IJT vs CGCP
Comparison between ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT, ETF) and CAPITAL GROUP CORE PLUS INCOME ETF SHARE CLASS (CGCP, ETF).
IJT vs CGCP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJT
$8.20B
Winner
CGCP
$8.30B
Expense Ratio
Winner
IJT
0.18%
CGCP
0.34%
Max Drawdown
IJT
57.98%
Winner
CGCP
18.47%
Sharpe Ratio
Winner
IJT
1.39
CGCP
0.27
5Y Beta
IJT
1.04
Winner
CGCP
0.08
P/E Ratio
IJT
30.75
CGCP
N/A
Forward P/E
IJT
20.23
CGCP
N/A
5Y Dividends CAGR
IJT
11.10%
CGCP
N/A
5Y EPS CAGR
IJT
20.17%
CGCP
N/A
Debt to Equity
IJT
61.49%
CGCP
N/A
P/S Ratio
IJT
1.76
CGCP
N/A
P/B Ratio
IJT
3.36
CGCP
N/A
IJT vs CGCP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJT
+2.99%
CGCP
-0.53%
3M
Winner
IJT
+11.69%
CGCP
-0.22%
6M
Winner
IJT
+15.83%
CGCP
+0.07%
1Y
Winner
IJT
+29.98%
CGCP
+4.59%
5Y(CAGR)
Winner
IJT
+7.71%
CGCP
+1.60%
10Y(CAGR)
IJT
+11.05%
CGCP
N/A
Max(CAGR)
Winner
IJT
+9.65%
CGCP
+1.60%
IJT vs CGCP - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJT | CGCP |
|---|---|---|
| 2026 | +22.39% | +0.33% |
| 2025 | +5.10% | +7.34% |
| 2024 | +10.13% | +3.28% |
| 2023 | +17.67% | +6.83% |
| 2022 | -21.74% | -9.78% |
| 2021 | +23.41% | N/A |
| 2020 | +19.03% | N/A |
| 2019 | +21.08% | N/A |
| 2018 | -4.80% | N/A |
| 2017 | +14.05% | N/A |
| 2016 | +25.73% | N/A |
| 2015 | +3.35% | N/A |
| 2014 | +5.01% | N/A |
| 2013 | +38.45% | N/A |
| 2012 | +13.49% | N/A |
| 2011 | +1.63% | N/A |
| 2010 | +25.66% | N/A |
| 2009 | +26.13% | N/A |
| 2008 | -32.71% | N/A |
| 2007 | +6.09% | N/A |
| 2006 | +8.46% | N/A |
| 2005 | +10.75% | N/A |
| 2004 | +21.10% | N/A |
| 2003 | +33.27% | N/A |
| 2002 | -14.85% | N/A |
| 2001 | +4.08% | N/A |
| 2000 | +1.71% | N/A |
IJT vs CGCP Drawdown Comparison
The maximum drawdown for IJT was -57.60%, occurring on Mar 9, 2009. Recovery took 806 trading sessions.
The maximum drawdown for CGCP was -15.06%, occurring on Oct 20, 2022. Recovery took 632 trading sessions.
The current IJT drawdown is -2.53%. The current CGCP drawdown is -1.16%.
| Rank | IJT | CGCP |
|---|---|---|
| #1 | -57.60% Oct 10, 2007 - Dec 21, 2010 | -15.06% Mar 1, 2022 - Sep 5, 2024 |
| #2 | -42.03% Aug 31, 2018 - Nov 16, 2020 | -4.24% Sep 16, 2024 - Jun 24, 2025 |
| #3 | -36.43% Sep 1, 2000 - Dec 1, 2003 | -2.59% Feb 27, 2026 - Mar 27, 2026 |
| #4 | -29.23% Nov 8, 2021 - Jul 16, 2024 | -1.07% Jul 1, 2025 - Jul 29, 2025 |
| #5 | -27.41% Nov 25, 2024 - Jan 15, 2026 | -1.04% Oct 27, 2025 - Nov 26, 2025 |
| #6 | -26.45% Jul 7, 2011 - Mar 26, 2012 | -0.78% Sep 16, 2025 - Oct 14, 2025 |
| #7 | -19.69% Jun 23, 2015 - Jul 12, 2016 | -0.72% Nov 26, 2025 - Dec 29, 2025 |
| #8 | -14.11% May 9, 2006 - Feb 1, 2007 | -0.53% Jan 14, 2026 - Feb 5, 2026 |
| #9 | -12.70% Jun 30, 2004 - Oct 27, 2004 | -0.49% Aug 13, 2025 - Aug 22, 2025 |
| #10 | -12.36% Jul 3, 2014 - Dec 22, 2014 | -0.35% Aug 28, 2025 - Sep 4, 2025 |
| #11 | -11.11% Mar 7, 2005 - Jul 5, 2005 | -0.30% Sep 10, 2024 - Sep 16, 2024 |
| #12 | -10.60% Sep 14, 2012 - Jan 2, 2013 | -0.27% Jul 29, 2025 - Aug 1, 2025 |
| #13 | -10.21% Mar 26, 2012 - Sep 6, 2012 | -0.22% Aug 5, 2025 - Aug 13, 2025 |
| #14 | -9.51% Apr 5, 2004 - Jun 25, 2004 | -0.22% Dec 30, 2025 - Jan 9, 2026 |
| #15 | -9.34% Jul 31, 2024 - Oct 16, 2024 | -0.22% Feb 10, 2026 - Feb 12, 2026 |
Correlation
Correlation between IJT and CGCP is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2000 - 2026)
IJT vs CGCP dividend yield comparison.
| Year | IJT | CGCP |
|---|---|---|
| 2026 | 0.27% | 2.37% |
| 2025 | 0.91% | 5.10% |
| 2024 | 1.06% | 5.17% |
| 2023 | 1.02% | 4.98% |
| 2022 | 1.08% | 2.96% |
| 2021 | 0.63% | 0.00% |
| 2020 | 0.68% | 0.00% |
| 2019 | 0.92% | 0.00% |
| 2018 | 0.92% | 0.00% |
| 2017 | 0.86% | 0.00% |
| 2016 | 1.03% | 0.00% |
| 2015 | 1.14% | 0.00% |
| 2014 | 0.78% | 0.00% |
| 2013 | 0.70% | 0.00% |
| 2012 | 1.41% | 0.00% |
| 2011 | 0.65% | 0.00% |
| 2010 | 0.87% | 0.00% |
| 2009 | 0.38% | 0.00% |
| 2008 | 0.95% | 0.00% |
| 2007 | 0.26% | 0.00% |
| 2006 | 0.27% | 0.00% |
| 2005 | 0.56% | 0.00% |
| 2004 | 0.34% | 0.00% |
| 2003 | 0.35% | 0.00% |
| 2002 | 0.24% | 0.00% |
| 2001 | 0.08% | 0.00% |
| 2000 | 0.79% | 0.00% |
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