Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IJT vs XLE: how they differ
IJT and XLE hold 0% of their weight in the same names, and XLE returned more over the year.
iShares S&P Small-Cap 600 Growth ETF and State Street(R) Energy Select Sector SPDR(R) ETF.
What they hold in common
By the books each fund has filed, IJT and XLE hold 0% of their money in the same securities at the same weight.
| Only in IJT | Only in XLE |
|---|---|
| FormFactor, Inc. 1.38% | Exxon Mobil Corp 22.71% |
| Viasat, Inc. 1.35% | Chevron Corp 16.12% |
| Argan, Inc. 1.24% | ConocoPhillips 6.58% |
| BrightSpring Health Services, Inc. 1.22% | Williams Cos Inc/The 5.04% |
| Krystal Biotech, Inc. 1.08% | Valero Energy Corp 4.65% |
| ESCO Technologies, Inc. 1.00% | Marathon Petroleum Corp 4.49% |
| Alkermes plc 0.97% | EOG Resources Inc 4.15% |
| Everus Construction Group, Inc. 0.94% | SLB Ltd 4.10% |
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 iShares S&P Small-Cap 600 Growth ETF | XLE State Street(R) Energy Select Sector SPDR(R) ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | State Street |
| What it is | S&P Small-Cap 600 Growth | Energy |
| Total return, 1 year | +17.6% | +50.7% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +0.1 pts | +33.2 pts |
| Expense ratio | 0.18% | 0.08% |
| Already in the S&P 500 | 0.0% | 100.0% |
| Holdings | 347 | 21 |
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.
XLE in plain words
XLE is an index equity fund tracking the Energy. Over the year to Sep 11, 2026 it returned +50.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 21 positions, with the top ten at 75.7%.
Questions people ask
- Which returned more over the last year, IJT or XLE?
- In the year to Sep 12, 2026, with distributions reinvested, IJT returned +17.6% and XLE returned +50.7%, so XLE returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IJT or XLE?
- IJT charges 0.18% a year and XLE charges 0.08%, so XLE is cheaper. Fees come from each fund's prospectus.
- How much do IJT and XLE overlap with the S&P 500?
- By their latest filed holdings, 0% of IJT and 100% of XLE 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.
Cite this page. ETFIQ, IJT against XLE, data as of Sep 12, 2026. https://etfiq.com/compare/any/IJT-XLE Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources