Head to head · real data
IWM vs IJR
iShares Russell 2000 ETF vs iShares Core S&P Small-Cap ETF
Over their shared history (2011-10 to 2026-10, about 15 years), IWM returned 11.66% a year versus 12.49% for IJR, with worst peak-to-trough falls of -32.29% and -36.12% respectively (dividends reinvested). Past performance doesn't predict future results.
IWM IJRBoth re-based to 100 at 2011-10, the start of their shared window
| Metric · shared window 2011-10 to 2026-10 | IWM | IJR |
|---|---|---|
| CAGR (annualized return) | 11.66% | 12.49% |
| Volatility (annualized) | 19.08% | 18.83% |
| Worst drawdown | -32.29% | -36.12% |
| Sharpe ratio | 0.59 | 0.63 |
| Each fund on its own, last 15 years: both cover the same months | ||
| CAGR (own history, up to 15 years) | 11.66% | 12.49% |
| Worst drawdown (own history, up to 15 years) | -32.29% | -36.12% |
| Data window | 2011-10 to 2026-10 | 2011-10 to 2026-10 |
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This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.