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

In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and IYE +58.8%.

Which is cheaper, IJR or IYE?

IJR is cheaper, by 0.31 percentage points a year. That is about $31 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 0% of IJR and 67% of IYE by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IJR vs IYE: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJR returned +17.5% to IYE's +58.8%; 0% of their weight is in the same names.

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Net assets: $104.6bn on Oct 27, 2026 for iShares Core S&P Small-Cap ETF, and $1.8bn on Oct 28, 2026 for iShares U.S. Energy ETF.

IJR on its own →IYE on its own →

At a glance

+17.5%

IJR total return, 1 year

+58.8%

IYE total return, 1 year

0.06%

IJR expense ratio

0.37%

IYE expense ratio

Pair scorecard

IJR costs 0.31 points a year less; their one-year returns differ by 41.3 points; IJR is far larger, $104.6bn against $1.8bn.

IJR vs IYE: Differences, Returns & Fees
Measure	IJR	IYE
Return
Measure	IJR	IYE
Total return, 1 year	+17.5%	+58.8%
Drawdown
Measure	IJR	IYE
Below its high	6.8%, high on Aug 14, 2026
Benchmark
Measure	IJR	IYE
What it tracks	S&P SmallCap 600	Russell 1000 Energy RIC 22
Cost and size
Measure	IJR	IYE
Expense ratio	0.06%	0.37%
Net assets, as of Oct 27, 2026	$104.6bn	$1.8bn
Holdings
Measure	IJR	IYE
Holdings in common	0%
Top ten holdings, share of the fund	5.3%	71.5%

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

What they share

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

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IJR IYE

ENPHASE ENERGY 0.22% 0.15%

Only in one fund ↓

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%

Only in IYE

EXXONMOBIL HOLDINGS CORP 23.48%

CHEVRON 16.24%

CONOCOPHILLIPS 6.74%

MARATHON PETROLEUM 4.68%

VALERO ENERGY CORP 4.07%

PHILLIPS 66 3.97%

WILLIAMS 3.37%

EOG RESOURCES 3.28%

Check overlap with more funds →

Side by side

IJR iShares Core S&P Small-Cap ETF IYE iShares U.S. Energy ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks the S&P SmallCap 600 Tracks an index of U.S. Energy

Total return, 1 year +17.5% +58.8%

Its benchmark over the same days +17.6% (SPSM) not measured

Gap to its benchmark −0.1 pts vs SPSM not measured

Expense ratio 0.06% 0.37%

Already in the S&P 500 0.0% 67.1%

Holdings 642 41

Net assets, IJR as of Oct 27, 2026 and IYE as of Oct 28, 2026 $104.6bn $1.8bn

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

Alert

About each fund

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.

IYE

IYE tracks an index of U.S. Energy. Over the year to Oct 28, 2026 it returned +58.8% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 67% of the fund by weight is stocks the S&P 500 also holds, across 41 positions, with the top ten at 71.5%.

Questions people ask

Which returned more over the last year, IJR or IYE?: In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and IYE +58.8%.
Which is cheaper, IJR or IYE?: IJR is cheaper, by 0.31 percentage points a year. That is about $31 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IJR and IYE overlap with the S&P 500?: By their latest filed holdings, 0% of IJR and 67% of IYE by weight is stocks the S&P 500 already holds.

Other comparisons

IJR vs XOP IJR vs VDE IJR vs XLE IJR vs XHB IYE vs VB IWM vs IYE IYE vs VTWO IJT vs IYE

Where to next

IJR on its own →IYE on its own →Hold both: look the portfolio through →Rankings →IJR dividend history →IJR holdings →IYE dividend history →IYE holdings →Standards and sources →

Sources and dates

IJR and IYE filings on SEC EDGAR ↗

IJR prospectus with the expense ratio (SEC) ↗

iShares page for IJR ↗

IYE prospectus with the expense ratio (SEC) ↗

iShares page for IYE ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IJR against IYE, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijr-vs-iye

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.