IJR vs IJT
Comparison between ISHARES CORE S&P SMALL-CAP ETF (IJR, ETF) and ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT, ETF).
5-Year PerformanceIJR has outperformed IJT, delivering a return of +7.7% compared to +6.9%
IJR vs IJT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IJR vs IJT - Holdings Comparison
IJR and IJT have 316 common holdings. Overlap is 50.91%
IJR's top 25 holdings weight is 12.99%. IJT's top 25 holdings weight is 22.25%.
| Rank | IJR | IJT |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.06% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.23% |
| #2 | MOLINA HEALTHCARE INC (MOH) - 0.69% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.15% |
| #3 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.61% | VIASAT INC (VSAT) - 1.06% |
| #4 | VIASAT INC (VSAT) - 0.52% | FORMFACTOR INC (FORM) - 1.01% |
| #5 | ELEMENT SOLUTIONS INC (ESI) - 0.51% | KRYSTAL BIOTECH INC (KRYS) - 1.00% |
| #6 | FORMFACTOR INC (FORM) - 0.50% | CORCEPT THERAPEUTICS INC (CORT) - 0.97% |
| #7 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.49% | ARGAN INC (AGX) - 0.97% |
| #8 | GLAUKOS CORP (GKOS) - 0.49% | ALKERMES PLC (ALKS) - 0.96% |
| #9 | KRYSTAL BIOTECH INC (KRYS) - 0.49% | ESCO TECHNOLOGIES INC (ESE) - 0.94% |
| #10 | ARGAN INC (AGX) - 0.48% | BRINKER INTERNATIONAL INC (EAT) - 0.89% |
| #11 | CORCEPT THERAPEUTICS INC (CORT) - 0.47% | STONEX GROUP INC (SNEX) - 0.89% |
| #12 | ALKERMES PLC (ALKS) - 0.47% | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.89% |
| #13 | JACKSON FINANCIAL INC (JXN) - 0.47% | ETSY INC (ETSY) - 0.88% |
| #14 | ESCO TECHNOLOGIES INC (ESE) - 0.46% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.87% |
| #15 | BRINKER INTERNATIONAL INC (EAT) - 0.44% | FEDERAL SIGNAL CORP (FSS) - 0.81% |
| #16 | STONEX GROUP INC (SNEX) - 0.44% | TG THERAPEUTICS INC (TGTX) - 0.81% |
| #17 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.44% | JBT MAREL CORP (JBTM) - 0.80% |
| #18 | CARMAX INC (KMX) - 0.43% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.79% |
| #19 | MAXLINEAR INC (MXL) - 0.43% | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.79% |
| #20 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.43% | ENPRO INC (NPO) - 0.78% |
| #21 | FIRST BANCORP (FBP) - 0.38% | n/a (MSGS) - 0.77% |
| #22 | ENPHASE ENERGY INC (ENPH) - 0.33% | KODIAK GAS SERVICES INC (KGS) - 0.76% |
| #23 | ENOVA INTERNATIONAL INC (ENVA) - 0.32% | ARCHROCK INC (AROC) - 0.75% |
| #24 | VISHAY INTERTECHNOLOGY INC (VSH) - 0.32% | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 0.74% |
| #25 | TELEFLEX INC (TFX) - 0.32% | POWELL INDUSTRIES INC (POWL) - 0.74% |
| Total Holdings | 562 | 351 |
IJR vs IJT - Historical Returns
Returns include dividend reinvestment.
IJR vs IJT - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJR | IJT |
|---|---|---|
| 2026 | +21.32% | +22.17% |
| 2025 | +6.12% | +5.10% |
| 2024 | +9.17% | +10.13% |
| 2023 | +16.24% | +17.67% |
| 2022 | -17.10% | -21.74% |
| 2021 | +27.79% | +23.41% |
| 2020 | +11.20% | +19.03% |
| 2019 | +22.26% | +21.08% |
| 2018 | -9.18% | -4.80% |
| 2017 | +12.52% | +14.05% |
| 2016 | +29.64% | +25.73% |
| 2015 | -1.35% | +3.35% |
| 2014 | +7.12% | +5.01% |
| 2013 | +37.43% | +38.45% |
| 2012 | +14.45% | +13.49% |
| 2011 | -1.04% | +1.63% |
| 2010 | +23.56% | +25.66% |
| 2009 | +23.80% | +26.13% |
| 2008 | -30.85% | -32.71% |
| 2007 | -0.34% | +6.09% |
| 2006 | +13.09% | +8.46% |
| 2005 | +9.35% | +10.75% |
| 2004 | +21.81% | +21.10% |
| 2003 | +34.70% | +33.27% |
| 2002 | -14.38% | -14.85% |
| 2001 | +10.30% | +4.08% |
| 2000 | +14.42% | +1.71% |
IJR vs IJT Drawdown Comparison
The maximum drawdown for IJR was -58.15%, occurring on Mar 9, 2009. Recovery took 896 trading sessions.
The maximum drawdown for IJT was -57.60%, occurring on Mar 9, 2009. Recovery took 806 trading sessions.
The current IJR drawdown is -1.17%. The current IJT drawdown is -2.71%.
| Rank | IJR | IJT |
|---|---|---|
| #1 | -58.15% Jul 19, 2007 - Feb 7, 2011 | -57.60% Oct 10, 2007 - Dec 21, 2010 |
| #2 | -44.35% Aug 31, 2018 - Nov 24, 2020 | -42.03% Aug 31, 2018 - Nov 16, 2020 |
| #3 | -33.57% Apr 16, 2002 - Oct 14, 2003 | -36.43% Sep 1, 2000 - Dec 1, 2003 |
| #4 | -28.01% Nov 25, 2024 - Dec 11, 2025 | -29.23% Nov 8, 2021 - Jul 16, 2024 |
| #5 | -26.58% Jul 7, 2011 - Feb 3, 2012 | -27.41% Nov 25, 2024 - Jan 15, 2026 |
| #6 | -26.46% Nov 8, 2021 - Jul 16, 2024 | -26.45% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -23.78% May 22, 2001 - Jan 4, 2002 | -19.69% Jun 23, 2015 - Jul 12, 2016 |
| #8 | -20.00% Jun 23, 2015 - Jul 11, 2016 | -14.11% May 9, 2006 - Feb 1, 2007 |
| #9 | -16.87% Feb 15, 2001 - May 21, 2001 | -12.70% Jun 30, 2004 - Oct 27, 2004 |
| #10 | -13.83% May 9, 2006 - Nov 22, 2006 | -12.36% Jul 3, 2014 - Dec 22, 2014 |
| #11 | -12.83% Sep 7, 2000 - Jan 23, 2001 | -11.11% Mar 7, 2005 - Jul 5, 2005 |
| #12 | -11.83% Mar 26, 2012 - Sep 6, 2012 | -10.60% Sep 14, 2012 - Jan 2, 2013 |
| #13 | -11.63% Jul 3, 2014 - Dec 22, 2014 | -10.21% Mar 26, 2012 - Sep 6, 2012 |
| #14 | -11.07% Jun 30, 2004 - Oct 1, 2004 | -9.51% Apr 5, 2004 - Jun 25, 2004 |
| #15 | -10.66% Mar 7, 2005 - Jun 16, 2005 | -9.34% Jul 31, 2024 - Oct 16, 2024 |
Correlation
Correlation between IJR and IJT is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
IJR vs IJT dividend yield comparison.
| Year | IJR | IJT |
|---|---|---|
| 2026 | 0.43% | 0.27% |
| 2025 | 1.44% | 0.91% |
| 2024 | 2.05% | 1.06% |
| 2023 | 1.31% | 1.02% |
| 2022 | 1.41% | 1.08% |
| 2021 | 1.53% | 0.63% |
| 2020 | 1.11% | 0.68% |
| 2019 | 1.44% | 0.92% |
| 2018 | 1.58% | 0.92% |
| 2017 | 1.20% | 0.86% |
| 2016 | 1.22% | 1.03% |
| 2015 | 1.49% | 1.14% |
| 2014 | 1.23% | 0.78% |
| 2013 | 1.00% | 0.70% |
| 2012 | 1.66% | 1.41% |
| 2011 | 1.02% | 0.65% |
| 2010 | 1.08% | 0.87% |
| 2009 | 0.98% | 0.38% |
| 2008 | 1.50% | 0.95% |
| 2007 | 1.07% | 0.26% |
| 2006 | 0.77% | 0.27% |
| 2005 | 0.87% | 0.56% |
| 2004 | 0.73% | 0.34% |
| 2003 | 0.61% | 0.35% |
| 2002 | 0.65% | 0.24% |
| 2001 | 0.51% | 0.08% |
| 2000 | 1.24% | 0.79% |
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