Compare · 2 funds side by side · dividends reinvested

SMLF and IJR

SMLFiShares×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,794SMLF · best of the two

02 / 04

SMLF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$106B1.4

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.7%+18.1%+23.1%+10.9%−8.7%16.9%$4.2B1.6

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: SMLF 2015 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$16,794

SMLF

IJR

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

$10,000 five years ago, dividends reinvested · they hold 21.3% in common

SMLFMeasureIJR

+16.7%Year to dateJan 1 → Nov 4+19.9%

+18.1%1 yearTotal return+22.7%

+23.1%3 years · per year$10,000 became $18,634 · $16,979+19.3%

+10.9%5 years · per year$10,000 became $16,794 · $13,920+6.8%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

0.98%Trailing 12-mo yield$98 · $120 a year on $10k1.20%

−8.7%Worst dropSmaller is better−9.7%

16.9%VolatilityLower is calmer15.8%

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

3–5IJR wins

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

More Ways to See the Pairs

SMLF vs IJR: Top 5 Holdings

Today

SMLF

3.5%in top 5

IJR

in top 52.7%

SMLFStockIJR

0.9%EMEnot top 5

0.7%NVTnot top 5

0.7%WSMnot top 5

0.7%JBLnot top 5

0.6%RSnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common21.3%

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

SMLF vs IJR Returns, Every Period

iSharesSMLF

+10.9%

5 years, per year

IJRiShares

+6.8%

5 years, per year

SMLFIJRFaded: behind in that period

2–2Level

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

SMLF vs IJR

YTD

iSharesSMLF

+16.7%

IJRiShares

+19.9%

+16.7%Year to date+19.9%

−8.7%Worst drop · 1Y−9.7%

16.9%Volatility · 1Y15.8%

1.0%Yield1.2%

$4.2BAssets$106B

3–1IJR wins

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

Cost, Income and Risk

Fees: SMLF, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SMLF0.15%$15

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

Yields: SMLF, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

SMLF0.98%$98

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

SMLF$98 − $15 = $83

KeptFee

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

Overlap: SMLF, IJR

Today

21.3%most shared, SMLF and IJR

SMLFIJR

SMLF—21.3%

IJR21.3%—

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

SMLFWorst drop−8.7%16.9% vol

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

Paid More vs Made More

YTD

IJRSMLF

+19.9%Year to date+16.7%

1.2%Yield1.0%

+22.7%Past year+18.1%

0.06%Fee0.15%

4–0IJR 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