What are the expense ratios of IJR and IWM?

IJR has an expense ratio of 0.06%, while IWM charges 0.19%. The expense ratio is the annual fee charged by the fund to manage its assets. This means IJR is significantly cheaper than IWM. Investors should note that lower fees can lead to better net returns over time, as less money is deducted from the investment for fund management costs.

What is the dividend yield of IJR and IWM?

IJR offers a dividend yield of 1.23%, whereas IWM provides a yield of 0.96%. Dividend yield is calculated as the annual dividend payments divided by the share price. A higher dividend yield, as seen in IJR, can provide more income to investors, making it potentially more attractive for those seeking income from their investments.

How do the net assets of IJR and IWM compare?

IJR has net assets of $106.6 billion, making it larger than IWM, which holds $77.2 billion. Net assets influence the fund's liquidity; larger funds generally offer more liquidity and potentially lower bid-ask spreads. This can be advantageous for investors who need to trade shares frequently or in large volumes.

What are the top holdings of IJR and IWM?

For IWM, the top holdings include TWST (0.36%), MOG.A (0.34%), HUT (0.33%), FROG (0.33%), and UMBF (0.33%). Unfortunately, the top holdings of IJR are not currently available. Knowing the top holdings can help investors understand the fund's concentration and specific sector exposures, aiding in better portfolio diversification decisions.

How do the fee differences impact long-term returns for IJR and IWM?

Over time, the difference in expense ratios can significantly impact long-term returns. For instance, a 0.13 percentage point higher expense ratio for IWM (0.19% vs. IJR's 0.06%) means that, all else being equal, the net returns on IWM could be lower due to the higher annual cost. This difference can accumulate over years, affecting the total value of an investment.

Which fund is more liquid, IJR or IWM?

IJR is likely more liquid than IWM due to its larger net assets of $106.6 billion compared to IWM's $77.2 billion. Higher net assets typically lead to lower bid-ask spreads, which benefits active traders by reducing transaction costs and allowing for more efficient execution of trades.

How do the dividend yields compare between IJR and IWM?

IJR offers a dividend yield of 1.23%, which is higher than IWM's 0.96%. For income-focused investors, a higher dividend yield can be beneficial as it provides more regular income from the investment. However, the difference in yields should be considered alongside other factors like fees and liquidity.

What is the impact of the lack of top holdings transparency for IJR?

IJR lacks transparency regarding its top holdings, which can make it difficult for investors to assess the fund's concentration and sector exposures. Without this information, investors may find it harder to understand the fund's risk profile and potential for diversification, which could impact their investment decisions.

What are the sector weights of IJR and IWM?

The sector weights of both IJR and IWM are not currently available. Understanding sector weights can help investors gauge the fund's exposure to different sectors of the economy, which is important for assessing overall portfolio risk and diversification. Without this data, it may be harder to align the fund with specific market conditions or personal investment strategies.

How do the top holdings of IWM compare to IJR?

The top holdings of IWM include TWST (0.36%), MOG.A (0.34%), HUT (0.33%), FROG (0.33%), and UMBF (0.33%). Unfortunately, the top holdings of IJR are not available. Without this information, it is not possible to compare the concentration and specific sectors or industries represented in the two funds.

How do the inception dates of IJR and IWM affect the comparison?

Both IJR and IWM were launched on 22 May 2000. The fact that they have the same inception date simplifies the comparison, as both funds have the same historical context and can be evaluated under the same market conditions. This shared starting point means that differences in performance, fees, and structure can be attributed to fund management and strategy rather than historical biases.

Why is it important to check the top holdings of IJR and IWM?

Checking the top holdings of IJR and IWM is important because it helps investors understand the fund's composition, concentration, and sector exposure. For IWM, the top holdings are known, providing transparency. However, for IJR, the top holdings are not available, which can make it harder to assess these aspects. Knowing the top holdings can also help in evaluating potential overlaps with existing investments.

IJR vs IWM

Two funds, one decision: we compare cost, performance and what each ETF actually holds in September 2026.

This page compares IJR and IWM on fees, holdings, dividends and index focus. IJR (iShares Core S&P Small-Cap ETF) charges 0.06% with $106.6bn net assets and 1.23% yield; IWM (iShares Russell 2000 ETF) charges 0.19% with $77.2bn net assets and 0.96% yield. Both launched 22 May 2000; index tracking details are not available. Educational content, not financial advice.

Fund Snapshot

Key Fund Metrics

IJR

Metric

IWM

0.06%

Expense Ratio

0.19%

1.23%

Dividend Yield

0.96%

$106.62B

Net Assets

$77.19B

652

Holdings

1,990

May 22, 2000

Inception Date

May 22, 2000

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Index Tracked

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Small Blend

Fund Category

Small Blend

IJR costs about $13.00 less per year for every $10,000 invested.

Shared Top Holdings

These funds do not share any of their top holdings.

Discover More Comparisons

IJR vs SCHA

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IJR vs VIOO

Compare IJR and VIOO on fees, dividends, holdings and tracking. IJR 0.06% and VIOO 0.07% expense ratios; assets $106.6bn vs $4.2bn; yields 1.23% vs 1.16%.

IJR vs VB

Compare IJR and VB by fees, holdings and dividends. IJR has 0.06% expense ratio, VB has 0.03%. Both yield 1.23%. Index tracking data not available.

Investment Analysis

IJR

Pros

IJR has a 0.06% expense ratio, making it significantly cheaper than other small-cap ETFs.
With $106.6 billion in net assets, IJR offers high liquidity and reduced bid-ask spreads.
IJR offers a 1.23% dividend yield, potentially providing superior income compared to IWM.

Considerations

IJR's index tracked and top holdings are currently not available.
IJR's sector weights are not available for transparency.
IJR's index methodology is undisclosed, potentially lacking transparency for some investors.

IWM

Pros

IWM's top-ten holdings are transparent, aiding in portfolio concentration assessment.
IWM's $77.2 billion in net assets ensure sufficient liquidity for trades.
IWM's $77.2 billion in net assets are adequate for most institutional needs.

Considerations

IWM has a 0.19% expense ratio, which is higher than lower-cost alternatives.
IWM offers a 0.96% dividend yield, slightly less attractive than its peer.
IWM's index tracked and sector weights are not currently available.

About IJR and IWM

IJR (IJR)

The iShares Core S&P Small-Cap ETF (IJR) is designed to track the performance of the S&P SmallCap 600 Index, providing exposure to US small-capitalisation companies. With an expense ratio of just 0.06% and substantial net assets of USD 106.62 billion, it offers investors a cost-effective route to diversified small-cap equity exposure. The fund holds 652 securities, capturing a wide spectrum of the small-cap market, which is often characterised by higher growth potential but also greater volatility compared to large-cap firms. Investors may consider this ETF to balance their portfolios with the dynamism of smaller companies, which can be sensitive to economic cycles and interest rate changes. As with any investment in equities, values can fall as well as rise, and returns are not guaranteed. It serves as a building block for those seeking specific exposure to the US small-cap segment within a global or multi-asset strategy.

IWM (IWM)

The iShares Russell 2000 ETF (IWM) is a well-established exchange-traded fund designed to track the performance of small-cap stocks in the United States. Launched in May 2000, it offers investors broad exposure to a diverse range of smaller companies, often characterised by higher growth potential compared to large-cap giants. With net assets exceeding USD 77 billion and nearly 2,000 holdings, it provides significant diversification within the small-cap sector. The fund operates with an expense ratio of 0.19% and currently reports a dividend yield of 0.96%. While small-cap stocks can offer attractive opportunities during economic expansions, they may also experience greater volatility and sensitivity to interest rate changes than larger, more established firms. This ETF is generally considered suitable for investors seeking exposure to the US small-cap market as part of a diversified portfolio, bearing in mind that the value of investments can fall as well as rise and past performance is not a reliable indicator of future results.

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IJR vs IWM

Fund Snapshot