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

In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and SDY +16.5%.

Which is cheaper, IJR or SDY?

IJR is cheaper, by 0.29 percentage points a year. That is about $29 on $10,000 held for a year. 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 84% of SDY by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IJR vs SDY: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJR returned +17.5% to SDY's +16.5%; 2% of their weight is in the same names.

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Net assets on Oct 27, 2026: $104.6bn for iShares Core S&P Small-Cap ETF and $21.9bn for State Street SPDR S&P Dividend ETF.

IJR on its own →SDY on its own →

At a glance

+17.5%

IJR total return, 1 year

+16.5%

SDY total return, 1 year

0.06%

IJR expense ratio

0.35%

SDY expense ratio

Pair scorecard

IJR costs 0.29 points a year less; their one-year returns differ by 1.0 point; IJR is 4.8 times larger.

IJR vs SDY: Differences, Returns & Fees
Measure	IJR	SDY
Return
Measure	IJR	SDY
Total return, 1 year	+17.5%	+16.5%
Drawdown
Measure	IJR	SDY
Below its high	6.8%, high on Aug 14, 2026
Benchmark
Measure	IJR	SDY
What it tracks	S&P SmallCap 600	S&P High Yield Dividend Aristocrats Index
Cost and size
Measure	IJR	SDY
Expense ratio	0.06%	0.35%
Net assets, as of Oct 27, 2026	$104.6bn	$21.9bn
Holdings
Measure	IJR	SDY
Holdings in common	2%
Top ten holdings, share of the fund	5.3%	20.4%

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

What they share

By the books each fund has filed, IJR and SDY hold 2% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

2% in common

Positions both hold · largest shared weight first IJR SDY

BADGER METER 0.25% 0.21%

FRANKLIN ELECTRIC 0.23% 0.16%

BRADY NONVOTING CLASS A 0.20% 0.15%

COMMUNITY FINANCIAL SYSTEM INC 0.19% 0.14%

AMERICAN STATES WATER 0.19% 0.13%

HAWKINS INC 0.18% 0.13%

ROBERT HALF 0.24% 0.13%

AVISTA 0.18% 0.12%

ABM INDUSTRIES INC 0.18% 0.12%

CHESAPEAKE UTILITIES 0.18% 0.12%

HB FULLER 0.15% 0.12%

MGE ENERGY 0.16% 0.11%

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 SDY

ACCENTURE PLC CL A 3.73%

VERIZON COMMUNICATIONS INC 2.81%

CHEVRON CORP 2.15%

REALTY INCOME CORP 1.94%

PEPSICO INC 1.82%

MEDTRONIC PLC 1.79%

TARGET CORP 1.59%

AUTOMATIC DATA PROCESSING 1.55%

Check overlap with more funds →

Side by side

IJR iShares Core S&P Small-Cap ETF SDY State Street SPDR S&P Dividend ETF

Where it sits Stock ETF Stock ETF

Issuer iShares State Street

What it is Tracks the S&P SmallCap 600 Tracks the S&P Dividend

Total return, 1 year +17.5% +16.5%

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% 0.35%

Already in the S&P 500 0.0% 84.4%

Holdings 642 156

Net assets, as of Oct 27, 2026 $104.6bn $21.9bn

IJR and SDY 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.

SDY

SDY tracks the S&P Dividend. Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested. The prospectus expense ratio is 0.35% a year. By its holdings published by its issuer for Oct 27, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 156 positions, with the top ten at 20.4%.

Questions people ask

Which returned more over the last year, IJR or SDY?: In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and SDY +16.5%.
Which is cheaper, IJR or SDY?: IJR is cheaper, by 0.29 percentage points a year. That is about $29 on $10,000 held for a year. 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 84% of SDY by weight is stocks the S&P 500 already holds.

Other comparisons

IJR vs RSP IJR vs NOBL IJR vs VOE COWZ vs IJR SDY vs VB IWM vs SDY SDY vs VTWO IJT vs SDY

Where to next

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

Sources and dates

IJR filings on SEC EDGAR ↗

IJR prospectus with the expense ratio (SEC) ↗

iShares page for IJR ↗

SDY filings on SEC EDGAR ↗

SDY prospectus with the expense ratio (SEC) ↗

State Street website ↗

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 SDY, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijr-vs-sdy

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