IJRvsSMIZETF Comparison
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iShares Core S&P Small-Cap ETF (IJR) and Zacks Small/Mid Cap ETF (SMIZ) belong to the same industry segment: US Multi-Factor. IJR's top 3 sector exposures are Finance, Industrials and Technology. In contrast, SMIZ's top sector exposures are Finance, Technology and Industrials. IJR is less expensive with a Total Expense Ratio (TER) of 0.06%, versus 0.6% for SMIZ. IJR is up 18.19% year-to-date (YTD) with +$3.31B in YTD flows. SMIZ performs worse with 11.24% YTD performance, and +$87M in YTD flows. Run a side-by-side ETF comparison of IJR and SMIZ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IJR vs SMIZ performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/10/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IJR SMIZ | -4.42%-4.08% | +2.14%-0.82% | +18.19%+11.24% | +21.84%+12.07% | +52.14%n/a | +40.30%n/a |
| Flows | IJR SMIZ | +$214M+$8M | +$1.21B+$24M | +$3.31B+$87M | +$4.51B+$107M | +$7.03B- | +$15.83B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IJR SMIZ | +13.90%+17.40% | +16.77%+17.93% | +20.27%n/a | +21.26%n/a |
| Max drawdown | IJR SMIZ | -5.97%-7.79% | -8.68%-10.50% | -27.91%n/a | -27.91%n/a |
| Max drawdown duration | IJR SMIZ | 25d72d | 59d60d | 380dn/a | 380dn/a |
Trading data
IJR | SMIZ | |
Last sale 9/11/2026 at 1:30 PM | $142.19 | $41.66 |
| Previous close 09/10/2026 | $141.44 | $41.21 |
| Consolidated volume 09/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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SMIZ
is actively managed and doesn’t replicate an indexIJR | SMIZ | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
IJR | SMIZ | |
|---|---|---|
| Last price | $142.19 | $41.66 |
| 1D performance | +0.53% | +1.09% |
| AuM | $107.03 B | $273.85 M |
| E/R | 0.06% | 0.6% |
Characteristics
IJR | SMIZ | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | Zacks ETFs |
| Benchmark | S&P SmallCap 600 GARP Index | - |
| N° of holdings | 601 | 199 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 22, 2000 | October 3, 2023 |
| ESG | No | No |
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Exposure
Countries
IJR
USA
99.78%
Other
0.22%
SMIZ
USA
93.02%
Other
6.98%
Sectors
IJR
Finance
26.72%
Industrials
12.72%
Technology
12.6%
Healthcare
10.85%
Consumer Cyclical.
8.12%
Other
28.99%
SMIZ
Finance
25.18%
Technology
21.02%
Industrials
18.7%
Healthcare
8.87%
Other
26.23%
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Diversification
IJR
Total weight of top 15 holdings out of 15
9.04%
SMIZ
Total weight of top 15 holdings out of 15
16.01%
Top 15 holdings
Data as of July 31, 2026
IJR
BlackRock Cash Funds - Treasury
2.12%
Corcept Therapeutics, Inc.
0.63%
ViaSat, Inc.
0.59%
Glaukos Corp.
0.55%
Match Group, Inc.
0.51%
Brinker International, Inc.
0.50%
Jackson Financial, Inc.
0.47%
Ryman Hospitality Properties, Inc.
0.47%
Protagonist Therapeutics, Inc.
0.47%
Alkermes Plc
0.46%
CarMax, Inc.
0.46%
StoneX Group, Inc.
0.46%
FormFactor, Inc.
0.46%
Element Solutions, Inc.
0.45%
Argan, Inc.
0.45%
SMIZ
EMCOR Group, Inc.
1.61%
Comfort Systems USA, Inc.
1.48%
Vestis Corp.
1.27%
Kulicke & Soffa Industries, Inc.
1.11%
Credo Technology Group Holding Ltd.
1.10%
Affiliated Managers Group, Inc.
1.05%
Northern Trust Corp.
1.02%
Arista Networks, Inc.
1.01%
Howmet Aerospace, Inc.
0.96%
Amphenol Corp.
0.95%
Expedia Group, Inc.
0.93%
Carpenter Technology Corp.
0.91%
Arrow Electronics, Inc.
0.88%
MasTec, Inc.
0.87%
Sterling Infrastructure, Inc.
0.86%
Frequently asked questions about IJR and SMIZ
How have the IJR and SMIZ ETFs performed in 2026?
As of September 10, 2026, IJR is up 18.19% year-to-date (YTD), while SMIZ has returned 11.24%. That puts IJR better performer ahead so far this year.
Which ETF is attracting more investor money: IJR or SMIZ?
Year-to-date, the IJR ETF saw +$3.31B in flows, compared to +$87M for SMIZ.
Which ETF is more volatile: IJR or SMIZ?
Over the past year, IJR had a volatility of 16.77%, while SMIZ experienced 17.93%.
Which ETF is bigger: IJR or SMIZ?
As of September 10, 2026, IJR holds $107.03 B in assets under management (AUM), while SMIZ manages $273.85 M.
What sectors do the IJR and SMIZ ETFs invest in?
IJR leans toward sectors like Finance, Industrials and Technology. Meanwhile, SMIZ focuses on Finance, Technology and Industrials.
What are the top holdings of the IJR ETF and SMIZ ETF?
IJR top holdings include BlackRock Cash Funds - Treasury, Corcept Therapeutics, Inc. and ViaSat, Inc.. SMIZ holds in its top three: EMCOR Group, Inc., Comfort Systems USA, Inc. and Vestis Corp..
Which ETF is more diversified: IJR or SMIZ?
IJR holds 603 securities with 9.04% of its assets in the top 15. SMIZ has 200 securities and a top 15 weight of 16.01%.
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