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IJT vs IVW

iShares S&P Small-Cap 600 Growth ETF vs iShares S&P 500 Growth ETF

IJT

iShares S&P Small-Cap 600 Growth ETF

Annual cost

0.18%

Fund size

$7.5B

IVW

iShares S&P 500 Growth ETF

Annual cost

0.18%

Fund size

$76.1B

Key differences

Both IJT and IVW are equity ETFs. IJT charges 0.18% a year and IVW 0.18%. The main difference: IVW is much larger than IJT. Larger funds are usually more liquid and less likely to close.

  • IVW is much larger than IJT. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IVW has delivered higher annualized returns.

Side-by-side comparison

IJTIVW
Annual cost (TER)0.18%0.18%
Fund size (AUM)$7.5B$76.1B
Since20002000
Dividend yield0.77%0.35%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.3%+27.9%
CAGR 3Y+14.8%+26.9%
CAGR 5Y+6.1%+15.0%
Sharpe 3Y0.611.16
Volatility 1Y17.94%16.61%
Max drawdown-42.03%-32.72%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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