Screener
KXI vs IJR
iShares Global Consumer Staples ETF vs iShares Core S&P Small-Cap ETF
Key differences
Both KXI and IJR are equity ETFs. KXI charges 0.39% a year and IJR 0.06%. The main difference: KXI covers global markets; IJR covers North America.
- KXI covers global markets; IJR covers North America.
- IJR costs 0.33% less per year.
- IJR is much larger than KXI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IJR has delivered higher annualized returns.
- IJR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KXI | IJR | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.06% |
| Fund size (AUM) | $1.0B | $103.5B |
| Since | 2006 | 2000 |
| Dividend yield | 2.20% | 1.15% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.9% | +33.8% |
| CAGR 3Y | +7.6% | +14.6% |
| CAGR 5Y | +4.6% | +6.2% |
| Sharpe 3Y | 0.38 | 0.60 |
| Volatility 1Y | 11.94% | 17.76% |
| Max drawdown | -24.59% | -44.36% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.