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SPWO vs IJS

SP Funds S&P World ETF vs iShares S&P Small-Cap 600 Value ETF

SPWO

SP Funds S&P World ETF

SP Funds

Annual cost

0.55%

Fund size

$156M

IJS

iShares S&P Small-Cap 600 Value ETF

iShares

Annual cost

0.18%

Fund size

$7.9B

Key differences

  • IJS costs 0.37% less per year.
  • IJS is significantly larger than SPWO — larger funds tend to be more liquid and less likely to close.
  • SPWO covers global markets; IJS covers north america.
  • IJS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPWOIJS
Annual cost (TER)0.55%0.18%
Fund size (AUM)$156M$7.9B
Since20232000
Dividend yield1.13%1.31%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+46.8%+41.4%
CAGR 3YN/A+15.4%
CAGR 5YN/A+6.5%
Sharpe 3YN/A0.61
Volatility 1Y19.56%18.48%
Max drawdown-18.02%-47.68%

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

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