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