IJR vs XYLD

iShares Core S&P Small-Cap ETF vs Global X S&P 500 Covered Call ETF

Quick take
  • IJR has the lower expense ratio at 0.06% vs 0.60% for XYLD.
  • XYLD pays a higher dividend yield (10.61%).

Side-by-side metrics

MetricIJRXYLD
Expense ratio
Annual fee. Lower is better.
0.06%0.60%
Dividend yield
Trailing 12-month yield.
1.16%10.61%
AUM
Assets under management — bigger funds are typically more liquid.
$102.56B$3.11B
YTD return
15.78%3.42%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.170.41
P/E ratio
18.3027.15
Last price
$137.64$40.52
Inception
Issuer
iSharesGlobal X

IJR top holdings

Top holdings · IJR
XTSLABlackRock Cash Funds Treasury SL Agency1.44%
VIAVViavi Solutions Inc0.72%
SANMSanmina Corp0.71%
FORMFormFactor Inc0.63%
MOHMolina Healthcare Inc0.60%
PRIMPrimoris Services Corp0.58%
SMTCSemtech Corp0.58%
ESIElement Solutions Inc0.58%
AGXArgan Inc0.55%
VSATViasat Inc0.53%
Sector breakdown · IJR
Real Estate7.6%
Consumer Cyclical13.4%
Basic Materials5.1%
Consumer Defensive3.5%
Technology15.5%
Communication Services3.6%
Financial Services16.8%
Utilities2.0%
Industrials15.5%
Energy5.9%
Healthcare11.1%

XYLD top holdings

Top holdings · XYLD
NVDANVIDIA Corp8.00%
AAPLApple Inc6.57%
MSFTMicrosoft Corp4.99%
AMZNAmazon.com Inc4.27%
GOOGLAlphabet Inc Class A3.69%
AVGOBroadcom Inc3.26%
GOOGAlphabet Inc Class C2.94%
METAMeta Platforms Inc Class A2.21%
TSLATesla Inc1.77%
Sector breakdown · XYLD
Real Estate1.9%
Consumer Cyclical10.2%
Basic Materials1.8%
Consumer Defensive4.9%
Technology35.6%
Communication Services11.2%
Financial Services11.8%
Utilities2.3%
Industrials8.3%
Energy3.5%
Healthcare8.5%

About IJR

IJR (iShares Core S&P Small-Cap ETF) is Tracks the S&P SmallCap 600 index. Managed by iShares, the fund carries $102.6B in assets under management, an expense ratio of 0.06%, a dividend yield of 1.16%. Its largest holding is BlackRock Cash Funds Treasury SL Agency (XTSLA), which represents 1.4% of the portfolio. Real Estate is the fund's largest sector exposure at 7.6%.

About XYLD

XYLD (Global X S&P 500 Covered Call ETF) is S&P 500 covered call strategy for enhanced income. Managed by Global X, the fund carries $3.1B in assets under management, an expense ratio of 0.60%, a dividend yield of 10.61%. Its largest holding is NVIDIA Corp (NVDA), which represents 8.0% of the portfolio. Real Estate is the fund's largest sector exposure at 1.9%.