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IUSG vs IJR

iShares Core S&P U.S. Growth ETF vs iShares Core S&P Small-Cap ETF

IUSG

iShares Core S&P U.S. Growth ETF

iShares

Annual cost

0.04%

Fund size

$30.1B

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

Key differences

  • IJR is significantly larger than IUSG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IUSG has delivered higher annualized returns.

Side-by-side comparison

IUSGIJR
Annual cost (TER)0.04%0.06%
Fund size (AUM)$30.1B$102.6B
Since20002000
Dividend yield0.51%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.5%+33.1%
CAGR 3Y+28.1%+15.4%
CAGR 5Y+15.6%+5.9%
Sharpe 3Y1.230.63
Volatility 1Y15.81%17.65%
Max drawdown-32.35%-44.36%

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

Similar to IUSG and IJR