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IJS vs GWX

iShares S&P Small-Cap 600 Value ETF vs State Street SPDR S&P International Small Cap ETF

IJS

iShares S&P Small-Cap 600 Value ETF

iShares

Annual cost

0.18%

Fund size

$7.9B

GWX

State Street SPDR S&P International Small Cap ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$912M

Key differences

  • IJS costs 0.22% less per year.
  • IJS is significantly larger than GWX — larger funds tend to be more liquid and less likely to close.
  • IJS covers north america markets; GWX covers global.
  • Over the last 3 years, GWX has delivered higher annualized returns.
  • IJS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJSGWX
Annual cost (TER)0.18%0.40%
Fund size (AUM)$7.9B$912M
Since20002007
Dividend yield1.31%2.54%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+38.5%+36.6%
CAGR 3Y+14.8%+17.2%
CAGR 5Y+5.8%+6.7%
Sharpe 3Y0.590.87
Volatility 1Y18.46%15.45%
Max drawdown-47.68%-45.27%

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

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