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 +5.5% compared to +5.3%
IJR vs IJT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IJR vs IJT - Holdings Comparison
IJR and IJT have 340 common holdings. Overlap is 62.34%
IJR's top 25 holdings weight is 14.41%. IJT's top 25 holdings weight is 23.80%.
| Rank | IJR | IJT |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.69% | SANMINA CORP (SANM) - 1.60% |
| #2 | SEMTECH CORP (SMTC) - 0.86% | VIAVI SOLUTIONS INC (VIAV) - 1.37% |
| #3 | SANMINA CORP (SANM) - 0.80% | SEMTECH CORP (SMTC) - 1.21% |
| #4 | VIAVI SOLUTIONS INC (VIAV) - 0.68% | VIASAT INC (VSAT) - 1.21% |
| #5 | VIASAT INC (VSAT) - 0.60% | FORMFACTOR INC (FORM) - 1.19% |
| #6 | FORMFACTOR INC (FORM) - 0.59% | ARGAN INC (AGX) - 1.09% |
| #7 | MOLINA HEALTHCARE INC (MOH) - 0.56% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.00% |
| #8 | ELEMENT SOLUTIONS INC (ESI) - 0.55% | POWELL INDUSTRIES INC (POWL) - 0.95% |
| #9 | ARGAN INC (AGX) - 0.54% | STONEX GROUP INC (SNEX) - 0.94% |
| #10 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.53% | KRYSTAL BIOTECH INC (KRYS) - 0.92% |
| #11 | QORVO INC (QRVO) - 0.53% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.92% |
| #12 | EASTMAN CHEMICAL CO (EMN) - 0.50% | ESCO TECHNOLOGIES INC (ESE) - 0.91% |
| #13 | ENPHASE ENERGY INC (ENPH) - 0.50% | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.90% |
| #14 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.50% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.85% |
| #15 | MAXLINEAR INC (MXL) - 0.48% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.84% |
| #16 | STONEX GROUP INC (SNEX) - 0.47% | MYR GROUP INC (MYRG) - 0.83% |
| #17 | POWELL INDUSTRIES INC (POWL) - 0.47% | FEDERAL SIGNAL CORP (FSS) - 0.82% |
| #18 | KRYSTAL BIOTECH INC (KRYS) - 0.46% | JBT MAREL CORP (JBTM) - 0.82% |
| #19 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.46% | KODIAK GAS SERVICES INC (KGS) - 0.82% |
| #20 | SM ENERGY CO (SM) - 0.45% | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 0.81% |
| #21 | JACKSON FINANCIAL INC (JXN) - 0.45% | ARCHROCK INC (AROC) - 0.78% |
| #22 | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.45% | ENPRO INC (NPO) - 0.77% |
| #23 | ESCO TECHNOLOGIES INC (ESE) - 0.45% | n/a (MSGS) - 0.76% |
| #24 | PLEXUS CORP (PLXS) - 0.42% | PRIMORIS SERVICES CORP (PRIM) - 0.76% |
| #25 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.42% | ETSY INC (ETSY) - 0.73% |
| Total Holdings | 607 | 345 |
IJR vs IJT - Historical Returns
Returns include dividend reinvestment.
IJR vs IJT - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJR | IJT |
|---|---|---|
| 2026 | +13.62% | +13.45% |
| 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 -1.84%. The current IJT drawdown is -2.08%.
| 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 | 0.14% | 0.14% |
| 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% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks