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IJT vs SPSM

iShares S&P Small-Cap 600 Growth ETF vs State Street SPDR Portfolio S&P 600 Small Cap ETF

IJT

iShares S&P Small-Cap 600 Growth ETF

iShares

Annual cost

0.18%

Fund size

$7.3B

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$15.4B

Key differences

  • SPSM costs 0.15% less per year.
  • IJT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJTSPSM
Annual cost (TER)0.18%0.03%
Fund size (AUM)$7.3B$15.4B
Since20002013
Dividend yield0.77%1.44%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.1%+33.1%
CAGR 3Y+15.7%+15.4%
CAGR 5Y+5.9%+6.0%
Sharpe 3Y0.650.63
Volatility 1Y17.64%17.58%
Max drawdown-42.03%-42.89%

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

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