Compare · 2 funds side by side · dividends reinvested

MSML and IJR

MSMLiShares×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,920IJR · best of the two

02 / 03

MSML and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.04%1.32%[…][…][…][…][…][…]$277M1.0

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%$106B1.3

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: MSML 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap ETF · $277M[…]

MSML

IJR

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

$10,000 five years ago, dividends reinvested · they hold 25.9% in common

MSMLMeasureIJR

[…]Year to dateJan 1 → Nov 4+19.9%

[…]1 yearTotal return+22.7%

[…]3 years · per year$10,000 became […] · $16,979+19.3%

[…]5 years · per year$10,000 became […] · $13,920+6.8%

0.04%Expense ratio$4 · $6 a year on $10k · lower is better0.06%

1.32%Trailing 12-mo yield$132 · $120 a year on $10k1.20%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer15.8%

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

2–0MSML wins

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

More Ways to See the Pairs

MSML vs IJR: Top 5 Holdings

Today

MSML

2.6%in top 5

IJR

in top 52.7%

MSMLStockIJR

1.2%MRNAnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

0.4%THCnot top 5

0.4%USFDnot top 5

0.3%VTRSnot top 5

0.3%GHnot top 5

Held in common25.9%

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

MSML vs IJR Returns, Every Period

iSharesMSML

[…]

past year

IJRiShares

+22.7%

past year

Returns […]

MSMLIJRFaded: behind in that period

0–0Level

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

MSML vs IJR

YTD

iSharesMSML

[…]

IJRiShares

+19.9%

[…]Year to date+19.9%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y15.8%

1.3%Yield1.2%

$277MAssets$106B

1–0MSML wins

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

Cost, Income and Risk

Fees: MSML, IJR

Today

0.04%lowest, MSML

FundExpense ratioFee$10k

MSML0.04%$4

IJR0.06%$6

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

Yields: MSML, IJR

1.32%highest, MSML

FundTrailing yieldYield$10k

MSML1.32%$132

IJR1.20%$120

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

Income After Fees on $10,000

$128most kept, MSML

MSML$132 − $4 = $128

IJR$120 − $6 = $114

KeptFee

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

Overlap: MSML, IJR

Today

25.9%most shared, MSML and IJR

MSMLIJR

MSML—25.9%

IJR25.9%—

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

Return vs Bumpiness: 2 ETFs

+22.7%IJR, at 15.8% volatility

IJRWorst drop−9.7%15.8% vol

MSMLWorst drop[…][…]

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

Paid More vs Made More

YTD

MSMLIJR

[…]Year to date+19.9%

1.3%Yield1.2%

[…]Past year+22.7%

0.04%Fee0.06%

2–0MSML 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