IJR vs SIZE
iShares Core S&P Small-Cap ETF vs iShares MSCI USA Size Factor ETF
Last updated: 2026-04-02
iShares Core S&P Small-Cap ETF (IJR) is an exchange-traded fund issued by iShares that provides exposure to small-cap U.S. equities with higher growth potential and volatility. It charges a low expense ratio of 0.06%. The fund offers a moderate dividend yield of 1.28%. Launched in 2000, the fund has a 26-year track record.
iShares MSCI USA Size Factor ETF (SIZE) is an exchange-traded fund that provides exposure to us factor - size securities. It charges a low expense ratio of 0.15%. The fund offers a moderate dividend yield of 1.56%. Launched in 2013, the fund has a 13-year track record.
Quick Verdict
IJR has a slightly lower expense ratio (0.06% vs 0.15%), saving about $178 per $10,000 over 10 years. Over the past year, IJR has significantly outperformed with a 19.2% return vs 9.8%.
Key Metrics
Performance Chart
Indexed to 100 at start (5-year comparison)
Performance Comparison
Fee Impact Over Time
Estimated fee cost difference assuming 8% annual returns
Risk Metrics
Based on 5 years of daily returns
Dividend Comparison
Top Holdings
0 of top 10 holdings overlap (0% overlap in top holdings)
IJR Top Holdings
| Name | Weight |
|---|---|
| BLK CSH FND TREASURY SL AGENCYXTSLA | 1.37% |
| Eastman Chemical CompanyEMN | 0.54% |
| Viavi Solutions Inc.VIAV | 0.53% |
| Argan, Inc.AGX | 0.52% |
| Primoris Services CorporationPRIM | 0.52% |
| FormFactor, Inc.FORM | 0.51% |
| Element Solutions IncESI | 0.51% |
| LKQ CorporationLKQ | 0.50% |
| SM Energy CompanySM | 0.49% |
| ESCO Technologies Inc.ESE | 0.48% |
SIZE Top Holdings
| Name | Weight |
|---|---|
| LyondellBasell Industries N.V.LYB | 0.38% |
| Ciena CorporationCIEN | 0.38% |
| Dow Inc.DOW | 0.37% |
| EchoStar CorporationSATS | 0.33% |
| CF Industries Holdings, Inc.CF | 0.33% |
| Teradyne, Inc.TER | 0.32% |
| Western Digital CorporationWDC | 0.32% |
| Texas Pacific Land CorporationTPL | 0.30% |
| Occidental Petroleum CorporationOXY | 0.30% |
| Keysight Technologies, Inc.KEYS | 0.30% |
Which One Should You Choose?
Choose IJR if...
you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.
Choose IJR if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.