Best ETFs
Schwab and Vanguard charge the same 0.03%. Their small-cap funds are 3.7 percentage points apart
iShares Core S&P Small-Cap ETF
$137.60+0.13 (+0.09%)
- 0.06%
- $103.2B
- +21.9%
- 1.24%
- 3.4M sh
- $137.52
- low $112.00high $150.69
The ETF.net IJR Grade
A
Score 79 out of 100
- 2 of 13
Score 79 of 100 falls in the A band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.A90 out of 100Rank 2 of 13Mission
Whether the fund did what it promised, tested against its stated mandate.A82 out of 100Rank 7 of 13Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.C52 out of 100Rank 1 of 13Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.A79 out of 100Rank 2 of 13Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.A86 out of 100Rank 1 of 13Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.A82 out of 100Rank 1 of 13
Our read on IJR
ASmall caps, but only the ones making money. IJR tracks the S&P SmallCap 600, an index that screens for positive earnings before a stock gets in, and it has been the big, heavily traded way to own that basket since 2000.
The fund seeks to track an index representing small-capitalization U.S. equities.
Why people hold it
- The index runs a profitability screen: no positive earnings, no entry. The money-losing tail of the small-cap market never reaches the portfolio.spglobal.com
- 0.06% a year, against a 0.18% median for funds wrapping this same index. One of the strongest overall implementations in that peer group.
- Trading since 2000 and now one of the largest, most actively traded S&P 600 funds available.
- Roughly 700 US small-cap positions, cash paid out quarterly.
Worth knowing
- Cheaper twins exist on the identical index: SPSM charges 0.03%, VIOO 0.07%. On headline fee alone, IJR is not the low bid.
- Small-cap stocks move more sharply than large caps, and this is straight index exposure with no hedge or cushion.ishares.com
- The earnings screen cuts both ways. When speculative, unprofitable small caps run, this index simply isn't holding them.spglobal.com
IJR Holdings
- Stocks
- 613
- 5%
- VSAT
Geography
- United States97.86%
- Ireland0.59%
- Bermuda0.54%
- Singapore0.28%
- Switzerland0.18%
- Bahamas0.14%
- Puerto Rico0.13%
- Israel0.12%
- 0.16%
IJR Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
IJR$12,186
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | IJR |
|---|---|
| Year to date | +15.3% |
| 1 month | −3.0% |
| 3 months | −5.2% |
| 1 year | +21.9% |
| 3 years | +16.0% |
| 5 years | +6.0% |
| 10 years | +10.1% |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | IJR |
|---|---|---|
| 2026 YTD | +15.3% | |
| 2025 | +5.9% | |
| 2024 | +8.6% | |
| 2023 | +16.1% | |
| 2022 | −16.2% | |
| 2021 | +26.6% | |
| 2020 | +11.3% |
IJR in the news
IJR Dividends
- 1.24%
- $1.71
- $0.51 per share
- Quarterly
Distribution history
IJR Risk
- 19.1%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.58
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −28.0%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 1.04
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
IJR Cost
0.06%
IJR0.06%
- The middle half of S&P SmallCap 600 funds
- Median 0.15%
1 of the 13 S&P SmallCap 600 funds charge less.
Other funds in S&P SmallCap 600
- ASPSMState Street SPDR Portfolio S&P 600 Small Cap ETFExpense ratio 0.03%1 year return +21.9%
- BVIOOVanguard S&P Small-Cap 600 ETFExpense ratio 0.07%1 year return +21.9%
- BVIOGVanguard S&P Small-Cap 600 Growth ETFExpense ratio 0.10%1 year return +20.0%
- BIJTiShares S&P Small-Cap 600 Growth ETFExpense ratio 0.18%1 year return +19.8%
- BSLYGState Street SPDR S&P 600 Small Cap Growth ETFExpense ratio 0.15%1 year return +19.9%