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IJR vs SMLF

iShares Core S&P Small-Cap ETF vs iShares U.S. Small-Cap Equity Factor ETF

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

SMLF

iShares U.S. Small-Cap Equity Factor ETF

iShares

Annual cost

0.15%

Fund size

$3.6B

Key differences

  • IJR costs 0.09% less per year.
  • IJR is significantly larger than SMLF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SMLF has delivered higher annualized returns.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJRSMLF
Annual cost (TER)0.06%0.15%
Fund size (AUM)$102.6B$3.6B
Since20002015
Dividend yield1.16%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.1%+31.5%
CAGR 3Y+15.4%+20.4%
CAGR 5Y+5.9%+10.7%
Sharpe 3Y0.630.86
Volatility 1Y17.65%17.32%
Max drawdown-44.36%-41.89%

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

Similar to IJR and SMLF