Screener
IJR vs IYF
iShares Core S&P Small-Cap ETF vs iShares U.S. Financials ETF
Key differences
Both IJR and IYF are equity ETFs. IJR charges 0.06% a year and IYF 0.38%. The main difference: IJR costs 0.32% less per year.
- IJR costs 0.32% less per year.
- IJR is much larger than IYF. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IYF has delivered higher annualized returns.
Side-by-side comparison
| IJR | IYF | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.38% |
| Fund size (AUM) | $103.5B | $3.5B |
| Since | 2000 | 2000 |
| Dividend yield | 1.15% | 1.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +32.0% | +9.5% |
| CAGR 3Y | +16.0% | +22.5% |
| CAGR 5Y | +5.5% | +10.1% |
| Sharpe 3Y | 0.65 | 1.08 |
| Volatility 1Y | 17.63% | 14.55% |
| Max drawdown | -44.36% | -42.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.