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IJR vs KCE

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

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

KCE

State Street SPDR S&P Capital Markets ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$456M

Key differences

  • IJR costs 0.29% less per year.
  • IJR is significantly larger than KCE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, KCE has delivered higher annualized returns.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJRKCE
Annual cost (TER)0.06%0.35%
Fund size (AUM)$102.6B$456M
Since20002005
Dividend yield1.16%1.70%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.1%+15.1%
CAGR 3Y+15.4%+26.5%
CAGR 5Y+5.9%+12.9%
Sharpe 3Y0.631.05
Volatility 1Y17.65%19.67%
Max drawdown-44.36%-40.78%

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

Similar to IJR and KCE