Compare · 3 funds side by side · dividends reinvested

IJR, IJS and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

IJR, IJS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.42%+15.7%+19.1%+17.6%+6.4%−9.3%16.2%$7.6B1.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IJR 2000 · IJS 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,170

IJR

IJS

iShares S&P Small-Cap 600 Value ETF · $7.6B$13,645

$10,000 five years ago, dividends reinvested · they hold 65.4% in common

IJRMeasureIJS

+15.5%Year to dateJan 1 → Nov 6+15.7%

+17.6%1 yearTotal return+19.1%

+17.3%3 years · per year$10,000 became $16,147 · $16,272+17.6%

+5.7%5 years · per year$10,000 became $13,170 · $13,645+6.4%

0.06%Expense ratio$6 · $18 a year on $10k · lower is better0.18%

1.24%Trailing 12-mo yield$124 · $142 a year on $10k1.42%

−9.7%Worst dropSmaller is better−9.3%

16.2%VolatilityLower is calmer16.2%

IJRIJS Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6IJS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJR vs IJS: Top 5 Holdings

Today

IJR

2.6%in top 5

IJS

in top 54.8%

IJRStockIJS

0.6%PAYC1.1%

0.5%MTCH1.0%

not top 5EPAM0.9%

not top 5VSXY0.9%

not top 5JXN0.9%

0.5%LTHnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

Held in common65.4%

End-of-day Nov 6, 2026 · share of each fund

IJR vs IJS Returns, Every Period

iSharesIJR

+5.7%

5 years, per year

IJSiShares

+6.4%

5 years, per year

IJRIJSFaded: behind in that period

0–4IJS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IJR vs IJS

YTD

iSharesIJR

+15.5%

IJSiShares

+15.7%

+15.5%Year to date+15.7%

−9.7%Worst drop · 1Y−9.3%

16.2%Volatility · 1Y16.2%

1.2%Yield1.4%

$104BAssets$7.6B

3–0IJS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJR, IJS, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IJS0.18%$18

IWF0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IJR, IJS, IWF

1.42%highest, IJS

FundTrailing yieldYield$10k

IJS1.42%$142

IJR1.24%$124

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

IJR$124 − $6 = $118

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IJR, IJS, IWF

Today

65.4%most shared, IJR and IJS

IJRIJSIWF

IJR—65.4%0.1%

IJS65.4%—0.0%

IWF0.1%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.1%IJS, at 16.2% volatility

IJSWorst drop−9.3%16.2% vol

IJRWorst drop−9.7%16.2% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJSIJR

+15.7%Year to date+15.5%

1.4%Yield1.2%

+19.1%Past year+17.6%

0.18%Fee0.06%

3–1IJS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026