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

In the year to Oct 28, 2026, with distributions reinvested, IJT returned +15.4% and SDY +16.5%.

Which is cheaper, IJT or SDY?

IJT is cheaper, by 0.17 percentage points a year. That is about $17 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 0% of IJT and 84% of SDY by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IJT vs SDY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJT returned +15.4% to SDY's +16.5%; 1% 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 $21.9bn for State Street SPDR S&P Dividend ETF.

IJT on its own →SDY on its own →

At a glance

+15.4%

IJT total return, 1 year

+16.5%

SDY total return, 1 year

0.18%

IJT expense ratio

0.35%

SDY expense ratio

Pair scorecard

IJT costs 0.17 points a year less; their one-year returns differ by 1.1 points; SDY is 2.9 times larger.

IJT vs SDY: Differences, Returns & Fees
Measure	IJT	SDY
Return
Measure	IJT	SDY
Total return, 1 year	+15.4%	+16.5%
Drawdown
Measure	IJT	SDY
Below its high	8.2%, high on Aug 4, 2026
Benchmark
Measure	IJT	SDY
What it tracks	S&P SmallCap 600 Growth Index	S&P High Yield Dividend Aristocrats Index
Cost and size
Measure	IJT	SDY
Expense ratio	0.18%	0.35%
Net assets, as of Oct 27, 2026	$7.5bn	$21.9bn
Holdings
Measure	IJT	SDY
Holdings in common	1%
Top ten holdings, share of the fund	9.6%	20.4%

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

What they share

By the books each fund has filed, IJT and SDY hold 1% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

1% in common

Positions both hold · largest shared weight first IJT SDY

BADGER METER 0.54% 0.21%

FRANKLIN ELECTRIC 0.27% 0.16%

BRADY NONVOTING CLASS A 0.44% 0.15%

COMMUNITY FINANCIAL SYSTEM INC 0.20% 0.14%

AMERICAN STATES WATER 0.27% 0.13%

HAWKINS INC 0.26% 0.13%

AVISTA 0.18% 0.12%

CHESAPEAKE UTILITIES 0.24% 0.12%

MGE ENERGY 0.17% 0.11%

CALIFORNIA WATER SERVICE GROUP 0.17% 0.11%

BANCFIRST CORP 0.18% 0.09%

MOBILITY GLOBAL INC 0.29% 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%

ETSY 0.91%

ALKERMES 0.90%

GLAUKOS 0.90%

ZURN ELKAY WATER SOLUTIONS CORP 0.88%

Only in SDY

ACCENTURE PLC CL A 3.73%

VERIZON COMMUNICATIONS INC 2.81%

CHEVRON CORP 2.15%

REALTY INCOME CORP 1.94%

PEPSICO INC 1.82%

MEDTRONIC PLC 1.79%

TARGET CORP 1.59%

AUTOMATIC DATA PROCESSING 1.55%

Check overlap with more funds →

Side by side

IJT iShares S&P Small-Cap 600 Growth ETF SDY State Street SPDR S&P Dividend ETF

Where it sits Stock ETF Stock ETF

Issuer iShares State Street

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

Total return, 1 year +15.4% +16.5%

Its benchmark over the same days +15.6% (SLYG) not measured

Gap to its benchmark −0.2 pts vs SLYG not measured

Expense ratio 0.18% 0.35%

Already in the S&P 500 0.0% 84.4%

Holdings 369 156

Net assets, as of Oct 27, 2026 $7.5bn $21.9bn

IJT and SDY 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.

SDY

SDY tracks the S&P Dividend. Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested. The prospectus expense ratio is 0.35% a year. By its holdings published by its issuer for Oct 27, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 156 positions, with the top ten at 20.4%.

Questions people ask

Which returned more over the last year, IJT or SDY?: In the year to Oct 28, 2026, with distributions reinvested, IJT returned +15.4% and SDY +16.5%.
Which is cheaper, IJT or SDY?: IJT is cheaper, by 0.17 percentage points a year. That is about $17 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IJT and SDY overlap with the S&P 500?: By their latest filed holdings, 0% of IJT and 84% of SDY by weight is stocks the S&P 500 already holds.

Other comparisons

IJT vs RSP IJT vs NOBL IJT vs VOE COWZ vs IJT IWC vs SDY SDY vs VTWO IWM vs SDY SDY vs VB

Where to next

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

Sources and dates

IJT filings on SEC EDGAR ↗

IJT prospectus with the expense ratio (SEC) ↗

iShares page for IJT ↗

SDY filings on SEC EDGAR ↗

SDY prospectus with the expense ratio (SEC) ↗

State Street website ↗

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

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