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SPSM vs IJR

State Street SPDR Portfolio S&P 600 Small Cap ETF vs iShares Core S&P Small-Cap ETF

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$15.4B

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

Key differences

  • IJR is significantly larger than SPSM — larger funds tend to be more liquid and less likely to close.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPSMIJR
Annual cost (TER)0.03%0.06%
Fund size (AUM)$15.4B$102.6B
Since20132000
Dividend yield1.44%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.1%+33.1%
CAGR 3Y+15.4%+15.4%
CAGR 5Y+6.0%+5.9%
Sharpe 3Y0.630.63
Volatility 1Y17.58%17.65%
Max drawdown-42.89%-44.36%

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

Similar to SPSM and IJR