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 +6.7%
IJT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJT
$8.20B
Winner
SPY
$781B
Expense Ratio
IJT
0.18%
Winner
SPY
0.09%
Max Drawdown
IJT
57.98%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IJT
1.47
SPY
1.42
5Y Beta
IJT
1.04
Winner
SPY
1.00
P/E Ratio
IJT
30.42
Winner
SPY
26.48
Forward P/E
Winner
IJT
20.09
SPY
20.90
PEG Ratio
IJT
N/A
SPY
0.30
5Y Dividends CAGR
Winner
IJT
11.11%
SPY
6.00%
5Y EPS CAGR
IJT
17.67%
Winner
SPY
26.40%
Debt to Equity
IJT
65.30%
Winner
SPY
48.17%
P/S Ratio
Winner
IJT
1.83
SPY
3.72
P/B Ratio
Winner
IJT
3.36
SPY
5.55
IJT vs SPY - Holdings Comparison
IJT and SPY have 1 common holdings. Overlap is -1.38%
IJT's top 25 holdings weight is 22.36%. SPY's top 25 holdings weight is 51.49%.
| Rank | IJT | SPY |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.50% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | VIASAT INC (VSAT) - 1.12% | APPLE INC (AAPL) - 7.44% |
| #3 | CORCEPT THERAPEUTICS INC (CORT) - 1.03% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | FORMFACTOR INC (FORM) - 1.00% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | KRYSTAL BIOTECH INC (KRYS) - 1.00% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | ALKERMES PLC (ALKS) - 0.99% | BROADCOM INC (AVGO) - 2.83% |
| #7 | ESCO TECHNOLOGIES INC (ESE) - 0.97% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | ARGAN INC (AGX) - 0.95% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.94% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | BRINKER INTERNATIONAL INC (EAT) - 0.93% | TESLA INC (TSLA) - 1.65% |
| #11 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.92% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | STONEX GROUP INC (SNEX) - 0.88% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | ETSY INC (ETSY) - 0.87% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | ENPRO INC (NPO) - 0.80% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | n/a (MSGS) - 0.80% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | TG THERAPEUTICS INC (TGTX) - 0.80% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.79% | VISA INC CLASS A (V) - 0.91% |
| #18 | FEDERAL SIGNAL CORP (FSS) - 0.79% | INTEL CORP (INTC) - 0.77% |
| #19 | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.78% | WALMART INC (WMT) - 0.75% |
| #20 | POWELL INDUSTRIES INC (POWL) - 0.78% | ABBVIE INC (ABBV) - 0.70% |
| #21 | JBT MAREL CORP (JBTM) - 0.77% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | ARCHROCK INC (AROC) - 0.75% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | KODIAK GAS SERVICES INC (KGS) - 0.74% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | PTC THERAPEUTICS INC (PTCT) - 0.73% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 0.73% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 351 | 505 |
IJT vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IJT
+1.17%
Winner
SPY
+3.42%
3M
Winner
IJT
+8.89%
SPY
+5.97%
6M
Winner
IJT
+16.07%
SPY
+12.56%
1Y
Winner
IJT
+33.42%
SPY
+23.65%
5Y(CAGR)
IJT
+6.74%
Winner
SPY
+13.33%
10Y(CAGR)
IJT
+11.16%
Winner
SPY
+15.34%
Max(CAGR)
Winner
IJT
+9.69%
SPY
+8.61%
IJT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IJT | SPY |
|---|---|---|
| 2026 | +24.43% | +13.79% |
| 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 -1.17%.
| 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 | 0.27% | 0.48% |
| 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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