IJR vs IWF
Comparison between ISHARES CORE S&P SMALL-CAP ETF (IJR, ETF) and ISHARES RUSSELL 1000 GROWTH ETF (IWF, ETF).
5-Year PerformanceIWF has outperformed IJR, delivering a return of +14.7% compared to +5.8%
IJR vs IWF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJR
$92B
Winner
IWF
$112B
Expense Ratio
Winner
IJR
0.06%
IWF
0.18%
Max Drawdown
Winner
IJR
58.90%
IWF
66.83%
Sharpe Ratio
Winner
IJR
1.66
IWF
1.64
5Y Beta
Winner
IJR
1.03
IWF
1.21
P/E Ratio
IJR
39.43
Winner
IWF
36.20
Forward P/E
Winner
IJR
15.38
IWF
27.33
5Y Dividends CAGR
Winner
IJR
13.42%
IWF
5.52%
5Y EPS CAGR
IJR
13.79%
Winner
IWF
36.83%
Debt to Equity
IJR
N/A
IWF
24.55%
P/S Ratio
Winner
IJR
1.11
IWF
6.72
P/B Ratio
Winner
IJR
1.97
IWF
13.30
IJR vs IWF - Holdings Comparison
IJR and IWF have 15 common holdings. Overlap is -0.97%
IJR's top 25 holdings weight is 13.04%. IWF's top 25 holdings weight is 73.81%.
| Rank | IJR | IWF |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.42% | NVIDIA CORP (NVDA) - 14.26% |
| #2 | FORMFACTOR INC (FORM) - 0.67% | APPLE INC (AAPL) - 10.90% |
| #3 | VIAVI SOLUTIONS INC (VIAV) - 0.62% | MICROSOFT CORP (MSFT) - 8.99% |
| #4 | SANMINA CORP (SANM) - 0.61% | BROADCOM INC (AVGO) - 5.75% |
| #5 | PRIMORIS SERVICES CORP (PRIM) - 0.56% | AMAZON.COM INC (AMZN) - 5.19% |
| #6 | SEMTECH CORP (SMTC) - 0.56% | ALPHABET INC CLASS A (GOOGL) - 3.83% |
| #7 | ELEMENT SOLUTIONS INC (ESI) - 0.55% | META PLATFORMS INC CLASS A (META) - 3.64% |
| #8 | ARGAN INC (AGX) - 0.55% | TESLA INC (TSLA) - 3.21% |
| #9 | MOLINA HEALTHCARE INC (MOH) - 0.55% | ALPHABET INC CLASS C (GOOG) - 3.10% |
| #10 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.52% | ELI LILLY AND CO (LLY) - 2.23% |
| #11 | ESCO TECHNOLOGIES INC (ESE) - 0.50% | VISA INC CLASS A (V) - 1.67% |
| #12 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.50% | COSTCO WHOLESALE CORP (COST) - 1.42% |
| #13 | EASTMAN CHEMICAL CO (EMN) - 0.49% | MASTERCARD INC CLASS A (MA) - 1.31% |
| #14 | LKQ CORP (LKQ) - 0.48% | NETFLIX INC (NFLX) - 1.24% |
| #15 | VIASAT INC (VSAT) - 0.48% | ABBVIE INC (ABBV) - 1.12% |
| #16 | JACKSON FINANCIAL INC (JXN) - 0.48% | LAM RESEARCH CORP (LRCX) - 1.04% |
| #17 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.47% | ADVANCED MICRO DEVICES INC (AMD) - 1.01% |
| #18 | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 0.46% | n/a (PLTR) - 1.00% |
| #19 | STONEX GROUP INC (SNEX) - 0.44% | GE VERNOVA INC (GEV) - 0.97% |
| #20 | POWELL INDUSTRIES INC (POWL) - 0.44% | GE AEROSPACE (GE) - 0.95% |
| #21 | FIRST BANCORP (FBP) - 0.37% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.20% |
| #22 | AXOS FINANCIAL INC (AX) - 0.33% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.20% |
| #23 | GRANITE CONSTRUCTION INC (GVA) - 0.33% | AON PLC CLASS A (AON) - 0.20% |
| #24 | ALKERMES PLC (ALKS) - 0.33% | CINTAS CORP (CTAS) - 0.19% |
| #25 | AMERIS BANCORP (ABCB) - 0.33% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.19% |
| Total Holdings | 567 | 347 |
IJR vs IWF - Historical Returns
Returns include dividend reinvestment.
1M
IJR
+6.56%
Winner
IWF
+11.51%
3M
IJR
+4.98%
Winner
IWF
+7.29%
6M
Winner
IJR
+18.03%
IWF
+5.02%
1Y
Winner
IJR
+35.31%
IWF
+32.11%
5Y(CAGR)
IJR
+5.83%
Winner
IWF
+14.65%
10Y(CAGR)
IJR
+11.03%
Winner
IWF
+18.44%
Max(CAGR)
Winner
IJR
+10.03%
IWF
+8.48%
IJR vs IWF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJR | IWF |
|---|---|---|
| 2026 | +14.17% | +4.84% |
| 2025 | +6.12% | +18.60% |
| 2024 | +9.17% | +35.13% |
| 2023 | +16.24% | +43.68% |
| 2022 | -17.10% | -29.81% |
| 2021 | +27.79% | +29.26% |
| 2020 | +11.20% | +36.37% |
| 2019 | +22.26% | +35.96% |
| 2018 | -9.18% | -2.59% |
| 2017 | +12.52% | +28.98% |
| 2016 | +29.64% | +8.87% |
| 2015 | -1.35% | +5.60% |
| 2014 | +7.12% | +13.77% |
| 2013 | +37.43% | +29.76% |
| 2012 | +14.45% | +13.57% |
| 2011 | -1.04% | +1.37% |
| 2010 | +23.56% | +15.02% |
| 2009 | +23.80% | +32.66% |
| 2008 | -30.85% | -37.54% |
| 2007 | -0.34% | +11.18% |
| 2006 | +13.09% | +7.07% |
| 2005 | +9.35% | +5.74% |
| 2004 | +21.81% | +6.73% |
| 2003 | +34.70% | +25.08% |
| 2002 | -14.38% | -28.80% |
| 2001 | +10.30% | -16.14% |
| 2000 | +14.42% | -17.06% |
IJR vs IWF Drawdown Comparison
The maximum drawdown for IJR was -58.15%, occurring on Mar 9, 2009. Recovery took 896 trading sessions.
The maximum drawdown for IWF was -64.25%, occurring on Mar 9, 2009. Recovery took 3313 trading sessions.
The current IJR drawdown is -0.42%.
| Rank | IJR | IWF |
|---|---|---|
| #1 | -58.15% Jul 19, 2007 - Feb 7, 2011 | -64.25% Jul 17, 2000 - Sep 18, 2013 |
| #2 | -44.35% Aug 31, 2018 - Nov 24, 2020 | -32.72% Dec 27, 2021 - Jan 10, 2024 |
| #3 | -33.57% Apr 16, 2002 - Oct 14, 2003 | -31.55% Feb 19, 2020 - Jun 8, 2020 |
| #4 | -28.01% Nov 25, 2024 - Dec 11, 2025 | -23.36% Dec 16, 2024 - Jun 26, 2025 |
| #5 | -26.58% Jul 7, 2011 - Feb 3, 2012 | -21.90% Oct 1, 2018 - Apr 12, 2019 |
| #6 | -26.46% Nov 8, 2021 - Jul 16, 2024 | -16.27% Oct 29, 2025 - May 7, 2026 |
| #7 | -23.78% May 22, 2001 - Jan 4, 2002 | -13.84% Jul 20, 2015 - Jul 8, 2016 |
| #8 | -20.00% Jun 23, 2015 - Jul 11, 2016 | -13.26% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -16.87% Feb 15, 2001 - May 21, 2001 | -11.31% Sep 2, 2020 - Dec 1, 2020 |
| #10 | -13.83% May 9, 2006 - Nov 22, 2006 | -9.88% Jan 26, 2018 - Jun 5, 2018 |
| #11 | -12.83% Sep 7, 2000 - Jan 23, 2001 | -9.68% Feb 12, 2021 - Apr 8, 2021 |
| #12 | -11.83% Mar 26, 2012 - Sep 6, 2012 | -7.88% Apr 29, 2019 - Jun 20, 2019 |
| #13 | -11.63% Jul 3, 2014 - Dec 22, 2014 | -7.26% Sep 18, 2014 - Oct 31, 2014 |
| #14 | -11.07% Jun 30, 2004 - Oct 1, 2004 | -7.26% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -10.66% Mar 7, 2005 - Jun 16, 2005 | -6.76% Apr 26, 2021 - Jun 14, 2021 |
Correlation
Correlation between IJR and IWF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2000 - 2026)
IJR vs IWF dividend yield comparison.
| Year | IJR | IWF |
|---|---|---|
| 2026 | 0.14% | 0.08% |
| 2025 | 1.44% | 0.36% |
| 2024 | 2.05% | 0.46% |
| 2023 | 1.31% | 0.67% |
| 2022 | 1.41% | 0.91% |
| 2021 | 1.53% | 0.50% |
| 2020 | 1.11% | 0.66% |
| 2019 | 1.44% | 0.99% |
| 2018 | 1.58% | 1.27% |
| 2017 | 1.20% | 1.10% |
| 2016 | 1.22% | 1.43% |
| 2015 | 1.49% | 1.37% |
| 2014 | 1.23% | 1.33% |
| 2013 | 1.00% | 1.29% |
| 2012 | 1.66% | 1.65% |
| 2011 | 1.02% | 1.39% |
| 2010 | 1.08% | 1.27% |
| 2009 | 0.98% | 1.39% |
| 2008 | 1.50% | 1.66% |
| 2007 | 1.07% | 0.92% |
| 2006 | 0.77% | 0.93% |
| 2005 | 0.87% | 0.89% |
| 2004 | 0.73% | 1.04% |
| 2003 | 0.61% | 0.79% |
| 2002 | 0.65% | 0.81% |
| 2001 | 0.51% | 0.41% |
| 2000 | 1.24% | 0.32% |
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