Compare · 2 funds side by side · dividends reinvested

SMMD and IJR

SMMDiShares×IJRiShares×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,672SMMD · best of the two

Story of the two · IncomeMost incomeIJR · 1.21% · $121 a year on $10k

Story of the two · RiskSmallest drop

SMMD 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%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B1.3

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.14%+17.5%+20.6%+19.0%+6.5%−9.7%17.2%$4.3B1.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: SMMD 2017 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2500 ETF · $4.3B$13,672

SMMD

IJR

iShares Core S&P Small-Cap ETF · $107B$13,218

$10,000 five years ago, dividends reinvested · they hold 23.5% in common

SMMDMeasureIJR

+17.5%

More Ways to See the Pairs

SMMD vs IJR: Top 5 Holdings

Today

SMMD

1.7%in top 5

IJR

in top 52.6%

SMMDStockIJR

not top 5VSAT0.6%

not top 5RHP0.5%

not top 5PAYC0.5%

not top 5VSXY0.5%

not top 5MTCH0.5%

Cost, Income and Risk

Fees: SMMD, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SMMD0.23%$23

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

Yields: SMMD, IJR

1Y

1.21%highest, IJR

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+18.5%

+20.6%1 yearTotal return+21.3%

+19.0%3 years · per year$10,000 became $16,872 · $15,695+16.2%

+6.5%5 years · per year$10,000 became $13,672 · $13,218+5.7%

0.23%Expense ratio$23 · $6 a year on $10k · lower is better0.06%

1.14%Trailing 12-mo yield$114 · $121 a year on $10k1.21%

−9.7%Worst dropSmaller is better−9.7%

17.2%VolatilityLower is calmer16.3%

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

2–5IJR wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%ATInot top 5

0.3%USFDnot top 5

0.3%RGLDnot top 5

0.3%VTRSnot top 5

0.3%THCnot top 5

Held in common23.5%

End-of-day Nov 10, 2026 · share of each fund

SMMD vs IJR Returns, Every Period

5Y

iSharesSMMD

+6.5%

5 years, per year

IJRiShares

+5.7%

5 years, per year

SMMDIJRFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SMMD vs IJR

YTD

iSharesSMMD

+17.5%

IJRiShares

+18.5%

+17.5%Year to date+18.5%

−9.7%Worst drop · 1Y−9.7%

17.2%Volatility · 1Y16.3%

1.1%Yield1.2%

$4.3BAssets$107B

3–0IJR wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

IJR1.21%$121

SMMD1.14%$114

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

SMMD$114 − $23 = $91

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SMMD, IJR

Today

23.5%most shared, SMMD and IJR

SMMDIJR

SMMD—23.5%

IJR23.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+21.3%IJR, at 16.3% volatility

IJRWorst drop−9.7%16.3% vol

SMMDWorst drop−9.7%17.2% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSMMD

+18.5%Year to date+17.5%

1.2%Yield1.1%

+21.3%Past year+20.6%

0.06%Fee0.23%

4–0IJR wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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SMMD and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two