ISMDvsIJRETF Comparison
VS
Inspire Small/Mid Cap Impact ETF (ISMD) belongs to the US Multi-Factor segment. iShares Core S&P Small-Cap ETF (IJR) is part of the US Small Cap segment. Both ETFs have the same top 3 sector exposures: Finance, Technology and Industrials. ISMD is more expensive with a Total Expense Ratio (TER) of 0.53%, versus 0.06% for IJR. ISMD is up 27.63% year-to-date (YTD) with +$33M in YTD flows. IJR performs worse with 21.05% YTD performance, and +$2.73B in YTD flows. Run a side-by-side ETF comparison of ISMD and IJR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
ISMD vs IJR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | ISMD IJR | +2.19%+1.44% | +11.53%+7.17% | +27.63%+21.05% | +32.74%+28.60% | +51.56%+46.54% | +60.70%+44.82% |
| Flows | ISMD IJR | +$127K+$844M | +$16M+$928M | +$33M+$2.73B | +$56M+$2.99B | +$76M+$7.00B | +$128M+$15.21B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ISMD IJR | +16.62%+15.17% | +18.26%+17.50% | +20.06%+20.30% | +20.95%+21.33% |
| Max drawdown | ISMD IJR | -3.20%-4.14% | -9.50%-8.68% | -26.77%-27.91% | -26.77%-27.91% |
| Max drawdown duration | ISMD IJR | 11d16d | 82d59d | 399d380d | 399d380d |
Trading data
ISMD | IJR | |
Last sale 7/24/2026 at 1:30 PM | $48.95 | $144.86 |
| Previous close 07/23/2026 | $48.98 | $144.88 |
| Consolidated volume 07/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
ISMD | IJR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 7/24/2026 at 1:30 PM
Live
Closed
ISMD | IJR | |
|---|---|---|
| Last price | $48.95 | $144.86 |
| 1D performance | -0.06% | -0.01% |
| AuM | $332.66 M | $109.04 B |
| E/R | 0.53% | 0.06% |
Characteristics
ISMD | IJR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Inspire ETFs | iShares |
| Benchmark | Inspire Small/Mid Cap Impact Equal Weight Index | S&P SmallCap 600 Index |
| N° of holdings | 490 | 602 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 28, 2017 | May 22, 2000 |
| ESG | Yes | No |
Advertisement
Exposure
Countries
ISMD
USA
97.48%
Other
2.52%
IJR
USA
99.49%
Other
0.51%
Sectors
ISMD
Finance
23.44%
Technology
16.55%
Industrials
12.55%
Healthcare
11.51%
Non-Energy Materi.
8.76%
Consumer Cyclical.
7.41%
Other
19.78%
IJR
Finance
25.47%
Technology
13.59%
Industrials
12.68%
Healthcare
12.2%
Consumer Cyclical.
7.94%
Other
28.13%
Advertisement
Diversification
ISMD
Total weight of top 15 holdings out of 15
8.88%
IJR
Total weight of top 15 holdings out of 15
9.65%
Top 15 holdings
Data as of June 30, 2026
ISMD
Agilon Health, Inc.
2.13%
MaxLinear, Inc.
1.18%
Penguin Solutions, Inc.
0.70%
Ambiq Micro, Inc.
0.57%
Vishay Intertechnology, Inc.
0.48%
Anterix, Inc.
0.42%
Aehr Test Systems
0.42%
CEVA, Inc.
0.41%
Hudson Pacific Properties, Inc.
0.40%
Cohu, Inc.
0.39%
Ultra Clean Holdings, Inc.
0.37%
Veeco Instruments, Inc.
0.36%
Twist Bioscience Corp.
0.35%
Target Hospitality Corp.
0.35%
Aeva Technologies, Inc.
0.35%
IJR
BlackRock Cash Funds - Treasury
1.96%
FormFactor, Inc.
0.67%
ViaSat, Inc.
0.66%
Molina Healthcare, Inc.
0.64%
Argan, Inc.
0.60%
BrightSpring Health Services, Inc.
0.60%
Element Solutions, Inc.
0.59%
MaxLinear, Inc.
0.58%
Krystal Biotech, Inc.
0.53%
ESCO Technologies, Inc.
0.49%
Match Group, Inc.
0.48%
Alkermes Plc
0.47%
Everus Construction Group, Inc.
0.46%
StoneX Group, Inc.
0.46%
Corcept Therapeutics, Inc.
0.45%
Frequently asked questions about ISMD and IJR
How have the ISMD and IJR ETFs performed in 2026?
As of July 23, 2026, ISMD is up 27.63% year-to-date (YTD), while IJR has returned 21.05%. That puts ISMD better performer ahead so far this year.
Which ETF is attracting more investor money: ISMD or IJR?
Year-to-date, the ISMD ETF saw +$33M in flows, compared to +$2.73B for IJR.
Which ETF is more volatile: ISMD or IJR?
Over the past year, ISMD had a volatility of 18.26%, while IJR experienced 17.5%.
Which ETF is bigger: ISMD or IJR?
As of July 23, 2026, ISMD holds $332.66 M in assets under management (AUM), while IJR manages $109.04 B.
What sectors do the ISMD and IJR ETFs invest in?
ISMD leans toward sectors like Finance, Technology and Industrials. Meanwhile, IJR focuses on Finance, Technology and Industrials.
What are the top holdings of the ISMD ETF and IJR ETF?
ISMD top holdings include Agilon Health, Inc., MaxLinear, Inc. and Penguin Solutions, Inc.. IJR holds in its top three: BlackRock Cash Funds - Treasury, FormFactor, Inc. and ViaSat, Inc..
Which ETF is more diversified: ISMD or IJR?
ISMD holds 492 securities with 8.88% of its assets in the top 15. IJR has 604 securities and a top 15 weight of 9.65%.
Advertisement
Latest news about ISMD & IJR
My Contrarian Equity ETF Picks For 2026
November 13, 2025
IJR
ETF Comparison: iShares Russell 2000 ETF (IWM) Versus iShares Core S&P Small-Cap ETF (IJR)
August 28, 2024
IJR
Will 2024 be the Year of Small Caps and Value Stocks?
July 29, 2024
IJR
Small-Cap ETFs See Strong Inflows: Here's What You Need to Know
July 25, 2024
IJR
Advertisement
Value ETFs Shine Amid Lower-Than-Expected Inflation
July 15, 2024
IJR
Small-Cap Funds Outperform Their Large-Cap Peers
July 24, 2023
IJR
Advertisement
