IJR vs IWM

Both IJR and IWM are ETFs. IJR has a higher 5-year return than IWM (7.96% vs 6.45%). IJR has a lower expense ratio than IWM (0.07% vs 0.19%). Below is the comparison between IJR and IWM.

IJR IWM
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap
Issuer BlackRock BlackRock
Net Assets $41.99B $38.95B
Expense Ratio 0.07% 0.19%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.41% 1.19%
Underlying Index S&P SmallCap 600 Index Russell 2000 Index
YTD Return 9.76% 11.85%
1-Year Return -15.09% -12.91%
3-Year Return 8.34% 7.88%
5-Year Return 7.96% 6.45%
10-Year Return 13.17% 11.60%

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 returns

YTD Return 9.76%
1-Month Return -4.58%
3-Month Return 3.64%
1-Year Return -15.09%
3-Year Return 8.34%
5-Year Return 7.96%
10-Year Return 13.17%
IJR expense ratio is 0.07%.

IJR holdings

Top 10 Holdings (5.33% of Total Assets)

Name Symbol % Assets
Mercury Systems Inc MRCY 0.6%
Selective Insurance Group Inc SIGI 0.59%
FirstCash Inc FCFS 0.58%
FTI Consulting Inc FCN 0.53%
Repligen Corp RGEN 0.53%
Strategic Education Inc STRA 0.52%
LHC Group Inc LHCG 0.5%
Neogen Corp NEOG 0.5%
John Bean Technologies Corp JBT 0.5%
Exponent Inc EXPO 0.48%

IWM description

The Fund seeks to track the investment results of the Russell 2000 Index which measures the performance of the small-capitalization sector of the US equity market.

IWM returns

YTD Return 11.85%
1-Month Return -4.93%
3-Month Return 2.40%
1-Year Return -12.91%
3-Year Return 7.88%
5-Year Return 6.45%
10-Year Return 11.60%
IWM expense ratio is 0.19%.

IWM holdings

Top 10 Holdings (2.66% of Total Assets)

Name Symbol % Assets
NovoCure Ltd NVCR 0.35%
Haemonetics Corp HAE 0.31%
HealthEquity Inc HQY 0.28%
Chegg Inc CHGG 0.26%
Portland General Electric Co POR 0.25%
Science Applications International Corp SAIC 0.25%
Blueprint Medicines Corp BPMC 0.24%
First Industrial Realty Trust Inc FR 0.24%
Silicon Laboratories Inc SLAB 0.24%
Teladoc Health Inc TDOC 0.24%
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