IWM vs IJR

Both IWM and IJR are ETFs. IWM has a higher 5-year return than IJR (8.56% vs 7.7%). IWM has a higher expense ratio than IJR (0.19% vs 0.07%). Below is the comparison between IWM and IJR.

IJR IWM
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap
Issuer BlackRock BlackRock
Net Assets $32.7B $30.68B
Expense Ratio 0.07% 0.19%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.89% 1.61%
Underlying Index S&P SmallCap 600 Index Russell 2000 Index
YTD Return -8.44% -0.92%
1-Year Return -0.68% 8.71%
3-Year Return 2.13% 4.24%
5-Year Return 7.70% 8.56%
10-Year Return 10.93% 10.32%

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 performance & returns

YTD Return -0.92%
1-Month Return 5.28%
3-Month Return 11.51%
1-Year Return 8.71%
3-Year Return 4.24%
5-Year Return 8.56%
10-Year Return 10.32%
IWM expense ratio is 0.19%.

IWM holdings

Top 10 Holdings (2.78% of Total Assets)

Name Symbol % Assets
Deckers Outdoor Corp DECK 0.31%
LHC Group Inc LHCG 0.30%
Churchill Downs Inc CHDN 0.29%
BJ's Wholesale Club Holdings Inc BJ 0.29%
SiteOne Landscape Supply Inc SITE 0.27%
Novavax Inc NVAX 0.27%
MyoKardia Inc MYOK 0.27%
Helen Of Troy Ltd HELE 0.27%
EastGroup Properties Inc EGP 0.26%
Ultragenyx Pharmaceutical Inc RARE 0.25%

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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%
Power Integrations Inc POWI 0.54%
Emergent BioSolutions Inc EBS 0.54%
NeoGenomics Inc NEO 0.53%
Lithia Motors Inc Class A LAD 0.52%
Fox Factory Holding Corp FOXF 0.52%

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