iShares S&P Small-Cap 600 Growth ETF

IJT

Market cap $7.54B

Looking for broad exposure to the Small Cap Growth segment of the US equity market? You should consider the iShares S&P Small-Cap 600 Growth ETF (IJT), a passively managed exchange traded fund launched on July 24, 2000.

VBK offers a lower expense ratio and higher 1-year return than IJT. IJT delivers a higher dividend yield and shallower historical drawdown.

ISCG charges a lower expense ratio but IJT is much larger and pays a higher dividend yield. IJT has experienced a milder maximum drawdown and slightly stronger five-year growth of $1,000.

If you're interested in broad exposure to the Small Cap Growth segment of the US equity market, look no further than the iShares S&P Small-Cap 600 Growth ETF (IJT), a passively managed exchange traded fund launched on July 24, 2000.

ISCG charges a significantly lower expense ratio than IJT, helping to reduce long-term costs. ISCG holds nearly three times as many stocks as IJT but has a history of volatility with a deeper five-year drawdown.

Lee Financial added 55,677 shares of IJT; estimated trade size was $7.86 million based on quarterly average prices. Quarter-end value of the new IJT position was $7.86 million, reflecting the initial acquisition.

TBH Global Asset Management bought 113,339 shares of IJT in the fourth quarter; the estimated trade size was $16.04 million based on quarterly average prices. Meanwhile, the quarter-end position value rose by $10.62 million, reflecting both new shares and stock price movement.

The Vanguard Small-Cap Growth ETF charges a lower expense ratio than the iShares S&P Small-Cap 600 Growth ETF. VBK has outperformed on one-year returns but experienced a deeper max drawdown over the past five years.

IJT charges about half the ongoing fees of RZG and has a much larger asset base RZG outpaced IJT over the past year, but IJT showed a smaller drawdown and higher five-year growth. IJT holds nearly triple the number of stocks, with a slightly greater technology tilt than RZG.

iShares S&P Small-Cap 600 Growth ETF tracks a portfolio of small-cap growth securities. Its expense ratio is 0.18%, and the fund has $6.5B in assets under management. IJT shareholders benefit from its components' current 17% estimated earnings growth rate and its 20x P/E ratio. This mix is arguably more attractive than IVW, its large-cap counterpart. IJT also has 30% less tech exposure than IVW, with the fund counting Industrials and Health Care as its two other top sectors. This composition is beneficial if markets broaden.