IJT vs SPY
Comparison between ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IJT, delivering a return of +13.3% compared to +5.6%
IJT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJT
$6.50B
Winner
SPY
$652B
Expense Ratio
IJT
0.18%
Winner
SPY
0.09%
Max Drawdown
IJT
57.98%
Winner
SPY
56.47%
Sharpe Ratio
IJT
1.49
Winner
SPY
2.07
5Y Beta
IJT
1.05
Winner
SPY
1.00
P/E Ratio
Winner
IJT
26.18
SPY
28.24
Forward P/E
Winner
IJT
19.36
SPY
21.85
5Y Dividends CAGR
Winner
IJT
14.05%
SPY
5.43%
5Y EPS CAGR
IJT
24.85%
Winner
SPY
25.79%
Debt to Equity
IJT
N/A
SPY
22.35%
P/S Ratio
Winner
IJT
1.73
SPY
3.55
P/B Ratio
Winner
IJT
3.15
SPY
5.29
IJT vs SPY - Holdings Comparison
IJT and SPY have 1 common holdings. Overlap is -0.38%
IJT's top 25 holdings weight is 22.77%. SPY's top 25 holdings weight is 51.32%.
| Rank | IJT | SPY |
|---|---|---|
| #1 | FORMFACTOR INC (FORM) - 1.35% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | VIAVI SOLUTIONS INC (VIAV) - 1.26% | APPLE INC (AAPL) - 6.48% |
| #3 | SANMINA CORP (SANM) - 1.24% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | PRIMORIS SERVICES CORP (PRIM) - 1.13% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | ARGAN INC (AGX) - 1.11% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | ESCO TECHNOLOGIES INC (ESE) - 1.01% | BROADCOM INC (AVGO) - 3.09% |
| #7 | VIASAT INC (VSAT) - 0.96% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.95% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 0.93% | TESLA INC (TSLA) - 1.73% |
| #10 | STONEX GROUP INC (SNEX) - 0.90% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | POWELL INDUSTRIES INC (POWL) - 0.90% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.87% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | FEDERAL SIGNAL CORP (FSS) - 0.85% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | KRYSTAL BIOTECH INC (KRYS) - 0.85% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | JBT MAREL CORP (JBTM) - 0.83% | WALMART INC (WMT) - 0.91% |
| #16 | INSTALLED BUILDING PRODUCTS INC (IBP) - 0.82% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | ARCHROCK INC (AROC) - 0.79% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | SEMTECH CORP (SMTC) - 0.79% | VISA INC CLASS A (V) - 0.85% |
| #19 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.78% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.78% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | ETSY INC (ETSY) - 0.78% | INTEL CORP (INTC) - 0.65% |
| #22 | ENPRO INC (NPO) - 0.75% | NETFLIX INC (NFLX) - 0.64% |
| #23 | n/a (MSGS) - 0.73% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | BRINKER INTERNATIONAL INC (EAT) - 0.71% | CHEVRON CORP (CVX) - 0.58% |
| #25 | LYFT INC CLASS A (LYFT) - 0.70% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 343 | 505 |
IJT vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IJT
+7.03%
Winner
SPY
+9.11%
3M
Winner
IJT
+6.89%
SPY
+6.59%
6M
Winner
IJT
+17.54%
SPY
+10.56%
1Y
IJT
+31.28%
Winner
SPY
+32.04%
5Y(CAGR)
IJT
+5.60%
Winner
SPY
+13.35%
10Y(CAGR)
IJT
+11.21%
Winner
SPY
+15.49%
Max(CAGR)
Winner
IJT
+9.45%
SPY
+8.50%
IJT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IJT | SPY |
|---|---|---|
| 2026 | +14.87% | +8.27% |
| 2025 | +5.10% | +18.00% |
| 2024 | +10.13% | +25.59% |
| 2023 | +17.67% | +26.72% |
| 2022 | -21.74% | -18.64% |
| 2021 | +23.41% | +30.52% |
| 2020 | +19.03% | +17.28% |
| 2019 | +21.08% | +31.09% |
| 2018 | -4.80% | -5.24% |
| 2017 | +14.05% | +20.78% |
| 2016 | +25.73% | +13.59% |
| 2015 | +3.35% | +1.31% |
| 2014 | +5.01% | +14.56% |
| 2013 | +38.45% | +29.00% |
| 2012 | +13.49% | +14.17% |
| 2011 | +1.63% | +0.85% |
| 2010 | +25.66% | +13.14% |
| 2009 | +26.13% | +22.67% |
| 2008 | -32.71% | -36.25% |
| 2007 | +6.09% | +5.32% |
| 2006 | +8.46% | +13.85% |
| 2005 | +10.75% | +5.32% |
| 2004 | +21.10% | +10.75% |
| 2003 | +33.27% | +24.18% |
| 2002 | -14.85% | -22.42% |
| 2001 | +4.08% | -10.13% |
| 2000 | +1.71% | -8.84% |
| 1999 | N/A | +8.61% |
IJT vs SPY Drawdown Comparison
The maximum drawdown for IJT was -57.60%, occurring on Mar 9, 2009. Recovery took 806 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IJT drawdown is -0.55%.
| Rank | IJT | SPY |
|---|---|---|
| #1 | -57.60% Oct 10, 2007 - Dec 21, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -42.03% Aug 31, 2018 - Nov 16, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -36.43% Sep 1, 2000 - Dec 1, 2003 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -29.23% Nov 8, 2021 - Jul 16, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -27.41% Nov 25, 2024 - Jan 15, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -26.45% Jul 7, 2011 - Mar 26, 2012 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -19.69% Jun 23, 2015 - Jul 12, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.11% May 9, 2006 - Feb 1, 2007 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.70% Jun 30, 2004 - Oct 27, 2004 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.36% Jul 3, 2014 - Dec 22, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.11% Mar 7, 2005 - Jul 5, 2005 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.60% Sep 14, 2012 - Jan 2, 2013 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.21% Mar 26, 2012 - Sep 6, 2012 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.51% Apr 5, 2004 - Jun 25, 2004 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.34% Jul 31, 2024 - Oct 16, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IJT and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
IJT vs SPY dividend yield comparison.
| Year | IJT | SPY |
|---|---|---|
| 2026 | 0.13% | 0.24% |
| 2025 | 0.91% | 1.07% |
| 2024 | 1.06% | 1.21% |
| 2023 | 1.02% | 1.40% |
| 2022 | 1.08% | 1.65% |
| 2021 | 0.63% | 1.20% |
| 2020 | 0.68% | 1.52% |
| 2019 | 0.92% | 1.75% |
| 2018 | 0.92% | 2.04% |
| 2017 | 0.86% | 1.80% |
| 2016 | 1.03% | 2.03% |
| 2015 | 1.14% | 2.06% |
| 2014 | 0.78% | 1.87% |
| 2013 | 0.70% | 1.81% |
| 2012 | 1.41% | 2.18% |
| 2011 | 0.65% | 2.05% |
| 2010 | 0.87% | 1.80% |
| 2009 | 0.38% | 1.95% |
| 2008 | 0.95% | 3.02% |
| 2007 | 0.26% | 1.85% |
| 2006 | 0.27% | 1.73% |
| 2005 | 0.56% | 1.73% |
| 2004 | 0.34% | 1.82% |
| 2003 | 0.35% | 1.47% |
| 2002 | 0.24% | 1.70% |
| 2001 | 0.08% | 1.25% |
| 2000 | 0.79% | 1.15% |
| 1999 | 0.00% | 0.24% |
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