Compare · 2 funds side by side · dividends reinvested

IWN and IJR

IWNiShares×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,129IWN · best of the two

02 / 04

IWN and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.51%+19.9%+23.3%+21.8%+7.2%−8.5%15.5%$14.1B1.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: IWN 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 Value ETF · $14.1B$14,129

IWN

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 43.9% in common

IWNMeasureIJR

+19.9%Year to dateJan 1 → Nov 3+18.3%

+23.3%1 yearTotal return+21.3%

+21.8%3 years · per year$10,000 became $18,050 · $16,862+19.0%

+7.2%5 years · per year$10,000 became $14,129 · $13,468+6.1%

0.24%Expense ratio$24 · $6 a year on $10k · lower is better0.06%

1.51%Trailing 12-mo yield$151 · $121 a year on $10k1.21%

−8.5%Worst dropSmaller is better−9.7%

15.5%VolatilityLower is calmer15.8%

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

7–1IWN wins

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

More Ways to See the Pairs

IWN vs IJR: Top 5 Holdings

Today

IWN

3.1%in top 5

IJR

in top 53.1%

IWNStockIJR

not top 5GKOS0.8%

0.7%VSAT0.6%

0.6%SM0.5%

0.6%UMBFnot top 5

0.6%JXNnot top 5

0.6%CTREnot top 5

not top 5PAYC0.6%

not top 5MTCH0.5%

Held in common43.9%

End-of-day Nov 3, 2026 · share of each fund

IWN vs IJR Returns, Every Period

iSharesIWN

+7.2%

5 years, per year

IJRiShares

+6.1%

5 years, per year

IWNIJRFaded: behind in that period

4–0IWN wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IWN vs IJR

YTD

iSharesIWN

+19.9%

IJRiShares

+18.3%

+19.9%Year to date+18.3%

−8.5%Worst drop · 1Y−9.7%

15.5%Volatility · 1Y15.8%

1.5%Yield1.2%

$14.1BAssets$106B

4–0IWN wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWN, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWN0.24%$24

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IWN, IJR

1.51%highest, IWN

FundTrailing yieldYield$10k

IWN1.51%$151

IJR1.21%$121

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$127most kept, IWN

IWN$151 − $24 = $127

IJR$121 − $6 = $115

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IWN, IJR

Today

43.9%most shared, IWN and IJR

IWNIJR

IWN—43.9%

IJR43.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.3%IWN, at 15.5% volatility

IWNWorst drop−8.5%15.5% vol

IJRWorst drop−9.7%15.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWNIJR

+19.9%Year to date+18.3%

1.5%Yield1.2%

+23.3%Past year+21.3%

0.24%Fee0.06%

3–1IWN wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026