Which returned more over the last year, IJT or IWD?

In the year to Oct 28, 2026, with distributions reinvested, IJT returned +15.4% and IWD +27.5%.

Which is cheaper, IJT or IWD?

Neither: IJT and IWD both charge 0.18% a year. 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.

Data as of Oct 28, 2026.

Across categories

IJT vs IWD: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJT returned +15.4% to IWD's +27.5%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $7.5bn for iShares S&P Small-Cap 600 Growth ETF and $83.0bn for iShares Russell 1000 Value ETF.

IJT on its own →IWD on its own →

At a glance

+15.4%

IJT total return, 1 year

+27.5%

IWD total return, 1 year

0.18%

IJT expense ratio

0.18%

IWD expense ratio

Pair scorecard

Both cost 0.18% a year; their one-year returns differ by 12.1 points; IWD is 11.1 times larger.

Points (pts) are percentage points.

IJT vs IWD: Differences, Returns & Fees
Measure	IJT	IWD
Return
Measure	IJT	IWD
Total return, 1 year	+15.4%	+27.5%
Drawdown
Measure	IJT	IWD
Below its high	8.2%, high on Aug 4, 2026
Benchmark
Measure	IJT	IWD
What it tracks	S&P SmallCap 600 Growth Index	Russell 1000 Value Index
Cost and size
Measure	IJT	IWD
Expense ratio	0.18%	0.18%
Net assets, as of Oct 27, 2026	$7.5bn	$83.0bn
Holdings
Measure	IJT	IWD
Holdings in common	0%
Top ten holdings, share of the fund	9.6%	29.6%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, IJT and IWD hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IJT IWD

ELEMENT SOLUTIONS INC 0.49% 0.02%

RALLIANT 0.49% 0.02%

GATES INDUSTRIAL PLC 0.43% 0.02%

MARKETAXESS HOLDINGS 0.38% 0.01%

RINGCENTRAL CLASS A 0.45% 0.01%

LYFT CLASS A 0.77% 0.01%

MOBILITY GLOBAL INC 0.29% 0.01%

ARMSTRONG WORLD INDUSTRIES 0.80% 0.01%

VIRTU FINANCIAL INC CLASS A 0.56% 0.01%

ETSY 0.91% 0.01%

ADT INC 0.15% 0.01%

BRIGHT HORIZONS FAMILY SOLUTIONS 0.28% 0.01%

Only in one fund ↓

Only in IJT

VIASAT INC 1.18%

PROTAGONIST THERAPEUTICS 1.11%

RYMAN HOSPITALITY PROPERTIES REIT 1.10%

TG THERAPEUTICS 0.97%

ALKERMES 0.90%

GLAUKOS 0.90%

ZURN ELKAY WATER SOLUTIONS CORP 0.88%

FEDERAL SIGNAL CORP 0.86%

Only in IWD

APPLE 6.08%

AMAZON.COM INC 5.95%

MICROSOFT 5.21%

BERKSHIRE HATHAWAY INC CLASS B 2.67%

JPMORGAN CHASE & CO 2.37%

EXXONMOBIL HOLDINGS CORP 1.96%

JOHNSON & JOHNSON 1.71%

WALMART 1.26%

Check overlap with more funds →

Side by side

IJT iShares S&P Small-Cap 600 Growth ETF IWD iShares Russell 1000 Value ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks the S&P Small-Cap 600 Growth Tracks the Russell 1000 value

Total return, 1 year +15.4% +27.5%

Its benchmark over the same days +15.6% (SLYG) +27.7% (VONV)

Gap to its benchmark −0.2 pts vs SLYG −0.2 pts vs VONV

Expense ratio 0.18% 0.18%

Already in the S&P 500 0.0% 90.0%

Holdings 369 871

Net assets, as of Oct 27, 2026 $7.5bn $83.0bn

IJT and IWD on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

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.

IWD

IWD tracks the Russell 1000 value. Over the year to Oct 28, 2026 it returned +27.5% with distributions reinvested, against +27.7% for its benchmark, the Russell 1000 Value Index. By its holdings published by its issuer for Oct 27, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 871 positions, with the top ten at 29.6%.

Questions people ask

Which returned more over the last year, IJT or IWD?: In the year to Oct 28, 2026, with distributions reinvested, IJT returned +15.4% and IWD +27.5%.
Which is cheaper, IJT or IWD?: Neither: IJT and IWD both charge 0.18% a year. 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.

Other comparisons

IJT vs SCHD IJT vs VYM IJT vs VTV IJT vs SPYD IWC vs IWD IWD vs VTWO IWD vs IWM IWD vs VB

Where to next

IJT on its own →IWD on its own →Hold both: look the portfolio through →Rankings →IJT dividend history →IJT holdings →IWD dividend history →IWD holdings →Standards and sources →

Sources and dates

IJT and IWD filings on SEC EDGAR ↗

IJT and IWD prospectus with the expense ratio (SEC) ↗

iShares page for IJT ↗

iShares page for IWD ↗

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, IJT against IWD, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijt-vs-iwd

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.