IJRvsXSVMETF Comparison
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iShares Core S&P Small-Cap ETF (IJR) and Invesco S&P SmallCap Value with Momentum ETF (XSVM) belong to the same industry segment: US Multi-Factor. IJR's top 3 sector exposures are Finance, Industrials and Technology. In contrast, XSVM's top sector exposures are Finance, Consumer Cyclicals and Consumer Non-Cyclicals. IJR is less expensive with a Total Expense Ratio (TER) of 0.06%, versus 0.36% for XSVM. IJR is up 20.46% year-to-date (YTD) with +$3.24B in YTD flows. XSVM performs better with 22.24% YTD performance, and -$48M in YTD flows. Run a side-by-side ETF comparison of IJR and XSVM 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 XSVM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/08/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IJR XSVM | -2.59%-1.86% | +4.35%+2.99% | +20.46%+22.24% | +22.83%+23.69% | +55.18%+52.47% | +41.15%+52.91% |
| Flows | IJR XSVM | +$137M-$13M | +$1.19B+$5M | +$3.24B-$48M | +$4.25B-$66M | +$7.07B-$197M | +$15.71B+$155M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IJR XSVM | +13.82%+13.97% | +16.74%+16.86% | +20.26%+20.56% | +21.26%+22.09% |
| Max drawdown | IJR XSVM | -5.03%-5.78% | -8.68%-9.91% | -27.91%-26.23% | -27.91%-26.23% |
| Max drawdown duration | IJR XSVM | 23d36d | 59d67d | 380d380d | 380d380d |
Trading data
IJR | XSVM | |
Last sale 9/10/2026 at 1:30 PM | $141.44 | $68.94 |
| Previous close 09/09/2026 | $142.70 | $69.28 |
| Consolidated volume 09/09/2026 | ||
| 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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IJR | XSVM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/10/2026 at 1:30 PM
Live
Closed
IJR | XSVM | |
|---|---|---|
| Last price | $141.44 | $68.94 |
| 1D performance | -0.88% | -0.49% |
| AuM | $109.01 B | $638.14 M |
| E/R | 0.06% | 0.36% |
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Exposure
Countries
IJR
USA
99.78%
Other
0.22%
XSVM
USA
96.13%
Other
3.87%
Sectors
IJR
Finance
26.72%
Industrials
12.72%
Technology
12.6%
Healthcare
10.85%
Consumer Cyclical.
8.12%
Other
28.99%
XSVM
Finance
53.51%
Consumer Cyclical.
13.61%
Consumer Non-Cycl.
9.5%
Other
23.38%
Diversification
IJR
Total weight of top 15 holdings out of 15
9.04%
XSVM
Total weight of top 15 holdings out of 15
20.82%
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%
XSVM
Kohl's Corp.
2.39%
Lincoln National Corp.
1.68%
Sonic Automotive, Inc.
1.57%
Par Pacific Holdings, Inc.
1.55%
Genworth Financial, Inc.
1.49%
Adient plc
1.42%
ScanSource, Inc.
1.36%
Sally Beauty Holdings, Inc.
1.32%
Del Monte Corp.
1.27%
G-III Apparel Group Ltd.
1.20%
Koppers Holdings, Inc.
1.15%
SiriusPoint Ltd.
1.12%
The Andersons, Inc.
1.12%
United Natural Foods, Inc.
1.10%
PennyMac Mortgage Investment Trust
1.08%
Frequently asked questions about IJR and XSVM
How have the IJR and XSVM ETFs performed in 2026?
As of September 8, 2026, IJR is up 20.46% year-to-date (YTD), while XSVM has returned 22.24%. That puts XSVM better performer ahead so far this year.
Which ETF is attracting more investor money: IJR or XSVM?
Year-to-date, the IJR ETF saw +$3.24B in flows, compared to -$48M for XSVM.
Which ETF is more volatile: IJR or XSVM?
Over the past year, IJR had a volatility of 16.74%, while XSVM experienced 16.86%.
Which ETF is bigger: IJR or XSVM?
As of September 8, 2026, IJR holds $109.01 B in assets under management (AUM), while XSVM manages $638.14 M.
What sectors do the IJR and XSVM ETFs invest in?
IJR leans toward sectors like Finance, Industrials and Technology. Meanwhile, XSVM focuses on Finance, Consumer Cyclicals and Consumer Non-Cyclicals.
What are the top holdings of the IJR ETF and XSVM ETF?
IJR top holdings include BlackRock Cash Funds - Treasury, Corcept Therapeutics, Inc. and ViaSat, Inc.. XSVM holds in its top three: Kohl's Corp., Lincoln National Corp. and Sonic Automotive, Inc..
Which ETF is more diversified: IJR or XSVM?
IJR holds 603 securities with 9.04% of its assets in the top 15. XSVM has 118 securities and a top 15 weight of 20.82%.
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