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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IJT vs IWD: how they differ

IJT and IWD hold 0% of their weight in the same names, and IWD returned more over the year.

iShares S&P Small-Cap 600 Growth ETF and iShares Russell 1000 Value ETF.

What they hold in common

By the books each fund has filed, IJT and IWD hold 0% of their money in the same securities at the same weight.

Positions IJT and IWD both hold, largest shared weight first
HoldingIJTIWD
Element Solutions, Inc.0.61%0.03%
Ralliant Corp.0.47%0.02%
Qorvo, Inc.0.52%0.02%
Armstrong World Industries, Inc.0.76%0.01%
Primoris Services Corp.0.60%0.01%
Virtu Financial, Inc.0.54%0.01%
WillScot Holdings Corp.0.30%0.01%
Lyft, Inc.0.61%0.01%
Millrose Properties, Inc.0.30%0.01%
Clearway Energy, Inc.0.46%0.01%
MarketAxess Holdings, Inc.0.23%0.01%
ADT, Inc.0.13%0.01%
Largest positions each one holds and the other does not
Only in IJTOnly in IWD
FormFactor, Inc. 1.38%AMAZON.COM, INC. 5.95%
Viasat, Inc. 1.35%APPLE INC. 5.38%
Argan, Inc. 1.24%MICROSOFT CORPORATION 3.89%
BrightSpring Health Services, Inc. 1.22%BERKSHIRE HATHAWAY INC. 2.62%
Krystal Biotech, Inc. 1.08%JPMORGAN CHASE & CO. 2.46%
ESCO Technologies, Inc. 1.00%INTEL CORPORATION 1.72%
Alkermes plc 0.97%JOHNSON & JOHNSON 1.72%
StoneX Group, Inc. 0.93%EXXON MOBIL CORPORATION 1.60%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.

IJT and IWD on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IJT
iShares S&P Small-Cap 600 Growth ETF
IWD
iShares Russell 1000 Value ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isS&P Small-Cap 600 GrowthRussell 1000 value
Total return, 1 year+17.6%+27.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+0.1 pts+9.9 pts
Expense ratio0.18%0.18%
Already in the S&P 5000.0%90.2%
Holdings347870

IJT in plain words

IJT is an index equity fund tracking the S&P Small-Cap 600 Growth. Over the year to Sep 11, 2026 it returned +17.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 347 positions, with the top ten at 11.0%. It sat 7.0% below its high of Aug 4, 2026 on Sep 11, 2026.

IWD in plain words

IWD is an index equity fund tracking the Russell 1000 value. Over the year to Sep 11, 2026 it returned +27.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for Jun 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 870 positions, with the top ten at 27.9%.

Questions people ask

Which returned more over the last year, IJT or IWD?
In the year to Sep 12, 2026, with distributions reinvested, IJT returned +17.6% and IWD returned +27.4%, so IWD returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IJT or IWD?
IJT charges 0.18% a year and IWD charges 0.18%, so IJT is cheaper. Fees come from each fund's prospectus.
How much do IJT and IWD overlap with the S&P 500?
By their latest filed holdings, 0% of IJT and 90% of IWD by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

IJT against IWD, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IJT against IWD, data as of Sep 12, 2026. https://etfiq.com/compare/any/IJT-IWD Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources