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IJS vs SPSM

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

IJS

iShares S&P Small-Cap 600 Value ETF

iShares

Annual cost

0.18%

Fund size

$7.9B

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$15.4B

Key differences

  • SPSM costs 0.15% less per year.
  • IJS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJSSPSM
Annual cost (TER)0.18%0.03%
Fund size (AUM)$7.9B$15.4B
Since20002013
Dividend yield1.31%1.44%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+38.5%+33.1%
CAGR 3Y+14.8%+15.4%
CAGR 5Y+5.8%+6.0%
Sharpe 3Y0.590.63
Volatility 1Y18.46%17.58%
Max drawdown-47.68%-42.89%

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

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