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

In the year to Sep 21, 2026, with distributions reinvested, IBIT returned −31.1% and IJR returned +16.6%, so IJR returned more.

Which is cheaper, IBIT or IJR?

IBIT charges 0.25% a year and IJR charges 0.06%, so IJR is cheaper. Fees come from each fund's prospectus.

Data as of Sep 21, 2026.

ETFIQetfiq.com · independent ETF data

IBIT vs IJR: how they differ

IBIT and IJR hold 0% of their weight in the same names, and IJR returned more over the year.

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

What they hold in common

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

Positions IBIT and IJR both hold, largest shared weight first
Holding	IBIT	IJR
USD CASH	0.00%	0.00%

Only in each
Only in IBIT	Only in IJR
BITCOIN 100.00%	BLK CSH FND TREASURY SL AGENCY 1.86%
	VIASAT INC 0.60%
	MATCH GROUP INC 0.56%
	GLAUKOS 0.55%
	QORVO 0.55%
	FORMFACTOR INC 0.53%
	PROTAGONIST THERAPEUTICS 0.53%
	SM ENERGY 0.50%

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 Sep 18, 2026.

IBIT and IJR on the fields both publish, as of Sep 21, 2026. Source: ETFIQ.
	IBIT iShares Bitcoin Trust ETF	IJR iShares Core S&P Small-Cap ETF
Where it sits	Core fund	Core fund
Issuer	iShares	iShares
What it is	Holds bitcoin	Tracks the S&P SmallCap 600
Total return, 1 year	−31.1%	+16.6%
S&P 500 over the same days	+16.6%	+16.6%
Gap to the S&P 500	−47.6 pts	+0.1 pts
Expense ratio	0.25%	0.06%
Holdings	2	652
Net assets	$63.7bn	$106.6bn

IBIT in plain words

IBIT holds bitcoin. Over the year to Sep 18, 2026 it returned −31.1% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.25% a year. It sat 35.5% below its high of Oct 6, 2025 on Sep 18, 2026.

IJR in plain words

IJR tracks the S&P SmallCap 600. Over the year to Sep 18, 2026 it returned +16.6% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings published by its issuer for Sep 18, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 652 positions, with the top ten at 6.6%. It sat 7.3% below its high of Aug 14, 2026 on Sep 18, 2026.

Questions people ask

Which returned more over the last year, IBIT or IJR?: In the year to Sep 21, 2026, with distributions reinvested, IBIT returned −31.1% and IJR returned +16.6%, so IJR returned more.
Which is cheaper, IBIT or IJR?: IBIT charges 0.25% a year and IJR charges 0.06%, so IJR is cheaper. Fees come from each fund's prospectus.

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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.

IBIT against IJR, ETFIQ, data as of Sep 21, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IBIT against IJR, data as of Sep 21, 2026. https://etfiq.com/compare/any/ibit-vs-ijr Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources