Data as of Oct 28, 2026.
IJR vs IJT: Differences, Returns & Fees
Over the year to Oct 28, 2026, IJR returned +17.5% to IJT's +15.4%; 61% of their weight is in the same names.
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Net assets on Oct 27, 2026: $104.6bn for iShares Core S&P Small-Cap ETF and $7.5bn for iShares S&P Small-Cap 600 Growth ETF.
Pair scorecard
IJR costs 0.12 points a year less; their one-year returns differ by 2.1 points; IJR is 13.9 times larger.
| Measure | IJR | IJT |
|---|---|---|
| Return | ||
| Total return, 1 year | +17.5% | +15.4% |
| Drawdown | ||
| Below its high | 6.8%, high on Aug 14, 2026 | 8.2%, high on Aug 4, 2026 |
| Benchmark | ||
| What it tracks | S&P SmallCap 600 | S&P SmallCap 600 Growth Index |
| Cost and size | ||
| Expense ratio | 0.06% | 0.18% |
| Net assets, as of Oct 27, 2026 | $104.6bn | $7.5bn |
| Holdings | ||
| Holdings in common | 61% | |
| Top ten holdings, share of the fund | 5.3% | 9.6% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Aug 4, 2000 to Oct 23, 2026 · 1,368 weekly returnsEach against its own benchmark: IJR against SPSM, Jul 19, 2013 to Oct 23, 2026; IJT against SLYG, Oct 13, 2000 to Oct 23, 2026.
IJR returned more: +1,013.0% to +883.6%. IJR and IJT swung about the same: 21.9% and 21.7%. IJR and IJT fell about the same at their worst: −57.3% and −56.7%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | IJR | IJT | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +1,013.0% | +883.6% | IJR | Price change plus distributions, reinvested. |
| Annualized | +9.6% | +9.1% | IJR (slight) | Total return as a yearly rate. |
| Price return | +702.8% | +704.6% | Tie | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 21.9% | 21.7% | Tie | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 15.2% | 15.2% | Tie | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −57.3% | −56.7% | Tie | Deepest fall from a high to the low after it. |
| Upside capture | 98.7% | 90.0% | Share of its benchmark's rise caught in the weeks it rose. | |
| Downside capture | 98.9% | 95.0% | Share of its benchmark's fall taken in the weeks it fell. Lower is better. | |
| Beta | 0.99 | 0.91 | Not an edge | How far it moves for each 1% its benchmark moves. |
| R squared | 0.99 | 0.92 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | ||||
| Sharpe | 0.45 | 0.43 | IJR (slight) | Return above Treasury bills per unit of volatility. |
| Sortino | 0.65 | 0.61 | IJR (slight) | Return above Treasury bills per unit of downside deviation. |
| Treynor | 0.097 | 0.105 | Return above Treasury bills per unit of beta. | |
| Calmar | 0.17 | 0.16 | IJR (slight) | Annualized return divided by the max drawdown. |
| Against the benchmark | ||||
| Benchmark | SPSM | SLYG | The ETF each fund is measured against. | |
| Alpha | +0.6% a year | +2.0% a year | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | 0.91 | 1.64 | Not an edge | How sure the alpha is. Below 2, it could be chance. |
| Alpha range | −0.7% to +1.9% | −0.4% to +4.4% | Includes zero | The 95% range for the yearly alpha. |
| Information ratio | 0.20 | 0.19 | Return against its benchmark per unit of tracking error. | |
| Tracking error | 2.4% | 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, 1,368 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IJR and IJT hold 61% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
61% in common
Only in one fund ↓
Side by side
IJR and IJT on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IJR and IJT are built for the same job. How do they differ in cost, holdings and results?
- What each follows. IJR follows S&P SmallCap 600 and IJT follows S&P SmallCap 600 Growth Index.
- One-year total return. Over 1 year to Oct 28, 2026 IJR returned +17.5% and IJT +15.4% with distributions reinvested, a gap of 2.1 points.
- Cost. IJR charges 0.06% of assets a year and IJT 0.18%, a gap of 0.12 points.
Data as of Oct 28, 2026.
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IJR
IJR tracks the S&P SmallCap 600. Over the year to Oct 28, 2026 it returned +17.5% with distributions reinvested, against +17.6% for its benchmark, the S&P SmallCap 600. The prospectus expense ratio is 0.06% 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 642 positions, with the top ten at 5.3%. It sat 6.8% 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, IJR or IJT?
- In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and IJT +15.4%.
- Which is cheaper, IJR or IJT?
- IJR is cheaper, by 0.12 percentage points a year. That is about $12 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.
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ETFIQ, IJR against IJT, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijr-vs-ijt
ETFIQ. (Oct 28, 2026). IJR against IJT. Retrieved from https://etfiq.com/compare/any/ijr-vs-ijt
[IJR against IJT (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/ijr-vs-ijt)
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