iShares Core S&P 500 Small-Cap ETF (IJR US) – USA small cap shares

Hi Sadhana,

Over recent years, small caps have underperformed in the US as they have in Australia. However, a few times in recent weeks when the “risk on” button was pressed in earnest the Russell 2000 did outperform the S&P 500. In terms on the ILJ ETF, a couple of initial comments:

• The Management Fee of 0.06% is low for this index tracker, although, we do have a preference for active managers in small caps. There is lots of room for alpha generation in the small end of town.
• However, for those looking for a passive strategy only, this does the job, hence if your bullish on US small caps and are happy to carry some $US exposure, it’s a solid ETF.

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iShares Core S&P 500 Small-Cap ETF (IJR US)

LAST UPDATED 06/06/2025 14:37

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iShares Core S&P 500 Small-Cap ETF (IJR US)

LAST UPDATED 06/06/2025 14:37