IJR: iShares Core S&P Small-Cap ETF

What does IJR hold?#

This fund owns about 600 small US companies picked by S&P. Small companies can grow faster than big ones, but their prices often swing more. The fund lets you own all of them in one share.

It tracks the S&P SmallCap 600 Index. It had 643 holdings as of October 15, 2026, according to iShares (BlackRock).

What is the IJR expense ratio?#

IJR charges 0.06% a year. An expense ratio is the yearly fee a fund takes to run itself. On $10,000, a 0.06% fee comes to about $6 a year.

You never get a bill for it. The fund takes the fee out of its own value a little each day.

How has IJR done since 2000?#

From May 2000 to October 2026, IJR returned about 9.8% a year. Say you put in $10,000 at the start. It would have been worth about $118,093 at the end, with every dividend reinvested.

Prices through October 16, 2026. Figures use daily closing prices adjusted for splits, with dividends reinvested. They do not include taxes or the cost of buying and selling. Past results do not tell you what will happen next.

IJR returns by year#

What was IJR’s worst drop?#

A drawdown is how far a fund falls from its last high point. IJR’s worst fall was −58.1%, from July 19, 2007 to March 9, 2009. It got back to that high on February 7, 2011.

The chart shows how far below its last high the fund was on each day. Big drops are normal for some funds. They matter because selling during a drop locks in the loss.

Which Tactfolio strategies hold IJR?#

One classic strategy holds IJR at least some of the time. Each is a set of written rules you can open, test and copy.

• Mama Bear Portfolio (Muscular Portfolios), by Brian Livingston, 2018

How does IJR compare with similar ETFs?#

Funds that can stand in for IJR:

• SCHA: Schwab U.S. Small-Cap ETF, 0.03% a year
• VB: Vanguard Morningstar Small-Cap ETF, 0.03% a year
• IWM: iShares Russell 2000 ETF, 0.19% a year
• VBR: Vanguard Morningstar Small-Cap Value ETF, 0.05% a year

See all 8 IJR alternatives, compared on the same dates as IJR.

Test IJR in your own rules#

Tactfolio is a platform where you build rules-based investing strategies, backtest them on decades of real prices, share them, and run them automatically in your own Alpaca account. Open the builder, add IJR, and see how a rule such as “hold it only above its 200-day average” would have done. Strategies run on daily prices and hold US stocks and ETFs only.

The details#

Prices come from Tactfolio’s stored daily prices for IJR. Each close is adjusted for splits, and dividends are reinvested on the day the fund pays them out. CAGR is the steady yearly return that turns the starting value into the ending value. Volatility is the yearly standard deviation of daily returns.

Fund facts come from iShares (BlackRock). We checked them on October 16, 2026. Read what a backtest simulates and how to read drawdown and CAGR for more on these measures.