Which returned more over the last year, IJR or SDY?

In the year to Sep 12, 2026, with distributions reinvested, IJR returned +19.9% and SDY returned +11.0%, so IJR returned more. One year is one year; the longer windows are in the table.

Which is cheaper, IJR or SDY?

IJR charges 0.06% a year and SDY charges 0.35%, so IJR is cheaper. Fees come from each fund's prospectus.

How much do IJR and SDY overlap with the S&P 500?

By their latest filed holdings, 0% of IJR and 85% of SDY by weight is stocks the S&P 500 already holds. Between the two funds, 2% of their books are the same securities at the same weight.

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IJR vs SDY: how they differ

IJR and SDY hold 2% of their weight in the same names, and IJR returned more over the year.

iShares Core S&P Small-Cap ETF and State Street(R) SPDR(R) S&P(R) Dividend ETF.

What they hold in common

By the books each fund has filed, IJR and SDY hold 2% of their money in the same securities at the same weight.

Positions IJR and SDY both hold, largest shared weight first
Holding	IJR	SDY
BADGER METER INC	0.24%	0.27%
BRADY CORP	0.22%	0.19%
FRANKLIN ELECTRIC CO INC	0.23%	0.18%
AVISTA CORP	0.19%	0.16%
COMMUNITY FINANCIAL SYSTEM INC	0.20%	0.16%
AMERICAN STATES WATER COMPANY	0.18%	0.15%
H.B. FULLER COMPANY	0.18%	0.15%
CHESAPEAKE UTILITIES CORP	0.16%	0.14%
MGE ENERGY INC	0.17%	0.14%
CALIFORNIA WATER SERVICE GROUP	0.16%	0.14%
HAWKINS INC	0.16%	0.13%
ROBERT HALF INC	0.17%	0.13%

Largest positions each one holds and the other does not
Only in IJR	Only in SDY
FORMFACTOR INC 0.69%	Verizon Communications Inc 2.15%
VIASAT INC 0.68%	Realty Income Corp 2.14%
MOLINA HEALTHCARE INC 0.66%	Kenvue Inc 1.76%
ARGAN INC 0.62%	Kimberly-Clark Corp 1.75%
BRIGHTSPRING HEALTH SERVICES INC 0.61%	AbbVie Inc 1.63%
ELEMENT SOLUTIONS INC 0.61%	QUALCOMM Inc 1.57%
MAXLINEAR INC 0.60%	Texas Instruments Inc 1.56%
KRYSTAL BIOTECH INC 0.54%	Target Corp 1.55%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.

IJR and SDY on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	IJR iShares Core S&P Small-Cap ETF	SDY State Street(R) SPDR(R) S&P(R) Dividend ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	State Street
What it is	S&P SmallCap 600	SPDR S&P Dividend
Total return, 1 year	+19.9%	+11.0%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	+2.4 pts	−6.5 pts
Expense ratio	0.06%	0.35%
Already in the S&P 500	0.0%	84.6%
Holdings	603	155

IJR in plain words

IJR is an index equity fund tracking the S&P SmallCap 600. Over the year to Sep 11, 2026 it returned +19.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 603 positions, with the top ten at 6.0%. It sat 5.5% below its high of Aug 14, 2026 on Sep 11, 2026.

SDY in plain words

SDY is an index equity fund tracking the SPDR S&P Dividend. Over the year to Sep 11, 2026 it returned +11.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Jun 30, 2026, 85% of the fund by weight is stocks the S&P 500 also holds, across 155 positions, with the top ten at 17.1%. It sat 3.9% below its high of Aug 24, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, IJR or SDY?: In the year to Sep 12, 2026, with distributions reinvested, IJR returned +19.9% and SDY returned +11.0%, so IJR returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IJR or SDY?: IJR charges 0.06% a year and SDY charges 0.35%, so IJR is cheaper. Fees come from each fund's prospectus.
How much do IJR and SDY overlap with the S&P 500?: By their latest filed holdings, 0% of IJR and 85% of SDY by weight is stocks the S&P 500 already holds. Between the two funds, 2% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

IJR against SDY, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IJR against SDY, data as of Sep 12, 2026. https://etfiq.com/compare/any/IJR-SDY Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources