IJT vs IVV
iShares S&P Small-Cap 600 Growth ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IJT delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IJT | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $8.4B | $907.0B | |
| Dividend Yield | 0.70% | 1.10% | |
| Holdings | 390 | 508 | |
| YTD Return | +21.53% | +12.28% | |
| 1Y Return | +27.22% | +20.94% | |
| 3Y Return (annualized) | +16.21% | +21.81% | |
| 5Y Return (annualized) | +6.85% | +13.05% | |
| Volatility (annualized) | 19.2% | 15.1% | |
| Max Drawdown | -58.0% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2000 | May 15, 2000 |
IJT vs IVV Performance
iShares S&P Small-Cap 600 Growth ETF (IJT) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IJT returned +27.22% while IVV returned +20.94%. Year to date, IJT is up 21.53% versus a gain of 12.28% for IVV.
Over three years, IJT compounded at +16.21% per year against +21.81% for IVV; over five years the annualized figures are +6.85% and +13.05% respectively. Across the full 26-year window we track, IJT has the edge at +8.96% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IJT has been the more volatile fund, with annualized monthly volatility of 19.2% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -58.0% for IJT and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IJT charges 0.18% per year while IVV charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, IJT currently yields 0.70% against 1.10% for IVV.
Holdings Overlap
IJT and IVV share 1 holdings out of 850 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IJT | Weight in IVV | Difference |
|---|---|---|---|
| XTSLA | 1.33% | 0.15% | 1.18% |
Frequently Asked Questions
Which is cheaper, IJT or IVV?
IJT has an expense ratio of 0.18% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, IJT or IVV?
Over the past year IJT returned +27.22% vs +20.94% for IVV, so IJT leads on 1-year performance. Over the longest common window we track (26 years), IJT annualized +8.96% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, IJT or IVV?
IJT has been the more volatile fund at 19.2% annualized versus 15.1% for IVV. Worst drawdown: IJT -58.0% vs IVV -56.5%.
Should I hold both IJT and IVV?
IJT and IVV have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IJT and IVV?
IJT and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 850 unique securities.
Which pays a higher dividend, IJT or IVV?
IJT yields 0.70% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.