URTH vs IJT
Comparison between ISHARES MSCI WORLD ETF (URTH, ETF) and ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT, ETF).
5-Year PerformanceURTH has outperformed IJT, delivering a return of +11.7% compared to +7.7%
URTH vs IJT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
URTH
$8.10B
Winner
IJT
$8.20B
Expense Ratio
URTH
0.24%
Winner
IJT
0.18%
Max Drawdown
Winner
URTH
34.01%
IJT
57.98%
Sharpe Ratio
URTH
1.32
Winner
IJT
1.39
5Y Beta
Winner
URTH
0.91
IJT
1.04
P/E Ratio
Winner
URTH
25.22
IJT
30.75
Forward P/E
Winner
URTH
19.59
IJT
20.23
5Y Dividends CAGR
URTH
8.64%
Winner
IJT
11.10%
5Y EPS CAGR
Winner
URTH
24.50%
IJT
20.17%
Debt to Equity
Winner
URTH
32.49%
IJT
61.49%
P/S Ratio
URTH
3.28
Winner
IJT
1.76
P/B Ratio
URTH
4.81
Winner
IJT
3.36
URTH vs IJT - Holdings Comparison
URTH and IJT have 1 common holdings. Overlap is -0.77%
URTH's top 25 holdings weight is 35.80%. IJT's top 25 holdings weight is 23.09%.
| Rank | URTH | IJT |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.50% | FORMFACTOR INC (FORM) - 1.26% |
| #2 | APPLE INC (AAPL) - 4.82% | VIASAT INC (VSAT) - 1.24% |
| #3 | MICROSOFT CORP (MSFT) - 4.00% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.22% |
| #4 | AMAZON.COM INC (AMZN) - 2.61% | ARGAN INC (AGX) - 1.17% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.20% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.16% |
| #6 | BROADCOM INC (AVGO) - 1.87% | KRYSTAL BIOTECH INC (KRYS) - 1.07% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.85% | ESCO TECHNOLOGIES INC (ESE) - 0.97% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.69% | STONEX GROUP INC (SNEX) - 0.96% |
| #9 | TESLA INC (TSLA) - 1.48% | ALKERMES PLC (ALKS) - 0.95% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.07% | CORCEPT THERAPEUTICS INC (CORT) - 0.93% |
| #11 | ELI LILLY AND CO (LLY) - 1.04% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.87% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.82% | FEDERAL SIGNAL CORP (FSS) - 0.86% |
| #13 | VISA INC CLASS A (V) - 0.71% | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.85% |
| #14 | EXXON MOBIL CORP (XOM) - 0.63% | ENPRO INC (NPO) - 0.84% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.60% | JBT MAREL CORP (JBTM) - 0.83% |
| #16 | WALMART INC (WMT) - 0.60% | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.83% |
| #17 | MASTERCARD INC CLASS A (MA) - 0.58% | POWELL INDUSTRIES INC (POWL) - 0.83% |
| #18 | ASML HOLDING NV (n/a) - 0.54% | BRINKER INTERNATIONAL INC (EAT) - 0.81% |
| #19 | ABBVIE INC (ABBV) - 0.48% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.80% |
| #20 | NETFLIX INC (NFLX) - 0.47% | MYR GROUP INC (MYRG) - 0.79% |
| #21 | BANK OF AMERICA CORP (BAC) - 0.47% | KODIAK GAS SERVICES INC (KGS) - 0.78% |
| #22 | n/a (PLTR) - 0.46% | TG THERAPEUTICS INC (TGTX) - 0.78% |
| #23 | COSTCO WHOLESALE CORP (COST) - 0.45% | n/a (MSGS) - 0.78% |
| #24 | ADVANCED MICRO DEVICES INC (AMD) - 0.44% | ETSY INC (ETSY) - 0.76% |
| #25 | MICRON TECHNOLOGY INC (MU) - 0.42% | ARCHROCK INC (AROC) - 0.75% |
| Total Holdings | 1340 | 351 |
URTH vs IJT - Historical Returns
Returns include dividend reinvestment.
1M
URTH
+0.24%
Winner
IJT
+2.99%
3M
URTH
+5.97%
Winner
IJT
+11.69%
6M
URTH
+8.31%
Winner
IJT
+15.83%
1Y
URTH
+21.52%
Winner
IJT
+29.98%
5Y(CAGR)
Winner
URTH
+11.69%
IJT
+7.71%
10Y(CAGR)
Winner
URTH
+13.06%
IJT
+11.05%
Max(CAGR)
Winner
URTH
+12.22%
IJT
+9.65%
URTH vs IJT - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | URTH | IJT |
|---|---|---|
| 2026 | +9.87% | +22.39% |
| 2025 | +21.59% | +5.10% |
| 2024 | +19.66% | +10.13% |
| 2023 | +24.14% | +17.67% |
| 2022 | -18.40% | -21.74% |
| 2021 | +23.13% | +23.41% |
| 2020 | +14.90% | +19.03% |
| 2019 | +28.12% | +21.08% |
| 2018 | -9.25% | -4.80% |
| 2017 | +21.83% | +14.05% |
| 2016 | +8.88% | +25.73% |
| 2015 | -0.62% | +3.35% |
| 2014 | +5.44% | +5.01% |
| 2013 | +26.35% | +38.45% |
| 2012 | +14.73% | +13.49% |
| 2011 | N/A | +1.63% |
| 2010 | N/A | +25.66% |
| 2009 | N/A | +26.13% |
| 2008 | N/A | -32.71% |
| 2007 | N/A | +6.09% |
| 2006 | N/A | +8.46% |
| 2005 | N/A | +10.75% |
| 2004 | N/A | +21.10% |
| 2003 | N/A | +33.27% |
| 2002 | N/A | -14.85% |
| 2001 | N/A | +4.08% |
| 2000 | N/A | +1.71% |
URTH vs IJT Drawdown Comparison
The maximum drawdown for URTH was -34.01%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for IJT was -57.60%, occurring on Mar 9, 2009. Recovery took 806 trading sessions.
The current URTH drawdown is -0.61%. The current IJT drawdown is -2.53%.
| Rank | URTH | IJT |
|---|---|---|
| #1 | -34.01% Feb 12, 2020 - Aug 24, 2020 | -57.60% Oct 10, 2007 - Dec 21, 2010 |
| #2 | -26.04% Jan 3, 2022 - Dec 19, 2023 | -42.03% Aug 31, 2018 - Nov 16, 2020 |
| #3 | -18.89% May 19, 2015 - Dec 13, 2016 | -36.43% Sep 1, 2000 - Dec 1, 2003 |
| #4 | -18.57% Jan 26, 2018 - Apr 30, 2019 | -29.23% Nov 8, 2021 - Jul 16, 2024 |
| #5 | -16.94% Feb 18, 2025 - Jun 2, 2025 | -27.41% Nov 25, 2024 - Jan 15, 2026 |
| #6 | -11.39% Mar 27, 2012 - Sep 7, 2012 | -26.45% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -10.77% May 21, 2013 - Jul 18, 2013 | -19.69% Jun 23, 2015 - Jul 12, 2016 |
| #8 | -9.32% Jul 3, 2014 - Feb 17, 2015 | -14.11% May 9, 2006 - Feb 1, 2007 |
| #9 | -9.06% Feb 25, 2026 - Apr 15, 2026 | -12.70% Jun 30, 2004 - Oct 27, 2004 |
| #10 | -8.23% Jul 16, 2024 - Aug 23, 2024 | -12.36% Jul 3, 2014 - Dec 22, 2014 |
| #11 | -8.10% Sep 2, 2020 - Nov 9, 2020 | -11.11% Mar 7, 2005 - Jul 5, 2005 |
| #12 | -7.00% Sep 14, 2012 - Dec 20, 2012 | -10.60% Sep 14, 2012 - Jan 2, 2013 |
| #13 | -6.85% Aug 9, 2013 - Sep 18, 2013 | -10.21% Mar 26, 2012 - Sep 6, 2012 |
| #14 | -6.07% Jul 24, 2019 - Oct 17, 2019 | -9.51% Apr 5, 2004 - Jun 25, 2004 |
| #15 | -6.07% May 3, 2019 - Jun 20, 2019 | -9.34% Jul 31, 2024 - Oct 16, 2024 |
Correlation
Correlation between URTH and IJT is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
URTH vs IJT dividend yield comparison.
| Year | URTH | IJT |
|---|---|---|
| 2026 | 0.66% | 0.27% |
| 2025 | 1.48% | 0.91% |
| 2024 | 1.47% | 1.06% |
| 2023 | 1.70% | 1.02% |
| 2022 | 1.68% | 1.08% |
| 2021 | 1.50% | 0.63% |
| 2020 | 1.52% | 0.68% |
| 2019 | 2.16% | 0.92% |
| 2018 | 2.30% | 0.92% |
| 2017 | 1.88% | 0.86% |
| 2016 | 2.15% | 1.03% |
| 2015 | 2.35% | 1.14% |
| 2014 | 2.31% | 0.78% |
| 2013 | 1.04% | 0.70% |
| 2012 | 2.69% | 1.41% |
| 2011 | 0.00% | 0.65% |
| 2010 | 0.00% | 0.87% |
| 2009 | 0.00% | 0.38% |
| 2008 | 0.00% | 0.95% |
| 2007 | 0.00% | 0.26% |
| 2006 | 0.00% | 0.27% |
| 2005 | 0.00% | 0.56% |
| 2004 | 0.00% | 0.34% |
| 2003 | 0.00% | 0.35% |
| 2002 | 0.00% | 0.24% |
| 2001 | 0.00% | 0.08% |
| 2000 | 0.00% | 0.79% |
Select Stocks to Compare
Popular: URTH vs SPYIJT vs SPY
More Comparisons
Compare with similar stocks