Compare · 2 funds side by side · dividends reinvested

IWO and IJR

IWOiShares×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,468IJR · best of the two

02 / 04

IWO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$106B1.1

iShares Russell 2000 Growth ETFUS Stock Styles · Small cap0.24%0.48%+9.3%+7.0%+20.7%+3.6%−14.9%21.9%$13.9B1.9

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: IWO 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 Growth ETF · $13.9B$11,918

IWO

IJR

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

$10,000 five years ago, dividends reinvested · they hold 40.3% in common

IWOMeasureIJR

+9.3%Year to dateJan 1 → Nov 3+18.3%

+7.0%1 yearTotal return+21.3%

+20.7%3 years · per year$10,000 became $17,592 · $16,862+19.0%

+3.6%5 years · per year$10,000 became $11,918 · $13,468+6.1%

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

0.48%Trailing 12-mo yield$48 · $121 a year on $10k1.21%

−14.9%Worst dropSmaller is better−9.7%

21.9%VolatilityLower is calmer15.8%

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

1–7IJR wins

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

More Ways to See the Pairs

IWO vs IJR: Top 5 Holdings

Today

IWO

3.7%in top 5

IJR

in top 53.1%

IWOStockIJR

0.9%GKOS0.8%

0.8%BTSGnot top 5

0.7%FROGnot top 5

0.7%TWSTnot top 5

0.7%MOG-Anot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5SM0.5%

not top 5MTCH0.5%

Held in common40.3%

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

IWO vs IJR Returns, Every Period

iSharesIWO

+3.6%

5 years, per year

IJRiShares

+6.1%

5 years, per year

IWOIJRFaded: behind in that period

1–3IJR wins

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

IWO vs IJR

YTD

iSharesIWO

+9.3%

IJRiShares

+18.3%

+9.3%Year to date+18.3%

−14.9%Worst drop · 1Y−9.7%

21.9%Volatility · 1Y15.8%

0.5%Yield1.2%

$13.9BAssets$106B

4–0IJR wins

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

Cost, Income and Risk

Fees: IWO, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWO0.24%$24

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

Yields: IWO, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

IWO0.48%$48

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

IWO$48 − $24 = $24

KeptFee

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

Overlap: IWO, IJR

Today

40.3%most shared, IWO and IJR

IWOIJR

IWO—40.3%

IJR40.3%—

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

Return vs Bumpiness: 2 ETFs

+21.3%IJR, at 15.8% volatility

IJRWorst drop−9.7%15.8% vol

IWOWorst drop−14.9%21.9% vol

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

Paid More vs Made More

YTD

IJRIWO

+18.3%Year to date+9.3%

1.2%Yield0.5%

+21.3%Past year+7.0%

0.06%Fee0.24%

4–0IJR 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