Best ETFs
Schwab and Vanguard charge the same 0.03%. Their small-cap funds are 3.7 percentage points apart
iShares S&P Small-Cap 600 Growth ETF
$161.92−0.38 (−0.23%)
- 0.18%
- $7.6B
- +19.8%
- 0.78%
- 0.2M sh
- $162.63
- low $132.98high $179.68
The ETF.net IJT Grade
B
Score 64 out of 100
- 5 of 13
Score 64 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.D39 out of 100Rank 8 of 13Mission
Whether the fund did what it promised, tested against its stated mandate.A100 out of 100Rank 1 of 13Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.C50 out of 100Rank 6 of 13Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.A76 out of 100Rank 5 of 13Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.C52 out of 100Rank 8 of 13Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.A72 out of 100Rank 5 of 13
Our read on IJT
BMost "growth" funds are large-cap tech wearing a different label. IJT stays small: roughly 400 S&P SmallCap 600 names chosen on measures like above-average earnings and revenue growth, a job it has held since 2000.
The fund tracks a U.S. small-cap growth index whose constituents are selected using measures such as above-average earnings and revenue growth.
Why people hold it
- Rules, not vibes. Holdings come from the S&P SmallCap 600 Growth Index, which selects on measures such as above-average earnings and revenue growth.ishares.com
- Live since 2000 and now a multi-billion-dollar fund, spread across about 400 stocks so no single name runs the show. It pays out quarterly.
- It hugs its index closely and the portfolio itself is one of the sturdier builds in the growth group, landing IJT in the upper half of its peer set.
Worth knowing
- The 0.18% fee is middle-of-the-pack for growth ETFs and several times the large-cap options VUG (0.03%) and SCHG (0.04%), or small-cap growth rival VBK (0.05%).
- Small-cap growth is the jumpier end of the market. Swings here tend to run wider than in the mega-cap growth funds that dominate the category.
- Moderately traded rather than a volume machine, so spreads can be wider than on the biggest growth ETFs. Limit orders are the standard workaround.
IJT Holdings
- Stocks
- 356
- 20%
- USD Cash
Sectors
- Industrials21.0%
- Financials16.1%
- Health Care15.1%
- Information Technology14.7%
- Consumer Discretionary11.2%
- Real Estate6.1%
- Energy5.5%
- Communication2.9%
- Materials2.9%
- Consumer Staples2.5%
- Utilities1.8%
Geography
- United States98.33%
- Ireland0.73%
- Bermuda0.39%
- Bahamas0.26%
- Israel0.12%
- Puerto Rico0.09%
- United Kingdom0.08%
IJT Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
IJT$11,984
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | IJT |
|---|---|
| Year to date | +15.6% |
| 1 month | −2.3% |
| 3 months | −6.7% |
| 1 year | +19.8% |
| 3 years | +15.5% |
| 5 years | +5.4% |
| 10 years | +10.2% |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | IJT |
|---|---|---|
| 2026 YTD | +15.6% | |
| 2025 | +5.3% | |
| 2024 | +9.3% | |
| 2023 | +17.1% | |
| 2022 | −21.3% | |
| 2021 | +22.4% | |
| 2020 | +19.2% |
IJT in the news
IJT Dividends
- 0.78%
- $1.26
- $0.36 per share
- Quarterly
Distribution history
IJT Risk
- 19.4%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.57
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −29.2%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 1.06
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
IJT Cost
0.18%
IJT0.18%
- The middle half of S&P SmallCap 600 funds
- Median 0.15%
7 of the 13 S&P SmallCap 600 funds charge less.
Other funds in S&P SmallCap 600
- BVIOOVanguard S&P Small-Cap 600 ETFExpense ratio 0.07%1 year return +21.9%
- BVIOGVanguard S&P Small-Cap 600 Growth ETFExpense ratio 0.10%1 year return +20.0%
- BSLYGState Street SPDR S&P 600 Small Cap Growth ETFExpense ratio 0.15%1 year return +19.9%
- BSLYVState Street SPDR S&P 600 Small Cap Value ETFExpense ratio 0.15%1 year return +23.9%
- BQVMSInvesco S&P SmallCap 600 QVM Multi-factor ETFExpense ratio 0.15%1 year return +22.1%