IJR vs ITOT

Both IJR and ITOT are ETFs. IJR has a lower 5-year return than ITOT (7.7% vs 13.33%). IJR has a higher expense ratio than ITOT (0.07% vs 0.03%). Below is the comparison between IJR and ITOT.

IJR ITOT
Segment Equity: U.S. - Small Cap Equity: U.S. - Total Market
Issuer BlackRock BlackRock
Net Assets $32.7B $22.63B
Expense Ratio 0.07% 0.03%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.89% 2.15%
Underlying Index S&P SmallCap 600 Index S&P Total Market Index
YTD Return -8.44% 9.78%
1-Year Return -0.68% 19.18%
3-Year Return 2.13% 12.54%
5-Year Return 7.70% 13.33%
10-Year Return 10.93% 13.57%

IJR description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P SmallCap 600 Index. The Fund uses a replication strategy to try to track the Index, which includes approximately 2.5% of the market capitalization of the US equity market.

IJR performance & returns

YTD Return -8.44%
1-Month Return 4.72%
3-Month Return 9.28%
1-Year Return -0.68%
3-Year Return 2.13%
5-Year Return 7.70%
10-Year Return 10.93%
IJR expense ratio is 0.07%.

IJR holdings

Top 10 Holdings (5.70% of Total Assets)

Name Symbol % Assets
Exponent Inc EXPO 0.64%
Wingstop Inc WING 0.63%
Neogen Corp NEOG 0.63%
Momenta Pharmaceuticals Inc MNTA 0.60%
Agree Realty Corp ADC 0.55%
Emergent BioSolutions Inc EBS 0.54%
Power Integrations Inc POWI 0.54%
NeoGenomics Inc NEO 0.53%
Fox Factory Holding Corp FOXF 0.52%
Lithia Motors Inc Class A LAD 0.52%

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ITOT description

The Fund seeks investment results that correspond to the price and yield performance, before fees and expenses, of its Underlying Index. The Fund Advisor uses a "passive" approach to try to achieve this. The Fund will invest at least 90% of its total assets in the securities of its Underlying Index.

ITOT performance & returns

YTD Return 9.78%
1-Month Return 3.62%
3-Month Return 9.57%
1-Year Return 19.18%
3-Year Return 12.54%
5-Year Return 13.33%
10-Year Return 13.57%
ITOT expense ratio is 0.03%.

ITOT holdings

Top 10 Holdings (22.64% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.06%
Apple Inc AAPL 4.87%
Amazon.com Inc AMZN 3.79%
Facebook Inc A FB 1.79%
Alphabet Inc A GOOGL 1.39%
Alphabet Inc Class C GOOG 1.35%
Johnson & Johnson JNJ 1.21%
Berkshire Hathaway Inc Class B BRK.B 1.14%
Visa Inc Class A V 1.07%
Procter & Gamble Co PG 0.97%

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