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IJR vs XJR

iShares Core S&P Small-Cap ETF vs iShares ESG Select Screened S&P Small-Cap ETF

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

XJR

iShares ESG Select Screened S&P Small-Cap ETF

iShares

Annual cost

0.12%

Fund size

$138M

Key differences

  • IJR costs 0.06% less per year.
  • IJR is significantly larger than XJR — larger funds tend to be more liquid and less likely to close.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJRXJR
Annual cost (TER)0.06%0.12%
Fund size (AUM)$102.6B$138M
Since20002020
Dividend yield1.16%1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+36.1%+32.9%
CAGR 3Y+16.0%+15.8%
CAGR 5Y+6.6%+6.3%
Sharpe 3Y0.650.64
Volatility 1Y17.70%17.99%
Max drawdown-44.36%-27.14%

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

Similar to IJR and XJR