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EWX vs IJR

State Street SPDR S&P Emerging Markets Small Cap ETF vs iShares Core S&P Small-Cap ETF

EWX

State Street SPDR S&P Emerging Markets Small Cap ETF

State Street Investment Management

Annual cost

0.65%

Fund size

$717M

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

Key differences

  • IJR costs 0.59% less per year.
  • IJR is significantly larger than EWX — larger funds tend to be more liquid and less likely to close.
  • EWX is classified as alternative, while IJR is equity — different risk/return profiles.
  • EWX covers emerging markets markets; IJR covers north america.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EWXIJR
Annual cost (TER)0.65%0.06%
Fund size (AUM)$717M$102.6B
Since20082000
Dividend yield2.63%1.16%
Asset classalternativeequity
Regionemerging marketsnorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.0%+33.1%
CAGR 3Y+16.4%+15.4%
CAGR 5Y+8.9%+5.9%
Sharpe 3Y0.850.63
Volatility 1Y14.60%17.65%
Max drawdown-43.00%-44.36%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EWX and IJR