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IVW vs IJT

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

IVW

iShares S&P 500 Growth ETF

Annual cost

0.18%

Fund size

$76.1B

IJT

iShares S&P Small-Cap 600 Growth ETF

Annual cost

0.18%

Fund size

$7.5B

Key differences

Both IVW and IJT are equity ETFs. IVW charges 0.18% a year and IJT 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

IVWIJT
Annual cost (TER)0.18%0.18%
Fund size (AUM)$76.1B$7.5B
Since20002000
Dividend yield0.35%0.77%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+26.0%
CAGR 3Y+25.4%+14.7%
CAGR 5Y+14.8%+5.5%
Sharpe 3Y1.100.61
Volatility 1Y16.48%17.67%
Max drawdown-32.72%-42.03%

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

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