VS

Correlation: 91.1%

What is IJR?

IJR was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 67515.99m in AUM and 603 holdings. IJR tracks a market-cap-weighted index of primarily small-cap US stocks. The S&P Committee selects 600 stocks representing about 3% of the publicly available market.

What is SMMV?

SMMV was created on 2016-09-07 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 259.54m in AUM and 280 holdings. SMMV tracks an index of US-listed small capitalization stocks selected and weighted to create a low volatility portfolio", subject to constraints.

Key Details

IJR
SMMV
Website
www.ishares.com
www.ishares.com
Inception Date

May 22, 2000

Sep 07, 2016

Asset Class

Equity

Equity

Investment Segment

Small Cap

Small Cap

AUM
$70.98B
$275.62M
Dividend Yield
2.11%
2.02%
Expense Ratio
0.06%
0.20%
Return 1Y
-4.40%
15.96%

Holdings

iShares Core S&P Small Cap ETF - IJR is made up of 603 holdings. iShares MSCI USA Small Cap Min Vol Factor ETF - SMMV is made up of 280 holdings.

Name
Weight
-

1.49%

C
COOPMr. Cooper Group, Inc.

0.63%

E
EATBrinker International, Inc.

0.56%

C
CORTCorcept Therapeutics, Inc.

0.53%

T
TFXTeleflex, Inc.

0.51%

S
SPXCSPX Technologies, Inc.

0.51%

E
EPRTEssential Properties Realty Trust, Inc.

0.5%

A
AWIArmstrong World Industries, Inc.

0.5%

L
LRNStride, Inc.

0.49%

B
BWABorgWarner, Inc.

0.48%

T
TRNOTerreno Realty Corp.

0.47%

Q
QRVOQorvo, Inc.

0.46%

A
ACIWACI Worldwide, Inc.

0.46%

J
JXNJackson Financial, Inc.

0.46%

M
MMSIMerit Medical Systems, Inc.

0.46%

B
BMIBadger Meter, Inc.

0.45%

B
BCPCBalchem Corp.

0.45%

C
CTRECareTrust REIT, Inc.

0.45%

L
LNCLincoln National Corp.

0.44%

I
IDCCInterDigital, Inc.

0.44%

G
GPIGroup 1 Automotive, Inc.

0.44%

R
RHPRyman Hospitality Properties, Inc.

0.43%

G
GKOSGlaukos Corp.

0.43%

T
TGTXTG Therapeutics, Inc.

0.43%

A
ADMAADMA Biologics, Inc.

0.43%

K
KTOSKratos Defense & Security Solutions, Inc.

0.42%

S
SPSCSPS Commerce, Inc.

0.42%

R
RHIRobert Half, Inc.

0.42%

C
CSWICSW Industrials, Inc.

0.42%

E
ETSYEtsy, Inc.

0.42%

Name
Weight
R
RGLDRoyal Gold, Inc.

1.98%

O
ORIOld Republic International Corp.

1.69%

A
ADCAgree Realty Corp.

1.6%

P
PNWPinnacle West Capital Corp.

1.59%

C
CHEChemed Corp.

1.57%

A
AXSAXIS Capital Holdings Ltd.

1.49%

M
MUSAMurphy USA, Inc.

1.43%

A
ATRAptarGroup, Inc.

1.4%

E
ENSGThe Ensign Group, Inc.

1.38%

O
OGEOGE Energy Corp.

1.33%

I
IDAIDACORP, Inc.

1.33%

U
UNMUnum Group

1.31%

E
EHCEncompass Health Corp.

1.24%

R
RLIRLI Corp.

1.21%

I
INGRIngredion, Inc.

1.2%

T
THGThe Hanover Insurance Group, Inc.

1.18%

D
DTMDT Midstream, Inc.

1.18%

P
POSTPost Holdings, Inc.

1.16%

M
MMSIMerit Medical Systems, Inc.

1.14%

B
BJBJ's Wholesale Club Holdings, Inc.

1.09%

O
OHIOmega Healthcare Investors, Inc.

1.04%

R
RNRRenaissanceRe Holdings Ltd.

1.03%

L
LSTRLandstar System, Inc.

0.97%

W
WTMWhite Mountains Insurance Group Ltd.

0.94%

T
TXNMTXNM Energy, Inc.

0.94%

D
DLBDolby Laboratories, Inc.

0.92%

C
CTRECareTrust REIT, Inc.

0.92%

E
EXELExelixis, Inc.

0.91%

N
NYTThe New York Times Co.

0.91%

T
TKOTKO Group Holdings, Inc.

0.88%

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Stock Correlation

The stocks that are correlated to IJR - iShares Core S&P Small Cap ETF are AVNT, ITT, PNFP, NPO, WTFC

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
A
AVNTAvient Corp.
84.85%$2.91B-24.20%3.32%
I
ITTITT, Inc.
84.60%$10.29B-0.59%1.03%
P
PNFPPinnacle Financial Partners, Inc.
84.14%$7.13B+15.55%0.99%
N
NPOEnpro, Inc.
84.07%$3.08B-6.94%0.83%
W
WTFCWintrust Financial Corp.
84.01%$6.76B+4.92%1.81%
A
AITApplied Industrial Technologies, Inc.
83.97%$8.69B+19.62%0.69%
O
ONBOld National Bancorp
83.60%$6.07B+21.22%2.93%
K
KNKnowles Corp.
83.60%$1.28B-6.10%0.00%
P
PIPRPiper Sandler Cos.
83.59%$3.99B+21.61%1.13%
B
BNBrookfield Corp.
83.43%$73.63B+26.01%0.67%
A
APAMArtisan Partners Asset Management, Inc.
83.14%$2.50B-16.04%8.33%
E
EVREvercore, Inc.
83.08%$7.09B-2.53%1.77%
E
EWBCEast West Bancorp, Inc.
83.03%$10.30B+2.79%2.98%
H
HWCHancock Whitney Corp.
82.98%$4.10B+11.81%3.44%
S
SSBSouthState Corp.
82.91%$8.40B+6.19%2.57%
S
SNVSynovus Financial Corp.
82.81%$5.65B+8.95%3.78%
E
ENVAEnova International, Inc.
82.65%$2.34B+53.37%0.00%
A
ASBAssociated Banc-Corp
82.63%$3.23B-3.85%4.60%
R
REZIResideo Technologies, Inc.
82.42%$2.29B-23.99%0.00%
F
FNBF.N.B. Corp. (Pennsylvania)
82.39%$4.34B-7.23%3.96%

The stocks that are correlated to SMMV - iShares MSCI USA Small Cap Min Vol Factor ETF are BN, CNO, BNT, AWI, ITT

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
B
BNBrookfield Corp.
78.60%$73.63B+26.01%0.67%
C
CNOCNO Financial Group, Inc.
78.58%$3.80B+50.14%1.68%
B
BNTBrookfield Wealth Solutions Ltd.
78.05%$9.90B+26.52%0.00%
A
AWIArmstrong World Industries, Inc.
77.95%$5.87B+15.91%0.87%
I
ITTITT, Inc.
77.70%$10.29B-0.59%1.03%
S
SEICSEI Investments Co.
77.18%$9.32B+9.68%1.29%
A
APAMArtisan Partners Asset Management, Inc.
77.11%$2.50B-16.04%8.33%
A
AVNTAvient Corp.
77.01%$2.91B-24.20%3.32%
L
LLoews Corp.
76.72%$18.16B+17.54%0.29%
P
PRIPrimerica, Inc.
76.47%$8.54B+21.17%1.39%
A
AITApplied Industrial Technologies, Inc.
76.44%$8.69B+19.62%0.69%
O
ONBOld National Bancorp
76.05%$6.07B+21.22%2.93%
F
FELEFranklin Electric Co., Inc.
75.89%$4.08B-11.22%1.13%
M
MTGMGIC Investment Corp.
75.68%$5.89B+24.11%2.07%
M
MORNMorningstar, Inc.
75.66%$12.10B-5.68%0.61%
I
ITWIllinois Tool Works Inc.
75.64%$68.52B-7.99%2.53%
G
GGGGraco, Inc.
75.58%$13.41B-10.68%1.33%
O
ORIOld Republic International Corp.
75.40%$9.30B+37.85%2.87%
D
DCIDonaldson Co., Inc.
75.27%$7.58B-12.49%1.71%
G
GNWGenworth Financial, Inc.
75.19%$2.78B+13.99%0.00%

ETF Correlation

The ETFs that are correlated to IJR - iShares Core S&P Small Cap ETF are SPSM, VIOO, FNDA, DFAS, IJS

Name
Correlation
AUM
Expense Ratio
S
SPSMSPDR Portfolio S&P 600 Small Cap ETF
99.84%$9.95B0.03%
V
VIOOVanguard S&P Small Cap 600 ETF
99.75%$2.51B0.1%
F
FNDASchwab Fundamental U.S. Small Company ETF
99.30%$8.13B0.25%
D
DFASDimensional U.S. Small Cap ETF
99.28%$8.57B0.26%
I
IJSiShares S&P Small Cap 600 Value ETF
98.97%$5.59B0.18%
P
PRFZInvesco RAFI US 1500 Small Mid ETF
98.94%$2.24B0.34%
I
IJTiShares S&P Small Cap 600 Growth ETF
98.89%$5.39B0.18%
S
SLYVSPDR S&P 600 Small Cap Value ETF
98.83%$3.32B0.15%
S
SLYGSPDR S&P 600 Small Cap Growth ETF
98.81%$3.09B0.15%
V
VIOVVanguard S&P Small Cap 600 Value ETF
98.78%$1.09B0.1%
T
TPSCTimothy Plan US Small Cap Core ETF
98.73%$170.33M0.52%
I
IWNiShares Russell 2000 Value ETF
98.72%$10.19B0.24%
S
SCHASchwab U.S. Small Cap ETF
98.61%$14.87B0.04%
N
NUSCNuveen ESG Small Cap ETF
98.60%$1.01B0.31%
V
VTWOVanguard Russell 2000 Index ETF
98.53%$10.41B0.07%
V
VBRVanguard Small Cap Value ETF
98.51%$25.99B0.07%
G
GSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF
98.47%$475.07M0.2%
I
IWMiShares Russell 2000 ETF
98.47%$57.95B0.19%
E
ESMLiShares ESG Aware MSCI USA Small Cap ETF
98.43%$1.61B0.17%
D
DFATDimensional U.S. Targeted Value ETF
98.40%$9.19B0.28%

The ETFs that are correlated to SMMV - iShares MSCI USA Small Cap Min Vol Factor ETF are XMLV, SMIG, REGL, XSLV, DON

Name
Correlation
AUM
Expense Ratio
X
XMLVInvesco S&P MidCap Low Volatility ETF
95.21%$762.12M0.25%
S
SMIGBahl & Gaynor Small/Mid Cap Income Growth ETF
94.15%$936.58M0.6%
R
REGLProShares S&P MidCap 400 Div Aristocrats ETF
93.70%$1.50B0.4%
X
XSLVInvesco S&P SmallCap Low Volatility ETF
93.01%$262.96M0.25%
D
DONWisdomTree U.S. MidCap Dividend Fund
92.91%$3.33B0.38%
F
FSMDFidelity Small Mid Multifactor ETF
92.65%$1.25B0.16%
C
CFAVictoryShares US 500 Volatility Wtd ETF
92.55%$488.64M0.35%
T
TPSCTimothy Plan US Small Cap Core ETF
92.34%$170.33M0.52%
I
IWSiShares Russell Mid Cap Value ETF
92.26%$12.36B0.23%
M
MDYVSPDR S&P 400 Mid Cap Value ETF
92.03%$2.11B0.15%
U
USMFWisdomTree U.S. Multifactor Fund
91.95%$352.06M0.28%
I
IVOVVanguard S&P Mid Cap 400 Value ETF
91.88%$812.40M0.1%
V
VOEVanguard Mid Cap Value ETF
91.84%$16.29B0.07%
F
FLQMFranklin U.S. Mid Cap Multifactor Index ETF
91.73%$1.38B0.3%
I
IWDiShares Russell 1000 Value ETF
91.73%$58.67B0.19%
V
VONVVanguard Russell 1000 Value Index ETF
91.70%$10.83B0.07%
V
VBRVanguard Small Cap Value ETF
91.70%$25.99B0.07%
I
IJJiShares S&P Mid Cap 400 Value ETF
91.64%$6.99B0.18%
R
RSPInvesco S&P 500 Equal Weight ETF
91.17%$68.18B0.2%
I
IJRiShares Core S&P Small Cap ETF
91.14%$70.98B0.06%

Holding Overlap

IJR - iShares Core S&P Small Cap ETF and SMMV - iShares MSCI USA Small Cap Min Vol Factor ETF have a 89 holding overlap. Which accounts for a 12.9% overlap.

Number of overlapping holdings

89

% of overlapping holdings

12.86%

Name
Weight in IJR
Weight in SMMV
C
CORTCorcept Therapeutics Inc
0.53%0.18%
E
EPRTEssential Properties Realty Trust Inc
0.50%0.10%
L
LRNStride Inc
0.49%0.47%
M
MMSIMerit Medical Systems, Inc.
0.46%1.14%
C
CTRECareTrust REIT Inc
0.45%0.92%
I
IDCCInterdigital Inc
0.44%0.68%
A
ADMAAdma Biologics Inc
0.43%0.09%
R
RHIRobert Half Inc
0.42%0.04%
C
CSWICSW Industrials Inc
0.42%0.26%
A
ALKSAlkermes plc
0.38%0.74%

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Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

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