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iShares S&P SmallCap 600 Growth ETF (IJT)

ETF · Currency in USD · Last updated Mar 1, 2024

IJT is a passive ETF by iShares tracking the investment results of the S&P SmallCap 600/Citigroup Growth Index. IJT launched on Jul 24, 2000 and has a 0.25% expense ratio.

Summary

ETF Info

ISINUS4642878874
CUSIP464287887
IssueriShares
Inception DateJul 24, 2000
RegionNorth America (U.S.)
CategorySmall Cap Growth Equities
Index TrackedS&P SmallCap 600/Citigroup Growth Index
Home Pagewww.ishares.com
Asset ClassEquity

Asset Class Size

Micro-Cap

Asset Class Style

Growth

Expense Ratio

The iShares S&P SmallCap 600 Growth ETF has a high expense ratio of 0.25%, indicating higher-than-average management fees.


0.25%
0.00%2.15%

Share Price Chart


Loading data...

Performance

The chart shows the growth of an initial investment of $10,000 in iShares S&P SmallCap 600 Growth ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%300.00%400.00%500.00%600.00%700.00%OctoberNovemberDecember2024February
680.65%
258.92%
IJT (iShares S&P SmallCap 600 Growth ETF)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with IJT

iShares S&P SmallCap 600 Growth ETF

Popular comparisons: IJT vs. IJR, IJT vs. VBK, IJT vs. VIOG, IJT vs. ISCG, IJT vs. IWM, IJT vs. SLYG, IJT vs. SCHA, IJT vs. QQQ, IJT vs. IWB, IJT vs. VUG

Return

iShares S&P SmallCap 600 Growth ETF had a return of 1.41% year-to-date (YTD) and 11.50% in the last 12 months. Over the past 10 years, iShares S&P SmallCap 600 Growth ETF had an annualized return of 8.99%, while the S&P 500 had an annualized return of 10.71%, indicating that iShares S&P SmallCap 600 Growth ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date1.41%6.84%
1 month1.78%3.48%
6 months9.45%13.06%
1 year11.50%28.97%
5 years (annualized)7.56%12.72%
10 years (annualized)8.99%10.71%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.61%
2023-3.48%-5.63%-5.12%7.46%12.17%

Risk-Adjusted Performance

This table presents risk-adjusted performance metrics for iShares S&P SmallCap 600 Growth ETF (IJT) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
IJT
iShares S&P SmallCap 600 Growth ETF
0.62
^GSPC
S&P 500
2.30

Sharpe Ratio

The current iShares S&P SmallCap 600 Growth ETF Sharpe ratio is 0.62. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00OctoberNovemberDecember2024February
0.62
2.30
IJT (iShares S&P SmallCap 600 Growth ETF)
Benchmark (^GSPC)

Dividend History

iShares S&P SmallCap 600 Growth ETF granted a 1.01% dividend yield in the last twelve months. The annual payout for that period amounted to $1.28 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.28$1.28$1.17$0.87$0.78$0.88$0.74$0.73$0.77$0.71$0.48$0.42

Dividend yield

1.01%1.02%1.08%0.63%0.68%0.92%0.92%0.86%1.03%1.14%0.78%0.70%

Monthly Dividends

The table displays the monthly dividend distributions for iShares S&P SmallCap 600 Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00
2023$0.00$0.00$0.29$0.00$0.00$0.30$0.00$0.00$0.40$0.00$0.00$0.28
2022$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.36$0.00$0.00$0.37
2021$0.00$0.00$0.16$0.00$0.00$0.14$0.00$0.00$0.36$0.00$0.00$0.21
2020$0.00$0.00$0.18$0.00$0.00$0.15$0.00$0.00$0.19$0.00$0.00$0.25
2019$0.00$0.00$0.17$0.00$0.00$0.21$0.00$0.00$0.23$0.00$0.00$0.27
2018$0.00$0.00$0.17$0.00$0.00$0.16$0.00$0.00$0.15$0.00$0.00$0.27
2017$0.00$0.00$0.13$0.00$0.00$0.17$0.00$0.00$0.18$0.00$0.00$0.25
2016$0.00$0.00$0.22$0.00$0.00$0.15$0.00$0.00$0.14$0.00$0.00$0.26
2015$0.00$0.00$0.15$0.00$0.00$0.16$0.00$0.00$0.15$0.00$0.00$0.24
2014$0.00$0.00$0.09$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.19
2013$0.09$0.00$0.00$0.09$0.00$0.00$0.08$0.00$0.00$0.15

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024February
-9.54%
0
IJT (iShares S&P SmallCap 600 Growth ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares S&P SmallCap 600 Growth ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares S&P SmallCap 600 Growth ETF was 57.61%, occurring on Mar 9, 2009. Recovery took 452 trading sessions.

The current iShares S&P SmallCap 600 Growth ETF drawdown is 9.54%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-57.61%Oct 11, 2007354Mar 9, 2009452Dec 21, 2010806
-42.03%Sep 4, 2018390Mar 23, 2020166Nov 16, 2020556
-36.3%Sep 5, 2000522Oct 9, 2002287Nov 28, 2003809
-29.24%Nov 9, 2021221Sep 26, 2022
-26.45%Jul 8, 201161Oct 3, 2011120Mar 26, 2012181

Volatility Chart

The current iShares S&P SmallCap 600 Growth ETF volatility is 6.33%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%OctoberNovemberDecember2024February
6.33%
3.90%
IJT (iShares S&P SmallCap 600 Growth ETF)
Benchmark (^GSPC)

Portfolios with iShares S&P SmallCap 600 Growth ETF


Portfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownCurrent DrawdownExpense RatioSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
Aronson Family Taxable Portfolio1.08%6.48%2.40%12.34%-42.95%-6.62%0.19%1.07
Frank Armstrong’s Ideal Index Portfolio0.80%5.61%2.71%11.75%-44.57%-0.98%0.12%1.03