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IYH vs IJR

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

IYH

iShares U.S. Healthcare ETF

iShares

Annual cost

0.38%

Fund size

$2.8B

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

Key differences

  • IJR costs 0.32% less per year.
  • IJR is significantly larger than IYH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IJR has delivered higher annualized returns.

Side-by-side comparison

IYHIJR
Annual cost (TER)0.38%0.06%
Fund size (AUM)$2.8B$102.6B
Since20002000
Dividend yield1.31%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+16.1%+33.1%
CAGR 3Y+5.8%+15.4%
CAGR 5Y+4.8%+5.9%
Sharpe 3Y0.220.63
Volatility 1Y14.63%17.65%
Max drawdown-28.40%-44.36%

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

Similar to IYH and IJR