IJR vs IVV

Both IJR and IVV are ETFs. IJR has a lower 5-year return than IVV (1.4% vs 8.33%). 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 -29.76% -10.61%
1-Year Return -23.39% 2.44%
3-Year Return -4.04% 8.13%
5-Year Return 1.40% 8.33%
10-Year Return 8.12% 11.93%

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 -29.76%
1-Month Return 2.48%
3-Month Return -29.62%
1-Year Return -23.39%
3-Year Return -4.04%
5-Year Return 1.40%
10-Year Return 8.12%
IJR expense ratio is 0.07%.

IJR holdings

Top 10 Holdings (6.44% of Total Assets)

Name Symbol % Assets
LHC Group Inc LHCG 0.79%
Exponent Inc EXPO 0.71%
eHealth Inc EHTH 0.67%
Neogen Corp NEOG 0.67%
Cogent Communications Holdings Inc CCOI 0.65%
Balchem Corp BCPC 0.61%
Momenta Pharmaceuticals Inc MNTA 0.59%
Strategic Education Inc STRA 0.59%
Aerojet Rocketdyne Holdings Inc AJRD 0.58%
Community Bank System Inc CBU 0.58%

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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 -10.61%
1-Month Return 3.08%
3-Month Return -14.79%
1-Year Return 2.44%
3-Year Return 8.13%
5-Year Return 8.33%
10-Year Return 11.93%
IVV expense ratio is 0.04%.

IVV holdings

Top 10 Holdings (25.40% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.62%
Apple Inc AAPL 4.96%
Amazon.com Inc AMZN 3.8%
Facebook Inc A FB 1.88%
Berkshire Hathaway Inc B BRK.B 1.67%
Alphabet Inc A GOOGL 1.63%
Alphabet Inc Class C GOOG 1.62%
Johnson & Johnson JNJ 1.61%
JPMorgan Chase & Co JPM 1.32%
Visa Inc Class A V 1.29%

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