IJR vs IVV

Both IJR and IVV are ETFs. IJR has a lower 5-year return than IVV (7.7% vs 13.59%). IJR has a higher expense ratio than IVV (0.07% vs 0.04%). Below is the comparison between IJR and IVV.

IJR IVV
Segment Equity: U.S. - Small Cap Equity: U.S. - Large Cap
Issuer BlackRock BlackRock
Net Assets $32.7B $175.29B
Expense Ratio 0.07% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.89% 2.34%
Underlying Index S&P SmallCap 600 Index S&P 500
YTD Return -8.44% 9.42%
1-Year Return -0.68% 18.62%
3-Year Return 2.13% 12.97%
5-Year Return 7.70% 13.59%
10-Year Return 10.93% 13.73%

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%
Neogen Corp NEOG 0.63%
Wingstop Inc WING 0.63%
Momenta Pharmaceuticals Inc MNTA 0.60%
Agree Realty Corp ADC 0.55%
Power Integrations Inc POWI 0.54%
Emergent BioSolutions Inc EBS 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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IVV description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Index. Uses a replication strategy to try to track the Index, which includes approximately 77% of the market capitalization of all publicly traded US equity securities.

IVV performance & returns

YTD Return 9.42%
1-Month Return 2.90%
3-Month Return 8.70%
1-Year Return 18.62%
3-Year Return 12.97%
5-Year Return 13.59%
10-Year Return 13.73%
IVV expense ratio is 0.04%.

IVV holdings

Top 10 Holdings (26.91% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.01%
Apple Inc AAPL 5.79%
Amazon.com Inc AMZN 4.50%
Facebook Inc A FB 2.13%
Alphabet Inc A GOOGL 1.66%
Alphabet Inc Class C GOOG 1.61%
Johnson & Johnson JNJ 1.44%
Berkshire Hathaway Inc Class B BRK.B 1.35%
Visa Inc Class A V 1.27%
Procter & Gamble Co PG 1.15%

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