ETF Versus

IJR vs RPV

iShares Core S&P Small-Cap ETF vs Invesco S&P 500 Pure Value ETF

Last updated: 2026-04-02

IJR

iShares Core S&P Small-Cap ETF (IJR) is an exchange-traded fund that provides exposure to small-cap U.S. equities with higher growth potential and volatility. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-05-26
RPV

Invesco S&P 500 Pure Value ETF (RPV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2006, the fund has a 20-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2006-03-07

Quick Verdict

IJR has edged ahead over the past year (17.5% vs 15.3%).

Key Metrics

Metric IJR RPV
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Small Cap US Large Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

75 91 107 123 139 155 2021-04 2022-06 2023-09 2024-12 2026-04
IJR +13.0%
RPV +42.8%

Performance Comparison

Period IJR RPV Difference
1 Month -3.31% -3.37% +0.06%
3 Months +2.92% +2.52% +0.40%
6 Months +4.30% +7.11% -2.81%
YTD +2.92% +2.52% +0.40%
1 Year +17.46% +15.27% +2.19%
3 Years +29.06% +41.05% -11.99%
5 Years +12.98% +42.82% -29.84%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IJR Fees RPV Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric IJR RPV
Annualized Volatility 21.6% 18.1%
Max Drawdown -28.9% -24.1%
Sharpe Ratio 0.01 0.24

Dividend Comparison

Metric IJR RPV
Annual Dividend (per share) $1.60 $2.59
Dividend Yield 1.28% 2.42%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose IJR if...

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

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