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IYK vs IJR

iShares US Consumer Staples ETF vs iShares Core S&P Small-Cap ETF

IYK

iShares US Consumer Staples ETF

Annual cost

0.38%

Fund size

$1.6B

IJR

iShares Core S&P Small-Cap ETF

Annual cost

0.06%

Fund size

$103.5B

Key differences

Both IYK and IJR are equity ETFs. IYK 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 IYK. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IJR has delivered higher annualized returns.

Side-by-side comparison

IYKIJR
Annual cost (TER)0.38%0.06%
Fund size (AUM)$1.6B$103.5B
Since20002000
Dividend yield2.66%1.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.2%+33.8%
CAGR 3Y+6.8%+14.6%
CAGR 5Y+6.5%+6.2%
Sharpe 3Y0.310.60
Volatility 1Y12.59%17.76%
Max drawdown-33.19%-44.36%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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