Data as of Oct 28, 2026.

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IGIB vs IJR: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IGIB returned −1.8% to IJR's +17.5%; 0% of their weight is in the same names.

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Net assets: $19.5bn on Oct 28, 2026 for iShares 5-10 Year Investment Grade Corporate Bond ETF, and $104.6bn on Oct 27, 2026 for iShares Core S&P Small-Cap ETF.

At a glance
−1.8%
IGIB total return, 1 year
+17.5%
IJR total return, 1 year
0.04%
IGIB expense ratio
0.06%
IJR expense ratio

Pair scorecard

IGIB costs 0.02 points a year less; their one-year returns differ by 19.3 points; IJR is 5.3 times larger.

IGIB vs IJR: Differences, Returns & Fees
MeasureIGIBIJR
Return
Total return, 1 year−1.8%+17.5%
Drawdown
Below its high3.2%, high on Feb 27, 20266.8%, high on Aug 14, 2026
Benchmark
What it tracksICE BofA 5-10 Year US Corporate IndexS&P SmallCap 600
Cost and size
Expense ratio0.04%0.06%
Net assets, as of Oct 26, 2026$19.5bn$104.0bn
Holdings
Holdings in common0%
In the S&P 500, by weight0%
Top ten holdings, share of the fund5.3%

Holdings in common uses holdings dated Oct 27, 2026. Method

Risk and return

Jan 19, 2007 to Oct 23, 2026 · 1,031 weekly returns
IGIB IJR
Return
Total return edge IJR +104.0% +449.9%
Annualized edge IJR +3.7% +9.0%
Price return edge IJR +1.8% +319.5%
Risk
Volatility edge IGIB 6.0% 22.9%
Max drawdown edge IGIB −20.0% −57.3%
Risk-adjusted
Sharpe edge IJR 0.37 0.42
Sortino edge IJR 0.49 0.61
Calmar edge IGIB 0.18 0.16
Reading

IJR returned more: +449.9% to +104.0%. IGIB swung less: 6.0% to 22.9%. IGIB fell less at its worst: −20.0% to −57.3%.

Full scorecard

9 measures, with how each is measured
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Risk and return: IGIB vs IJR: Differences, Returns & Fees
MeasureIGIBIJREdgeHow it is measured
Return
Total return+104.0%+449.9%IJRPrice change plus distributions, reinvested.
Annualized+3.7%+9.0%IJRTotal return as a yearly rate.
Price return+1.8%+319.5%IJRPrice change alone, distributions left out.
Risk
Volatility6.0%22.9%IGIBSpread of weekly returns, annualized. Lower is steadier.
Downside deviation4.4%15.9%IGIBLike volatility, counting only weeks below the Treasury bill rate.
Max drawdown−20.0%−57.3%IGIBDeepest fall from a high to the low after it.
Risk-adjusted
Sharpe0.370.42IJRReturn above Treasury bills per unit of volatility.
Sortino0.490.61IJRReturn above Treasury bills per unit of downside deviation.
Calmar0.180.16IGIBAnnualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,031 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

0%

By the books each fund has filed, IGIB and IJR hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IGIB IJR
Only in one fund ↓
Only in IGIB
AMAZON.COM INC 0.22%
META PLATFORMS INC 0.22%
META PLATFORMS INC 0.20%
ANHEUSER-BUSCH COMPANIES LLC 0.19%
BANK OF AMERICA CORP MTN 0.19%
SPACE EXPLORATION TECHNOLOGIES COR 144A 0.19%
BANK OF AMERICA CORP MTN 0.18%
BANK OF AMERICA CORP MTN 0.18%
Only in IJR
GLAUKOS 0.61%
PAYCOM SOFTWARE 0.57%
MATCH GROUP INC 0.57%
VIASAT INC 0.55%
SM ENERGY 0.53%
PROTAGONIST THERAPEUTICS 0.52%
RYMAN HOSPITALITY PROPERTIES REIT 0.51%
JACKSON FINANCIAL CLASS A 0.48%
Check overlap with more funds →

Side by side

IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF IJR iShares Core S&P Small-Cap ETF
Where it sits Bond ETF Stock ETF
What it is Tracks an index of 5-10 Year Investment Grade Corporate Bond Tracks the S&P SmallCap 600
Total return, 1 year −1.8% +17.5%
Its benchmark over the same days not measured +17.6% (SPSM)
Gap to its benchmark not measured −0.1 pts vs SPSM
Expense ratio 0.04% 0.06%
Holdings 3064 642
Net assets, IGIB as of Oct 28, 2026 and IJR as of Oct 27, 2026 $19.5bn $104.6bn

IGIB and IJR on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-0CAA7E0BCC

IGIB and IJR do different jobs. What does each one do in a portfolio?

  1. What each follows. IGIB follows ICE BofA 5-10 Year US Corporate Index and IJR follows S&P SmallCap 600.
  2. Holdings in common. 0% of the weight is in the same securities (holdings dated Oct 27, 2026).
  3. One-year total return. Over 1 year to Oct 28, 2026 IGIB returned −1.8% and IJR +17.5% with distributions reinvested, a gap of 19.3 points.

Data as of Oct 28, 2026.

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About each fund
IGIB

IGIB tracks an index of 5-10 Year Investment Grade Corporate Bond. Over the year to Oct 28, 2026 it returned −1.8% with distributions reinvested. The prospectus expense ratio is 0.04% a year. It sat 3.2% below its high of Feb 27, 2026 on Oct 28, 2026.

IJR

IJR tracks the S&P SmallCap 600. Over the year to Oct 28, 2026 it returned +17.5% with distributions reinvested, against +17.6% for its benchmark, the S&P SmallCap 600. The prospectus expense ratio is 0.06% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 642 positions, with the top ten at 5.3%. It sat 6.8% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IGIB or IJR?
In the year to Oct 28, 2026, with distributions reinvested, IGIB returned −1.8% and IJR +17.5%.
Which is cheaper, IGIB or IJR?
IGIB is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.
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ETFIQ, IGIB against IJR, data as of Oct 28, 2026. https://etfiq.com/compare/any/igib-vs-ijr

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