IJT vs. VBK
Compare and contrast key facts about iShares S&P SmallCap 600 Growth ETF (IJT) and Vanguard Small-Cap Growth ETF (VBK).
IJT and VBK 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. VBK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Growth Index. It was launched on Jan 26, 2004. Both IJT and VBK are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IJT or VBK.
Correlation
The correlation between IJT and VBK is 0.94, 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.
Performance
IJT vs. VBK - Performance Comparison
Key characteristics
IJT:
0.67
VBK:
1.01
IJT:
1.08
VBK:
1.46
IJT:
1.13
VBK:
1.18
IJT:
0.90
VBK:
0.82
IJT:
3.87
VBK:
5.13
IJT:
3.38%
VBK:
3.72%
IJT:
19.58%
VBK:
18.85%
IJT:
-57.61%
VBK:
-58.69%
IJT:
-8.98%
VBK:
-7.45%
Returns By Period
In the year-to-date period, IJT achieves a 10.48% return, which is significantly lower than VBK's 16.95% return. Both investments have delivered pretty close results over the past 10 years, with IJT having a 9.61% annualized return and VBK not far behind at 9.17%.
IJT
10.48%
-3.65%
7.85%
10.66%
8.25%
9.61%
VBK
16.95%
-0.30%
13.42%
17.11%
7.79%
9.17%
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IJT vs. VBK - Expense Ratio Comparison
IJT has a 0.25% expense ratio, which is higher than VBK's 0.07% 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%.
Risk-Adjusted Performance
IJT vs. VBK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P SmallCap 600 Growth ETF (IJT) and Vanguard Small-Cap Growth ETF (VBK). 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.
Dividends
IJT vs. VBK - Dividend Comparison
IJT's dividend yield for the trailing twelve months is around 1.26%, more than VBK's 0.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJT iShares S&P SmallCap 600 Growth ETF | 1.05% | 1.02% | 1.08% | 0.63% | 0.68% | 0.92% | 0.92% | 0.86% | 1.03% | 1.14% | 0.78% | 0.70% |
VBK Vanguard Small-Cap Growth ETF | 0.61% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.82% | 1.08% | 0.98% | 1.01% | 0.65% |
Drawdowns
IJT vs. VBK - Drawdown Comparison
The maximum IJT drawdown since its inception was -57.61%, roughly equal to the maximum VBK drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for IJT and VBK. For additional features, visit the drawdowns tool.
Volatility
IJT vs. VBK - Volatility Comparison
The current volatility for iShares S&P SmallCap 600 Growth ETF (IJT) is 5.71%, while Vanguard Small-Cap Growth ETF (VBK) has a volatility of 6.40%. This indicates that IJT experiences smaller price fluctuations and is considered to be less risky than VBK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.