- 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
Highlights
- Avg. Volume (1M)
- 3M
- Avg. Volume Value (1M)
- $465.35M
Share Price Chart
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Performance
IJR Performance Chart
iShares Core S&P Small-Cap ETF (IJR) is up 21.6% since the beginning of the year. IJR is currently trading at $145 per share. Investors who bought $1,000 worth of IJR shares 5 years ago would now be looking at an investment worth $1,428.
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Returns By Period
iShares Core S&P Small-Cap ETF (IJR) has returned 21.59% so far this year and 35.87% over the past 12 months. Over the last ten years, IJR has returned 10.86% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
iShares Core S&P Small-Cap ETF
- 1D
- -0.03%
- 1M
- -0.70%
- 6M
- 15.04%
- YTD
- 21.59%
- 1Y
- 35.87%
- 3Y*
- 13.39%
- 5Y*
- 7.39%
- 10Y*
- 10.86%
- ALL TIME*
- 10.14%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
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 52% 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% | 7.28% | -1.92% | 21.59% | |||||
| 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 3.66%, beta of 1.05, and R2 of 0.76 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 104.20% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This ETF generated an annualized alpha of 3.66% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.05 and R2 of 0.76, 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
- 3.66%
- Beta
- 1.05
- R²
- 0.76
- Upside Capture
- 121.65%
- Downside Capture
- 104.20%
Expense Ratio
IJR has an expense ratio of 0.06%, which is considered low.
Return for Risk
Risk / Return Rank
IJR ranks 85 for risk / return — above 85% of ETFs peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return 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 | +0.54 | ||
| Sortino ratioReturn per unit of downside risk | +0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.25 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.89 | 2.00 | +1.89 |
| Martin ratioReturn relative to average drawdown | 13.29 | 8.49 | +4.80 |
Dividends
Dividend History
iShares Core S&P Small-Cap ETF provided a 1.13% 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 | 1.13% | 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 | $0.00 | $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.
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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 1.92%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-58.15%Mar 2009 | 1y 7mo | 1y 11mo | 3y 6moJul 2007 - Feb 2011 | Financial crisis2007–2009 |
-44.36%Mar 2020 | 1y 6mo | 8mo 6d | 2y 2moSep 2018 - Nov 2020 | COVID crash2020 |
-33.57%Oct 2002 | 5mo 25d | 1y 5d | 1y 6moApr 2002 - Oct 2003 | Dot-com crash2000–2002 |
-28.02%Apr 2025 | 4mo 13d | 8mo 7d | 1y 15dNov 2024 - Dec 2025 | 2025 selloff2025 |
-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 | -1.92% | -1.58% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -9.23% | -10.70% | +1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.14% | +0.40% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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