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

In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and XOP +62.5%.

Which is cheaper, IJR or XOP?

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.

Data as of Oct 28, 2026.

Across categories

IJR vs XOP: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJR returned +17.5% to XOP's +62.5%; 3% 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 $4.6bn for State Street SPDR S&P Oil & Gas Exploration & Production ETF.

IJR on its own →XOP on its own →

At a glance

+17.5%

IJR total return, 1 year

+62.5%

XOP total return, 1 year

0.06%

IJR expense ratio

0.35%

XOP expense ratio

Pair scorecard

IJR costs 0.29 points a year less; their one-year returns differ by 45.0 points; IJR is far larger, $104.6bn against $4.6bn.

IJR vs XOP: Differences, Returns & Fees
Measure	IJR	XOP
Return
Measure	IJR	XOP
Total return, 1 year	+17.5%	+62.5%
Drawdown
Measure	IJR	XOP
Below its high	6.8%, high on Aug 14, 2026	24.8%, high on Jun 23, 2014
Benchmark
Measure	IJR	XOP
What it tracks	S&P SmallCap 600	S&P Oil & Gas Exploration & Production Select Industry Index
Cost and size
Measure	IJR	XOP
Expense ratio	0.06%	0.35%
Net assets, as of Oct 27, 2026	$104.6bn	$4.6bn
Holdings
Measure	IJR	XOP
Holdings in common	3%
In the S&P 500, by weight	0%
Top ten holdings, share of the fund	5.3%

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

Risk and return

Jun 30, 2006 to Oct 23, 2026 · 1,060 weekly returns

IJR XOP

Return

Total return edge IJR +486.0% +71.5%

Annualized edge IJR +9.1% +2.7%

Price return edge IJR +345.2% +29.3%

Risk

Volatility edge IJR 22.7% 37.0%

Max drawdown edge IJR −57.3% −89.6%

Risk-adjusted

Sharpe edge IJR 0.42 0.21

Sortino edge IJR 0.61 0.30

Calmar edge IJR 0.16 0.03

Reading

IJR returned more: +486.0% to +71.5%. IJR swung less: 22.7% to 37.0%. IJR fell less at its worst: −57.3% to −89.6%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: IJR vs XOP: Differences, Returns & Fees
Measure	IJR	XOP	Edge	How it is measured
Return
Total return	+486.0%	+71.5%	IJR	Price change plus distributions, reinvested.
Annualized	+9.1%	+2.7%	IJR	Total return as a yearly rate.
Price return	+345.2%	+29.3%	IJR	Price change alone, distributions left out.
Risk
Volatility	22.7%	37.0%	IJR	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	15.7%	26.4%	IJR	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−57.3%	−89.6%	IJR	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	0.42	0.21	IJR	Return above Treasury bills per unit of volatility.
Sortino	0.61	0.30	IJR	Return above Treasury bills per unit of downside deviation.
Calmar	0.16	0.03	IJR	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,060 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, IJR and XOP hold 3% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

3% in common

Positions both hold · largest shared weight first IJR XOP

SM ENERGY 0.53% 2.65%

MAGNOLIA OIL GAS CORP CLASS A 0.36% 2.44%

CRESCENT ENERGY CLASS A 0.26% 2.49%

CALIFORNIA RESOURCES 0.25% 1.85%

DELEK US HOLDINGS INC 0.24% 2.40%

NORTHERN OIL AND GAS 0.17% 2.21%

PAR PACIFIC HOLDINGS 0.17% 2.31%

GULFPORT ENERGY 0.14% 1.88%

TALOS ENERGY 0.13% 1.30%

WORLD KINECT 0.11% 1.37%

CVR ENERGY INC 0.10% 1.08%

COMSTOCK RESOURCES 0.07% 0.84%

Only in one fund ↓

Only in IJR

GLAUKOS 0.61%

PAYCOM SOFTWARE 0.57%

MATCH GROUP INC 0.57%

VIASAT INC 0.55%

PROTAGONIST THERAPEUTICS 0.52%

RYMAN HOSPITALITY PROPERTIES REIT 0.51%

JACKSON FINANCIAL CLASS A 0.48%

LIFE TIME GROUP HOLDINGS 0.48%

Only in XOP

RANGE RESOURCES CORP 3.48%

APA CORP 2.92%

MURPHY OIL CORP 2.89%

OVINTIV INC 2.85%

EOG RESOURCES INC 2.82%

EXXONMOBIL HOLDINGS CORP 2.82%

MARATHON PETROLEUM CORP 2.81%

CONOCOPHILLIPS 2.79%

Check overlap with more funds →

Side by side

IJR iShares Core S&P Small-Cap ETF XOP State Street SPDR S&P Oil & Gas Exploration & Production 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 Oil & Gas Exploration & Production

Total return, 1 year +17.5% +62.5%

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%

Holdings 642 52

Net assets, as of Oct 27, 2026 $104.6bn $4.6bn

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

Client brief · page 1 of 2 Report BR-1D4E93270A

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

What each follows. IJR follows S&P SmallCap 600 and XOP follows S&P Oil & Gas Exploration & Production Select Industry Index.
Holdings in common. 3% of the weight is in the same securities (holdings dated Oct 27, 2026).
One-year total return. Over 1 year to Oct 28, 2026 IJR returned +17.5% and XOP +62.5% with distributions reinvested, a gap of 45.0 points.

Data as of Oct 28, 2026.

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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.

XOP

XOP tracks the S&P Oil & Gas Exploration & Production. Over the year to Oct 28, 2026 it returned +62.5% with distributions reinvested. The prospectus expense ratio is 0.35% a year. It sat 24.8% below its high of Jun 23, 2014 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IJR or XOP?: In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and XOP +62.5%.
Which is cheaper, IJR or XOP?: 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.

Other comparisons

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

Where to next

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

Sources and dates

IJR filings on SEC EDGAR ↗

IJR prospectus with the expense ratio (SEC) ↗

iShares page for IJR ↗

XOP filings on SEC EDGAR ↗

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

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