What is the expense ratio of IJR vs SIZE?

IJR has an expense ratio of 0.06%, while SIZE has an expense ratio of 0.15%.

IJR vs SIZE

iShares Core S&P Small-Cap ETF vs iShares MSCI USA Size Factor ETF

Last updated: 2026-04-10

IJR iShares

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 1.23%. Launched in 2000, the fund has a 26-year track record.

AUM: $96.3B ER: 0.06% Yield: 1.23% Since: May 22, 2000

SIZE iShares

iShares MSCI USA Size Factor ETF (SIZE) is an exchange-traded fund issued by iShares 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 1.52%. Launched in 2013, the fund has a 13-year track record.

AUM: $395M ER: 0.15% Yield: 1.52% Since: Apr 16, 2013

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 38.1% return vs 24.0%.

Key Metrics

Metric	IJR	SIZE
Expense Ratio	0.06%	0.15%
Dividend Yield	1.2%	1.5%
Fund Family	iShares	iShares
Category	US Small Cap	US Factor - Size

Performance Chart

Indexed to 100 at start (5-year comparison)

IJR +18.7%

SIZE +33.9%

Performance Comparison

Period	IJR	SIZE	Difference
1 Month	+4.49%	+1.44%	+3.05%
3 Months	+2.82%	-1.07%	+3.89%
6 Months	+11.61%	+4.24%	+7.37%
YTD	+7.20%	+1.47%	+5.73%
1 Year	+38.09%	+24.04%	+14.05%
3 Years	+35.49%	+40.62%	-5.13%
5 Years	+18.67%	+33.90%	-15.23%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment	Period	IJR Fees	SIZE Fees	You Save
$10,000	10 years	$120	$298	$178
$10,000	20 years	$515	$1,278	$763
$10,000	30 years	$1,664	$4,109	$2,446
$50,000	10 years	$598	$1,490	$892
$50,000	30 years	$8,318	$20,547	$12,229
$100,000	30 years	$16,637	$41,094	$24,458

Risk Metrics

Based on 5 years of daily returns

Metric	IJR	SIZE
Annualized Volatility	21.6%	17.5%
Max Drawdown	-28.9%	-25.2%
Sharpe Ratio	0.06	0.17

Dividend Comparison

Metric	IJR	SIZE
Annual Dividend (per share)	$1.60	$2.49
Dividend Yield	1.23%	1.51%
Distribution Frequency	Quarterly	Quarterly

Top Holdings

0 of top 10 holdings overlap (0% overlap in top holdings)

IJR Top Holdings

Name	Weight
BLK CSH FND TREASURY SL AGENCYXTSLA	1.29%
Viavi Solutions Inc.VIAV	0.60%
FormFactor, Inc.FORM	0.57%
Eastman Chemical CompanyEMN	0.53%
Primoris Services CorporationPRIM	0.53%
Element Solutions IncESI	0.53%
Argan, Inc.AGX	0.51%
Semtech CorporationSMTC	0.50%
ESCO Technologies Inc.ESE	0.50%
Match Group, Inc.MTCH	0.48%

SIZE Top Holdings

Name	Weight
Ciena CorporationCIEN	0.44%
Teradyne, Inc.TER	0.37%
Western Digital CorporationWDC	0.37%
Dow Inc.DOW	0.34%
EchoStar CorporationSATS	0.33%
Corning IncorporatedGLW	0.33%
LyondellBasell Industries N.V.LYB	0.33%
Keysight Technologies, Inc.KEYS	0.32%
Seagate Technology Holdings plcSTX	0.32%
Entegris, Inc.ENTG	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.

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