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 +13.2% compared to +6.4%
IJT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJT
$7.50B
Winner
SPY
$784B
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
1.54
5Y Beta
IJT
1.04
Winner
SPY
1.00
P/E Ratio
IJT
30.47
Winner
SPY
27.62
Forward P/E
Winner
IJT
19.44
SPY
21.11
5Y Dividends CAGR
Winner
IJT
11.11%
SPY
6.00%
5Y EPS CAGR
IJT
N/A
SPY
25.30%
Debt to Equity
IJT
65.06%
Winner
SPY
31.11%
P/S Ratio
Winner
IJT
1.60
SPY
3.49
P/B Ratio
Winner
IJT
3.22
SPY
5.30
IJT vs SPY - Holdings Comparison
IJT and SPY have 1 common holdings. Overlap is -0.77%
IJT's top 25 holdings weight is 22.38%. SPY's top 25 holdings weight is 51.24%.
| Rank | IJT | SPY |
|---|---|---|
| #1 | SANMINA CORP (SANM) - 1.55% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | VIAVI SOLUTIONS INC (VIAV) - 1.32% | APPLE INC (AAPL) - 6.81% |
| #3 | FORMFACTOR INC (FORM) - 1.24% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | SEMTECH CORP (SMTC) - 1.19% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | ARGAN INC (AGX) - 1.09% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.06% | BROADCOM INC (AVGO) - 2.77% |
| #7 | STONEX GROUP INC (SNEX) - 1.05% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | ESCO TECHNOLOGIES INC (ESE) - 0.97% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | VIASAT INC (VSAT) - 0.96% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | KRYSTAL BIOTECH INC (KRYS) - 0.95% | TESLA INC (TSLA) - 1.76% |
| #11 | POWELL INDUSTRIES INC (POWL) - 0.94% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.94% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | CORCEPT THERAPEUTICS INC (CORT) - 0.89% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.88% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.88% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | ENPRO INC (NPO) - 0.86% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.84% | VISA INC CLASS A (V) - 0.87% |
| #18 | ALKERMES PLC (ALKS) - 0.83% | INTEL CORP (INTC) - 0.85% |
| #19 | ETSY INC (ETSY) - 0.82% | WALMART INC (WMT) - 0.82% |
| #20 | MYR GROUP INC (MYRG) - 0.79% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | ARCOSA INC (ACA) - 0.47% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | URBAN OUTFITTERS INC (URBN) - 0.47% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | OPENLANE INC (OPLN) - 0.47% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | VERACYTE INC (VCYT) - 0.46% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | COVISTA INC (CVSA) - 0.46% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 306 | 505 |
IJT vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJT
+5.51%
SPY
-1.37%
3M
Winner
IJT
+19.01%
SPY
+12.22%
6M
Winner
IJT
+17.80%
SPY
+7.20%
1Y
Winner
IJT
+31.64%
SPY
+23.58%
5Y(CAGR)
IJT
+6.44%
Winner
SPY
+13.19%
10Y(CAGR)
IJT
+11.61%
Winner
SPY
+15.12%
Max(CAGR)
Winner
IJT
+10.48%
SPY
+8.44%
IJT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IJT | SPY |
|---|---|---|
| 2026 | +19.95% | +7.95% |
| 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 | +19.85% | +17.28% |
| 2019 | +22.26% | +31.09% |
| 2018 | -4.01% | -5.24% |
| 2017 | +15.09% | +20.78% |
| 2016 | +27.18% | +13.59% |
| 2015 | +4.50% | +1.31% |
| 2014 | +5.85% | +14.56% |
| 2013 | +39.55% | +29.00% |
| 2012 | +15.11% | +14.17% |
| 2011 | +2.29% | +0.85% |
| 2010 | +26.85% | +13.14% |
| 2009 | +26.67% | +22.67% |
| 2008 | -31.79% | -36.25% |
| 2007 | +6.90% | +5.32% |
| 2006 | +9.35% | +13.85% |
| 2005 | +12.68% | +5.32% |
| 2004 | +22.47% | +10.75% |
| 2003 | +34.89% | +24.18% |
| 2002 | -14.28% | -22.42% |
| 2001 | +4.36% | -10.13% |
| 2000 | +4.07% | -8.84% |
| 1999 | N/A | +8.61% |
IJT vs SPY Drawdown Comparison
The maximum drawdown for IJT was -56.90%, occurring on Mar 9, 2009. Recovery took 796 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 -0.43%. The current SPY drawdown is -3.18%.
| Rank | IJT | SPY |
|---|---|---|
| #1 | -56.90% Oct 10, 2007 - Dec 7, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -41.18% Aug 31, 2018 - Nov 10, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -34.50% Sep 1, 2000 - Oct 29, 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 | -26.32% Jul 7, 2011 - Mar 19, 2012 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.98% Jun 23, 2015 - Jul 11, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.98% May 9, 2006 - Feb 1, 2007 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.70% Jun 30, 2004 - Oct 6, 2004 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.21% Jul 3, 2014 - Dec 22, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.75% Mar 7, 2005 - Jul 1, 2005 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.42% Sep 14, 2012 - Jan 2, 2013 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.21% Mar 26, 2012 - Sep 4, 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 | 0.28% | 0.50% |
| 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 | 1.14% | 1.52% |
| 2019 | 1.83% | 1.75% |
| 2018 | 1.84% | 2.04% |
| 2017 | 1.72% | 1.80% |
| 2016 | 2.06% | 2.03% |
| 2015 | 2.28% | 2.06% |
| 2014 | 1.55% | 1.87% |
| 2013 | 1.40% | 1.81% |
| 2012 | 2.81% | 2.18% |
| 2011 | 1.30% | 2.05% |
| 2010 | 1.73% | 1.80% |
| 2009 | 0.76% | 1.95% |
| 2008 | 2.71% | 3.02% |
| 2007 | 1.04% | 1.85% |
| 2006 | 1.07% | 1.73% |
| 2005 | 2.23% | 1.73% |
| 2004 | 1.36% | 1.82% |
| 2003 | 1.39% | 1.47% |
| 2002 | 0.95% | 1.70% |
| 2001 | 0.33% | 1.25% |
| 2000 | 3.15% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: IJT vs SPY
More Comparisons
Compare with similar stocks
Compare IJT with:
Compare SPY with:
Popular suggestions:
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
IJT vs IJR
ISHARES S&P SMALL-CAP 600 GROWTH ETF vs ISHARES CORE S&P SMALL-CAP ETF
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
IJR vs IJT
ISHARES CORE S&P SMALL-CAP ETF vs ISHARES S&P SMALL-CAP 600 GROWTH ETF
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF