ETF Versus

IJR vs IVV

iShares Core S&P Small-Cap ETF vs iShares Core S&P 500 ETF

Last updated: 2026-04-02

IJR iShares

iShares Core S&P Small-Cap ETF (IJR) is an exchange-traded fund issued by iShares that provides exposure to small-cap U.S. equities with higher growth potential and volatility. It charges a low expense ratio of 0.06%. The fund offers a moderate dividend yield of 1.28%. Launched in 2000, the fund has a 26-year track record.

AUM: $90.2B ER: 0.06% Yield: 1.28% Since: May 22, 2000
IVV iShares

iShares Core S&P 500 ETF (IVV) is an exchange-traded fund issued by iShares that provides exposure to large-cap U.S. equities across growth and value styles. It charges a very low expense ratio of 0.03%. The fund offers a moderate dividend yield of 1.23%. Launched in 2000, the fund has a 26-year track record.

AUM: $702.1B ER: 0.03% Yield: 1.23% Since: May 15, 2000

Quick Verdict

IVV has a slightly lower expense ratio (0.03% vs 0.06%), saving about $60 per $10,000 over 10 years. IJR has edged ahead over the past year (19.2% vs 16.7%).

Key Metrics

Metric IJR IVV
Expense Ratio 0.06% 0.03%
Dividend Yield 1.3% 1.2%
Fund Family iShares iShares
Category US Small Cap US Large Cap Blend

Performance Chart

Indexed to 100 at start (5-year comparison)

75 95 115 135 155 175 2021-04 2022-06 2023-09 2024-12 2026-04
IJR +13.0%
IVV +61.3%

Performance Comparison

Period IJR IVV Difference
1 Month -4.33% -4.55% +0.22%
3 Months +2.92% -4.10% +7.02%
6 Months +4.03% -2.14% +6.17%
YTD +2.92% -4.10% +7.02%
1 Year +19.20% +16.72% +2.48%
3 Years +29.06% +59.51% -30.45%
5 Years +12.98% +61.35% -48.37%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IJR Fees IVV Fees You Save
$10.000 10 years $120 $60 $60
$10.000 20 years $515 $258 $257
$10.000 30 years $1.664 $835 $828
$50.000 10 years $598 $299 $299
$50.000 30 years $8.318 $4.176 $4.142
$100.000 30 years $16.637 $8.352 $8.285

Risk Metrics

Based on 5 years of daily returns

Metric IJR IVV
Annualized Volatility 21.6% 16.9%
Max Drawdown -28.9% -25.4%
Sharpe Ratio 0.01 0.39

Dividend Comparison

Metric IJR IVV
Annual Dividend (per share) $1.60 $8.06
Dividend Yield 1.28% 1.22%
Distribution Frequency Quarterly Quarterly

Top Holdings

0 of top 9 holdings overlap (0% overlap in top holdings)

IJR Top Holdings

NameWeight
BLK CSH FND TREASURY SL AGENCYXTSLA1.37%
Eastman Chemical CompanyEMN0.54%
Viavi Solutions Inc.VIAV0.53%
Argan, Inc.AGX0.52%
Primoris Services CorporationPRIM0.52%
FormFactor, Inc.FORM0.51%
Element Solutions IncESI0.51%
LKQ CorporationLKQ0.50%
SM Energy CompanySM0.49%
ESCO Technologies Inc.ESE0.48%

IVV Top Holdings

NameWeight
NVIDIA CorporationNVDA7.45%
Apple Inc.AAPL6.68%
Microsoft CorporationMSFT4.85%
Amazon.com, Inc.AMZN3.56%
Broadcom Inc.AVGO2.61%
Alphabet Inc.GOOG2.34%
Meta Platforms, Inc.META2.10%
Tesla, Inc.TSLA1.86%
Berkshire Hathaway Inc.BRK.B1.57%

Which One Should You Choose?

Choose IVV if...

you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.

Choose IJR if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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