Screener
IJR vs IYK
iShares Core S&P Small-Cap ETF vs iShares US Consumer Staples ETF
Key differences
Both IJR and IYK are equity ETFs. IJR charges 0.06% a year and IYK 0.38%. The main difference: IJR costs 0.32% less per year.
- IJR costs 0.32% less per year.
- IJR is much larger than IYK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IJR has delivered higher annualized returns.
Side-by-side comparison
| IJR | IYK | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.38% |
| Fund size (AUM) | $103.5B | $1.6B |
| Since | 2000 | 2000 |
| Dividend yield | 1.15% | 2.66% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +33.8% | +7.2% |
| CAGR 3Y | +14.6% | +6.8% |
| CAGR 5Y | +6.2% | +6.5% |
| Sharpe 3Y | 0.60 | 0.31 |
| Volatility 1Y | 17.76% | 12.59% |
| Max drawdown | -44.36% | -33.19% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.