IJT vs DFSV
Comparison between ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT, ETF) and DIMENSIONAL US SMALL CAP VALUE ETF (DFSV, ETF).
IJT vs DFSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJT
$7.50B
Winner
DFSV
$7.60B
Expense Ratio
Winner
IJT
0.18%
DFSV
0.30%
Max Drawdown
IJT
57.98%
Winner
DFSV
28.52%
Sharpe Ratio
IJT
1.32
Winner
DFSV
1.61
5Y Beta
IJT
1.05
Winner
DFSV
0.99
P/E Ratio
IJT
28.34
Winner
DFSV
27.84
Forward P/E
IJT
18.47
Winner
DFSV
11.68
5Y Dividends CAGR
IJT
11.11%
DFSV
N/A
5Y EPS CAGR
IJT
N/A
DFSV
3.77%
Debt to Equity
IJT
63.83%
DFSV
N/A
P/S Ratio
IJT
1.53
Winner
DFSV
0.87
P/B Ratio
IJT
3.00
Winner
DFSV
1.32
IJT vs DFSV - Holdings Comparison
IJT and DFSV have 103 common holdings. Overlap is 10.06%
IJT's top 25 holdings weight is 21.93%. DFSV's top 25 holdings weight is 15.96%.
| Rank | IJT | DFSV |
|---|---|---|
| #1 | SANMINA CORP (SANM) - 1.71% | BORGWARNER INC (BWA) - 0.95% |
| #2 | VIAVI SOLUTIONS INC (VIAV) - 1.30% | HF SINCLAIR CORP (DINO) - 0.86% |
| #3 | VIASAT INC (VSAT) - 1.17% | n/a (KNX) - 0.83% |
| #4 | SEMTECH CORP (SMTC) - 1.15% | INVESCO LTD (IVZ) - 0.76% |
| #5 | FORMFACTOR INC (FORM) - 1.06% | ARROW ELECTRONICS INC (ARW) - 0.76% |
| #6 | ARGAN INC (AGX) - 1.06% | WESCO INTERNATIONAL INC (WCC) - 0.73% |
| #7 | POWELL INDUSTRIES INC (POWL) - 0.97% | OVINTIV INC (OVV) - 0.72% |
| #8 | STONEX GROUP INC (SNEX) - 0.96% | APA CORP (APA) - 0.70% |
| #9 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.94% | AMKOR TECHNOLOGY INC (AMKR) - 0.68% |
| #10 | KRYSTAL BIOTECH INC (KRYS) - 0.91% | WEBSTER FINANCIAL CORP (WBS) - 0.66% |
| #11 | ESCO TECHNOLOGIES INC (ESE) - 0.88% | SKYWORKS SOLUTIONS INC (SWKS) - 0.63% |
| #12 | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.88% | DARLING INGREDIENTS INC (DAR) - 0.59% |
| #13 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.86% | ELANCO ANIMAL HEALTH INC (ELAN) - 0.59% |
| #14 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.86% | ZIONS BANCORP NA (ZION) - 0.58% |
| #15 | ALKERMES PLC (ALKS) - 0.83% | VIASAT INC (VSAT) - 0.58% |
| #16 | MYR GROUP INC (MYRG) - 0.83% | COLUMBIA BANKING SYSTEM INC (COLB) - 0.58% |
| #17 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.82% | COMMERCIAL METALS CO (CMC) - 0.57% |
| #18 | ETSY INC (ETSY) - 0.81% | SOUTHSTATE BANK CORP (SSB) - 0.56% |
| #19 | JBT MAREL CORP (JBTM) - 0.80% | OLD NATIONAL BANCORP (ONB) - 0.55% |
| #20 | n/a (MSGS) - 0.80% | VALLEY NATIONAL BANCORP (VLY) - 0.52% |
| #21 | OPENLANE INC (OPLN) - 0.48% | EASTMAN CHEMICAL CO (EMN) - 0.52% |
| #22 | AZZ INC (AZZ) - 0.47% | AVNET INC (AVT) - 0.52% |
| #23 | n/a (SPHR) - 0.46% | VISHAY INTERTECHNOLOGY INC (VSH) - 0.51% |
| #24 | URBAN OUTFITTERS INC (URBN) - 0.46% | LEAR CORP (LEA) - 0.51% |
| #25 | ARCOSA INC (ACA) - 0.46% | JACKSON FINANCIAL INC (JXN) - 0.50% |
| Total Holdings | 305 | 1008 |
IJT vs DFSV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJT
+7.49%
DFSV
+5.92%
3M
Winner
IJT
+18.32%
DFSV
+13.43%
6M
Winner
IJT
+17.69%
DFSV
+15.33%
1Y
IJT
+32.24%
Winner
DFSV
+35.45%
5Y(CAGR)
IJT
+6.24%
Winner
DFSV
+12.26%
10Y(CAGR)
IJT
+11.34%
DFSV
N/A
Max(CAGR)
IJT
+9.58%
Winner
DFSV
+12.26%
IJT vs DFSV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJT | DFSV |
|---|---|---|
| 2026 | +19.61% | +16.67% |
| 2025 | +5.10% | +8.99% |
| 2024 | +10.13% | +7.50% |
| 2023 | +17.67% | +19.82% |
| 2022 | -21.74% | +0.61% |
| 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 DFSV Drawdown Comparison
The maximum drawdown for IJT was -57.60%, occurring on Mar 9, 2009. Recovery took 806 trading sessions.
The maximum drawdown for DFSV was -28.01%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current DFSV drawdown is -0.92%.
| Rank | IJT | DFSV |
|---|---|---|
| #1 | -57.60% Oct 10, 2007 - Dec 21, 2010 | -28.01% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -42.03% Aug 31, 2018 - Nov 16, 2020 | -17.96% Feb 2, 2023 - Dec 14, 2023 |
| #3 | -36.43% Sep 1, 2000 - Dec 1, 2003 | -17.61% Mar 29, 2022 - Dec 2, 2022 |
| #4 | -29.23% Nov 8, 2021 - Jul 16, 2024 | -9.94% Jul 31, 2024 - Nov 6, 2024 |
| #5 | -27.41% Nov 25, 2024 - Jan 15, 2026 | -9.39% Feb 11, 2026 - Apr 20, 2026 |
| #6 | -26.45% Jul 7, 2011 - Mar 26, 2012 | -7.81% Dec 2, 2022 - Jan 12, 2023 |
| #7 | -19.69% Jun 23, 2015 - Jul 12, 2016 | -7.61% Mar 28, 2024 - May 15, 2024 |
| #8 | -14.11% May 9, 2006 - Feb 1, 2007 | -7.04% Dec 27, 2023 - Mar 21, 2024 |
| #9 | -12.70% Jun 30, 2004 - Oct 27, 2004 | -6.60% May 15, 2024 - Jul 15, 2024 |
| #10 | -12.36% Jul 3, 2014 - Dec 22, 2014 | -4.28% Mar 2, 2022 - Mar 16, 2022 |
| #11 | -11.11% Mar 7, 2005 - Jul 5, 2005 | -3.65% May 6, 2026 - May 28, 2026 |
| #12 | -10.60% Sep 14, 2012 - Jan 2, 2013 | -3.36% Nov 11, 2024 - Nov 25, 2024 |
| #13 | -10.21% Mar 26, 2012 - Sep 6, 2012 | -3.13% Dec 11, 2025 - Jan 6, 2026 |
| #14 | -9.51% Apr 5, 2004 - Jun 25, 2004 | -2.60% Jan 13, 2023 - Jan 23, 2023 |
| #15 | -9.34% Jul 31, 2024 - Oct 16, 2024 | -2.53% Jul 16, 2024 - Jul 26, 2024 |
Correlation
Correlation between IJT and DFSV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IJT vs DFSV dividend yield comparison.
| Year | IJT | DFSV |
|---|---|---|
| 2026 | 0.28% | 0.30% |
| 2025 | 0.91% | 1.53% |
| 2024 | 1.06% | 1.31% |
| 2023 | 1.02% | 1.29% |
| 2022 | 1.08% | 0.90% |
| 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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