- ISIN
- US4642878049
- CUSIP
- 464287804
- Issuer
- iShares
- Inception Date
- May 22, 2000
- Region
- North America (U.S.)
- Category
- Small Cap Blend Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- S&P SmallCap 600 Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $110B
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
IJR Performance Chart
iShares Core S&P Small-Cap ETF (IJR) is up 19.8% since the beginning of the year. IJR is currently trading at $143 per share. Investors who bought $1,000 worth of IJR shares 5 years ago would now be looking at an investment worth $1,380.
Loading charts...
Returns By Period
iShares Core S&P Small-Cap ETF (IJR) has returned 19.75% so far this year and 36.74% over the past 12 months. Over the last ten years, IJR has returned 11.34% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
iShares Core S&P Small-Cap ETF
- 1D
- 0.03%
- 1M
- 4.58%
- YTD
- 19.75%
- 6M
- 16.72%
- 1Y
- 36.74%
- 3Y*
- 16.28%
- 5Y*
- 6.65%
- 10Y*
- 11.34%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
IJR Monthly Returns History
Based on dividend-adjusted daily data since May 26, 2000, IJR's average daily return is +0.05%, while the average monthly return is +0.96%. At this rate, an investment would double in approximately 6.0 years.
Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +18.2%, while the worst month was Mar 2020 at -22.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IJR closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +8.8%, while the worst single day was Mar 16, 2020 at -11.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.70% | 2.10% | -4.00% | 10.29% | 1.14% | 3.63% | 19.75% | ||||||
| 2025 | 2.79% | -5.61% | -6.17% | -4.25% | 5.23% | 4.10% | 0.91% | 7.04% | 1.05% | -0.87% | 2.61% | -0.11% | 5.89% |
| 2024 | -3.93% | 3.22% | 3.26% | -5.55% | 5.04% | -2.37% | 10.95% | -1.55% | 0.84% | -2.60% | 11.07% | -8.09% | 8.63% |
| 2023 | 9.51% | -1.21% | -5.22% | -2.79% | -1.67% | 8.20% | 5.53% | -4.17% | -5.94% | -5.77% | 8.27% | 12.77% | 16.06% |
| 2022 | -7.21% | 1.37% | 0.32% | -7.84% | 1.87% | -8.49% | 9.93% | -4.32% | -9.84% | 12.31% | 4.00% | -6.68% | -16.20% |
| 2021 | 6.17% | 7.71% | 3.54% | 1.85% | 2.09% | 0.34% | -2.41% | 1.91% | -2.39% | 3.54% | -2.43% | 4.49% | 26.58% |
Benchmark Metrics
iShares Core S&P Small-Cap ETF has an annualized alpha of 3.62%, beta of 1.05, and R2 of 0.77 versus S&P 500 Index. Calculated based on daily prices since May 26, 2000.
- This ETF captured 121.65% of S&P 500 Index gains and 104.41% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This ETF generated an annualized alpha of 3.62% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.05 and R2 of 0.77, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 3.62%
- Beta
- 1.05
- R²
- 0.77
- Upside Capture
- 121.65%
- Downside Capture
- 104.41%
Expense Ratio
IJR has an expense ratio of 0.06%, which is considered low.
Return for Risk
Risk / Return Rank
IJR ranks 71 for risk / return — better than 71% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Core S&P Small-Cap ETF (IJR) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IJR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.37 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 4.25 | 2.78 | +1.47 |
| Martin ratioReturn relative to average drawdown | 14.27 | 12.44 | +1.83 |
Dividends
Dividend History
iShares Core S&P Small-Cap ETF provided a 1.15% dividend yield over the last twelve months, with an annual payout of $1.64 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.64 | $1.73 | $2.36 | $1.42 | $1.34 | $1.75 | $1.02 | $1.21 | $1.09 | $0.92 | $0.84 | $0.82 |
Dividend yield | 1.15% | 1.44% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Core S&P Small-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.43 | $0.63 | ||||||
| 2025 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.57 | $1.73 |
| 2024 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $1.14 | $2.36 |
| 2023 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.28 | $1.42 |
| 2022 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.41 | $1.34 |
| 2021 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.73 | $1.75 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Core S&P Small-Cap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Core S&P Small-Cap ETF was 58.15%, occurring on Mar 9, 2009. Recovery took 484 trading sessions.
The current iShares Core S&P Small-Cap ETF drawdown is 0.09%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -58.15%Mar 2009 | 1y 7mo | 1y 11mo | 3y 6moJul 2007 - Feb 2011 |
COVID crash2020 | -44.36%Mar 2020 | 1y 6mo | 8mo 6d | 2y 2moSep 2018 - Nov 2020 |
Dot-com crash2000–2002 | -33.57%Oct 2002 | 5mo 25d | 1y 5d | 1y 6moApr 2002 - Oct 2003 |
2025 selloff2025 | -28.02%Apr 2025 | 4mo 13d | 8mo 7d | 1y 15dNov 2024 - Dec 2025 |
2011 bear market2011 | -26.57%Oct 2011 | 2mo 27d | 4mo 3d | 7moJul 2011 - Feb 2012 |
Drawdown Indicators
| IJR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.15% | -56.78% | -1.37% |
Max Drawdown (1Y)Largest decline over 1 year | -8.68% | -9.10% | +0.42% |
Max Drawdown (3Y)Largest decline over 3 years | -28.02% | -18.90% | -9.12% |
Max Drawdown (5Y)Largest decline over 5 years | -28.02% | -25.43% | -2.59% |
Max Drawdown (10Y)Largest decline over 10 years | -44.36% | -33.92% | -10.44% |
Current DrawdownCurrent decline from peak | -0.09% | -1.80% | +1.71% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -10.71% | +1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 2.03% | +0.55% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with IJR
Add iShares Core S&P Small-Cap ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with IJR