IJR vs SPY
Comparison between ISHARES CORE S&P SMALL-CAP ETF (IJR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IJR, delivering a return of +13.2% compared to +7.5%
IJR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJR
$111B
Winner
SPY
$781B
Expense Ratio
Winner
IJR
0.06%
SPY
0.09%
Max Drawdown
IJR
58.90%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IJR
1.61
SPY
1.43
5Y Beta
IJR
1.01
Winner
SPY
1.00
P/E Ratio
IJR
45.37
Winner
SPY
26.48
Forward P/E
Winner
IJR
15.68
SPY
20.89
PEG Ratio
IJR
N/A
SPY
0.30
5Y Dividends CAGR
Winner
IJR
9.50%
SPY
6.00%
5Y EPS CAGR
IJR
8.99%
Winner
SPY
26.40%
Debt to Equity
Winner
IJR
46.57%
SPY
48.17%
P/S Ratio
Winner
IJR
1.21
SPY
3.72
P/B Ratio
Winner
IJR
2.11
SPY
5.55
IJR vs SPY - Holdings Comparison
IJR and SPY have 1 common holdings. Overlap is -2.02%
IJR's top 25 holdings weight is 12.78%. SPY's top 25 holdings weight is 51.49%.
| Rank | IJR | SPY |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.20% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | VIASAT INC (VSAT) - 0.55% | APPLE INC (AAPL) - 7.44% |
| #3 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.50% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | CORCEPT THERAPEUTICS INC (CORT) - 0.50% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | GLAUKOS CORP (GKOS) - 0.49% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | KRYSTAL BIOTECH INC (KRYS) - 0.49% | BROADCOM INC (AVGO) - 2.83% |
| #7 | FORMFACTOR INC (FORM) - 0.49% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | ELEMENT SOLUTIONS INC (ESI) - 0.48% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | JACKSON FINANCIAL INC (JXN) - 0.48% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | ALKERMES PLC (ALKS) - 0.48% | TESLA INC (TSLA) - 1.65% |
| #11 | ESCO TECHNOLOGIES INC (ESE) - 0.47% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | ARGAN INC (AGX) - 0.47% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.46% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | BRINKER INTERNATIONAL INC (EAT) - 0.46% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | CARMAX INC (KMX) - 0.45% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.45% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | RALLIANT CORP (RAL) - 0.44% | VISA INC CLASS A (V) - 0.91% |
| #18 | TERRENO REALTY CORP (TRNO) - 0.44% | INTEL CORP (INTC) - 0.77% |
| #19 | STONEX GROUP INC (SNEX) - 0.43% | WALMART INC (WMT) - 0.75% |
| #20 | ETSY INC (ETSY) - 0.43% | ABBVIE INC (ABBV) - 0.70% |
| #21 | FIRST BANCORP (FBP) - 0.38% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | ENOVA INTERNATIONAL INC (ENVA) - 0.31% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | VSE CORP (VSEC) - 0.31% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.31% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 0.31% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 566 | 505 |
IJR vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IJR
+0.69%
Winner
SPY
+2.30%
3M
Winner
IJR
+6.72%
SPY
+5.00%
6M
Winner
IJR
+12.52%
SPY
+11.88%
1Y
Winner
IJR
+35.15%
SPY
+22.80%
5Y(CAGR)
IJR
+7.51%
Winner
SPY
+13.20%
10Y(CAGR)
IJR
+10.83%
Winner
SPY
+15.26%
Max(CAGR)
Winner
IJR
+10.22%
SPY
+8.59%
IJR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IJR | SPY |
|---|---|---|
| 2026 | +22.35% | +13.10% |
| 2025 | +6.12% | +18.00% |
| 2024 | +9.17% | +25.59% |
| 2023 | +16.24% | +26.72% |
| 2022 | -17.10% | -18.64% |
| 2021 | +27.79% | +30.52% |
| 2020 | +11.20% | +17.28% |
| 2019 | +22.26% | +31.09% |
| 2018 | -9.18% | -5.24% |
| 2017 | +12.52% | +20.78% |
| 2016 | +29.64% | +13.59% |
| 2015 | -1.35% | +1.31% |
| 2014 | +7.12% | +14.56% |
| 2013 | +37.43% | +29.00% |
| 2012 | +14.45% | +14.17% |
| 2011 | -1.04% | +0.85% |
| 2010 | +23.56% | +13.14% |
| 2009 | +23.80% | +22.67% |
| 2008 | -30.85% | -36.25% |
| 2007 | -0.34% | +5.32% |
| 2006 | +13.09% | +13.85% |
| 2005 | +9.35% | +5.32% |
| 2004 | +21.81% | +10.75% |
| 2003 | +34.70% | +24.18% |
| 2002 | -14.38% | -22.42% |
| 2001 | +10.30% | -10.13% |
| 2000 | +14.42% | -8.84% |
| 1999 | N/A | +8.61% |
IJR vs SPY Drawdown Comparison
The maximum drawdown for IJR was -58.15%, occurring on Mar 9, 2009. Recovery took 896 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IJR drawdown is -1.72%. The current SPY drawdown is -0.36%.
| Rank | IJR | SPY |
|---|---|---|
| #1 | -58.15% Jul 19, 2007 - Feb 7, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -44.35% Aug 31, 2018 - Nov 24, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -33.57% Apr 16, 2002 - Oct 14, 2003 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -28.01% Nov 25, 2024 - Dec 11, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -26.58% Jul 7, 2011 - Feb 3, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -26.46% Nov 8, 2021 - Jul 16, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -23.78% May 22, 2001 - Jan 4, 2002 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -20.00% Jun 23, 2015 - Jul 11, 2016 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.87% Feb 15, 2001 - May 21, 2001 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -13.83% May 9, 2006 - Nov 22, 2006 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.83% Sep 7, 2000 - Jan 23, 2001 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.83% Mar 26, 2012 - Sep 6, 2012 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.63% Jul 3, 2014 - Dec 22, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.07% Jun 30, 2004 - Oct 1, 2004 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.66% Mar 7, 2005 - Jun 16, 2005 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IJR and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
IJR vs SPY dividend yield comparison.
| Year | IJR | SPY |
|---|---|---|
| 2026 | 0.42% | 0.48% |
| 2025 | 1.44% | 1.07% |
| 2024 | 2.05% | 1.21% |
| 2023 | 1.31% | 1.40% |
| 2022 | 1.41% | 1.65% |
| 2021 | 1.53% | 1.20% |
| 2020 | 1.11% | 1.52% |
| 2019 | 1.44% | 1.75% |
| 2018 | 1.58% | 2.04% |
| 2017 | 1.20% | 1.80% |
| 2016 | 1.22% | 2.03% |
| 2015 | 1.49% | 2.06% |
| 2014 | 1.23% | 1.87% |
| 2013 | 1.00% | 1.81% |
| 2012 | 1.66% | 2.18% |
| 2011 | 1.02% | 2.05% |
| 2010 | 1.08% | 1.80% |
| 2009 | 0.98% | 1.95% |
| 2008 | 1.50% | 3.02% |
| 2007 | 1.07% | 1.85% |
| 2006 | 0.77% | 1.73% |
| 2005 | 0.87% | 1.73% |
| 2004 | 0.73% | 1.82% |
| 2003 | 0.61% | 1.47% |
| 2002 | 0.65% | 1.70% |
| 2001 | 0.51% | 1.25% |
| 2000 | 1.24% | 1.15% |
| 1999 | 0.00% | 0.24% |
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