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Small caps have been plagued by negative earnings growth for years. That has led to significant underperformance relative to the S&P 500.
Captrust Financial Advisors grew its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.6% during the third quarter, according to its most recent filing with the SEC. The firm owned 843,456 shares of the exchange traded fund's stock after acquiring an additional 4,673 shares during the period. Captrust Financial
Advisory Services Network LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 265,159 shares of the exchange traded fund's stock after buying
IJR commands a much larger asset base than SPSM Both ETFs offer similar sector exposures and nearly identical risk profiles SPSM charges a lower expense ratio and has a marginally higher dividend yield
There are subtle differences between these two leading small-cap ETFs.
Small-cap ETFs aren't interchangeable. The index they track can make a huge difference in the type of portfolio you're buying.
Ameriprise Financial Inc. cut its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 11.7% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 4,863,888 shares of the exchange traded fund's stock after selling 643,664 shares during the quarter.
For years, the S&P 500 has easily delivered the best combination of earnings growth and investor performance. Later this year, smaller companies are finally expected to deliver better earnings growth rates than large caps.
Glenmede Investment Management LP reduced its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.3% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,890,176 shares of the exchange traded fund's stock after selling 114,928
Schwab U.S. Small-Cap ETF charges a lower expense ratio, but iShares Core S&P Small-Cap ETF pays a slightly higher dividend yield. IJR holds fewer stocks and tilts a bit more toward financial services, while SCHA leans on technology.
Small caps are enjoying a renaissance in 2026. This ETF targets the space better than the others.
The iShares Core S&P Small-Cap ETF (IJR) was launched on May 22, 2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.
The Federal Reserve cut rates three times between September and December 2025, bringing its benchmark rate down from 4.5% to its current level of 3.75%.
Becker Capital Management Inc. increased its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.1% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 427,257 shares of the exchange traded fund's stock after acquiring an additional 12,672 shares during
iShares Core S&P Small-Cap ETF is rated a Buy, offering a 30% valuation discount to the S&P 500 with faster projected earnings growth. IJR's profitability screen avoids the 43% unprofitable companies in IWM, providing cleaner exposure to the small-cap rotation thesis. Manufacturing expansion, industrial policy tailwinds, and rate sensitivity create a compelling multi-quarter setup for IJR, with significant potential upside.
Catalyst Financial Partners LLC decreased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.8% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 248,691 shares of the exchange traded fund's stock after selling 15,191
Compound Planning Inc. grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 104.6% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 77,978 shares of the exchange traded fund's stock after buying an additional 39,857 shares during the period.
Citigroup Inc. decreased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 613,015 shares of the exchange traded fund's stock after selling 51,663 shares during the period. Citigroup Inc. owned
For more than a decade, large caps have consistently outperformed small caps. The early performance of equities in 2026 demonstrates why small caps should be held as part of a diversified portfolio allocation.
Bleakley Financial Group LLC cut its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.4% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 274,790 shares of the exchange traded fund's stock after selling 15,799 shares during the quarter. Bleakley