Screener
IJR vs XSMO
iShares Core S&P Small-Cap ETF vs Invesco S&P SmallCap Momentum ETF
Key differences
- IJR costs 0.30% less per year.
- IJR is significantly larger than XSMO — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, XSMO has delivered higher annualized returns.
- IJR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IJR | XSMO | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.36% |
| Fund size (AUM) | $102.6B | $2.8B |
| Since | 2000 | 2005 |
| Dividend yield | 1.16% | 0.54% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +33.1% | +32.8% |
| CAGR 3Y | +15.4% | +25.5% |
| CAGR 5Y | +5.9% | +12.3% |
| Sharpe 3Y | 0.63 | 1.02 |
| Volatility 1Y | 17.65% | 18.47% |
| Max drawdown | -44.36% | -39.39% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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