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IJR vs XVV

iShares Core S&P Small-Cap ETF vs iShares ESG Select Screened S&P 500 ETF

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

Key differences

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

Side-by-side comparison

IJRXVV
Annual cost (TER)0.06%0.08%
Fund size (AUM)$102.6B$636M
Since20002020
Dividend yield1.16%0.92%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.1%+27.7%
CAGR 3Y+15.4%+23.1%
CAGR 5Y+5.9%+13.6%
Sharpe 3Y0.631.18
Volatility 1Y17.65%12.84%
Max drawdown-44.36%-27.20%

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

Similar to IJR and XVV