Compare · 2 funds side by side · dividends reinvested

IJR and ISCV

IJRiShares×ISCViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,401ISCV · best of the two

02 / 04

IJR and ISCV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Small Cap Value ETFUS Stock Styles · Small cap0.06%1.86%+19.1%+24.1%+21.1%+9.0%−9.3%14.4%$693M1.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$106B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IJR 2000 · ISCV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $106B$13,920

IJR

ISCV

iShares Morningstar Small Cap Value ETF · $693M$15,401

$10,000 five years ago, dividends reinvested · they hold 28.6% in common

IJRMeasureISCV

+19.9%Year to dateJan 1 → Nov 4+19.1%

+22.7%1 yearTotal return+24.1%

+19.3%3 years · per year$10,000 became $16,979 · $17,752+21.1%

+6.8%5 years · per year$10,000 became $13,920 · $15,401+9.0%

0.06%Expense ratio$6 · $6 a year on $10k · lower is better0.06%

1.20%Trailing 12-mo yield$120 · $186 a year on $10k1.86%

−9.7%Worst dropSmaller is better−9.3%

15.8%VolatilityLower is calmer14.4%

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

1–6ISCV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJR vs ISCV: Top 5 Holdings

Today

IJR

2.7%in top 5

ISCV

in top 52.9%

IJRStockISCV

not top 5SWKS0.6%

not top 5BBY0.6%

0.6%VSATnot top 5

0.6%PAYCnot top 5

not top 5HST0.6%

not top 5JLL0.6%

not top 5RGA0.5%

0.5%RHPnot top 5

0.5%PTGXnot top 5

0.5%MTCHnot top 5

Held in common28.6%

End-of-day Nov 4, 2026 · share of each fund

IJR vs ISCV Returns, Every Period

iSharesIJR

+6.8%

5 years, per year

ISCViShares

+9.0%

5 years, per year

IJRISCVFaded: behind in that period

1–3ISCV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IJR vs ISCV

YTD

iSharesIJR

+19.9%

ISCViShares

+19.1%

+19.9%Year to date+19.1%

−9.7%Worst drop · 1Y−9.3%

15.8%Volatility · 1Y14.4%

1.2%Yield1.9%

$106BAssets$693M

3–1ISCV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJR, ISCV

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

ISCV0.06%$6

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IJR, ISCV

1.86%highest, ISCV

FundTrailing yieldYield$10k

ISCV1.86%$186

IJR1.20%$120

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, ISCV

ISCV$186 − $6 = $180

IJR$120 − $6 = $114

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IJR, ISCV

Today

28.6%most shared, IJR and ISCV

IJRISCV

IJR—28.6%

ISCV28.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.1%ISCV, at 14.4% volatility

ISCVWorst drop−9.3%14.4% vol

IJRWorst drop−9.7%15.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ISCVIJR

+19.1%Year to date+19.9%

1.9%Yield1.2%

+24.1%Past year+22.7%

0.06%Fee0.06%

2–1ISCV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026