IJR vs IJS
Comparison between ISHARES CORE S&P SMALL-CAP ETF (IJR, ETF) and ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS, ETF).
5-Year PerformanceIJS has outperformed IJR, delivering a return of +8.1% compared to +7.7%
IJR vs IJS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IJR
$111B
IJS
$8B
Expense Ratio
Winner
IJR
0.06%
IJS
0.18%
Max Drawdown
Winner
IJR
58.90%
IJS
61.28%
Sharpe Ratio
IJR
1.50
Winner
IJS
1.61
5Y Beta
IJR
1.02
Winner
IJS
0.99
P/E Ratio
Winner
IJR
44.19
IJS
120.56
Forward P/E
IJR
15.59
Winner
IJS
13.47
5Y Dividends CAGR
IJR
9.50%
Winner
IJS
14.39%
5Y EPS CAGR
Winner
IJR
9.88%
IJS
4.02%
Debt to Equity
Winner
IJR
62.58%
IJS
64.84%
P/S Ratio
IJR
1.17
Winner
IJS
0.86
P/B Ratio
IJR
2.09
Winner
IJS
1.63
IJR vs IJS - Holdings Comparison
IJR and IJS have 397 common holdings. Overlap is 45.47%
IJR's top 25 holdings weight is 12.99%. IJS's top 25 holdings weight is 17.93%.
| Rank | IJR | IJS |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.06% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.56% |
| #2 | MOLINA HEALTHCARE INC (MOH) - 0.69% | MOLINA HEALTHCARE INC (MOH) - 1.36% |
| #3 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.61% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.97% |
| #4 | VIASAT INC (VSAT) - 0.52% | JACKSON FINANCIAL INC (JXN) - 0.92% |
| #5 | ELEMENT SOLUTIONS INC (ESI) - 0.51% | CARMAX INC (KMX) - 0.85% |
| #6 | FORMFACTOR INC (FORM) - 0.50% | EASTMAN CHEMICAL CO (EMN) - 0.83% |
| #7 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.49% | LINCOLN NATIONAL CORP (LNC) - 0.76% |
| #8 | GLAUKOS CORP (GKOS) - 0.49% | SM ENERGY CO (SM) - 0.73% |
| #9 | KRYSTAL BIOTECH INC (KRYS) - 0.49% | POOL CORP (POOL) - 0.73% |
| #10 | ARGAN INC (AGX) - 0.48% | CONAGRA BRANDS INC (CAG) - 0.73% |
| #11 | CORCEPT THERAPEUTICS INC (CORT) - 0.47% | VICTORIA'S SECRET & CO (VSXY) - 0.70% |
| #12 | ALKERMES PLC (ALKS) - 0.47% | MATSON INC (MATX) - 0.69% |
| #13 | JACKSON FINANCIAL INC (JXN) - 0.47% | LAMB WESTON HOLDINGS INC (LW) - 0.69% |
| #14 | ESCO TECHNOLOGIES INC (ESE) - 0.46% | LKQ CORP (LKQ) - 0.68% |
| #15 | BRINKER INTERNATIONAL INC (EAT) - 0.44% | CAESARS ENTERTAINMENT INC (CZR) - 0.66% |
| #16 | STONEX GROUP INC (SNEX) - 0.44% | PAYCOM SOFTWARE INC (PAYC) - 0.64% |
| #17 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.44% | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.64% |
| #18 | CARMAX INC (KMX) - 0.43% | ENPHASE ENERGY INC (ENPH) - 0.64% |
| #19 | MAXLINEAR INC (MXL) - 0.43% | VISHAY INTERTECHNOLOGY INC (VSH) - 0.63% |
| #20 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.43% | TELEFLEX INC (TFX) - 0.62% |
| #21 | FIRST BANCORP (FBP) - 0.38% | ORGANON & CO ORDINARY SHARES (OGN) - 0.38% |
| #22 | ENPHASE ENERGY INC (ENPH) - 0.33% | MOBILITY GLOBAL INC (MBGL) - 0.38% |
| #23 | ENOVA INTERNATIONAL INC (ENVA) - 0.32% | FIRST HAWAIIAN INC (FHB) - 0.38% |
| #24 | VISHAY INTERTECHNOLOGY INC (VSH) - 0.32% | FIRST FINANCIAL BANCORP (FFBC) - 0.38% |
| #25 | TELEFLEX INC (TFX) - 0.32% | GROUP 1 AUTOMOTIVE INC (GPI) - 0.38% |
| Total Holdings | 562 | 423 |
IJR vs IJS - Historical Returns
Returns include dividend reinvestment.
1M
IJR
+2.31%
Winner
IJS
+3.26%
3M
Winner
IJR
+8.83%
IJS
+7.98%
6M
Winner
IJR
+13.16%
IJS
+11.92%
1Y
IJR
+33.04%
Winner
IJS
+36.26%
5Y(CAGR)
IJR
+7.70%
Winner
IJS
+8.11%
10Y(CAGR)
Winner
IJR
+10.90%
IJS
+10.19%
Max(CAGR)
Winner
IJR
+10.21%
IJS
+10.00%
IJR vs IJS - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJR | IJS |
|---|---|---|
| 2026 | +21.32% | +20.45% |
| 2025 | +6.12% | +7.00% |
| 2024 | +9.17% | +7.65% |
| 2023 | +16.24% | +14.64% |
| 2022 | -17.10% | -12.62% |
| 2021 | +27.79% | +32.05% |
| 2020 | +11.20% | +2.66% |
| 2019 | +22.26% | +22.85% |
| 2018 | -9.18% | -13.74% |
| 2017 | +12.52% | +10.51% |
| 2016 | +29.64% | +33.81% |
| 2015 | -1.35% | -6.20% |
| 2014 | +7.12% | +8.47% |
| 2013 | +37.43% | +35.62% |
| 2012 | +14.45% | +15.61% |
| 2011 | -1.04% | -3.66% |
| 2010 | +23.56% | +21.79% |
| 2009 | +23.80% | +21.44% |
| 2008 | -30.85% | -28.27% |
| 2007 | -0.34% | -5.75% |
| 2006 | +13.09% | +17.22% |
| 2005 | +9.35% | +7.67% |
| 2004 | +21.81% | +21.99% |
| 2003 | +34.70% | +35.84% |
| 2002 | -14.38% | -14.49% |
| 2001 | +10.30% | +14.90% |
| 2000 | +14.42% | +15.79% |
IJR vs IJS Drawdown Comparison
The maximum drawdown for IJR was -58.15%, occurring on Mar 9, 2009. Recovery took 896 trading sessions.
The maximum drawdown for IJS was -60.11%, occurring on Mar 9, 2009. Recovery took 1176 trading sessions.
The current IJR drawdown is -1.17%. The current IJS drawdown is -0.56%.
| Rank | IJR | IJS |
|---|---|---|
| #1 | -58.15% Jul 19, 2007 - Feb 7, 2011 | -60.11% Jun 4, 2007 - Feb 1, 2012 |
| #2 | -44.35% Aug 31, 2018 - Nov 24, 2020 | -47.67% Aug 22, 2018 - Jan 6, 2021 |
| #3 | -33.57% Apr 16, 2002 - Oct 14, 2003 | -36.41% May 3, 2002 - Nov 26, 2003 |
| #4 | -28.01% Nov 25, 2024 - Dec 11, 2025 | -28.64% Nov 25, 2024 - Dec 10, 2025 |
| #5 | -26.58% Jul 7, 2011 - Feb 3, 2012 | -24.30% Nov 5, 2021 - Jul 16, 2024 |
| #6 | -26.46% Nov 8, 2021 - Jul 16, 2024 | -21.92% May 22, 2001 - Dec 26, 2001 |
| #7 | -23.78% May 22, 2001 - Jan 4, 2002 | -20.54% Jun 23, 2015 - Jul 11, 2016 |
| #8 | -20.00% Jun 23, 2015 - Jul 11, 2016 | -15.44% Feb 15, 2001 - May 21, 2001 |
| #9 | -16.87% Feb 15, 2001 - May 21, 2001 | -13.55% Mar 26, 2012 - Sep 7, 2012 |
| #10 | -13.83% May 9, 2006 - Nov 22, 2006 | -13.54% May 8, 2006 - Nov 14, 2006 |
| #11 | -12.83% Sep 7, 2000 - Jan 23, 2001 | -12.72% Jun 8, 2021 - Nov 5, 2021 |
| #12 | -11.83% Mar 26, 2012 - Sep 6, 2012 | -11.13% Jul 3, 2014 - Nov 26, 2014 |
| #13 | -11.63% Jul 3, 2014 - Dec 22, 2014 | -10.36% Sep 14, 2012 - Dec 20, 2012 |
| #14 | -11.07% Jun 30, 2004 - Oct 1, 2004 | -10.25% Mar 12, 2021 - Jun 1, 2021 |
| #15 | -10.66% Mar 7, 2005 - Jun 16, 2005 | -10.22% Mar 4, 2005 - Jun 15, 2005 |
Correlation
Correlation between IJR and IJS is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
IJR vs IJS dividend yield comparison.
| Year | IJR | IJS |
|---|---|---|
| 2026 | 0.43% | 0.54% |
| 2025 | 1.44% | 1.62% |
| 2024 | 2.05% | 1.78% |
| 2023 | 1.31% | 1.42% |
| 2022 | 1.41% | 1.46% |
| 2021 | 1.53% | 1.52% |
| 2020 | 1.11% | 1.00% |
| 2019 | 1.44% | 1.66% |
| 2018 | 1.58% | 1.75% |
| 2017 | 1.20% | 1.41% |
| 2016 | 1.22% | 1.22% |
| 2015 | 1.49% | 1.59% |
| 2014 | 1.23% | 1.41% |
| 2013 | 1.00% | 1.18% |
| 2012 | 1.66% | 1.87% |
| 2011 | 1.02% | 1.32% |
| 2010 | 1.08% | 1.14% |
| 2009 | 0.98% | 1.59% |
| 2008 | 1.50% | 1.92% |
| 2007 | 1.07% | 1.77% |
| 2006 | 0.77% | 1.14% |
| 2005 | 0.87% | 1.02% |
| 2004 | 0.73% | 1.11% |
| 2003 | 0.61% | 0.76% |
| 2002 | 0.65% | 0.95% |
| 2001 | 0.51% | 0.69% |
| 2000 | 1.24% | 0.78% |
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