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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

Net Assets
Winner
IJR
$103B
IJT
$7.30B
Expense Ratio
Winner
IJR
0.06%
IJT
0.18%
Max Drawdown
IJR
58.90%
Winner
IJT
57.98%
Sharpe Ratio
Winner
IJR
1.42
IJT
1.19
5Y Beta
Winner
IJR
1.03
IJT
1.05
P/E Ratio
IJR
40.00
Winner
IJT
28.88
Forward P/E
Winner
IJR
15.47
IJT
19.23
5Y Dividends CAGR
IJR
13.42%
Winner
IJT
14.05%
5Y EPS CAGR
IJR
11.32%
Winner
IJT
21.61%
Debt to Equity
Winner
IJR
61.60%
IJT
65.28%
P/S Ratio
Winner
IJR
1.17
IJT
1.68
P/B Ratio
Winner
IJR
2.09
IJT
3.21

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%.

RankIJRIJT
#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 Holdings607345

IJR vs IJT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IJR
-0.31%
IJT
-1.30%
3M
IJR
+8.02%
Winner
IJT
+8.58%
6M
Winner
IJR
+13.90%
IJT
+13.14%
1Y
Winner
IJR
+31.18%
IJT
+25.65%
5Y(CAGR)
Winner
IJR
+5.53%
IJT
+5.30%
10Y(CAGR)
IJR
+10.49%
Winner
IJT
+10.58%
Max(CAGR)
Winner
IJR
+9.98%
IJT
+9.37%

IJR vs IJT - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIJRIJT
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%.

RankIJRIJT
#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.

1.00
-101

Dividend Comparison (2000 - 2026)

IJR vs IJT dividend yield comparison.

YearIJRIJT
20260.14%0.14%
20251.44%0.91%
20242.05%1.06%
20231.31%1.02%
20221.41%1.08%
20211.53%0.63%
20201.11%0.68%
20191.44%0.92%
20181.58%0.92%
20171.20%0.86%
20161.22%1.03%
20151.49%1.14%
20141.23%0.78%
20131.00%0.70%
20121.66%1.41%
20111.02%0.65%
20101.08%0.87%
20090.98%0.38%
20081.50%0.95%
20071.07%0.26%
20060.77%0.27%
20050.87%0.56%
20040.73%0.34%
20030.61%0.35%
20020.65%0.24%
20010.51%0.08%
20001.24%0.79%

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