ETF Versus

IJR vs SPYV

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

State Street SPDR Portfolio S&P 500 Value ETF (SPYV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-10-02

Quick Verdict

Over the past year, IJR has significantly outperformed with a 17.5% return vs 10.5%.

Key Metrics

Metric IJR SPYV
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%
SPYV +47.1%

Performance Comparison

Period IJR SPYV Difference
1 Month -3.31% -3.87% +0.56%
3 Months +2.92% -0.54% +3.46%
6 Months +4.30% +1.51% +2.79%
YTD +2.92% -0.54% +3.46%
1 Year +17.46% +10.47% +6.99%
3 Years +29.06% +39.05% -9.99%
5 Years +12.98% +47.10% -34.12%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IJR Fees SPYV 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 SPYV
Annualized Volatility 21.6% 14.4%
Max Drawdown -28.9% -19.1%
Sharpe Ratio 0.01 0.30

Dividend Comparison

Metric IJR SPYV
Annual Dividend (per share) $1.60 $1.03
Dividend Yield 1.28% 1.82%
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.

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