ETF Versus

IJR vs RSP

iShares Core S&P Small-Cap ETF vs Invesco S&P 500 Equal Weight 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
RSP Invesco

Invesco S&P 500 Equal Weight ETF (RSP) is an exchange-traded fund issued by Invesco that provides exposure to large-cap U.S. equities across growth and value styles. It charges a moderate expense ratio of 0.20%. The fund offers a moderate dividend yield of 1.62%. Launched in 2003, the fund has a 23-year track record.

AUM: $84.5B ER: 0.20% Yield: 1.62% Since: Apr 24, 2003

Quick Verdict

IJR is significantly cheaper at 0.06% vs 0.20% expense ratio, saving you approximately $277 per $10,000 invested over 10 years. Over the past year, IJR has significantly outperformed with a 19.2% return vs 11.0%.

Key Metrics

Metric IJR RSP
Expense Ratio 0.06% 0.20%
Dividend Yield 1.3% 1.6%
Fund Family iShares Invesco
Category US Small Cap US Large Cap Blend

Performance Chart

Indexed to 100 at start (5-year comparison)

75 89 103 117 131 145 2021-04 2022-06 2023-09 2024-12 2026-04
IJR +13.0%
RSP +33.4%

Performance Comparison

Period IJR RSP Difference
1 Month -4.33% -5.89% +1.56%
3 Months +2.92% -0.17% +3.09%
6 Months +4.03% +0.67% +3.36%
YTD +2.92% -0.17% +3.09%
1 Year +19.20% +11.03% +8.17%
3 Years +29.06% +33.02% -3.96%
5 Years +12.98% +33.36% -20.38%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IJR Fees RSP Fees You Save
$10.000 10 years $120 $396 $277
$10.000 20 years $515 $1.696 $1.181
$10.000 30 years $1.664 $5.443 $3.779
$50.000 10 years $598 $1.982 $1.384
$50.000 30 years $8.318 $27.214 $18.896
$100.000 30 years $16.637 $54.428 $37.791

Risk Metrics

Based on 5 years of daily returns

Metric IJR RSP
Annualized Volatility 21.6% 16.2%
Max Drawdown -28.9% -22.5%
Sharpe Ratio 0.01 0.16

Dividend Comparison

Metric IJR RSP
Annual Dividend (per share) $1.60 $3.12
Dividend Yield 1.28% 1.62%
Distribution Frequency Quarterly Quarterly

Top Holdings

0 of top 10 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%

RSP Top Holdings

NameWeight
APA CorporationAPA0.28%
LyondellBasell Industries N.V.LYB0.25%
Dow Inc.DOW0.25%
Occidental Petroleum CorporationOXY0.25%
CF Industries Holdings, Inc.CF0.24%
Coterra Energy Inc.CTRA0.24%
Devon Energy CorporationDVN0.24%
ConocoPhillipsCOP0.24%
EOG Resources, Inc.EOG0.24%
Exxon Mobil CorporationXOM0.24%

Which One Should You Choose?

Choose IJR 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.

Choose RSP if...

you prioritize dividend income and want higher regular distributions from your portfolio.

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