IJJ vs. JPSV
Compare and contrast key facts about iShares S&P MidCap 400 Value ETF (IJJ) and Jpmorgan Active Small Cap Value ETF (JPSV).
IJJ and JPSV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IJJ is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400/Citigroup Value Index. It was launched on Jul 24, 2000. JPSV is an actively managed fund by JPMorgan. It was launched on Mar 7, 2023.
Performance
IJJ vs. JPSV - Performance Comparison
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IJJ vs. JPSV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IJJ iShares S&P MidCap 400 Value ETF | 1.52% | 7.27% | 11.63% | 7.61% |
JPSV Jpmorgan Active Small Cap Value ETF | 1.91% | 0.63% | 8.73% | 9.72% |
Returns By Period
In the year-to-date period, IJJ achieves a 1.52% return, which is significantly lower than JPSV's 1.91% return.
IJJ
- 1D
- 0.49%
- 1M
- -4.98%
- YTD
- 1.52%
- 6M
- 3.17%
- 1Y
- 12.94%
- 3Y*
- 11.00%
- 5Y*
- 7.18%
- 10Y*
- 9.93%
JPSV
- 1D
- 0.53%
- 1M
- -3.93%
- YTD
- 1.91%
- 6M
- 2.38%
- 1Y
- 7.87%
- 3Y*
- 8.39%
- 5Y*
- —
- 10Y*
- —
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IJJ vs. JPSV - Expense Ratio Comparison
IJJ has a 0.25% expense ratio, which is lower than JPSV's 0.74% expense ratio.
Return for Risk
IJJ vs. JPSV — Risk / Return Rank
IJJ
JPSV
IJJ vs. JPSV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P MidCap 400 Value ETF (IJJ) and Jpmorgan Active Small Cap Value ETF (JPSV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IJJ | JPSV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.40 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.03 | 0.72 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.09 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 0.65 | +0.26 |
Martin ratioReturn relative to average drawdown | 3.41 | 2.04 | +1.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IJJ | JPSV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.40 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.38 | +0.08 |
Correlation
The correlation between IJJ and JPSV is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IJJ vs. JPSV - Dividend Comparison
IJJ's dividend yield for the trailing twelve months is around 1.76%, more than JPSV's 1.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJJ iShares S&P MidCap 400 Value ETF | 1.76% | 1.79% | 1.81% | 1.68% | 1.97% | 1.62% | 1.78% | 1.70% | 2.01% | 1.52% | 1.67% | 1.83% |
JPSV Jpmorgan Active Small Cap Value ETF | 1.39% | 1.42% | 1.21% | 1.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IJJ vs. JPSV - Drawdown Comparison
The maximum IJJ drawdown since its inception was -58.00%, which is greater than JPSV's maximum drawdown of -22.78%. Use the drawdown chart below to compare losses from any high point for IJJ and JPSV.
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Drawdown Indicators
| IJJ | JPSV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.00% | -22.78% | -35.22% |
Max Drawdown (1Y)Largest decline over 1 year | -14.54% | -12.58% | -1.96% |
Max Drawdown (5Y)Largest decline over 5 years | -22.68% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -46.11% | — | — |
Current DrawdownCurrent decline from peak | -7.05% | -5.95% | -1.10% |
Average DrawdownAverage peak-to-trough decline | -7.97% | -5.88% | -2.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.88% | 4.04% | -0.16% |
Volatility
IJJ vs. JPSV - Volatility Comparison
iShares S&P MidCap 400 Value ETF (IJJ) has a higher volatility of 5.40% compared to Jpmorgan Active Small Cap Value ETF (JPSV) at 4.47%. This indicates that IJJ's price experiences larger fluctuations and is considered to be riskier than JPSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IJJ | JPSV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 4.47% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 11.57% | 10.76% | +0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.88% | 19.61% | +1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.64% | 18.13% | +1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.04% | 18.13% | +3.91% |