Fund Evaluator:
iShares S&P Small-Cap 600 Growth ETF (IJT)
Follow This Fund
Equity
Global Asset Class
U.S. Equity
Fund Group
Small Growth
Category
$175.720
NAV (as of Oct 07)
$0.00
Minimum Initial
0.18% B
Expense Ratio
$7,452 Mil
Assets
Open
Status
na
12b-1 Fee
0.77%
TTM Yield
0.00%
Max Load
50%
Portfolio Turnover
Best Performing in Small Growth Over the Last Year
| 23.3% | Oberweis Small-Cap Opportunities (OBSOX) |
| 22.5% | Royce Small-Cap Growth Growth Invmt (RVPHX) |
| 18.4% | Oberweis Micro-Cap (OBMCX) |
| 17.8% | Osterweis Opportunity Fund (OSTGX) |
| 17.2% | Brown Advisory Small-Cap Growth Inv (BIASX) |
Data as of 10/31/2026
2.5% B
1-Mo Return
-4.6% D
3-Mo Return
17.1% B
YTD Return
18.8% B
1-Yr Return
17.5% F
3-Yr Return
5.0% C
5-Yr Return
0.97 B
Category Risk Index
1.57
Total Risk Index
Fund Details
Fund Family
iShares
Inception Date
7/24/2000
Share Class Type
Equity Investment Style
Small-Cap
Growth
Bond Investment Style
na
Socially Responsible Fund
No
Index Fund
Yes
Benchmark Index
S&P US TMI TR USD: 100%
Additional Fund Details
iShares S&P Small-Cap 600 Growth ETF Overview
IJT Trailing NAV Total Returns Data as of 10/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| IJT Return (NAV) | 2.5% | -4.6% | 18.8% | 17.5% | 5.0% | 10.7% |
| IJT Grade | B | D | B | F | C | D |
| +/- Category | 3.2% | -0.3% | 10.5% | 0.2% | 3.4% | -0.3% |
| Small Growth Avg | -0.7% | -4.3% | 8.3% | 17.4% | 1.6% | 11.0% |
| IJT Tax Cost Ratio | na | na | 0.3% | 0.3% | 0.3% | 0.3% |
IJT Annual NAV Total ReturnsData as of 10/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| IJT Return (NAV) | 17.1% | 5.2% | 9.4% | 17.0% | -21.2% | 22.4% | 19.2% | 20.8% | -4.3% | 14.6% | 22.0% |
| IJT Grade | B | F | F | D | B | B | F | F | B | F | B |
| +/- Category | 8.5% | -2.7% | -5.9% | 0.2% | 6.6% | 11.9% | -22.5% | -9.1% | -0.1% | -9.5% | 11.8% |
| Small Growth Avg | 8.6% | 7.9% | 15.4% | 16.8% | -27.9% | 10.5% | 41.7% | 29.9% | -4.1% | 24.1% | 10.2% |
| Risk Measures | |
| Standard Deviation: | 19.0% |
| Total Risk Index: | 1.57 - Above Average |
| Category Risk Index: | 0.97 - Below Average |
| Category Risk Grade: | B (38% Rank) |
| Beta: | 1.09 |
| R-Squared: | 53% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Small-Cap Growth |
| Bond Investment Style: | na |
| Yield: | 0.8% |
| Dividend Distribution: | Quarterly |
| Cap Gains Distribution: | Annually |
| Total Assets: | $7452 Mil |
| Fund Total Assets: | $7,453 Mil |
| Share Class Type: | |
| Portfolio Turnover: | 50% |
Management Team
| Number of Managers: 4 | |||
| Longest Tenure: 14.3 years | |||
| Average Tenure: 4.8 years | |||
| Managers (Year): Hsui Jennifer (2012), Sietsema Peter (2025), Waldron Matt (2025), White Steven (2025) | |||
Portfolio Composition (as of 10/30/26)
| # of Holdings: | 356 |
| % in Top 10 Holdings: | 10.1% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 0.6% |
Portfolio Allocation |
|
| Domestic Stock: | 99.3% |
| Foreign Stock: | 0.6% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 0.1% |
Purchase Information
| Fund Family: | iShares |
| Phone Number: | 800-474-2737 |
| Website: | au.ishares.com |
| Status: | Open |
| Inception Date: | July 24, 2000 |
| Min. Initial Purchase: | $ 0 |
| Min. Initial IRA Purchase: | $ 0 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | na |
Expenses and Fees | |
| Expense Ratio (%): | 0.18% ( Rating : Low ) |
| Category Average Expense Ratio (%): | 1.17% |
| Share Class: | iShares S&P Small-Cap 600 Growth ETF |
| Min. Subsequent Purchase: | $ 0 |
| Min. Subsequent IRA Purchase: | $ 0 |
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