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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 VPU: how they differ

IJT and VPU hold 2% of their weight in the same names, and IJT returned more over the year.

iShares S&P Small-Cap 600 Growth ETF and Vanguard Utilities Index Fund.

What they hold in common

By the books each fund has filed, IJT and VPU hold 2% of their money in the same securities at the same weight.

Positions IJT and VPU both hold, largest shared weight first
HoldingIJTVPU
Clearway Energy, Inc.0.46%0.32%
American States Water Co.0.23%0.20%
Chesapeake Utilities Corp.0.20%0.19%
Otter Tail Corp.0.19%0.22%
Avista Corp.0.18%0.22%
MGE Energy, Inc.0.17%0.18%
California Water Service Group0.16%0.18%
Northwest Natural Holding Co.0.12%0.13%
Middlesex Water Co.0.06%0.06%
Largest positions each one holds and the other does not
Only in IJTOnly in VPU
FormFactor, Inc. 1.38%NextEra Energy Inc 11.84%
Viasat, Inc. 1.35%Southern Co/The 6.70%
Argan, Inc. 1.24%Duke Energy Corp 6.31%
BrightSpring Health Services, Inc. 1.22%Constellation Energy Corp 5.86%
Krystal Biotech, Inc. 1.08%American Electric Power Co Inc 4.47%
ESCO Technologies, Inc. 1.00%Sempra 3.85%
Alkermes plc 0.97%Dominion Energy Inc 3.78%
Everus Construction Group, Inc. 0.94%Vistra Corp 3.59%

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 and May 31, 2026.

IJT and VPU on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IJT
iShares S&P Small-Cap 600 Growth ETF
VPU
Vanguard Utilities Index Fund
Where it sitsCore index fundCore index fund
IssueriSharesVanguard
What it isS&P Small-Cap 600 GrowthUtilities
Total return, 1 year+17.6%+2.1%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+0.1 pts−15.4 pts
Expense ratio0.18%0.09%
Already in the S&P 5000.0%90.1%
Holdings34766

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.

VPU in plain words

VPU is an index equity fund tracking the Utilities. Over the year to Sep 11, 2026 it returned +2.1% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for May 31, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 66 positions, with the top ten at 52.7%. It sat 9.8% below its high of Feb 27, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, IJT or VPU?
In the year to Sep 12, 2026, with distributions reinvested, IJT returned +17.6% and VPU returned +2.1%, so IJT returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IJT or VPU?
IJT charges 0.18% a year and VPU charges 0.09%, so VPU is cheaper. Fees come from each fund's prospectus.
How much do IJT and VPU overlap with the S&P 500?
By their latest filed holdings, 0% of IJT and 90% of VPU by weight is stocks the S&P 500 already holds. Between the two funds, 2% 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 VPU, 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 VPU, data as of Sep 12, 2026. https://etfiq.com/compare/any/IJT-VPU Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources