IJT — iShares S&P Small-Cap 600 Growth ETF
US Small Cap Ranked #145 of 458 tracked ETFs · Issued by iShares
IJT Price Performance — Growth of $10,000
Value of a $10,000 investment in IJT over time, compared with SPY. Both lines are rebased to $10,000 on the first shared date. Based on total returns — prices are adjusted for dividends and splits, so this assumes distributions were reinvested. Hover or tap the chart for exact values.
IJT Drawdown
The "underwater" chart: IJT's decline from its highest prior value at each point in time. It shows how deep past losses ran and how long the fund took to recover to break-even.
What If You'd Invested in IJT?
See what a lump sum in IJT would have grown to, with the option to add a regular monthly contribution on top. Figures use total returns — dividends are assumed reinvested.
Past performance doesn't predict future results. Assumes contributions on the first trading day of each month, no trading costs or taxes, and reinvested distributions. History is limited to the range published in the site's daily return data.
Overview
The iShares S&P Small-Cap 600 Growth ETF (IJT) is a US Small Cap fund managed by iShares with $8.22 billion in assets under management. It currently holds an overall rank of #145 out of 458 tracked ETFs across all categories and has received an ETFValuer grade of B with a score of 67.1/100. The fund charges an expense ratio of 0.18% and offers a dividend yield of 0.33%. Trading at a price of $173.11, the substantial asset base suggests significant investor adoption within the 18 ETFs tracked in this specific category. The combination of a moderate expense ratio and a B grade reflects a balanced profile for a fund of this size. Its position among 458 total tracked funds indicates it is not among the top-tier performers in the broader market. The fund's metrics place it in the middle tier of the 18 US Small Cap options available to investors.
Over the last day, the fund posted a gain of +0.29% before slipping -0.37% over the week and declining -1.81% over the month. A significant turnaround occurred over the three-month period, where returns accelerated to +8.16%, followed by a further increase to +15.58% over six months. Year-to-date performance has been robust at +21.71%, while the one-year return stands at +28.48%. The longer-term trajectory shows continued strength with a three-year return of +49.34%. This pattern indicates a divergence where short-term monthly fluctuations contrast with sustained positive momentum over longer horizons. The data shows a clear acceleration in returns from the one-month mark through the three-year period.
The fund carries a Moderate volatility label and a beta of 1.08, suggesting it moves slightly more than the broader market. A Sharpe ratio of 1.33 indicates that the fund has generated a favorable risk-adjusted return relative to its volatility. However, the maximum drawdown of -27.41% highlights the potential for significant temporary losses during market downturns. This combination of a beta above 1.0 and a deep drawdown implies the fund experiences amplified swings in both up and down markets. The high Sharpe ratio suggests that despite these larger swings, the fund has historically compensated investors well for the risk taken. Investors should note that the moderate volatility classification aligns with the observed beta and drawdown figures.
AI-generated summary based on the data on this page.
IJT Top Holdings
| # | Holding | % of Net Assets | Value |
|---|---|---|---|
| 1 | BlackRock Funds III | 6.76% | $423M |
| 2 | Sterling Infrastructure, Inc. | 1.39% | $87M |
| 3 | SPX Technologies, Inc. | 1.24% | $78M |
| 4 | InterDigital, Inc. | 1.20% | $75M |
| 5 | Armstrong World Industries, Inc. | 1.14% | $71M |
| 6 | Dycom Industries, Inc. | 1.13% | $71M |
| 7 | Corcept Therapeutics, Inc. | 1.05% | $65M |
| 8 | Federal Signal Corp. | 0.97% | $61M |
| 9 | Zurn Elkay Water Solutions Corp. | 0.94% | $59M |
| 10 | MARA Holdings, Inc. | 0.91% | $57M |
Holdings as of 2025-09-30 per the fund's most recent SEC N-PORT-P filing. Top 10 holdings make up 16.7% of net assets — a rough gauge of concentration risk (the higher this figure, the more the fund's return depends on a handful of names). To see how IJT's holdings overlap with other ETFs you own or are considering, check the Stock Overlap tool.
Which Funds Overlap With IJT
Holding two funds that own the same companies adds cost and complexity without adding much diversification. These tracked ETFs share the most names with IJT's top 10 — IWO overlaps most, holding 2 of the same companies as IJT's top 10 (8.1% of IJT's assets).
| ETF | Name | Shared Companies | IJT Weight | Examples |
|---|---|---|---|---|
| IWO | iShares Russell 2000 Growth ETF | 2 | 8.1% | BlackRock Funds III, Sterling Infrastructure, Inc. |
| IWN | iShares Russell 2000 Value ETF | 2 | 7.7% | BlackRock Funds III, MARA Holdings, Inc. |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 1 | 6.8% | BlackRock Funds III |
| IWM | iShares Russell 2000 ETF | 1 | 6.8% | BlackRock Funds III |
| IBB | iShares Biotechnology ETF | 1 | 6.8% | BlackRock Funds III |
Compares the top 10 reported holdings of each fund, so it's a floor on true overlap — two S&P 500 trackers overlap ~100% even when only 10 names are listed. Use the Stock Overlap tool to search by individual company.
Market Backdrop
10-Year Treasury Yield: 4.65% (as of 2026-07-27) — The yield on 10-year US Treasury bonds — the standard "risk-free rate" benchmark used to contextualize this fund’s Sharpe ratio and returns.
CBOE Volatility Index (VIX): 18.67 (as of 2026-07-27) — A real-time gauge of expected S&P 500 volatility over the next 30 days — useful context for this fund’s own volatility label.
Federal Funds Rate: 3.63% (as of 2026-06-01) — The Federal Reserve’s target policy rate, which anchors short-term borrowing costs across the economy.
What IJT's Fees Cost You
IJT charges an expense ratio of 0.18% a year, deducted automatically from the fund's value. Small percentages compound into real money — adjust the figures below to see the impact on your own numbers.
Assumes a constant gross return and no additional contributions — a simplification, but it isolates exactly what the expense ratio costs. Try the full fee calculator to model contributions and compare any two funds.
IJT Dividend Income Estimator
IJT currently yields 0.33%. Enter an amount to see the income that implies, or set a monthly income target to see the investment it would take.
Based on the fund's current trailing yield, which varies with price and distributions — treat it as an estimate, not a guarantee. Yields are not adjusted for tax.
IJT Liquidity, Domicile & Tax Treatment
Liquidity: Quoted bid/ask spread is 0.25% and average daily volume is 179K/day. Tighter spreads and higher volume mean lower round-trip trading costs; this is a live-market snapshot and can widen during volatile sessions. AUM of $8.22B provides ample scale, supporting tight spreads and issuer commitment to keep the fund open.
Domicile & tax treatment: IJT is a US-domiciled, SEC-registered ('40 Act) exchange-traded fund. Dividends and capital gains distributions are reported to US investors on Form 1099-DIV, and the fund is not subject to the PFIC reporting or UCITS-specific rules that apply to Irish- or Luxembourg-domiciled funds. Non-US investors should note that US-domiciled ETFs are generally subject to 30% US withholding tax on dividends (unless reduced by treaty) and to US estate tax exposure on the position — Irish-domiciled UCITS ETFs tracking the same index often avoid both, which is why non-US residents frequently prefer the UCITS equivalent where one exists. This is general information, not tax advice — consult a tax professional for your situation.
IJT Performance History
| Period | Return |
|---|---|
| 1-Day | +0.29% |
| 1-Week | -0.37% |
| 1-Month | -1.81% |
| 3-Month | +8.16% |
| 6-Month | +15.58% |
| YTD | +21.71% |
| 1-Year | +28.48% |
| 3-Year | +49.34% |
How IJT Compares to Other US Small Cap ETFs
| Rank | Grade | Ticker | Name | 1-Year | Exp. Ratio | AUM |
|---|---|---|---|---|---|---|
| #53 | B |
IJR | iShares Core S&P Small-Cap ETF | +31.27% | 0.06% | $111B |
| #59 | B |
VBR | Vanguard Small-Cap Value Index Fund ETF Shares | +24.37% | 0.05% | $67.8B |
| #63 | B |
AVUV | Avantis US Small Cap Value ETF | +34.55% | 0.25% | $29.1B |
| #64 | B |
IWN | iShares Russell 2000 Value ETF | +37.60% | 0.24% | $14.5B |
| #76 | B |
IWM | iShares Russell 2000 ETF | +32.10% | 0.19% | $83.0B |
| #80 | B |
SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | +31.38% | 0.03% | $16.9B |
| #83 | B |
VTWO | Vanguard Russell 2000 Index Fund ETF Shares | +32.35% | 0.06% | $18.6B |
| #95 | B |
VB | Vanguard Small-Cap Index Fund ETF Shares | +22.41% | 0.03% | $189B |
| #96 | B |
SCHA | Schwab U.S. Small-Cap ETF | +28.88% | 0.03% | $24.2B |
| #99 | B |
DFAT | Dimensional U.S. Targeted Value ETF | +29.59% | 0.28% | $14.3B |
| #109 | B |
VIOO | Vanguard S&P Small-Cap 600 Index Fund ETF Shares | +31.30% | 0.07% | $6.41B |
| #118 | B |
IJS | iShares S&P Small-Cap 600 Value ETF | +33.91% | 0.18% | $8.02B |
| #120 | B |
DFSV | Dimensional US Small Cap Value ETF | +31.78% | 0.3% | $7.92B |
| #124 | B |
SLYV | State Street SPDR S&P 600 Small Cap Value ETF | +33.86% | 0.15% | $4.83B |
| #145 | B |
IJT | iShares S&P Small-Cap 600 Growth ETF | +28.48% | 0.18% | $8.22B |
| #153 | B |
SLYG | State Street SPDR S&P 600 Small Cap Growth ETF | +28.42% | 0.15% | $5.20B |
| #180 | C |
IWO | iShares Russell 2000 Growth ETF | +27.04% | 0.24% | $15.4B |
| #241 | C |
VBK | Vanguard Small-Cap Growth Index Fund ETF Shares | +19.51% | 0.05% | $47.0B |