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IJR vs OEF

iShares Core S&P Small-Cap ETF vs iShares S&P 100 ETF

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

OEF

iShares S&P 100 ETF

iShares

Annual cost

0.20%

Fund size

$19.6B

Key differences

  • IJR costs 0.14% less per year.
  • IJR is significantly larger than OEF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, OEF has delivered higher annualized returns.

Side-by-side comparison

IJROEF
Annual cost (TER)0.06%0.20%
Fund size (AUM)$102.6B$19.6B
Since20002000
Dividend yield1.16%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.1%+31.9%
CAGR 3Y+15.4%+25.8%
CAGR 5Y+5.9%+15.9%
Sharpe 3Y0.631.31
Volatility 1Y17.65%12.88%
Max drawdown-44.36%-31.44%

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

Similar to IJR and OEF