IJT vs. QQQ
Compare and contrast key facts about iShares S&P SmallCap 600 Growth ETF (IJT) and Invesco QQQ ETF (QQQ).
IJT and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999. Both IJT and QQQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IJT vs. QQQ - Performance Comparison
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IJT vs. QQQ - 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% |
QQQ Invesco QQQ ETF | -4.76% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 48.62% | 38.96% | -0.13% | 32.66% |
Returns By Period
In the year-to-date period, IJT achieves a 3.64% return, which is significantly higher than QQQ's -4.76% return. Over the past 10 years, IJT has underperformed QQQ with an annualized return of 9.91%, while QQQ has yielded a comparatively higher 18.99% 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%
QQQ
- 1D
- 1.24%
- 1M
- -3.79%
- YTD
- -4.76%
- 6M
- -2.89%
- 1Y
- 24.21%
- 3Y*
- 22.83%
- 5Y*
- 13.16%
- 10Y*
- 18.99%
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IJT vs. QQQ - Expense Ratio Comparison
IJT has a 0.25% expense ratio, which is higher than QQQ's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
IJT vs. QQQ — Risk / Return Rank
IJT
QQQ
IJT vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P SmallCap 600 Growth ETF (IJT) and Invesco QQQ ETF (QQQ). 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 | QQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.07 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.66 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.24 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 2.00 | -0.68 |
Martin ratioReturn relative to average drawdown | 5.42 | 7.32 | -1.90 |
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 | QQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.07 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.59 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.86 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.38 | 0.00 |
Correlation
The correlation between IJT and QQQ is 0.75, 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. QQQ - Dividend Comparison
IJT's dividend yield for the trailing twelve months is around 0.86%, more than QQQ's 0.48% 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% |
QQQ Invesco QQQ ETF | 0.48% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
Drawdowns
IJT vs. QQQ - Drawdown Comparison
The maximum IJT drawdown since its inception was -57.61%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for IJT and QQQ.
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Drawdown Indicators
| IJT | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.61% | -82.97% | +25.36% |
Max Drawdown (1Y)Largest decline over 1 year | -13.92% | -12.62% | -1.30% |
Max Drawdown (5Y)Largest decline over 5 years | -29.24% | -35.12% | +5.88% |
Max Drawdown (10Y)Largest decline over 10 years | -42.03% | -35.12% | -6.91% |
Current DrawdownCurrent decline from peak | -5.00% | -7.86% | +2.86% |
Average DrawdownAverage peak-to-trough decline | -10.37% | -32.99% | +22.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 3.44% | -0.05% |
Volatility
IJT vs. QQQ - Volatility Comparison
iShares S&P SmallCap 600 Growth ETF (IJT) has a higher volatility of 7.29% compared to Invesco QQQ ETF (QQQ) at 6.61%. This indicates that IJT's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IJT | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.29% | 6.61% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 13.14% | 12.82% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.19% | 22.70% | -0.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.56% | 22.38% | -0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.00% | 22.25% | +0.75% |