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SPWO vs IJR

SP Funds S&P World ETF vs iShares Core S&P Small-Cap ETF

SPWO

SP Funds S&P World ETF

SP Funds

Annual cost

0.55%

Fund size

$156M

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

Key differences

  • IJR costs 0.49% less per year.
  • IJR is significantly larger than SPWO — larger funds tend to be more liquid and less likely to close.
  • SPWO covers global markets; IJR covers north america.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPWOIJR
Annual cost (TER)0.55%0.06%
Fund size (AUM)$156M$102.6B
Since20232000
Dividend yield1.13%1.16%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.8%+33.1%
CAGR 3YN/A+15.4%
CAGR 5YN/A+5.9%
Sharpe 3YN/A0.63
Volatility 1Y19.36%17.65%
Max drawdown-18.02%-44.36%

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

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