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DUSG vs. IJT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

DUSG vs. IJT

Last updated Aug 5, 2026
Documentation

DUSG (Dimensional U.S. Small Cap Growth ETF) and IJT (iShares S&P SmallCap 600 Growth ETF) are both Small Cap Growth Equities funds. DUSG is actively managed, while IJT is passively managed. Their correlation of 0.93 means they have usually moved in the same direction. DUSG charges 0.32%/yr vs 0.18%/yr for IJT.

Performance

DUSG vs. IJT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dimensional U.S. Small Cap Growth ETF (DUSG) and iShares S&P SmallCap 600 Growth ETF (IJT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

DUSG

1D
1.93%
1M
3.13%
6M
—
YTD
—
1Y
—
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
—

IJT

1D
1.85%
1M
1.81%
6M
20.47%
YTD
27.24%
1Y
34.97%
3Y*
15.81%
5Y*
7.17%
10Y*
11.23%
ALL TIME*
9.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

DUSG

Dimensional U.S. Small Cap Growth ETF
$522.27K$298.89K$124.88K

IJT

iShares S&P SmallCap 600 Growth ETF
$41.74M$36.54M$32.45M

DUSG vs. IJT - Yearly Performance Comparison

2026 (YTD)
DUSG
Dimensional U.S. Small Cap Growth ETF		7.14%
IJT
iShares S&P SmallCap 600 Growth ETF		9.53%

Correlation

The correlation between DUSG and IJT is 0.93, meaning they have usually moved in the same direction, including during past declines.

Correlation
Correlation (All Time)
Calculated using the full available price history since May 6, 2026

0.93

DUSG vs. IJT - Sectors Allocation Comparison

Sectors
DUSG
IJT

Industrials

25.2%
19.9%

Technology

18.2%
16.8%

Consumer Cyclical

16.6%
11.4%

Healthcare

12.4%
15.1%

Financial Services

9.0%
14.7%

Basic Materials

6.1%
3.0%

Consumer Defensive

5.4%
3.5%

Energy

3.5%
4.5%

Communication Services

2.9%
2.3%

Utilities

0.4%
1.7%

Real Estate

0.3%
7.2%

Industrials

DUSG
25.2%
IJT
19.9%

Technology

DUSG
18.2%
IJT
16.8%

Consumer Cyclical

DUSG
16.6%
IJT
11.4%

Healthcare

DUSG
12.4%
IJT
15.1%

Financial Services

DUSG
9.0%
IJT
14.7%

Basic Materials

DUSG
6.1%
IJT
3.0%

Consumer Defensive

DUSG
5.4%
IJT
3.5%

Energy

DUSG
3.5%
IJT
4.5%

Communication Services

DUSG
2.9%
IJT
2.3%

Utilities

DUSG
0.4%
IJT
1.7%

Real Estate

DUSG
0.3%
IJT
7.2%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Dimensional U.S. Small Cap Growth ETF

iShares S&P SmallCap 600 Growth ETF

Often compared with DUSG:
DUSG vs. SSCPDUSG vs. VBKDUSG vs. VTWGDUSG vs. FSEGDUSG vs. VIOGDUSG vs. JPSEDUSG vs. DXIV
Often compared with IJT:
IJT vs. IJRIJT vs. VBKIJT vs. SLYGIJT vs. ISCGIJT vs. IWMIJT vs. VIOGIJT vs. SCHA

Return for Risk

DUSG vs. IJT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
DUSG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IJT
IJT Risk / Return Rank: 8181
Overall Rank
IJT Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
IJT Sortino Ratio Rank: 8181
Sortino Ratio Rank
IJT Omega Ratio Rank: 7373
Omega Ratio Rank
IJT Calmar Ratio Rank: 8888
Calmar Ratio Rank
IJT Martin Ratio Rank: 8484
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

DUSG vs. IJT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional U.S. Small Cap Growth ETF (DUSG) and iShares S&P SmallCap 600 Growth ETF (IJT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

DUSGIJTDifference
Sharpe ratioReturn per unit of total volatility

—

1.97

—

Sortino ratioReturn per unit of downside risk

—

2.91

—

Omega ratioGain probability vs. loss probability

—

1.34

—

Calmar ratioReturn relative to maximum drawdown

—

3.87

—

Martin ratioReturn relative to average drawdown

—

13.08

—

DUSG vs. IJT - Sharpe Ratio Comparison

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Drawdowns

DUSG vs. IJT - Drawdown Comparison

The maximum DUSG drawdown since its inception was -4.19%, smaller than the maximum IJT drawdown of -57.61%. Use the drawdown chart below to compare losses from any high point for DUSG and IJT.

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Drawdown Indicators

DUSGIJTDifference

Max Drawdown

Largest peak-to-trough decline

-4.19%

-57.61%

+53.42%

Max Drawdown (1Y)

Largest decline over 1 year

—

-9.08%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-27.41%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-29.24%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-42.03%

—

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-1.31%

-10.25%

+8.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.68%

—

Volatility

DUSG vs. IJT - Volatility Comparison

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Volatility by Period

DUSGIJTDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

4.79%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

13.07%

—

Volatility (1Y)

Calculated over the trailing 1-year period

14.82%

17.89%

-3.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.82%

21.51%

-6.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.82%

23.01%

-8.19%

DUSG vs. IJT - Expense Ratio Comparison

DUSG has a 0.32% expense ratio, which is higher than IJT's 0.18% expense ratio.

Dividends

DUSG vs. IJT - Dividend Comparison

DUSG's dividend yield for the trailing twelve months is around 0.14%, less than IJT's 0.68% yield.

PositionTTM20252024202320222021202020192018201720162015
DUSG
Dimensional U.S. Small Cap Growth ETF		0.14%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IJT
iShares S&P SmallCap 600 Growth ETF		0.68%0.91%1.06%1.02%1.08%0.63%0.68%0.92%0.92%0.86%1.03%1.14%

Frequently Asked Questions

With a correlation of 0.93, DUSG and IJT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, IJT is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IJT is cheaper with a 0.18% expense ratio, compared with 0.32% for DUSG.

IJT has the higher dividend yield at 0.68%, compared with 0.14% for DUSG.

They also come from different issuers: Dimensional and iShares. Their fees differ too: 0.32% for DUSG and 0.18% for IJT.

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