IJT vs SLYG

IJT vs SLYG

Which is better, IJT or SLYG?

Nearly the same fund. SLYG costs less.

SLYG has a lower expense ratio. IJT led over 3Y and the full window, SLYG over 1Y and 5Y. The two have moved almost in lockstep, correlation 0.97.

Lower Fees: SLYGHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIJTSLYG
Expense Ratio0.18%0.15%Best
AUM$7.6B$4.8B
Dividend Yield0.78%0.73%
Holdings770351
YTD Return+12.16%+12.28%Best
1Y Return+13.75%+13.86%Best
3Y Return (annualized)+14.62%Best+14.54%
5Y Return (annualized)+4.63%+4.64%Best
Volatility (annualized)19.1%Best21.1%
Max Drawdown-58.0%Best-62.1%
$10,000 over 5 years$12,540$12,546Best
Top 10 Weight9.8%Tie9.8%Tie
Fund FamilyiShares by BlackRock (US)State Street Investment Management
CategoryEquityEquity
StyleSmall Cap GrowthSmall Cap Growth
InceptionJul 24, 2000Sep 25, 2000

Volatility and max drawdown are measured over the window both funds cover: Oct 2, 2000 to Oct 14, 2026 (26 years).

IJT vs SLYG growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 26 years both funds cover.

Compare IJT against instead:IJT vs SPYIJT vs QQQIJT vs VOOIJT vs VTISLYG against:SLYG vs VXUS

IJT vs SLYG Performance

iShares S&P Small-Cap 600 Growth ETF (IJT) is an ETF from iShares by BlackRock (US) and State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) is an ETF from State Street Investment Management. Over the past year IJT returned +13.75% while SLYG returned +13.86%. Year to date, IJT is up 12.16% versus a gain of 12.28% for SLYG.

Over three years, IJT compounded at +14.62% per year against +14.54% for SLYG; over five years the annualized figures are +4.63% and +4.64% respectively. Across the full 26-year window we track, IJT has the edge at +8.32% annualized vs +6.04%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SLYG has been the more volatile fund, with annualized monthly volatility of 21.1% compared with 19.1% for IJT. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -58.0% for IJT and -62.1% for SLYG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IJT charges 0.18% per year while SLYG charges 0.15%. On a $10,000 position that is $18 vs $15 annually, a gap of $3 per year that compounds over a long holding period. On income, IJT currently yields 0.78% against 0.73% for SLYG.

Holdings Overlap

IJT already in SLYG97.1%
SLYG already in IJT97.9%

97.1% of IJT's money is in holdings SLYG also owns. 97.9% of SLYG's money is in holdings IJT also owns.

Most of SLYG is already inside IJT. Owning both mostly buys the same companies twice.

341 positions in common, counted across the 349 positions we hold weights for in IJT and 347 in SLYG, against full books of 770 and 351.

What only one of them owns

Our book lists 4 positions for SLYG that do not appear in our book for IJT (1.1% of the fund), and 2 for IJT that do not appear in SLYG (1.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IJTWeight in SLYGDifference
FORMFormfactor, Inc.1.40%1.39%0.01%
VSATViasat Inc1.17%1.18%0.01%
PTGXProtagonist Therapeutics Inc1.09%1.08%0.01%
RHPRyman Hospitality Properties1.00%0.99%0.01%
TGTXTg Therapeutics Inc Common Stock0.92%0.92%0.00%
SNEXStonex Group Inc0.86%0.85%0.01%
ESEEsco Technologies Inc0.84%0.85%0.01%
ZWSZurn Elkay Water Solutions0.84%0.84%0.00%
FSSFederal Signal Corp0.83%0.85%0.02%
MSGSMadison Square Garden Co/the0.83%0.84%0.01%

97.9% of SLYG is already inside IJT.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IJTSLYG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IJT or SLYG?

IJT has an expense ratio of 0.18% while SLYG charges 0.15%. SLYG is the cheaper option, by $3 a year on a $10,000 investment.

Which performed better, IJT or SLYG?

Over the past year IJT returned +13.75% vs +13.86% for SLYG, so SLYG leads on 1-year performance. Over the longest common window we track (26 years), IJT annualized +8.32% vs +6.04% for SLYG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IJT or SLYG?

SLYG has been the more volatile fund at 21.1% annualized versus 19.1% for IJT. Worst drawdown: IJT -58.0% vs SLYG -62.1%.

Should I hold both IJT and SLYG?

IJT and SLYG have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between IJT and SLYG?

97.9% of SLYG's money is in holdings IJT also owns. 97.9% of SLYG's is in holdings IJT also owns. They hold 341 positions in common, counted across the 349 positions we hold weights for in IJT and 347 in SLYG.

Which pays a higher dividend, IJT or SLYG?

IJT yields 0.78% while SLYG yields 0.73%, so IJT currently pays the higher dividend yield.

Is SLYG better than IJT?

SLYG has a lower expense ratio. IJT led over 3Y and the full window, SLYG over 1Y and 5Y. The two have moved almost in lockstep, correlation 0.97. Which one suits a particular account depends on what it is for. This is information, not a recommendation.