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IJT vs DUSG

iShares S&P Small-Cap 600 Growth ETF vs U.S. Small Cap Growth Portfolio: ETF Class Shares

IJT

iShares S&P Small-Cap 600 Growth ETF

iShares

Annual cost

0.18%

Fund size

$7.3B

DUSG

U.S. Small Cap Growth Portfolio: ETF Class Shares

Dimensional Fund Advisors

Annual cost

0.32%

Fund size

$1.9B

Key differences

  • IJT costs 0.14% less per year.
  • IJT is significantly larger than DUSG — larger funds tend to be more liquid and less likely to close.
  • IJT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJTDUSG
Annual cost (TER)0.18%0.32%
Fund size (AUM)$7.3B$1.9B
Since20002012
Dividend yield0.77%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.1%N/A
CAGR 3Y+15.7%N/A
CAGR 5Y+5.9%N/A
Sharpe 3Y0.65N/A
Volatility 1Y17.64%
Max drawdown-42.03%-4.19%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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