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

In the year to Oct 28, 2026, with distributions reinvested, IJT returned +15.4% and SDVY +12.2%.

Which is cheaper, IJT or SDVY?

IJT is cheaper, by 0.40 percentage points a year. That is about $40 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IJT and SDVY overlap with the S&P 500?

By their latest filed holdings, 0% of IJT and 24% of SDVY by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IJT vs SDVY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJT returned +15.4% to SDVY's +12.2%; 9% 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 $11.1bn for First Trust SMID Cap Rising Dividend Achievers ETF.

IJT on its own →SDVY on its own →

At a glance

+15.4%

IJT total return, 1 year

+12.2%

SDVY total return, 1 year

0.18%

IJT expense ratio

0.58%

SDVY expense ratio

Pair scorecard

IJT costs 0.40 points a year less; their one-year returns differ by 3.2 points; SDVY is 1.5 times larger.

IJT vs SDVY: Differences, Returns & Fees
Measure	IJT	SDVY
Return
Measure	IJT	SDVY
Total return, 1 year	+15.4%	+12.2%
Drawdown
Measure	IJT	SDVY
Below its high	8.2%, high on Aug 4, 2026	6.6%, high on Aug 4, 2026
Benchmark
Measure	IJT	SDVY
What it tracks	S&P SmallCap 600 Growth Index	Nasdaq US Small Mid Cap Rising Dividend Achievers Index
Cost and size
Measure	IJT	SDVY
Expense ratio	0.18%	0.58%
Net assets, as of Oct 27, 2026	$7.5bn	$11.1bn
Holdings
Measure	IJT	SDVY
Holdings in common	9%
Top ten holdings, share of the fund	9.6%	10.2%

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

Risk and return

Nov 10, 2017 to Oct 23, 2026 · 467 weekly returns

IJT SDVY

Return

Total return edge SDVY +115.6% +147.8%

Annualized edge SDVY +8.9% +10.6%

Price return edge SDVY +98.2% +113.0%

Risk

Volatility edge Tie 23.1% 22.8%

Max drawdown edge SDVY (slight) −41.6% −40.5%

Downside capture 95.0% 101.6%

Beta 0.91 1.05

Risk-adjusted

Sharpe edge SDVY 0.37 0.44

Sortino edge SDVY 0.53 0.63

Treynor 0.105 0.095

Calmar edge SDVY 0.21 0.26

Against the benchmark

Alpha +2.0% a year −2.5% a year

Alpha t-stat 1.64 −0.60

Information ratio 0.19 −0.15

Tracking error 6.6% 12.4%

Each against its own benchmark: IJT against SLYG, Oct 13, 2000 to Oct 23, 2026; SDVY against IWV, Nov 10, 2017 to Oct 23, 2026.

Reading

SDVY returned more: +147.8% to +115.6%. IJT and SDVY swung about the same: 23.1% and 22.8%. SDVY fell slightly less at its worst: −40.5% to −41.6%.

Full scorecard

19 measures, with how each is measured Open ↓

Risk and return: IJT vs SDVY: Differences, Returns & Fees
Measure	IJT	SDVY	Edge	How it is measured
Return
Total return	+115.6%	+147.8%	SDVY	Price change plus distributions, reinvested.
Annualized	+8.9%	+10.6%	SDVY	Total return as a yearly rate.
Price return	+98.2%	+113.0%	SDVY	Price change alone, distributions left out.
Risk
Volatility	23.1%	22.8%	Tie	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	16.1%	16.0%	Tie	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−41.6%	−40.5%	SDVY (slight)	Deepest fall from a high to the low after it.
Upside capture	90.0%	95.2%		Share of its benchmark's rise caught in the weeks it rose.
Downside capture	95.0%	101.6%		Share of its benchmark's fall taken in the weeks it fell. Lower is better.
Beta	0.91	1.05	Not an edge	How far it moves for each 1% its benchmark moves.
R squared	0.92	0.70	Not an edge	Share of its weekly moves its benchmark explains.
Risk-adjusted
Sharpe	0.37	0.44	SDVY	Return above Treasury bills per unit of volatility.
Sortino	0.53	0.63	SDVY	Return above Treasury bills per unit of downside deviation.
Treynor	0.105	0.095		Return above Treasury bills per unit of beta.
Calmar	0.21	0.26	SDVY	Annualized return divided by the max drawdown.
Against the benchmark
Benchmark	SLYG	IWV		The ETF each fund is measured against.
Alpha	+2.0% a year	−2.5% a year	Not significant	Yearly return beyond what its beta to the benchmark predicts.
Alpha t-stat	1.64	−0.60	Not an edge	How sure the alpha is. Below 2, it could be chance.
Alpha range	−0.4% to +4.4%	−10.7% to +5.7%	Includes zero	The 95% range for the yearly alpha.
Information ratio	0.19	−0.15		Return against its benchmark per unit of tracking error.
Tracking error	6.6%	12.4%	Not an edge	How far weekly returns stray from the benchmark, annualized.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 467 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, IJT and SDVY hold 9% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

9% in common

Positions both hold · largest shared weight first IJT SDVY

INSTALLED BUILDING PRODUCTS 0.57% 0.69%

BADGER METER 0.54% 0.90%

CLEAR SECURE CLASS A 0.53% 0.87%

PRICESMART 0.52% 0.94%

BRADY NONVOTING CLASS A 0.44% 0.82%

ZURN ELKAY WATER SOLUTIONS CORP 0.88% 0.43%

BALCHEM 0.39% 0.87%

CACTUS CLASS A 0.35% 0.57%

PRIMORIS SERVICES 0.45% 0.33%

NATIONAL HEALTHCARE CORP 0.33% 1.06%

POWELL INDUSTRIES INC 0.56% 0.32%

ATMUS FILTRATION TECHNOLOGIES 0.31% 0.33%

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%

ETSY 0.91%

ALKERMES 0.90%

GLAUKOS 0.90%

FEDERAL SIGNAL CORP 0.86%

Only in SDVY

Reinsurance Group of America, Incorporated 1.06%

Williams-Sonoma, Inc. 1.06%

The Hanover Insurance Group, Inc. 1.05%

Assurant, Inc. 1.00%

VeriSign, Inc. 1.00%

Watts Water Technologies, Inc. 0.98%

East West Bancorp, Inc. 0.97%

Expedia Group, Inc. 0.96%

Check overlap with more funds →

Side by side

IJT iShares S&P Small-Cap 600 Growth ETF SDVY First Trust SMID Cap Rising Dividend Achievers ETF

Where it sits Stock ETF Stock ETF

Issuer iShares First Trust

What it is Tracks the S&P Small-Cap 600 Growth Tracks an index

Total return, 1 year +15.4% +12.2%

Its benchmark over the same days +15.6% (SLYG) +13.3% (IWV)

Gap to its benchmark −0.2 pts vs SLYG −1.1 pts vs IWV

Expense ratio 0.18% 0.58%

Already in the S&P 500 0.0% 23.5%

Holdings 369 172

Net assets, as of Oct 27, 2026 $7.5bn $11.1bn

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

Client brief · page 1 of 2 Report BR-9396151EB1

IJT and SDVY 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 SDVY follows Nasdaq US Small Mid Cap Rising Dividend Achievers Index.
Holdings in common. 9% of the weight is in the same securities (holdings dated Oct 27, 2026).
One-year total return. Over 1 year to Oct 28, 2026 IJT returned +15.4% and SDVY +12.2% with distributions reinvested, a gap of 3.2 points.

Data as of Oct 28, 2026.

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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.

SDVY

Over the year to Oct 28, 2026 it returned +12.2% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

SDVY tracks an index. The prospectus expense ratio is 0.58% a year. By its holdings published by its issuer for Oct 27, 2026, 24% of the fund by weight is stocks the S&P 500 also holds, across 172 positions, with the top ten at 10.2%. It sat 6.6% below its high of Aug 4, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IJT or SDVY?: In the year to Oct 28, 2026, with distributions reinvested, IJT returned +15.4% and SDVY +12.2%.
Which is cheaper, IJT or SDVY?: IJT is cheaper, by 0.40 percentage points a year. That is about $40 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IJT and SDVY overlap with the S&P 500?: By their latest filed holdings, 0% of IJT and 24% of SDVY by weight is stocks the S&P 500 already holds.

Other comparisons

FESM vs IJT IJT vs SCHA IJT vs SLYG IJT vs SMLF SDVY vs SLYG SDVY vs SMLF SDVY vs VIOO SDVY vs SPSM

Where to next

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

Sources and dates

IJT filings on SEC EDGAR ↗

IJT prospectus with the expense ratio (SEC) ↗

iShares page for IJT ↗

SDVY filings on SEC EDGAR ↗

SDVY prospectus with the expense ratio (SEC) ↗

First Trust page for SDVY ↗

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 SDVY, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijt-vs-sdvy

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