ETF comparison
IJR vs SDY
US Small Cap vs Dividend.
iShares Core S&P Small-Cap ETF · State Street SPDR S&P Dividend ETF
Holdings overlap
16 positions appear in both funds. Buying equal dollars of IJR and SDY would leave roughly 2.3% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IJR is 29 bps cheaper than SDY. On a $100,000 position that's about $290/yr more in fees for SDY.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IJR vs SDY.
Top shared holdings
16 shared in total| # | Holding | In IJR | In SDY | Overlap |
|---|---|---|---|---|
| 1 | BADGER METER INC | 0.23% | 0.26% | 0.23% |
| 2 | BRADY CORP | 0.22% | 0.19% | 0.19% |
| 3 | FRANKLIN ELECTRIC CO INC | 0.22% | 0.18% | 0.18% |
| 4 | AVISTA CORP | 0.18% | 0.16% | 0.16% |
| 5 | COMMUNITY FINANCIAL SYSTEM INC | 0.19% | 0.16% | 0.16% |
| 6 | AMERICAN STATES WATER COMPANY | 0.18% | 0.15% | 0.15% |
| 7 | H.B. FULLER COMPANY | 0.17% | 0.15% | 0.15% |
| 8 | CHESAPEAKE UTILITIES CORP | 0.16% | 0.14% | 0.14% |
| 9 | MGE ENERGY INC | 0.17% | 0.14% | 0.14% |
| 10 | CALIFORNIA WATER SERVICE GROUP | 0.16% | 0.14% | 0.14% |
| 11 | HAWKINS INC | 0.16% | 0.13% | 0.13% |
| 12 | ROBERT HALF INC | 0.17% | 0.13% | 0.13% |
Only in IJR
587 total- FORMFACTOR INC 0.67%
- VIASAT INC 0.66%
- MOLINA HEALTHCARE INC 0.64%
- ARGAN INC 0.60%
- BRIGHTSPRING HEALTH SERVICES INC 0.60%
- ELEMENT SOLUTIONS INC 0.59%
- MAXLINEAR INC 0.58%
- KRYSTAL BIOTECH INC 0.53%
- ESCO TECHNOLOGIES INC 0.49%
- MATCH GROUP INC 0.48%
Only in SDY
139 total- Verizon Communications Inc 2.14%
- Realty Income Corp 2.14%
- Kenvue Inc 1.75%
- Kimberly-Clark Corp 1.75%
- AbbVie Inc 1.62%
- QUALCOMM Inc 1.57%
- Texas Instruments Inc 1.55%
- Target Corp 1.55%
- Automatic Data Processing Inc 1.54%
- Edison International 1.45%
Related comparisons
More comparisons with IJR
- IJR vs IWR · iShares Russell Mid-Cap ETF 2.2%
- IJR vs PEY · Invesco High Yield Equity Dividend Achievers ETF 2.2%
- IJR vs DFUS · Dimensional U.S. Equity Market ETF 2.2%
- IJR vs FVD · First Trust Value Line Dividend Index Fund 2.2%
- IJR vs ONEQ · Fidelity Nasdaq Composite Index ETF 2.0%
- IJR vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 2.0%
More comparisons with SDY
- SDY vs IGRO · iShares International Dividend Growth ETF 0.1%
- SDY vs DEM · WisdomTree Emerging Markets High Dividend Fund 0.0%
- SDY vs DGS · WisdomTree Emerging Markets SmallCap Dividend Fund 0.0%
- SDY vs DVYE · iShares Emerging Markets Dividend ETF 0.0%
- SDY vs IDV · iShares International Select Dividend ETF 0.0%
- SDY vs SCHY · Schwab International Dividend Equity ETF 0.0%
Percentages are holdings overlap with the named fund.
Open IJR or SDY at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.