Data as of Oct 28, 2026.
IJT vs IWM: Differences, Returns & Fees
Over the year to Oct 28, 2026, IJT returned +15.4% to IWM's +14.1%; 32% 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 $75.5bn for iShares Russell 2000 ETF.
Pair scorecard
IJT costs 0.01 points a year less; their one-year returns differ by 1.3 points; IWM is 10.1 times larger.
| Measure | IJT | IWM |
|---|---|---|
| Return | ||
| Total return, 1 year | +15.4% | +14.1% |
| Drawdown | ||
| Below its high | 8.2%, high on Aug 4, 2026 | 7.6%, high on Aug 14, 2026 |
| Benchmark | ||
| What it tracks | S&P SmallCap 600 Growth Index | Russell 2000 Index |
| Cost and size | ||
| Expense ratio | 0.18% | 0.19% |
| Net assets, as of Oct 27, 2026 | $7.5bn | $75.5bn |
| Holdings | ||
| Holdings in common | 32% | |
| Top ten holdings, share of the fund | 9.6% | 3.3% |
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: IJT against SLYG, Oct 13, 2000 to Oct 23, 2026; IWM against VTWO, Oct 1, 2010 to Oct 23, 2026.
IJT returned more: +883.6% to +671.2%. IJT swung slightly less: 21.7% to 22.3%. IJT and IWM fell about the same at their worst: −56.7% and −57.7%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | IJT | IWM | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +883.6% | +671.2% | IJT | Price change plus distributions, reinvested. |
| Annualized | +9.1% | +8.1% | IJT | Total return as a yearly rate. |
| Price return | +704.6% | +449.3% | IJT | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 21.7% | 22.3% | IJT (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 15.2% | 15.7% | IJT (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −56.7% | −57.7% | Tie | Deepest fall from a high to the low after it. |
| Upside capture | 90.0% | 101.0% | Share of its benchmark's rise caught in the weeks it rose. | |
| Downside capture | 95.0% | 100.5% | Share of its benchmark's fall taken in the weeks it fell. Lower is better. | |
| Beta | 0.91 | 1.01 | Not an edge | How far it moves for each 1% its benchmark moves. |
| R squared | 0.92 | 1.00 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | ||||
| Sharpe | 0.43 | 0.38 | IJT | Return above Treasury bills per unit of volatility. |
| Sortino | 0.61 | 0.54 | IJT | Return above Treasury bills per unit of downside deviation. |
| Treynor | 0.105 | 0.106 | Return above Treasury bills per unit of beta. | |
| Calmar | 0.16 | 0.14 | IJT | Annualized return divided by the max drawdown. |
| Against the benchmark | ||||
| Benchmark | SLYG | VTWO | The ETF each fund is measured against. | |
| Alpha | +2.0% a year | −0.1% a year | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | 1.64 | −0.36 | Not an edge | How sure the alpha is. Below 2, it could be chance. |
| Alpha range | −0.4% to +4.4% | −0.6% to +0.4% | Includes zero | The 95% range for the yearly alpha. |
| Information ratio | 0.19 | −0.02 | Return against its benchmark per unit of tracking error. | |
| Tracking error | 6.6% | 1.0% | 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, IJT and IWM 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
IJT and IWM on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IJT and IWM are built for the same job. How do they differ in cost, holdings and results?
- What each follows. IJT follows S&P SmallCap 600 Growth Index and IWM follows Russell 2000 Index.
- Holdings in common. 32% of the weight is in the same securities (holdings dated Oct 27, 2026).
- Number of holdings. IJT holds 369 positions and IWM holds 1977.
Data as of Oct 28, 2026.
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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.
IWM
IWM tracks the Russell 2000. Over the year to Oct 28, 2026 it returned +14.1% with distributions reinvested, against +14.3% for its benchmark, the Russell 2000 Index. The prospectus expense ratio is 0.19% 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 1,977 positions, with the top ten at 3.3%. It sat 7.6% below its high of Aug 14, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, IJT or IWM?
- In the year to Oct 28, 2026, with distributions reinvested, IJT returned +15.4% and IWM +14.1%.
- Which is cheaper, IJT or IWM?
- IJT is cheaper, by 0.01 percentage points a year. That is about $1 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, IJT against IWM, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijt-vs-iwm
ETFIQ. (Oct 28, 2026). IJT against IWM. Retrieved from https://etfiq.com/compare/any/ijt-vs-iwm
[IJT against IWM (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/ijt-vs-iwm)
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