IJR vs IVV
iShares Core S&P Small-Cap ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IJR delivered stronger 1-year returns. IJR offers more diversification with 662 holdings.
Side-by-Side Comparison
| Metric | IJR | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.03% | |
| AUM | $112.9B | $907.0B | |
| Dividend Yield | 1.13% | 1.10% | |
| Holdings | 662 | 508 | |
| YTD Return | +21.15% | +12.28% | |
| 1Y Return | +29.83% | +20.94% | |
| 3Y Return (annualized) | +16.05% | +21.81% | |
| 5Y Return (annualized) | +7.85% | +13.05% | |
| Volatility (annualized) | 19.4% | 15.1% | |
| Max Drawdown | -58.9% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 22, 2000 | May 15, 2000 |
IJR vs IVV Performance
iShares Core S&P Small-Cap ETF (IJR) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IJR returned +29.83% while IVV returned +20.94%. Year to date, IJR is up 21.15% versus a gain of 12.28% for IVV.
Over three years, IJR compounded at +16.05% per year against +21.81% for IVV; over five years the annualized figures are +7.85% and +13.05% respectively. Across the full 26-year window we track, IJR has the edge at +9.17% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IJR has been the more volatile fund, with annualized monthly volatility of 19.4% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -58.9% for IJR and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IJR charges 0.06% per year while IVV charges 0.03%. On a $10,000 position that is $6 vs $3 annually, a gap of $3 per year that compounds over a long holding period. On income, IJR currently yields 1.13% against 1.10% for IVV.
Holdings Overlap
IJR and IVV share 1 holdings out of 1095 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IJR | Weight in IVV | Difference |
|---|---|---|---|
| XTSLA | 2.05% | 0.15% | 1.90% |
Frequently Asked Questions
Which is cheaper, IJR or IVV?
IJR has an expense ratio of 0.06% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $3 per year of difference.
Which performed better, IJR or IVV?
Over the past year IJR returned +29.83% vs +20.94% for IVV, so IJR leads on 1-year performance. Over the longest common window we track (26 years), IJR annualized +9.17% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, IJR or IVV?
IJR has been the more volatile fund at 19.4% annualized versus 15.1% for IVV. Worst drawdown: IJR -58.9% vs IVV -56.5%.
Should I hold both IJR and IVV?
IJR and IVV have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IJR and IVV?
IJR and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 1095 unique securities.
Which pays a higher dividend, IJR or IVV?
IJR yields 1.13% while IVV yields 1.10%, so IJR currently pays the higher dividend yield.
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