ETF Versus

IJR vs SPLG

iShares Core S&P Small-Cap ETF vs State Street SPDR Portfolio S&P 500 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

State Street SPDR Portfolio S&P 500 ETF (SPLG) is an exchange-traded fund that provides exposure to large-cap U.S. equities across growth and value styles. Launched in 2009, the fund has a 17-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2009-01-02

Quick Verdict

IJR has edged ahead over the past year (17.5% vs 16.2%).

Key Metrics

Metric IJR SPLG
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 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%
SPLG +61.4%

Performance Comparison

Period IJR SPLG Difference
1 Month -3.31% -3.66% +0.35%
3 Months +2.92% -4.07% +6.99%
6 Months +4.30% -2.39% +6.69%
YTD +2.92% -4.07% +6.99%
1 Year +17.46% +16.16% +1.30%
3 Years +29.06% +59.57% -30.51%
5 Years +12.98% +61.44% -48.46%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IJR Fees SPLG 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 SPLG
Annualized Volatility 21.6% 16.8%
Max Drawdown -28.9% -25.4%
Sharpe Ratio 0.01 0.39

Dividend Comparison

Metric IJR SPLG
Annual Dividend (per share) $1.60 $0.88
Dividend Yield 1.28% 1.15%
Distribution Frequency Quarterly Quarterly

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