IJT vs. PGOFX
Compare and contrast key facts about iShares S&P SmallCap 600 Growth ETF (IJT) and Pioneer Select Mid Cap Growth Fund (PGOFX).
IJT is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600/Citigroup Growth Index. It was launched on Jul 24, 2000. PGOFX is managed by Amundi. It was launched on Jun 30, 1993.
Performance
IJT vs. PGOFX - Performance Comparison
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IJT vs. PGOFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IJT iShares S&P SmallCap 600 Growth ETF | 3.64% | 5.26% | 9.33% | 17.11% | -21.32% | 22.37% | 19.22% | 20.98% | -4.40% | 14.47% |
PGOFX Pioneer Select Mid Cap Growth Fund | -1.34% | 20.66% | 23.84% | 18.66% | -31.26% | 8.06% | 38.86% | 32.73% | -5.77% | 29.88% |
Returns By Period
In the year-to-date period, IJT achieves a 3.64% return, which is significantly higher than PGOFX's -1.34% return. Over the past 10 years, IJT has underperformed PGOFX with an annualized return of 9.91%, while PGOFX has yielded a comparatively higher 12.10% annualized return.
IJT
- 1D
- 0.95%
- 1M
- -4.59%
- YTD
- 3.64%
- 6M
- 3.69%
- 1Y
- 18.27%
- 3Y*
- 11.05%
- 5Y*
- 3.29%
- 10Y*
- 9.91%
PGOFX
- 1D
- 3.86%
- 1M
- -6.03%
- YTD
- -1.34%
- 6M
- -1.44%
- 1Y
- 30.03%
- 3Y*
- 17.90%
- 5Y*
- 4.60%
- 10Y*
- 12.10%
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IJT vs. PGOFX - Expense Ratio Comparison
IJT has a 0.25% expense ratio, which is lower than PGOFX's 0.99% expense ratio.
Return for Risk
IJT vs. PGOFX — Risk / Return Rank
IJT
PGOFX
IJT vs. PGOFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P SmallCap 600 Growth ETF (IJT) and Pioneer Select Mid Cap Growth Fund (PGOFX). 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.
| IJT | PGOFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.28 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.83 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.25 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 2.16 | -0.84 |
Martin ratioReturn relative to average drawdown | 5.42 | 9.27 | -3.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IJT | PGOFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.28 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.20 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.53 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.43 | -0.05 |
Correlation
The correlation between IJT and PGOFX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IJT vs. PGOFX - Dividend Comparison
IJT's dividend yield for the trailing twelve months is around 0.86%, less than PGOFX's 16.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJT iShares S&P SmallCap 600 Growth ETF | 0.86% | 0.91% | 1.06% | 1.02% | 1.08% | 0.63% | 0.68% | 0.92% | 0.92% | 0.86% | 1.03% | 1.14% |
PGOFX Pioneer Select Mid Cap Growth Fund | 16.83% | 16.61% | 12.14% | 0.00% | 1.84% | 11.47% | 13.77% | 1.37% | 16.05% | 8.32% | 1.69% | 8.90% |
Drawdowns
IJT vs. PGOFX - Drawdown Comparison
The maximum IJT drawdown since its inception was -57.61%, smaller than the maximum PGOFX drawdown of -62.17%. Use the drawdown chart below to compare losses from any high point for IJT and PGOFX.
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Drawdown Indicators
| IJT | PGOFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.61% | -62.17% | +4.56% |
Max Drawdown (1Y)Largest decline over 1 year | -13.92% | -13.68% | -0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -29.24% | -39.78% | +10.54% |
Max Drawdown (10Y)Largest decline over 10 years | -42.03% | -39.78% | -2.25% |
Current DrawdownCurrent decline from peak | -5.00% | -6.99% | +1.99% |
Average DrawdownAverage peak-to-trough decline | -10.37% | -11.76% | +1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 3.19% | +0.20% |
Volatility
IJT vs. PGOFX - Volatility Comparison
The current volatility for iShares S&P SmallCap 600 Growth ETF (IJT) is 7.29%, while Pioneer Select Mid Cap Growth Fund (PGOFX) has a volatility of 8.06%. This indicates that IJT experiences smaller price fluctuations and is considered to be less risky than PGOFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IJT | PGOFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.29% | 8.06% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 13.14% | 15.29% | -2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.19% | 24.56% | -2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.56% | 23.52% | -1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.00% | 22.93% | +0.07% |