iShares S&P SmallCap 600 Growth ETF (IJT)
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.
ETF Info
| ISIN | US4642878874 |
|---|---|
| CUSIP | 464287887 |
| Issuer | iShares |
| Inception Date | Jul 24, 2000 |
| Region | North America (U.S.) |
| Category | Small Cap Growth Equities |
| Index Tracked | S&P SmallCap 600/Citigroup Growth Index |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Micro-Cap |
Asset Class Style | Growth |
Expense Ratio
IJT has an expense ratio of 0.25%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: IJT vs. IJR, IJT vs. VBK, IJT vs. VIOG, IJT vs. ISCG, IJT vs. SLYG, IJT vs. IWM, IJT vs. SCHA, IJT vs. QQQ, IJT vs. IWB, IJT vs. VUG
Performance
Performance Chart
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.
Returns By Period
iShares S&P SmallCap 600 Growth ETF had a return of 10.80% year-to-date (YTD) and 16.60% in the last 12 months. Over the past 10 years, iShares S&P SmallCap 600 Growth ETF had an annualized return of 10.17%, which was very close to the S&P 500 benchmark's annualized return of 10.58%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.80% | 13.20% |
| 1 month | 8.77% | -1.28% |
| 6 months | 12.24% | 10.32% |
| 1 year | 16.60% | 18.23% |
| 5 years (annualized) | 9.42% | 12.31% |
| 10 years (annualized) | 10.17% | 10.58% |
Monthly Returns
The table below presents the monthly returns of IJT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.61% | 4.14% | 3.19% | -4.69% | 5.48% | -2.02% | 10.80% | ||||||
| 2023 | 7.34% | -0.97% | -4.04% | -2.97% | 0.19% | 7.83% | 5.15% | -3.48% | -5.63% | -5.12% | 7.46% | 12.17% | 17.11% |
| 2022 | -10.22% | 0.44% | 0.13% | -9.41% | 1.46% | -8.24% | 11.88% | -4.69% | -9.14% | 9.89% | 4.41% | -7.06% | -21.32% |
| 2021 | 6.22% | 4.48% | 1.33% | 1.83% | 0.01% | 1.67% | -0.26% | 2.18% | -3.53% | 4.21% | -2.16% | 4.86% | 22.37% |
| 2020 | -1.73% | -8.88% | -20.13% | 12.36% | 5.77% | 3.83% | 5.58% | 2.91% | -4.15% | 1.62% | 17.29% | 8.83% | 19.22% |
| 2019 | 9.06% | 4.53% | -2.78% | 3.40% | -7.50% | 7.16% | 1.03% | -3.93% | 0.98% | 2.12% | 3.28% | 3.03% | 20.98% |
| 2018 | 3.57% | -3.59% | 2.52% | 0.35% | 7.11% | 1.30% | 3.70% | 6.70% | -3.36% | -11.12% | 2.65% | -12.07% | -4.40% |
| 2017 | 0.16% | 1.73% | 0.33% | 1.25% | -2.01% | 2.90% | 1.28% | -2.39% | 6.93% | 1.18% | 3.29% | -0.73% | 14.47% |
| 2016 | -6.44% | 0.04% | 7.12% | 0.30% | 2.79% | 0.53% | 4.90% | 1.57% | 0.43% | -5.20% | 11.83% | 3.53% | 22.05% |
| 2015 | -1.80% | 6.24% | 2.15% | -2.89% | 2.18% | 1.69% | 0.96% | -5.82% | -3.32% | 5.77% | 2.72% | -4.38% | 2.69% |
| 2014 | -3.91% | 4.33% | 0.21% | -3.48% | -0.17% | 5.54% | -5.99% | 3.96% | -4.49% | 6.88% | -0.90% | 2.98% | 4.01% |
| 2013 | 6.10% | 1.20% | 4.25% | -0.56% | 4.47% | -0.50% | 7.38% | -1.48% | 5.91% | 3.58% | 4.92% | 0.98% | 42.26% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IJT is 52, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares S&P SmallCap 600 Growth ETF (IJT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares S&P SmallCap 600 Growth ETF granted a 0.90% dividend yield in the last twelve months. The annual payout for that period amounted to $1.24 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.24 | $1.28 | $1.17 | $0.87 | $0.78 | $0.88 | $0.74 | $0.73 | $0.77 | $0.71 | $0.48 | $0.42 |
Dividend yield | 0.90% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.35 | $0.00 | $0.56 | |||||
| 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 | $1.28 |
| 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 | $1.17 |
| 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 | $0.87 |
| 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 | $0.78 |
| 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 | $0.88 |
| 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 | $0.74 |
| 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 | $0.73 |
| 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 | $0.77 |
| 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 | $0.71 |
| 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 | $0.48 |
| 2013 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.15 | $0.42 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 1.78%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.61% | Oct 11, 2007 | 354 | Mar 9, 2009 | 452 | Dec 21, 2010 | 806 |
| -42.03% | Sep 4, 2018 | 390 | Mar 23, 2020 | 166 | Nov 16, 2020 | 556 |
| -36.31% | Sep 5, 2000 | 522 | Oct 9, 2002 | 287 | Nov 28, 2003 | 809 |
| -29.24% | Nov 9, 2021 | 221 | Sep 26, 2022 | 452 | Jul 16, 2024 | 673 |
| -26.45% | Jul 8, 2011 | 61 | Oct 3, 2011 | 120 | Mar 26, 2012 | 181 |
Volatility
Volatility Chart
The current iShares S&P SmallCap 600 Growth ETF volatility is 6.26%, 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.