16 important things you should know about BlackRock IJR ETF
Updated: November 29, 2021
Bull case
15-year return above the benchmark
Low expense ratio
Bear case
3-year return below the benchmark
5-year return below the benchmark
10-year return below the benchmark

Before we start: if you’re looking for IJR “stock” price, you can quickly find it out by visiting Finny and typing "IJR quote". If you’re looking for a quick scoop on IJR "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "IJR". You’ll get all this info in one place.

Are you looking to buy or sell IJR? Or perhaps you’re looking for IJR fact sheet, and learn about its alternatives? If so, you came to the right place.

In this IJR ETF review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: IJR performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: IJR buy or sell; the pros and cons of investing in IJR ETF;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to IJR.

And here is the list of questions we’ll answer:

  1. Describe iShares Core S&P Small-Cap ETF (IJR).
  2. What is IJR underlying index?
  3. What are IJR holdings?
  4. What is IJR performance? What are IJR historical returns?
  5. What is IJR dividend yield?
  6. What is IJR Finny Score? IJR buy or sell?
  7. What are the pros of investing in IJR? What are IJR buy reasons?
  8. What are the cons of investing in IJR? What are IJR sell reasons?
  9. Compare and contrast: IJR vs IJS.
  10. Compare and contrast: IJR vs IJT.
  11. Compare and contrast: IJR vs IVV.
  12. Compare and contrast: IJR vs IWM.
  13. Compare and contrast: IJR vs VB.
  14. Compare and contrast: IJR vs VBR.
  15. Compare and contrast: IJR vs SCHA.
  16. Compare and contrast: IJR vs VTWO.

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe iShares Core S&P Small-Cap ETF (IJR).

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.

2. What is IJR underlying index?

S&P SmallCap 600 Index.

3. What are IJR top holdings?

IJR has 602 stock holdings and 0 bond holdings.

The top 10 holdings represent 5.63% of total assets. Here are the top holdings:

Name Symbol % Assets
NeoGenomics Inc NEO 0.64%
BlackRock Cash Funds Treasury SL Agency XTSLA 0.60%
Kinsale Capital Group Inc KNSL 0.58%
Stamps.com Inc STMP 0.58%
Saia Inc SAIA 0.57%
Omnicell Inc OMCL 0.54%
YETI Holdings Inc YETI 0.54%
Exponent Inc EXPO 0.53%
Power Integrations Inc POWI 0.53%
Crocs Inc CROX 0.52%

4. What is IJR performance? What are IJR historical returns?

IJR has generated the following returns:

  • 1-month return is -0.22%;
  • 3-month return is 3.27%;
  • 1-year return is 31.15%;
  • 3-year return is 14.95%;
  • 5-year return is 12.32%;
  • 10-year return is 15.54%;
  • 15-year return is 9.92%.

5. What is IJR dividend yield?

IJR yield is 0.93%.

Analysis

6. What is Finny Score? buy or sell?

Finny Score is 40. Our quantitative analysis shows 2 reasons to buy and 3 reasons to sell it, resulting in the Finny Score of 40.

7. What are the pros of investing in IJR? What are IJR buy reasons?

The following are IJR strengths from our perspective:

  • IJR 15-year return is 9.92%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 10.65%.
  • IJR expense ratio is 0.06%, which is considered low. Nice job picking a low-cost fund.

8. What are the cons of investing in IJR? What are IJR negatives?

The following are IJR weaknesses from our perspective:

  • IJR 3-year return is 14.95%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 23.5%.
  • IJR 5-year return is 12.32%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 18.53%.
  • IJR 10-year return is 15.54%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 17.33%.

Alternatives

9. Compare and contrast: IJR vs IJS.

Both IJR and IJS are ETFs.

IJR has a higher 5-year return than IJS (12.32% vs 10.13%).

IJR has a lower expense ratio than IJS (0.06% vs 0.18%).

IJR IJS
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap Value
Net Assets $71.53B $8.84B
Expense Ratio 0.06% 0.18%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P SmallCap 600 Index S&P Small Cap 600 Value Index
Dividend Yield 0.93% 0.83%

IJS profile: The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P SmallCap 600/BARRA Value Index. The Index measures the performance of the small-capitalization value sector of the US equity market. Uses a replication to try to track the Index.

For further information, check out IJR vs IJS comparison details.

10. Compare and contrast: IJR vs IJT.

Both IJR and IJT are ETFs.

IJR has a lower 5-year return than IJT (12.32% vs 13.87%).

IJR has a lower expense ratio than IJT (0.06% vs 0.18%).

IJR IJT
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap Growth
Net Assets $71.53B $6.13B
Expense Ratio 0.06% 0.18%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P SmallCap 600 Index S&P Small Cap 600 Growth Index
Dividend Yield 0.93% 0.56%

IJT profile: The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P SmallCap 600/BARRA Growth Index. The Fund uses a replication strategy to try to track the Index. The Index measures the performance of the US small-cap growth sector of the market.

For further information, check out IJR vs IJT comparison details.

11. Compare and contrast: IJR vs IVV.

Both IJR and IVV are ETFs.

IJR has a lower 5-year return than IVV (12.32% vs 17.87%).

IJR has a higher expense ratio than IVV (0.06% vs 0.03%).

IJR IVV
Segment Equity: U.S. - Small Cap Equity: U.S. - Large Cap
Net Assets $71.53B $316.19B
Expense Ratio 0.06% 0.03%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P SmallCap 600 Index S&P 500
Dividend Yield 0.93% 1.25%

IVV profile: 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.

For further information, check out IJR vs IVV comparison details.

12. Compare and contrast: IJR vs IWM.

Both IJR and IWM are ETFs.

IJR has a higher 5-year return than IWM (12.32% vs 12.11%).

IJR has a lower expense ratio than IWM (0.06% vs 0.19%).

IJR IWM
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap
Net Assets $71.53B $70.33B
Expense Ratio 0.06% 0.19%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P SmallCap 600 Index Russell 2000 Index
Dividend Yield 0.93% 0.83%

IWM profile: 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.

For further information, check out IJR vs IWM comparison details.

13. Compare and contrast: IJR vs VB.

Both IJR and VB are ETFs.

IJR has a lower 5-year return than VB (12.32% vs 13.38%).

IJR has a higher expense ratio than VB (0.06% vs 0.05%).

IJR VB
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap
Net Assets $71.53B $49.48B
Expense Ratio 0.06% 0.05%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P SmallCap 600 Index CRSP US Small Cap Index
Dividend Yield 0.93% 1.14%

VB profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks.

For further information, check out IJR vs VB comparison details.

14. Compare and contrast: IJR vs VBR.

Both IJR and VBR are ETFs.

IJR has a higher 5-year return than VBR (12.32% vs 10.34%).

IJR has a lower expense ratio than VBR (0.06% vs 0.07%).

IJR VBR
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap Value
Net Assets $71.53B $25.84B
Expense Ratio 0.06% 0.07%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P SmallCap 600 Index CRSP US Small Cap Value Index
Dividend Yield 0.93% 1.6%

VBR profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index by investing all of its assets in the stocks that make up the Index.

For further information, check out IJR vs VBR comparison details.

15. Compare and contrast: IJR vs SCHA.

Both IJR and SCHA are ETFs.

IJR has a higher 5-year return than SCHA (12.32% vs 12.31%).

IJR has a higher expense ratio than SCHA (0.06% vs 0.04%).

IJR SCHA
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap
Net Assets $71.53B $17.22B
Expense Ratio 0.06% 0.04%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P SmallCap 600 Index Dow Jones U.S. Small Cap Total Stock Market Index
Dividend Yield 0.93% 0.98%

SCHA profile: The Fund seeks exposure to small-cap U.S. companies. It seeks investment results that track the performance, before fees and expenses, of the Dow Jones U.S. Small-Cap Total Stock Market Index made up of approximately 1,750 U.S. small cap stocks.

For further information, check out IJR vs SCHA comparison details.

16. Compare and contrast: IJR vs VTWO.

Both IJR and VTWO are ETFs.

IJR has a higher 5-year return than VTWO (12.32% vs 12.29%).

IJR has a lower expense ratio than VTWO (0.06% vs 0.1%).

IJR VTWO
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap
Net Assets $71.53B $6.56B
Expense Ratio 0.06% 0.1%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P SmallCap 600 Index Russell 2000 Index
Dividend Yield 0.93% 0.89%

VTWO profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks in the United States. The Fund tracks the performance of the Russell 2000 Index. Index is designed to measure the performance of small-capitalization stocks in the United States.

For further information, check out IJR vs VTWO comparison details.

In the IJR review, we covered IJR key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.