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iShares Core S&P Small-Cap ETF
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Inflation relentlessly erodes purchasing power, making dividend growth essential for income investors to maintain real income. A barbell strategy—combining moderate-yielding dividend growth stocks/ETFs and 6.5%+ yielding investment grade preferreds—offers both growth and current income. AI-driven capex by large-cap S&P 500 firms is powering economic growth and masking weakness among lower-income consumers.
Compare diversification, sector focus, and long-term growth trends between these two leading small-cap ETFs to see which aligns with your investment strategy.
The eye-catching performance of some of the world's largest stocks has led to them becoming fixtures in investors' portfolios. Whether that exposure comes via market-cap-weighted funds or direct ownership, the stocks' collective gains have overshadowed the roughly 2,500 other U.S.-listed stocks that do not meet the criteria for inclusion in the S&P 500.
Small-cap stocks are beginning to outperform again, but ETF investors remain overwhelmingly focused on mega-cap technology and AI trades — a disconnect some strategists believe could create an opportunity in overlooked parts of the market.
We see a few factors to diminish iShares Core S&P Small-Cap ETF's (IJR) alpha potential relative to the SPDR S&P 500 ETF Trust (SPY). IJR's valuation gap relative to SPY has largely disappeared in the past few months due to price changes and EPS updates. The updated rate outlook also points to far higher odds of rate hikes in the near future.
There has been a visible disparity between the performance of U.S. small-caps and U.S. large-caps so far this year. What hasn't been too visible is a lot of investor interest in the action.
If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the iShares Core S&P Small-Cap ETF (IJR), a passively managed exchange traded fund launched on May 22, 2000.
Expense ratios, diversification, and sector tilts set these two small-cap ETFs apart. Explore how their strategies impact risk and long-term performance.
Expense ratios and dividend yields set these two small-cap ETFs apart, despite nearly identical returns and risk profiles over five years.
Launched on 11/08/2017, the John Hancock Multifactor Small Cap ETF (JHSC) is a smart beta exchange traded fund offering broad exposure to the Style Box - Small Cap Blend category of the market.
If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the Invesco Russell 2000 Dynamic Multifactor ETF (OMFS), a passively managed exchange traded fund launched on November 8, 2017.
Comerica Bank decreased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.4% during the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 1,104,333 shares of the exchange traded fund's stock after selling 38,811 shares during the quarter. iShares Core S&P Small-Cap
First National Bank of Hutchinson lessened its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 13.7% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,678 shares of the exchange traded fund's stock after
Ashton Thomas Private Wealth LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 25.3% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 279,545 shares of the exchange traded fund's stock after purchasing an additional 56,515
Expense ratios, diversification, and sector tilts set these two small-cap ETFs apart for investors weighing long-term portfolio fit.
Aureum Wealth Management LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 28,890 shares of the exchange traded fund's stock, valued at approximately $3,472,000.
CPC Advisors LLC lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 11.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 50,554 shares of the exchange traded fund's stock after purchasing an additional 5,386 shares during the period. CPC Advisors
Earned Wealth Advisors LLC bought a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 189,913 shares of the exchange traded fund's stock, valued at approximately $22,824,000. iShares
Fortis Capital Advisors LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.3% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 110,311 shares of the exchange traded fund's stock after purchasing
Belpointe Asset Management LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 8.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 119,750 shares of the exchange traded fund's stock after buying an additional 9,762
BLB&B Advisors LLC lowered its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.5% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 480,162 shares of the exchange traded fund's stock after selling 17,188 shares during the quarter. iShares Core S&P
For years, owning small-cap stocks felt like watching a neighbor's party through a window.
Destiny Capital Corp CO lifted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 140.8% during the undefined quarter, according to its most recent disclosure with the SEC. The fund owned 27,451 shares of the exchange traded fund's stock after purchasing an additional 16,052 shares during the period. iShares Core S&P
Aua Capital Management LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 37.4% in the undefined quarter, according to its most recent Form 13F filing with the SEC. The firm owned 19,397 shares of the exchange traded fund's stock after buying an additional 5,279 shares during the
Bartlett and CO. Wealth Management LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 495,044 shares of the exchange traded fund's stock after
Asio Capital LLC trimmed its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 63,734 shares of the exchange traded fund's stock after selling 4,216 shares during the quarter. iShares
Small caps are having a better 2026 than most investors expected.
Tarbox Family Office Inc. trimmed its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 27.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 79,889 shares of the exchange traded fund's stock after selling 30,544 shares during the period. iShares
Savvy Advisors Inc. raised its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 21.9% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 50,366 shares of the exchange traded fund's stock after buying an additional 9,049 shares during the quarter.
Blue Square Asset Management LLC raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 104.3% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 121,205 shares of the exchange traded fund's stock after acquiring an additional 61,880 shares during the period. iShares Core
Crewe Advisors LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.2% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 147,896 shares of the exchange traded fund's stock after purchasing an additional
ASL Financial LLC purchased a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 29,777 shares of the exchange traded fund's stock, valued at approximately $3,579,000. iShares Core S&P Small-Cap ETF makes up
Enzi Wealth reduced its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 67.1% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,800 shares of the exchange traded fund's stock after selling 119,859 shares during the quarter. iShares Core
Fortitude Family Office LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 10.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 45,833 shares of the exchange traded fund's stock after acquiring an additional 4,209
Fifth Third Wealth Advisors LLC cut its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 293,183 shares of the exchange traded fund's stock after selling 14,658
Financial Planning Hawaii Inc. purchased a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 15,063 shares of the exchange traded fund's stock, valued at approximately $1,810,000. iShares
Centennial Wealth Advisory LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 9,793 shares of the exchange traded fund's stock, valued at approximately $1,177,000. Other hedge funds also recently
Embree Financial Group lessened its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 11.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 75,566 shares of the exchange traded fund's stock after selling 10,001 shares during the period. iShares
Beacon Investment Advisory Services Inc. grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.7% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 939,329 shares of the exchange traded fund's stock after acquiring an additional
Chesley Taft and Associates LLC boosted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.3% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 365,335 shares of the exchange traded fund's stock after
Emergent Wealth Advisors LLC decreased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 21.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 63,059 shares of the exchange traded fund's stock after selling 16,908 shares
Enclave Advisors LLC cut its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 23.2% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 54,661 shares of the exchange traded fund's stock after selling 16,474 shares during the period. Enclave
Flagstar Advisors Inc. trimmed its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 19.9% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 86,424 shares of the exchange traded fund's stock after selling 21,524 shares during the
DAVENPORT and Co LLC lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 30.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 103,820 shares of the exchange traded fund's stock after purchasing an additional 24,162 shares during
Dynamic Advisor Solutions LLC lifted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 24.3% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 27,298 shares of the exchange traded fund's stock after acquiring an additional 5,328
Capital Asset Advisory Services LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 411,166 shares of the exchange traded fund's stock after buying an
Central Bank and Trust Co. boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 33.1% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 30,703 shares of the exchange traded fund's stock after purchasing an additional 7,633 shares during the
The S&P 500 is down on the year through late March, but surprisingly, small caps are not.
Coastline Trust Co lessened its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 27.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,723 shares of the exchange traded fund's stock after selling 6,545 shares during the quarter. Coastline
Small caps have been plagued by negative earnings growth for years. That has led to significant underperformance relative to the S&P 500.
Captrust Financial Advisors grew its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.6% during the third quarter, according to its most recent filing with the SEC. The firm owned 843,456 shares of the exchange traded fund's stock after acquiring an additional 4,673 shares during the period. Captrust Financial
Advisory Services Network LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 265,159 shares of the exchange traded fund's stock after buying
IJR commands a much larger asset base than SPSM Both ETFs offer similar sector exposures and nearly identical risk profiles SPSM charges a lower expense ratio and has a marginally higher dividend yield
There are subtle differences between these two leading small-cap ETFs.
Small-cap ETFs aren't interchangeable. The index they track can make a huge difference in the type of portfolio you're buying.
Ameriprise Financial Inc. cut its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 11.7% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 4,863,888 shares of the exchange traded fund's stock after selling 643,664 shares during the quarter.
For years, the S&P 500 has easily delivered the best combination of earnings growth and investor performance. Later this year, smaller companies are finally expected to deliver better earnings growth rates than large caps.
Glenmede Investment Management LP reduced its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.3% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,890,176 shares of the exchange traded fund's stock after selling 114,928
Schwab U.S. Small-Cap ETF charges a lower expense ratio, but iShares Core S&P Small-Cap ETF pays a slightly higher dividend yield. IJR holds fewer stocks and tilts a bit more toward financial services, while SCHA leans on technology.
Small caps are enjoying a renaissance in 2026. This ETF targets the space better than the others.
