Compare · 2 funds side by side · dividends reinvested

XJR and IJR

XJRiShares×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

XJR 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%$106B1.0

iShares ESG Select Screened S&P Small-Cap ETFUS Stock Styles · Small cap0.12%0.94%+17.6%+20.5%+18.9%+5.9%−10.2%16.4%$214M2.0

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: XJR 2020 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Select Screened S&P Small-Cap ETF · $214M$13,324

XJR

IJR

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

$10,000 five years ago, dividends reinvested · they hold 86.7% in common

XJRMeasureIJR

+17.6%Year to dateJan 1 → Nov 3+18.3%

+20.5%1 yearTotal return+21.3%

+18.9%3 years · per year$10,000 became $16,823 · $16,862+19.0%

+5.9%5 years · per year$10,000 became $13,324 · $13,468+6.1%

0.12%Expense ratio$12 · $6 a year on $10k · lower is better0.06%

0.94%Trailing 12-mo yield$94 · $121 a year on $10k1.21%

−10.2%Worst dropSmaller is better−9.7%

16.4%VolatilityLower is calmer15.8%

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

0–8IJR wins

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

More Ways to See the Pairs

XJR vs IJR: Top 5 Holdings

Today

XJR

3.5%in top 5

IJR

in top 53.1%

XJRStockIJR

0.9%GKOS0.8%

0.7%VSAT0.6%

0.7%PAYC0.6%

0.6%MTCH0.5%

0.6%PTGXnot top 5

not top 5SM0.5%

Held in common86.7%

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

XJR vs IJR Returns, Every Period

iSharesXJR

+5.9%

5 years, per year

IJRiShares

+6.1%

5 years, per year

XJRIJRFaded: behind in that period

0–4IJR wins

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

XJR vs IJR

YTD

iSharesXJR

+17.6%

IJRiShares

+18.3%

+17.6%Year to date+18.3%

−10.2%Worst drop · 1Y−9.7%

16.4%Volatility · 1Y15.8%

0.9%Yield1.2%

$214MAssets$106B

4–0IJR wins

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

Cost, Income and Risk

Fees: XJR, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

XJR0.12%$12

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

Yields: XJR, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

XJR0.94%$94

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

XJR$94 − $12 = $82

KeptFee

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

Overlap: XJR, IJR

Today

86.7%most shared, XJR and IJR

XJRIJR

XJR—86.7%

IJR86.7%—

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

XJRWorst drop−10.2%16.4% vol

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

Paid More vs Made More

YTD

IJRXJR

+18.3%Year to date+17.6%

1.2%Yield0.9%

+21.3%Past year+20.5%

0.06%Fee0.12%

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