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IJR vs SPYM

iShares Core S&P Small-Cap ETF vs State Street SPDR Portfolio S&P 500 ETF

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street Investment Management

Annual cost

0.02%

Fund size

$137.6B

Key differences

  • Over the last 3 years, SPYM has delivered higher annualized returns.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJRSPYM
Annual cost (TER)0.06%0.02%
Fund size (AUM)$102.6B$137.6B
Since20002005
Dividend yield1.16%1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.1%+29.4%
CAGR 3Y+15.4%+23.2%
CAGR 5Y+5.9%+14.0%
Sharpe 3Y0.631.25
Volatility 1Y17.65%11.96%
Max drawdown-44.36%-33.87%

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

Similar to IJR and SPYM