Screener
ISMD vs IJR
Inspire Small/Mid Cap ETF vs iShares Core S&P Small-Cap ETF
Key differences
- IJR costs 0.47% less per year.
- IJR is significantly larger than ISMD — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, ISMD has delivered higher annualized returns.
- IJR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISMD | IJR | |
|---|---|---|
| Annual cost (TER) | 0.53% | 0.06% |
| Fund size (AUM) | $292M | $102.6B |
| Since | 2017 | 2000 |
| Dividend yield | 0.99% | 1.16% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +42.0% | +36.1% |
| CAGR 3Y | +17.6% | +16.0% |
| CAGR 5Y | +8.5% | +6.6% |
| Sharpe 3Y | 0.74 | 0.65 |
| Volatility 1Y | 18.68% | 17.70% |
| Max drawdown | -43.58% | -44.36% |
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