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TMFS vs IJT

Motley Fool Small-Cap Growth ETF vs iShares S&P Small-Cap 600 Growth ETF

TMFS

Motley Fool Small-Cap Growth ETF

Motley Fool

Annual cost

0.85%

Fund size

$64M

IJT

iShares S&P Small-Cap 600 Growth ETF

iShares

Annual cost

0.18%

Fund size

$7.3B

Key differences

  • IJT costs 0.67% less per year.
  • IJT is significantly larger than TMFS — larger funds tend to be more liquid and less likely to close.
  • TMFS follows a active selection strategy; IJT uses index tracking.
  • Over the last 3 years, IJT has delivered higher annualized returns.
  • IJT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TMFSIJT
Annual cost (TER)0.85%0.18%
Fund size (AUM)$64M$7.3B
Since20182000
Dividend yield0.00%0.77%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+0.1%+30.9%
CAGR 3Y+7.2%+16.1%
CAGR 5Y-0.9%+6.5%
Sharpe 3Y0.270.67
Volatility 1Y19.64%17.73%
Max drawdown-48.79%-42.03%

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

Similar to TMFS and IJT