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

In the year to Sep 4, 2026, with distributions reinvested, IJR returned +24.0% and SPY returned +20.0%, so IJR returned more. One year is one year; the longer windows are in the table.

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

By their latest filed holdings, 0% of IJR and 100% of SPY by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

Data as of Sep 4, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IJR vs SPY

Name: ETFIQ comparison of IJR and SPY
Creator: ETFIQ
License: https://etfiq.com/standards/

iShares Core S&P Small-Cap ETF and SPDR S&P 500 ETF Trust.

What they hold in common

By the books each fund has filed, IJR and SPY hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in IJR	Only in SPY
FORMFACTOR INC 0.69%	NVIDIA Corp. 7.52%
VIASAT INC 0.68%	Apple, Inc. 6.59%
MOLINA HEALTHCARE INC 0.66%	Microsoft Corp. 4.30%
ARGAN INC 0.62%	Amazon.com, Inc. 3.62%
BRIGHTSPRING HEALTH SERVICES INC 0.61%	Alphabet, Inc. 3.25%
ELEMENT SOLUTIONS INC 0.61%	Broadcom, Inc. 2.77%
MAXLINEAR INC 0.60%	Alphabet, Inc. 2.59%
KRYSTAL BIOTECH INC 0.54%	Micron Technology, Inc. 2.02%

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 as filed for Jun 30, 2026.

IJR and SPY on the fields both publish, as of Sep 4, 2026. Source: ETFIQ.
	IJR iShares Core S&P Small-Cap ETF	SPY SPDR S&P 500 ETF Trust
Where it sits	Core fund	Core fund
Issuer	iShares	State Street
What it is	S&P SmallCap 600	S&P 500, book from IVV
Total return, 1 year	+24.0%	+20.0%
S&P 500 over the same days	+20.0%	+20.0%
Gap to the S&P 500	+4.0 pts	+0.0 pts
Expense ratio	0.06%	not published
Already in the S&P 500	0.0%	100.0%
Holdings	603	504

IJR in plain words

IJR is a index equity fund tracking S&P SmallCap 600. Over the year to Sep 4, 2026 it returned +24.0% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% 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 3.4% below its high of Aug 14, 2026 on Sep 4, 2026.

SPY in plain words

SPY is a index equity fund tracking S&P 500, book from IVV. Over the year to Sep 4, 2026 it returned +20.0% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 504 positions, with the top ten at 36.4%.

Questions people ask

Which returned more over the last year, IJR or SPY?: In the year to Sep 4, 2026, with distributions reinvested, IJR returned +24.0% and SPY returned +20.0%, so IJR returned more. One year is one year; the longer windows are in the table.
How much do IJR and SPY overlap with the S&P 500?: By their latest filed holdings, 0% of IJR and 100% of SPY by weight is stocks the S&P 500 already holds. Between the two funds, 0% 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 SPY, ETFIQ, data as of Sep 4, 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 SPY, data as of Sep 4, 2026. https://etfiq.com/compare/any/IJR-SPY.html Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources