Data as of Oct 28, 2026.
AVSC vs IJT: Differences, Returns & Fees
Over the year to Oct 28, 2026, AVSC returned +23.6% to IJT's +15.4%; 32% of their weight is in the same names.
askIQ about this page
askIQ about AVSC and IJT
Net assets: $2.8bn on May 31, 2026 for Avantis U.S. Small Cap Equity ETF, and $7.5bn on Oct 27, 2026 for iShares S&P Small-Cap 600 Growth ETF.
Pair scorecard
IJT costs 0.07 points a year less; their one-year returns differ by 8.2 points.
| Measure | AVSC | IJT |
|---|---|---|
| Return | ||
| Total return, 1 year | +23.6% | +15.4% |
| Drawdown | ||
| Below its high | 5.0%, high on Aug 14, 2026 | 8.2%, high on Aug 4, 2026 |
| Benchmark | ||
| What it tracks | No index, actively managed | S&P SmallCap 600 Growth Index |
| Cost and size | ||
| Expense ratio | 0.25% | 0.18% |
| Net assets, AVSC as of May 31, 2026 and IJT as of Oct 27, 2026 | $2.8bn | $7.5bn |
| Holdings | ||
| Holdings in common | 32% | |
| Top ten holdings, share of the fund | 3.4% | 9.6% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Jan 21, 2022 to Oct 23, 2026 · 248 weekly returnsEach against its own benchmark: AVSC against IWM, Jan 21, 2022 to Oct 23, 2026; IJT against SLYG, Oct 13, 2000 to Oct 23, 2026.
AVSC returned more: +62.2% to +38.1%. IJT swung slightly less: 19.5% to 20.5%. IJT fell slightly less at its worst: −24.1% to −25.5%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | AVSC | IJT | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +62.2% | +38.1% | AVSC | Price change plus distributions, reinvested. |
| Annualized | +10.7% | +7.0% | AVSC | Total return as a yearly rate. |
| Price return | +52.9% | +31.7% | AVSC | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 20.5% | 19.5% | IJT (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 14.0% | 13.4% | IJT (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −25.5% | −24.1% | IJT (slight) | Deepest fall from a high to the low after it. |
| Upside capture | 96.8% | 90.0% | Share of its benchmark's rise caught in the weeks it rose. | |
| Downside capture | 96.9% | 95.0% | Share of its benchmark's fall taken in the weeks it fell. Lower is better. | |
| Beta | 0.96 | 0.91 | Not an edge | How far it moves for each 1% its benchmark moves. |
| R squared | 0.94 | 0.92 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | ||||
| Sharpe | 0.40 | 0.23 | AVSC | Return above Treasury bills per unit of volatility. |
| Sortino | 0.58 | 0.34 | AVSC | Return above Treasury bills per unit of downside deviation. |
| Treynor | 0.085 | 0.105 | Return above Treasury bills per unit of beta. | |
| Calmar | 0.42 | 0.29 | AVSC | Annualized return divided by the max drawdown. |
| Against the benchmark | ||||
| Benchmark | IWM | SLYG | The ETF each fund is measured against. | |
| Alpha | +2.1% a year | +2.0% a year | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | 0.89 | 1.64 | Not an edge | How sure the alpha is. Below 2, it could be chance. |
| Alpha range | −2.5% to +6.7% | −0.4% to +4.4% | Includes zero | The 95% range for the yearly alpha. |
| Information ratio | 0.35 | 0.19 | Return against its benchmark per unit of tracking error. | |
| Tracking error | 5.2% | 6.6% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 248 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, AVSC and IJT hold 32% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
32% in common
Only in one fund ↓
Side by side
AVSC and IJT on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
AVSC and IJT are built for the same job. How do they differ in cost, holdings and results?
- What each follows. AVSC follows No index, actively managed and IJT follows S&P SmallCap 600 Growth Index.
- Holdings in common. 32% of the weight is in the same securities (holdings dated Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 AVSC returned +23.6% and IJT +15.4% with distributions reinvested, a gap of 8.2 points.
Data as of Oct 28, 2026.
The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.
Over the year to Oct 28, 2026 it returned +23.6% with distributions reinvested, against +14.1% for its benchmark, the Russell 2000.
AVSC is actively managed and tracks no index. The prospectus expense ratio is 0.25% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1,540 positions, with the top ten at 3.4%. It sat 5.0% below its high of Aug 14, 2026 on Oct 28, 2026.
IJT
IJT tracks the S&P Small-Cap 600 Growth. Over the year to Oct 28, 2026 it returned +15.4% with distributions reinvested, against +15.6% for its benchmark, the S&P SmallCap 600 Growth Index. The prospectus expense ratio is 0.18% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 369 positions, with the top ten at 9.6%. It sat 8.2% below its high of Aug 4, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, AVSC or IJT?
- In the year to Oct 28, 2026, with distributions reinvested, AVSC returned +23.6% and IJT +15.4%.
- Which is cheaper, AVSC or IJT?
- IJT is cheaper, by 0.07 percentage points a year. That is about $7 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, AVSC against IJT, data as of Oct 28, 2026. https://etfiq.com/compare/any/avsc-vs-ijt
ETFIQ. (Oct 28, 2026). AVSC against IJT. Retrieved from https://etfiq.com/compare/any/avsc-vs-ijt
[AVSC against IJT (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/avsc-vs-ijt)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.