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 +6.6%
IJR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJR
$104B
Winner
SPY
$784B
Expense Ratio
Winner
IJR
0.06%
SPY
0.09%
Max Drawdown
IJR
58.90%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IJR
1.63
SPY
1.54
5Y Beta
IJR
1.02
Winner
SPY
1.00
P/E Ratio
IJR
41.06
Winner
SPY
27.62
Forward P/E
Winner
IJR
15.12
SPY
21.11
5Y Dividends CAGR
Winner
IJR
9.50%
SPY
6.00%
5Y EPS CAGR
IJR
9.64%
Winner
SPY
25.30%
Debt to Equity
IJR
62.91%
Winner
SPY
31.11%
P/S Ratio
Winner
IJR
1.14
SPY
3.49
P/B Ratio
Winner
IJR
2.05
SPY
5.30
IJR vs SPY - Holdings Comparison
IJR and SPY have 1 common holdings. Overlap is -1.45%
IJR's top 25 holdings weight is 13.67%. SPY's top 25 holdings weight is 51.24%.
| Rank | IJR | SPY |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.74% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | SEMTECH CORP (SMTC) - 0.84% | APPLE INC (AAPL) - 6.81% |
| #3 | SANMINA CORP (SANM) - 0.77% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | VIAVI SOLUTIONS INC (VIAV) - 0.66% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | FORMFACTOR INC (FORM) - 0.61% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | MOLINA HEALTHCARE INC (MOH) - 0.58% | BROADCOM INC (AVGO) - 2.77% |
| #7 | ELEMENT SOLUTIONS INC (ESI) - 0.57% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | ARGAN INC (AGX) - 0.54% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.53% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | STONEX GROUP INC (SNEX) - 0.53% | TESLA INC (TSLA) - 1.76% |
| #11 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.49% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | VIASAT INC (VSAT) - 0.48% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | ESCO TECHNOLOGIES INC (ESE) - 0.48% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | KRYSTAL BIOTECH INC (KRYS) - 0.47% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | EASTMAN CHEMICAL CO (EMN) - 0.47% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | POWELL INDUSTRIES INC (POWL) - 0.47% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | QORVO INC (QRVO) - 0.46% | VISA INC CLASS A (V) - 0.87% |
| #18 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.45% | INTEL CORP (INTC) - 0.85% |
| #19 | PLEXUS CORP (PLXS) - 0.44% | WALMART INC (WMT) - 0.82% |
| #20 | JACKSON FINANCIAL INC (JXN) - 0.44% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | FIRST BANCORP (FBP) - 0.36% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | PTC THERAPEUTICS INC (PTCT) - 0.33% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | CELANESE CORP CLASS A (CE) - 0.32% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | PRIMORIS SERVICES CORP (PRIM) - 0.32% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.32% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 566 | 505 |
IJR vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJR
+4.22%
SPY
-1.37%
3M
Winner
IJR
+16.53%
SPY
+12.22%
6M
Winner
IJR
+16.85%
SPY
+7.20%
1Y
Winner
IJR
+34.47%
SPY
+23.58%
5Y(CAGR)
IJR
+6.58%
Winner
SPY
+13.19%
10Y(CAGR)
IJR
+10.95%
Winner
SPY
+15.12%
Max(CAGR)
Winner
IJR
+11.61%
SPY
+8.44%
IJR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IJR | SPY |
|---|---|---|
| 2026 | +18.17% | +7.95% |
| 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 | +31.41% | +13.59% |
| 2015 | +0.07% | +1.31% |
| 2014 | +8.48% | +14.56% |
| 2013 | +38.99% | +29.00% |
| 2012 | +16.39% | +14.17% |
| 2011 | -0.01% | +0.85% |
| 2010 | +25.01% | +13.14% |
| 2009 | +25.23% | +22.67% |
| 2008 | -29.97% | -36.25% |
| 2007 | +0.66% | +5.32% |
| 2006 | +14.00% | +13.85% |
| 2005 | +11.69% | +5.32% |
| 2004 | +26.78% | +10.75% |
| 2003 | +39.62% | +24.18% |
| 2002 | -11.82% | -22.42% |
| 2001 | +13.39% | -10.13% |
| 2000 | +21.75% | -8.84% |
| 1999 | N/A | +8.61% |
IJR vs SPY Drawdown Comparison
The maximum drawdown for IJR was -57.42%, occurring on Mar 9, 2009. Recovery took 861 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 -0.43%. The current SPY drawdown is -3.18%.
| Rank | IJR | SPY |
|---|---|---|
| #1 | -57.42% Jul 19, 2007 - Dec 16, 2010 | -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 | -32.55% Apr 16, 2002 - Sep 2, 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 | -26.46% Nov 8, 2021 - Jul 16, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -26.35% Jul 7, 2011 - Feb 3, 2012 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -23.42% May 22, 2001 - Dec 26, 2001 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -19.15% Jun 23, 2015 - Jun 8, 2016 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.39% Feb 15, 2001 - May 18, 2001 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -13.68% May 9, 2006 - Nov 15, 2006 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.49% Sep 7, 2000 - Dec 27, 2000 | -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 | -11.37% 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 | -10.18% Sep 14, 2012 - Jan 2, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IJR and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
IJR vs SPY dividend yield comparison.
| Year | IJR | SPY |
|---|---|---|
| 2026 | 0.44% | 0.50% |
| 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 | 2.43% | 2.03% |
| 2015 | 2.97% | 2.06% |
| 2014 | 2.46% | 1.87% |
| 2013 | 2.00% | 1.81% |
| 2012 | 3.31% | 2.18% |
| 2011 | 2.05% | 2.05% |
| 2010 | 2.15% | 1.80% |
| 2009 | 1.96% | 1.95% |
| 2008 | 3.00% | 3.02% |
| 2007 | 2.13% | 1.85% |
| 2006 | 1.53% | 1.73% |
| 2005 | 2.87% | 1.73% |
| 2004 | 4.40% | 1.82% |
| 2003 | 3.65% | 1.47% |
| 2002 | 3.89% | 1.70% |
| 2001 | 3.04% | 1.25% |
| 2000 | 7.46% | 1.15% |
| 1999 | 0.00% | 0.24% |
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