IJT vs. SASMX
Compare and contrast key facts about iShares S&P SmallCap 600 Growth ETF (IJT) and ClearBridge Small Cap Growth Fund (SASMX).
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. SASMX is managed by Franklin Templeton. It was launched on Jul 1, 1998.
Performance
IJT vs. SASMX - Performance Comparison
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IJT vs. SASMX - 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% |
SASMX ClearBridge Small Cap Growth Fund | -1.34% | 9.52% | 12.95% | 8.64% | -28.82% | 12.11% | 43.54% | 25.31% | 3.77% | 24.98% |
Returns By Period
In the year-to-date period, IJT achieves a 3.64% return, which is significantly higher than SASMX's -1.34% return. Over the past 10 years, IJT has underperformed SASMX with an annualized return of 9.91%, while SASMX has yielded a comparatively higher 11.02% 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%
SASMX
- 1D
- 4.48%
- 1M
- -7.51%
- YTD
- -1.34%
- 6M
- -3.15%
- 1Y
- 16.75%
- 3Y*
- 7.58%
- 5Y*
- -0.12%
- 10Y*
- 11.02%
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IJT vs. SASMX - Expense Ratio Comparison
IJT has a 0.25% expense ratio, which is lower than SASMX's 1.16% expense ratio.
Return for Risk
IJT vs. SASMX — Risk / Return Rank
IJT
SASMX
IJT vs. SASMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P SmallCap 600 Growth ETF (IJT) and ClearBridge Small Cap Growth Fund (SASMX). 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 | SASMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.69 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.12 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.15 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.13 | +0.19 |
Martin ratioReturn relative to average drawdown | 5.42 | 3.74 | +1.68 |
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 | SASMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.69 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | -0.01 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.46 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.41 | -0.03 |
Correlation
The correlation between IJT and SASMX is 0.91, 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. SASMX - Dividend Comparison
IJT's dividend yield for the trailing twelve months is around 0.86%, less than SASMX's 20.58% 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% |
SASMX ClearBridge Small Cap Growth Fund | 20.58% | 20.31% | 17.01% | 0.43% | 0.00% | 11.84% | 7.04% | 7.62% | 15.70% | 3.55% | 3.01% | 1.26% |
Drawdowns
IJT vs. SASMX - Drawdown Comparison
The maximum IJT drawdown since its inception was -57.61%, which is greater than SASMX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for IJT and SASMX.
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Drawdown Indicators
| IJT | SASMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.61% | -54.81% | -2.80% |
Max Drawdown (1Y)Largest decline over 1 year | -13.92% | -13.92% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -29.24% | -42.19% | +12.95% |
Max Drawdown (10Y)Largest decline over 10 years | -42.03% | -42.19% | +0.16% |
Current DrawdownCurrent decline from peak | -5.00% | -12.89% | +7.89% |
Average DrawdownAverage peak-to-trough decline | -10.37% | -14.15% | +3.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 4.21% | -0.82% |
Volatility
IJT vs. SASMX - Volatility Comparison
The current volatility for iShares S&P SmallCap 600 Growth ETF (IJT) is 7.29%, while ClearBridge Small Cap Growth Fund (SASMX) has a volatility of 9.43%. This indicates that IJT experiences smaller price fluctuations and is considered to be less risky than SASMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IJT | SASMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.29% | 9.43% | -2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 13.14% | 16.23% | -3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.19% | 25.28% | -3.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.56% | 24.59% | -3.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.00% | 23.81% | -0.81% |