ETF Versus

IJR vs SPTM

iShares Core S&P Small-Cap ETF vs State Street SPDR Portfolio S&P 1500 Composite Stock Market 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
SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) is an exchange-traded fund that provides exposure to the total U.S. stock market across all capitalizations. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-10-10

Quick Verdict

IJR has edged ahead over the past year (17.5% vs 15.9%).

Key Metrics

Metric IJR SPTM
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Small Cap US Total Market

Performance Chart

Indexed to 100 at start (5-year comparison)

75 94 113 132 151 170 2021-04 2022-06 2023-09 2024-12 2026-04
IJR +13.0%
SPTM +58.0%

Performance Comparison

Period IJR SPTM Difference
1 Month -3.31% -3.76% +0.45%
3 Months +2.92% -3.66% +6.58%
6 Months +4.30% -2.04% +6.34%
YTD +2.92% -3.66% +6.58%
1 Year +17.46% +15.90% +1.56%
3 Years +29.06% +57.40% -28.34%
5 Years +12.98% +57.96% -44.98%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IJR Fees SPTM 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 SPTM
Annualized Volatility 21.6% 16.9%
Max Drawdown -28.9% -25.0%
Sharpe Ratio 0.01 0.36

Dividend Comparison

Metric IJR SPTM
Annual Dividend (per share) $1.60 $0.95
Dividend Yield 1.28% 1.19%
Distribution Frequency Quarterly Quarterly

Related Comparisons

IJH vs IJR IJR vs ITOT IJR vs IVV IJR vs IWD IJR vs IWF IJR vs IWM IJR vs MGC IJR vs MGK