Screener
IYG vs IJR
iShares U.S. Financial Services ETF vs iShares Core S&P Small-Cap ETF
Key differences
Both IYG and IJR are equity ETFs. IYG charges 0.38% a year and IJR 0.06%. The main difference: IJR costs 0.32% less per year.
- IJR costs 0.32% less per year.
- IJR is much larger than IYG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IYG has delivered higher annualized returns.
Side-by-side comparison
| IYG | IJR | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.06% |
| Fund size (AUM) | $1.9B | $103.5B |
| Since | 2000 | 2000 |
| Dividend yield | 1.12% | 1.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +8.8% | +32.0% |
| CAGR 3Y | +22.2% | +16.0% |
| CAGR 5Y | +8.5% | +5.5% |
| Sharpe 3Y | 1.02 | 0.65 |
| Volatility 1Y | 15.65% | 17.63% |
| Max drawdown | -44.32% | -44.36% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.