IJR vs SPSM — stock comparison tool

IJR currently yields 1.24% TTM versus SPSM at 1.54%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IJRSPSM

Performance Comparison

Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.

IJR

SPSM

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

IJR Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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SPSM Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary

$10,000 initial investment with DRIP (live)

Ticker	Period	Start $	End $	Dividends	Start Price	End Price	Shares	Return %

Current Data Comparison

Live fundamental metrics and analyst data

Metric

IJR$137.66

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iShares Core S&P Small-Cap ETF

SPSM$53.53

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State Street SPDR Portfolio S&P 600 Small Cap ETF

Dividend Information

Dividend Yield

1.24%

1.54%

Annual Dividend

$1.71

$0.82

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

Side-by-side composition for each ETF in this comparison.

IJR

643 holdings

Financials18.21%

Financial Services17.78%

Industrials17.75%

Technology14.79%

Information Technology13.27%

Consumer Cyclical13.18%

Consumer Discretionary12.94%

Healthcare11.08%

Health Care10.69%

Energy6.67%

Real Estate6.29%

Other26.49%

Top 10 holdings

Name	Weight
CORTCORCEPT THERAPEUTICS	0.60%
FORMFORMFACTOR INC	0.58%
MTCHMATCH GROUP INC	0.58%
GKOSGLAUKOS	0.57%
PAYCPAYCOM SOFTWARE	0.57%
EATBRINKER INTERNATIONAL INC	0.56%
SMSM ENERGY	0.55%
RHPRYMAN HOSPITALITY PROPERTIES REIT	0.50%
PTGXPROTAGONIST THERAPEUTICS	0.49%
KRYSKRYSTAL BIOTECH INC	0.49%
Top 10	5.49%

SPSM

607 holdings

Financial Services18.42%

Industrials17.73%

Consumer Cyclical13.41%

Technology12.64%

Healthcare10.89%

Energy6.55%

Real Estate6.40%

Basic Materials4.30%

Consumer Defensive4.03%

Communication Services3.66%

Utilities1.97%

Cash & Others0.01%

Top 10 holdings

Name	Weight
MTCHMATCH GROUP INC	0.60%
CORTCORCEPT THERAPEUTICS INC	0.59%
GKOSGLAUKOS CORP	0.58%
PAYCPAYCOM SOFTWARE INC	0.57%
EATBRINKER INTERNATIONAL INC	0.55%
SMSM ENERGY CO	0.54%
PTGXPROTAGONIST THERAPEUTICS INC	0.51%
RHPRYMAN HOSPITALITY PROPERTIES	0.51%
VSATVIASAT INC	0.49%
ESIELEMENT SOLUTIONS INC	0.48%
Top 10	5.42%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

IJRSharedSPSM

Overlap by weight

34%

Share of portfolio weight that appears in both funds.

# overlapping holdings

IJR: 95% also in SPSMSPSM: 94% also in IJR

IJR: showing top 99 holdings by weight (of 643) · SPSM: showing top 100 holdings by weight (of 607). Overlap counts use this top slice, not the full fund book.

Sector drift (IJR vs SPSM)

Left = heavier in IJR. Right = heavier in SPSM.

IJR overweight (left)SPSM overweight (right)

Search ticker

94 shown

Overlapping tickers


CORT	—	Medical - Pharmaceuticals	0.6%	0.6%	0.6%
MTCH	Communication Services	Internet Content & Information	0.6%	0.6%	0.6%
GKOS	Healthcare	Medical - Devices	0.6%	0.6%	0.6%
PAYC	Technology	Software - Application	0.6%	0.6%	0.6%
EAT	Consumer Cyclical	Restaurants	0.6%	0.6%	0.6%
SM	Energy	Oil & Gas Exploration & Production	0.6%	0.5%	0.5%
RHP	Real Estate	REIT - Hotel & Motel	0.5%	0.5%	0.5%
PTGX	Healthcare	Biotechnology	0.5%	0.5%	0.5%
VSAT	Technology	Communication Equipment	0.5%	0.5%	0.5%
ESI	Basic Materials	Chemicals - Specialty	0.5%	0.5%	0.5%

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