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IJR

iShares Core S&P Small-Cap ETF

Tracks the S&P SmallCap 600 Index, providing exposure to 600 small-cap US companies screened for positive earnings. Quality tilt distinguishes it from Russell 2000 funds. Core building block for small-cap equity allocation.

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EquityTER 0.06%Dist.
TER
0.06%
AUM
$82B
CAGR
9.5%
Volatility
19.7%
Sharpe
0.33
Max Drawdown
-51.8%
Data Range
2000-06 → 2026-04

Performance Analysis

Maximum Drawdown History

How far the ETF has fallen from its all-time high at each point. Deeper = more painful.

Current DD0.0%
Worst DD-51.8%
Worst date2009-02

Rolling Returns

Annualized returns over rolling windows. Shows the range of outcomes depending on when you invested.

Avg return10.0%
Best31.0%
Worst-17.2%
% positive89%
275 periods

Key Facts

ISIN
US4642876555
Issuer
BlackRock
Benchmark
S&P SmallCap 600 Index
Total Expense Ratio (TER)
0.06%
Assets Under Management
$82B approx.
Inception Date
2000-05-22
Domicile
United States
Legal Structure
Open-Ended Fund
Dividend Policy
Distributing (pays dividends)
Replication Method
Physical (Optimized Sampling)
UCITS Status
✗ Not UCITS
Fund Currency
USD
Primary Exchange
NYSE Arca
Number of Holdings
~600

Top 10 Holdings

Top 10 represent 4.3% of the fund.

1
SFMSprouts Farmers Market
0.52%
2
FNFabrinet
0.50%
3
IBKRInteractive Brokers
0.48%
4
HQYHealthEquity Inc.
0.46%
5
CSWICSW Industrials
0.44%
6
BMIBadger Meter
0.42%
7
MMSIMerit Medical
0.40%
8
SIGSignet Jewelers
0.38%
9
PIPRPiper Sandler
0.36%
10
LNTHLantheus Holdings
0.34%

Sector Breakdown

Financials
18%
Industrials
17%
Healthcare
14%
Consumer Discretionary
13%
Technology
11%
Real Estate
7%
Energy
5%
Consumer Staples
4%

Source: Official issuer data · Last updated: 2026-05-12

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Who Is This ETF For?

✓General portfolio building block for the asset class it covers.

Key Risks to Consider

• Market risk: equity values can drop 30-50% in severe bear markets.

• Non-UCITS: may have unfavorable tax treatment for non-US investors (US estate tax, withholding tax).

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Correlation Matrix

Risk vs Return

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Data & Methodology

Metadata sourced from official issuer documentation. Price data from Yahoo Finance (monthly adjusted close, includes reinvested dividends and splits). AUM figures are approximate and updated quarterly.

Data source: Yahoo Finance (adjusted close), BlackRock (metadata)Last verified: 2026-04-16

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💬 Frequently Asked Questions

Tracks the S&P SmallCap 600 Index, providing exposure to 600 small-cap US companies screened for positive earnings. Quality tilt distinguishes it from Russell 2000 funds. Core building block for small-cap equity allocation.
IJR has a total expense ratio (TER) of 0.06%, which means you pay $6 per year for every $10,000 invested.
Yes, IJR is a distributing ETF that pays dividends to shareholders. The frequency depends on the fund's schedule.
IJR is a US-domiciled ETF (not UCITS). Non-US investors should consider the US estate tax implications (40% on US assets above $60,000) and the 30% dividend withholding tax (reduced by treaty in some countries).
IJR uses optimized sampling, holding a representative subset of the S&P SmallCap 600 Index index to minimize costs while closely tracking performance.