ZION vs. IJH
Compare and contrast key facts about Zions Bancorporation, National Association (ZION) and iShares Core S&P Mid-Cap ETF (IJH).
IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Index. It was launched on May 22, 2000.
Performance
ZION vs. IJH - Performance Comparison
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ZION vs. IJH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ZION Zions Bancorporation, National Association | -0.86% | 11.58% | 28.19% | -6.29% | -20.02% | 49.11% | -13.17% | 31.00% | -18.25% | 19.29% |
IJH iShares Core S&P Mid-Cap ETF | 2.56% | 7.42% | 13.92% | 16.40% | -13.11% | 24.72% | 13.60% | 26.10% | -11.19% | 16.26% |
Returns By Period
In the year-to-date period, ZION achieves a -0.86% return, which is significantly lower than IJH's 2.56% return. Over the past 10 years, ZION has outperformed IJH with an annualized return of 12.17%, while IJH has yielded a comparatively lower 10.48% annualized return.
ZION
- 1D
- 3.65%
- 1M
- 0.59%
- YTD
- -0.86%
- 6M
- 3.46%
- 1Y
- 19.43%
- 3Y*
- 29.38%
- 5Y*
- 4.30%
- 10Y*
- 12.17%
IJH
- 1D
- 2.96%
- 1M
- -5.32%
- YTD
- 2.56%
- 6M
- 4.23%
- 1Y
- 17.32%
- 3Y*
- 12.06%
- 5Y*
- 6.57%
- 10Y*
- 10.48%
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Return for Risk
ZION vs. IJH — Risk / Return Rank
ZION
IJH
ZION vs. IJH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zions Bancorporation, National Association (ZION) and iShares Core S&P Mid-Cap ETF (IJH). 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.
| ZION | IJH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.83 | -0.29 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.30 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.18 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.24 | -0.26 |
Martin ratioReturn relative to average drawdown | 2.52 | 5.37 | -2.86 |
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
| ZION | IJH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.83 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.33 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.50 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.44 | -0.19 |
Correlation
The correlation between ZION and IJH is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ZION vs. IJH - Dividend Comparison
ZION's dividend yield for the trailing twelve months is around 3.09%, more than IJH's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZION Zions Bancorporation, National Association | 3.09% | 3.01% | 3.06% | 3.74% | 3.21% | 2.28% | 3.13% | 2.47% | 2.55% | 0.87% | 0.65% | 0.81% |
IJH iShares Core S&P Mid-Cap ETF | 1.32% | 1.36% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% |
Drawdowns
ZION vs. IJH - Drawdown Comparison
The maximum ZION drawdown since its inception was -92.20%, which is greater than IJH's maximum drawdown of -55.07%. Use the drawdown chart below to compare losses from any high point for ZION and IJH.
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Drawdown Indicators
| ZION | IJH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.20% | -55.07% | -37.13% |
Max Drawdown (1Y)Largest decline over 1 year | -20.66% | -14.16% | -6.50% |
Max Drawdown (5Y)Largest decline over 5 years | -72.23% | -24.10% | -48.13% |
Max Drawdown (10Y)Largest decline over 10 years | -72.23% | -42.18% | -30.05% |
Current DrawdownCurrent decline from peak | -11.11% | -6.13% | -4.98% |
Average DrawdownAverage peak-to-trough decline | -32.58% | -7.61% | -24.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.09% | 3.28% | +4.81% |
Volatility
ZION vs. IJH - Volatility Comparison
Zions Bancorporation, National Association (ZION) has a higher volatility of 7.82% compared to iShares Core S&P Mid-Cap ETF (IJH) at 6.49%. This indicates that ZION's price experiences larger fluctuations and is considered to be riskier than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZION | IJH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.82% | 6.49% | +1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 25.96% | 11.91% | +14.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.40% | 21.07% | +15.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.80% | 19.75% | +23.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.62% | 21.16% | +18.46% |