IJT vs SDVY: Holdings Overlap
IJTiShares S&P Small-Cap 600 Growth ETF
iShares · 341 holdings · $8.5B · as of 2026-03-31
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF
First Trust · 167 holdings · $11.6B · as of 2026-03-31
How similar are IJT and SDVY?
iShares S&P Small-Cap 600 Growth ETF (IJT, by iShares) holds 341 positions; First Trust SMID Cap Rising Dividend Achievers ETF (SDVY, by First Trust) holds 167. They have 35 holdings in common, and by portfolio weight the two funds are 10.9% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 10.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 35IJT holds 341 · SDVY holds 167
- Weight in Shared Holdings
- IJT 12%·SDVY 22%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IJT
306 of 341 positions (87.3% of the fund) are not held by SDVY. Showing the top 30 by weight.
Only in SDVY
132 of 167 positions (77.5% of the fund) are not held by IJT. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJT | SDVY |
|---|---|---|
| Financials | 14.3% | 32.8% |
| Industrials | 22.0% | 32.3% |
| Information Technology | 15.7% | 6.2% |
| Health Care | 15.2% | 2.7% |
| Consumer Discretionary | 10.8% | 9.9% |
| Other Sectors | 20.3% | 15.9% |
| Unclassified | 1.0% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (1% of IJT, 0% of SDVY).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IJT | +1.2% | +25.8% | +33.4% | +15.2% | +6.7% | +11.1% | 0.68% |
| SDVY | +3.6% | +16.9% | +24.8% | +15.3% | +10.8% | — | 0.93% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IJT vs SDVY →
Shared Holdings(35)
The top 10 shared positions account for 54% of the overlap, led by PRIM, IBP and POWL.
 PRIMPrimoris Services Corp. COM | 1.03% | 1.11% | 1.03% |
|---|---|---|---|
 IBPInstalled Building Products Inc COM | 0.80% | 0.94% | 0.80% |
 POWLPowell Industries Inc. COM | 0.68% | 1.06% | 0.68% |
 YOUClear Secure, Inc., Class A | 0.57% | 1.19% | 0.57% |
 ESIElement Solutions Inc COM | 0.52% | 0.60% | 0.52% |
 PSMTPricesmart Inc COM | 0.50% | 1.06% | 0.50% |
 BRCBrady Corp., Class A | 0.47% | 0.88% | 0.47% |
 CALMCal-Maine Foods Inc. COM NEW | 0.47% | 0.72% | 0.47% |
 BCPCBalchem Corp COM | 0.43% | 0.67% | 0.43% |
 BMIBadger Meter Inc COM | 0.60% | 0.42% | 0.42% |
 MWAMueller Water Products, Inc. COM SER A | 0.37% | 0.46% | 0.37% |
 LMATLemaitre Vascular Inc. COM | 0.30% | 1.02% | 0.30% |
 WHDCactus, Inc., Class A | 0.27% | 0.91% | 0.27% |
| CSG Systems International Inc. COM | 0.29% | 0.27% | 0.27% |
 NHCNational Healthcare Corporation COM | 0.26% | 0.78% | 0.26% |
 FELEFranklin Electric Co Inc COM | 0.26% | 0.41% | 0.26% |
 FBPFirst Bancorp Puerto Rico COM NEW | 0.25% | 0.88% | 0.25% |
 AGOAssured Guaranty Ltd. COM | 0.24% | 0.81% | 0.24% |
 SFBSServisFirst Bancshares Inc. COM | 0.24% | 0.37% | 0.24% |
 OTTROtter Tail Corporation COM | 0.22% | 0.45% | 0.22% |
 WDFCWD-40 Co. COM | 0.21% | 0.79% | 0.21% |
 INDBIndependent Bank Corp. COM | 0.21% | 0.24% | 0.21% |
 KTBKontoor Brands Inc COM | 0.26% | 0.20% | 0.20% |
 ZWSZurn Elkay Water Solutions Corporation COM | 0.88% | 0.20% | 0.20% |
 UNFUnifirst Corp COM | 0.20% | 0.87% | 0.20% |
Frequently Asked Questions
How much do IJT and SDVY overlap?
IJT and SDVY overlap by 10.9% of portfolio weight. They share 35 holdings (IJT holds 341 positions and SDVY holds 167), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJT and SDVY?
The two portfolios are 10.9% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of IJT and SDVY?
The largest positions held by both funds are PRIM, IBP, POWL, YOU and ESI. Together the top 10 shared positions account for 54% of the total overlap.
What does IJT own that SDVY doesn't?
306 positions (87.3% of IJT) are unique to IJT, led by VIAV, AGX and FORM. In the other direction, 132 positions (77.5% of SDVY) are unique to SDVY.