA) - 5.21% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.95% |
| #3 | CATERPILLAR INC (CAT) - 5.09% | EASTMAN CHEMICAL CO (EMN) - 0.82% |
| #4 | GE AEROSPACE (GE) - 4.38% | CARMAX INC (KMX) - 0.80% |
| #5 | GE VERNOVA INC (GEV) - 3.44% | JACKSON FINANCIAL INC (JXN) - 0.76% |
| #6 | RTX CORP (RTX) - 3.13% | VISHAY INTERTECHNOLOGY INC (VSH) - 0.76% |
| #7 | AMERICAN EXPRESS CO (AXP) - 2.26% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.75% |
| #8 | UNION PACIFIC CORP (UNP) - 2.05% | POOL CORP (POOL) - 0.74% |
| #9 | BOEING CO (BA) - 1.98% | LKQ CORP (LKQ) - 0.72% |
| #10 | EATON CORP PLC (ETN) - 1.94% | VICTORIA'S SECRET & CO (VSXY) - 0.71% |
| #11 | DEERE & CO (DE) - 1.73% | ENPHASE ENERGY INC (ENPH) - 0.69% |
| #12 | CAPITAL ONE FINANCIAL CORP (COF) - 1.54% | CONAGRA BRANDS INC (CAG) - 0.69% |
| #13 | PARKER HANNIFIN CORP (PH) - 1.46% | ULTRA CLEAN HOLDINGS INC (UCTT) - 0.68% |
| #14 | HOWMET AEROSPACE INC (HWM) - 1.32% | MOHAWK INDUSTRIES INC (MHK) - 0.66% |
| #15 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.28% | MAXLINEAR INC (MXL) - 0.66% |
| #16 | LOCKHEED MARTIN CORP (LMT) - 1.25% | CAESARS ENTERTAINMENT INC (CZR) - 0.66% |
| #17 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.18% | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.65% |
| #18 | QUANTA SERVICES INC (PWR) - 1.18% | SM ENERGY CO (SM) - 0.64% |
| #19 | GENERAL DYNAMICS CORP (GD) - 1.13% | LAMB WESTON HOLDINGS INC (LW) - 0.64% |
| #20 | CUMMINS INC (CMI) - 1.12% | LINCOLN NATIONAL CORP (LNC) - 0.64% |
| #21 | CSX CORP (CSX) - 1.11% | MATSON INC (MATX) - 0.62% |
| #22 | n/a (JCI) - 1.07% | TELEFLEX INC (TFX) - 0.60% |
| #23 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.02% | MERITAGE HOMES CORP (MTH) - 0.60% |
| #24 | ACCENTURE PLC CLASS A (ACN) - 0.99% | ELEMENT SOLUTIONS INC (ESI) - 0.58% |
| #25 | 3M CO (MMM) - 0.98% | PAYCOM SOFTWARE INC (PAYC) - 0.56% |
| Total Holdings | 215 | 466 |
IYJ vs VIOV - Historical Returns
Returns include dividend reinvestment.
1M
IYJ
+0.59%
Winner
VIOV
+1.84%
3M
IYJ
+5.84%
Winner
VIOV
+6.36%
6M
IYJ
+5.50%
Winner
VIOV
+9.57%
1Y
IYJ
+18.59%
Winner
VIOV
+38.08%
5Y(CAGR)
Winner
IYJ
+9.37%
VIOV
+8.21%
10Y(CAGR)
Winner
IYJ
+12.69%
VIOV
+10.27%
Max(CAGR)
IYJ
+8.13%
Winner
VIOV
+12.02%
IYJ vs VIOV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYJ | VIOV |
|---|---|---|
| 2026 | +12.60% | +21.14% |
| 2025 | +12.53% | +7.23% |
| 2024 | +18.77% | +7.72% |
| 2023 | +19.58% | +15.11% |
| 2022 | -13.50% | -12.67% |
| 2021 | +19.46% | +32.30% |
| 2020 | +15.88% | +2.90% |
| 2019 | +31.97% | +23.35% |
| 2018 | -12.24% | -13.65% |
| 2017 | +23.04% | +10.58% |
| 2016 | +20.78% | +33.52% |
| 2015 | -1.81% | -5.30% |
| 2014 | +8.23% | +8.67% |
| 2013 | +36.67% | +36.44% |
| 2012 | +15.31% | +15.46% |
| 2011 | -2.11% | -3.29% |
| 2010 | +23.31% | +24.60% |
| 2009 | +21.43% | N/A |
| 2008 | -38.70% | N/A |
| 2007 | +12.74% | N/A |
| 2006 | +12.27% | N/A |
| 2005 | +5.23% | N/A |
| 2004 | +16.58% | N/A |
| 2003 | +28.35% | N/A |
| 2002 | -24.94% | N/A |
| 2001 | -4.82% | N/A |
| 2000 | -6.56% | N/A |
IYJ vs VIOV Drawdown Comparison
The maximum drawdown for IYJ was -61.97%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The maximum drawdown for VIOV was -47.36%, occurring on Mar 23, 2020. Recovery took 597 trading sessions.
The current IYJ drawdown is -0.81%. The current VIOV drawdown is -1.61%.
| Rank | IYJ | VIOV |
|---|---|---|
| #1 | -61.97% Oct 9, 2007 - Mar 15, 2012 | -47.36% Aug 22, 2018 - Jan 6, 2021 |
| #2 | -49.53% Sep 1, 2000 - Feb 27, 2006 | -28.44% Nov 25, 2024 - Dec 10, 2025 |
| #3 | -40.20% Feb 12, 2020 - Sep 2, 2020 | -25.80% Jul 7, 2011 - Feb 1, 2012 |
| #4 | -26.24% Sep 2, 2021 - Dec 14, 2023 | -24.20% Nov 5, 2021 - Jul 16, 2024 |
| #5 | -24.00% Sep 21, 2018 - Apr 18, 2019 | -20.52% Jun 23, 2015 - Jul 11, 2016 |
| #6 | -19.67% Nov 29, 2024 - Jul 1, 2025 | -13.85% Mar 27, 2012 - Sep 7, 2012 |
| #7 | -15.27% Mar 2, 2015 - Apr 19, 2016 | -12.69% Jun 8, 2021 - Nov 5, 2021 |
| #8 | -13.21% May 9, 2006 - Dec 27, 2006 | -11.15% Jul 3, 2014 - Dec 22, 2014 |
| #9 | -11.97% Mar 19, 2012 - Sep 13, 2012 | -10.18% Mar 12, 2021 - Jun 1, 2021 |
| #10 | -11.39% Mar 2, 2026 - Jun 16, 2026 | -9.67% Apr 7, 2011 - Jul 7, 2011 |
| #11 | -11.05% Jan 26, 2018 - Sep 14, 2018 | -9.57% Sep 14, 2012 - Jan 2, 2013 |
| #12 | -10.45% Jun 9, 2014 - Nov 6, 2014 | -9.33% Feb 6, 2026 - Apr 17, 2026 |
| #13 | -10.40% Jul 19, 2007 - Oct 9, 2007 | -9.10% Jul 31, 2024 - Sep 19, 2024 |
| #14 | -8.24% Jul 20, 2000 - Aug 21, 2000 | -8.69% Jan 22, 2018 - May 11, 2018 |
| #15 | -7.39% Oct 16, 2020 - Nov 6, 2020 | -7.15% Jul 25, 2017 - Sep 22, 2017 |
Correlation
Correlation between IYJ and VIOV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IYJ vs VIOV dividend yield comparison.
| Year | IYJ | VIOV |
|---|---|---|
| 2026 | 0.29% | 0.75% |
| 2025 | 0.83% | 1.69% |
| 2024 | 0.88% | 1.78% |
| 2023 | 1.05% | 2.18% |
| 2022 | 1.05% | 1.81% |
| 2021 | 0.76% | 1.59% |
| 2020 | 1.01% | 1.42% |
| 2019 | 1.32% | 1.60% |
| 2018 | 1.43% | 1.76% |
| 2017 | 1.29% | 1.43% |
| 2016 | 1.38% | 1.17% |
| 2015 | 1.53% | 1.32% |
| 2014 | 1.46% | 1.27% |
| 2013 | 1.14% | 0.91% |
| 2012 | 1.66% | 1.31% |
| 2011 | 1.55% | 1.09% |
| 2010 | 1.55% | 1.20% |
| 2009 | 1.72% | 0.00% |
| 2008 | 2.31% | 0.00% |
| 2007 | 1.20% | 0.00% |
| 2006 | 1.07% | 0.00% |
| 2005 | 1.10% | 0.00% |
| 2004 | 0.82% | 0.00% |
| 2003 | 0.80% | 0.00% |
| 2002 | 0.96% | 0.00% |
| 2001 | 0.59% | 0.00% |
| 2000 | 0.50% | 0.00% |
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