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IJS vs XJR

iShares S&P Small-Cap 600 Value ETF vs iShares ESG Select Screened S&P Small-Cap ETF

IJS

iShares S&P Small-Cap 600 Value ETF

iShares

Annual cost

0.18%

Fund size

$7.9B

XJR

iShares ESG Select Screened S&P Small-Cap ETF

iShares

Annual cost

0.12%

Fund size

$138M

Key differences

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

Side-by-side comparison

IJSXJR
Annual cost (TER)0.18%0.12%
Fund size (AUM)$7.9B$138M
Since20002020
Dividend yield1.31%1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+38.5%+29.5%
CAGR 3Y+14.8%+15.1%
CAGR 5Y+5.8%+5.5%
Sharpe 3Y0.590.61
Volatility 1Y18.46%17.92%
Max drawdown-47.68%-27.14%

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

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