SPYD vs IJJ
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF (SPYD, ETF) and ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF).
5-Year PerformanceSPYD has outperformed IJJ, delivering a return of +9.3% compared to +9.2%
SPYD vs IJJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPYD
$8.70B
IJJ
$8.70B
Expense Ratio
Winner
SPYD
0.07%
IJJ
0.18%
Max Drawdown
Winner
SPYD
47.32%
IJJ
59.57%
Sharpe Ratio
Winner
SPYD
1.41
IJJ
1.25
5Y Beta
Winner
SPYD
0.48
IJJ
0.89
P/E Ratio
SPYD
23.74
Winner
IJJ
20.20
Forward P/E
Winner
SPYD
14.40
IJJ
14.42
PEG Ratio
Winner
SPYD
-0.07
IJJ
0.07
5Y Dividends CAGR
SPYD
5.84%
Winner
IJJ
10.22%
5Y EPS CAGR
SPYD
6.02%
Winner
IJJ
10.02%
Debt to Equity
Winner
SPYD
-107.87%
IJJ
45.86%
P/S Ratio
SPYD
1.43
Winner
IJJ
1.07
P/B Ratio
Winner
SPYD
1.96
IJJ
2.17
SPYD vs IJJ - Holdings Comparison
SPYD and IJJ have 1 common holdings. Overlap is -0.03%
SPYD's top 25 holdings weight is 36.36%. IJJ's top 25 holdings weight is 20.02%.
| Rank | SPYD | IJJ |
|---|---|---|
| #1 | PHILLIPS 66 (PSX) - 1.71% | US FOODS HOLDING CORP (USFD) - 1.19% |
| #2 | IRON MOUNTAIN INC (IRM) - 1.53% | RELIANCE INC (RS) - 1.12% |
| #3 | CVS HEALTH CORP (CVS) - 1.53% | TD SYNNEX CORP (SNX) - 1.07% |
| #4 | APA CORP (APA) - 1.52% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.99% |
| #5 | TARGET CORP (TGT) - 1.52% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.95% |
| #6 | EOG RESOURCES INC (EOG) - 1.51% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.95% |
| #7 | VIATRIS INC (VTRS) - 1.51% | OVINTIV INC (OVV) - 0.94% |
| #8 | HOST HOTELS & RESORTS INC (HST) - 1.49% | WESCO INTERNATIONAL INC (WCC) - 0.92% |
| #9 | BEST BUY CO INC (BBY) - 1.48% | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.90% |
| #10 | EDISON INTERNATIONAL (EIX) - 1.48% | JONES LANG LASALLE INC (JLL) - 0.86% |
| #11 | FRANKLIN RESOURCES INC (BEN) - 1.47% | ARAMARK (ARMK) - 0.84% |
| #12 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.47% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.83% |
| #13 | HEALTHPEAK PROPERTIES INC (DOC) - 1.44% | REGAL REXNORD CORP (RRX) - 0.81% |
| #14 | HP INC (HPQ) - 1.44% | HF SINCLAIR CORP (DINO) - 0.80% |
| #15 | KIMCO REALTY CORP (KIM) - 1.44% | TOLL BROTHERS INC (TOL) - 0.80% |
| #16 | ONEOK INC (OKE) - 1.43% | ILLUMINA INC (ILMN) - 0.77% |
| #17 | SIMON PROPERTY GROUP INC (SPG) - 1.43% | BORGWARNER INC (BWA) - 0.75% |
| #18 | ALTRIA GROUP INC (MO) - 1.42% | WATSCO INC ORDINARY SHARES (WSO) - 0.75% |
| #19 | FEDERAL REALTY INVESTMENT TRUST (FRT) - 1.42% | CROWN HOLDINGS INC (CCK) - 0.75% |
| #20 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.42% | UNUM GROUP (UNM) - 0.74% |
| #21 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.36% | APTARGROUP INC (ATR) - 0.47% |
| #22 | REGENCY CENTERS CORP (REG) - 1.34% | DICK'S SPORTING GOODS INC (DKS) - 0.47% |
| #23 | THE KRAFT HEINZ CO (KHC) - 1.34% | W.P. CAREY INC (WPC) - 0.45% |
| #24 | DOMINION ENERGY INC (D) - 1.34% | UGI CORP (UGI) - 0.45% |
| #25 | KINDER MORGAN INC CLASS P (KMI) - 1.32% | COMMERCE BANCSHARES INC (CBSH) - 0.45% |
| Total Holdings | 81 | 261 |
SPYD vs IJJ - Historical Returns
Returns include dividend reinvestment.
1M
SPYD
+2.78%
Winner
IJJ
+3.03%
3M
Winner
SPYD
+8.01%
IJJ
+6.80%
6M
Winner
SPYD
+8.40%
IJJ
+5.37%
1Y
SPYD
+21.25%
Winner
IJJ
+23.79%
5Y(CAGR)
Winner
SPYD
+9.29%
IJJ
+9.23%
10Y(CAGR)
SPYD
+8.81%
Winner
IJJ
+10.49%
Max(CAGR)
SPYD
+9.66%
Winner
IJJ
+10.45%
SPYD vs IJJ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SPYD | IJJ |
|---|---|---|
| 2026 | +16.91% | +13.81% |
| 2025 | +4.95% | +7.94% |
| 2024 | +13.90% | +11.60% |
| 2023 | +3.67% | +15.45% |
| 2022 | -1.93% | -7.75% |
| 2021 | +35.01% | +32.74% |
| 2020 | -10.84% | +3.67% |
| 2019 | +21.98% | +25.41% |
| 2018 | -5.21% | -12.86% |
| 2017 | +11.68% | +11.19% |
| 2016 | +25.61% | +27.52% |
| 2015 | -2.59% | -6.57% |
| 2014 | N/A | +12.92% |
| 2013 | N/A | +30.57% |
| 2012 | N/A | +16.68% |
| 2011 | N/A | -3.96% |
| 2010 | N/A | +20.61% |
| 2009 | N/A | +31.51% |
| 2008 | N/A | -34.46% |
| 2007 | N/A | +1.56% |
| 2006 | N/A | +12.53% |
| 2005 | N/A | +13.12% |
| 2004 | N/A | +18.20% |
| 2003 | N/A | +36.87% |
| 2002 | N/A | -9.74% |
| 2001 | N/A | +10.26% |
| 2000 | N/A | +19.96% |
SPYD vs IJJ Drawdown Comparison
The maximum drawdown for SPYD was -46.38%, occurring on Mar 23, 2020. Recovery took 278 trading sessions.
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The current SPYD drawdown is -1.27%. The current IJJ drawdown is -0.63%.
| Rank | SPYD | IJJ |
|---|---|---|
| #1 | -46.38% Jan 16, 2020 - Feb 24, 2021 | -58.01% Jun 4, 2007 - Feb 7, 2011 |
| #2 | -22.20% Apr 20, 2022 - Jul 11, 2024 | -46.11% Jan 16, 2020 - Dec 4, 2020 |
| #3 | -16.15% Nov 27, 2024 - Jan 14, 2026 | -32.55% Apr 17, 2002 - Oct 7, 2003 |
| #4 | -13.63% Aug 20, 2018 - Feb 19, 2019 | -27.56% Apr 29, 2011 - Mar 15, 2012 |
| #5 | -9.68% Nov 3, 2015 - Mar 2, 2016 | -22.84% Aug 29, 2018 - Nov 5, 2019 |
| #6 | -9.60% Jan 26, 2018 - Aug 3, 2018 | -22.67% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -9.20% Jun 8, 2021 - Nov 15, 2021 | -21.32% May 22, 2001 - Mar 1, 2002 |
| #8 | -8.71% Jul 3, 2019 - Sep 11, 2019 | -21.22% Jun 23, 2015 - Jul 12, 2016 |
| #9 | -7.72% Apr 12, 2019 - Jul 3, 2019 | -19.09% Jan 4, 2022 - Jan 27, 2023 |
| #10 | -7.05% Feb 13, 2026 - May 22, 2026 | -18.74% Feb 2, 2023 - Dec 19, 2023 |
| #11 | -6.76% Nov 15, 2021 - Dec 27, 2021 | -11.66% Feb 15, 2001 - Apr 30, 2001 |
| #12 | -6.34% Sep 7, 2016 - Nov 15, 2016 | -11.65% Mar 19, 2012 - Sep 6, 2012 |
| #13 | -5.54% Jan 14, 2022 - Mar 25, 2022 | -11.48% May 8, 2006 - Nov 15, 2006 |
| #14 | -5.01% Sep 11, 2019 - Oct 22, 2019 | -10.59% Feb 6, 2026 - Jun 2, 2026 |
| #15 | -4.56% Mar 15, 2021 - Apr 15, 2021 | -10.46% Sep 2, 2014 - Nov 24, 2014 |
Correlation
Correlation between SPYD and IJJ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
SPYD vs IJJ dividend yield comparison.
| Year | SPYD | IJJ |
|---|---|---|
| 2026 | 1.99% | 0.63% |
| 2025 | 4.52% | 1.79% |
| 2024 | 4.31% | 1.81% |
| 2023 | 4.66% | 1.68% |
| 2022 | 5.01% | 1.97% |
| 2021 | 3.68% | 1.62% |
| 2020 | 4.95% | 1.78% |
| 2019 | 4.42% | 1.70% |
| 2018 | 4.75% | 2.01% |
| 2017 | 4.63% | 1.52% |
| 2016 | 4.34% | 1.67% |
| 2015 | 1.13% | 1.83% |
| 2014 | 0.00% | 1.65% |
| 2013 | 0.00% | 1.48% |
| 2012 | 0.00% | 1.90% |
| 2011 | 0.00% | 1.78% |
| 2010 | 0.00% | 1.56% |
| 2009 | 0.00% | 2.05% |
| 2008 | 0.00% | 3.14% |
| 2007 | 0.00% | 1.74% |
| 2006 | 0.00% | 1.79% |
| 2005 | 0.00% | 1.64% |
| 2004 | 0.00% | 1.20% |
| 2003 | 0.00% | 1.23% |
| 2002 | 0.00% | 1.40% |
| 2001 | 0.00% | 1.18% |
| 2000 | 0.00% | 0.76% |
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