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IJR vs GWX

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

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

GWX

State Street SPDR S&P International Small Cap ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$912M

Key differences

  • IJR costs 0.34% less per year.
  • IJR is significantly larger than GWX — larger funds tend to be more liquid and less likely to close.
  • IJR covers north america markets; GWX covers global.
  • Over the last 3 years, GWX has delivered higher annualized returns.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJRGWX
Annual cost (TER)0.06%0.40%
Fund size (AUM)$102.6B$912M
Since20002007
Dividend yield1.16%2.54%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+33.1%+36.6%
CAGR 3Y+15.4%+17.2%
CAGR 5Y+5.9%+6.7%
Sharpe 3Y0.630.87
Volatility 1Y17.65%15.45%
Max drawdown-44.36%-45.27%

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

Similar to IJR and GWX