iShares Small Cap Funds Summary Page
for period ending May 31, 2025
More ways to view this list of iShares funds:
by Category: Broad, Digital Assets, Focused, High Yield, Infl Protected, Intermed Term, International, Large Cap, Long Term, Mid Cap, Mortg Backed, Multi Cap, Multisector, Regions, Sectors, Short Term, Small Cap, Target Date, Target Risk, Tax Exempt, Thematic
In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the iShares funds.
Sort any column by clicking the heading in the gray row. Click any iShares fund name below for full details.
Maximum Drawdown vs. Annual Return
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iShares Funds: Small Cap
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S&P 500 (SPY)
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U.S. Bonds (BND)
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Balanced (60% Equity / 40% Bonds)
| Total Return, annualized % | Max DrawDown | |||||||||||
| iShares Fund Name | ID | Peer Group | 1 month | YTD | 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | 15 year | 20 year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| U.S. Total Bond Market | BND | Benchmark | -0.7% | 2.5% | 5.4% | * | * | * | * | * | * | * |
| S&P 500 | SPY | Benchmark | 6.3% | 0.9% | 13.2% | * | * | * | * | * | * | * |
| Strategic 60-40 Portfolio | s.6040 | Benchmark | 3.5% | 1.3% | 10.0% | * | * | * | * | * | * | * |
| ESG Aware MSCI USA SC | ESML | U.S. Equity | 5.7% | -5.7% | 2.1% | * | * | * | * | * | * | * |
| Core S&P SC | IJR | U.S. Equity | 5.2% | -8.3% | -1.9% | * | * | * | * | * | * | * |
| S&P SC 600 Value | IJS | U.S. Equity | 4.3% | -11.5% | -2.9% | * | * | * | * | * | * | * |
| S&P SC 600 Gr | IJT | U.S. Equity | 6.0% | -5.1% | -1.3% | * | * | * | * | * | * | * |
| Morningstar Sm-Cap | ISCB | U.S. Equity | 5.6% | -4.2% | 3.8% | * | * | * | * | * | * | * |
| Morningstar SCG | ISCG | U.S. Equity | 6.3% | -4.0% | 5.3% | * | * | * | * | * | * | * |
| Morningstar SCV | ISCV | U.S. Equity | 4.7% | -5.9% | 1.5% | * | * | * | * | * | * | * |
| Micro-Cap | IWC | U.S. Equity | 8.2% | -8.0% | 3.0% | * | * | * | * | * | * | * |
| Russell 2000 | IWM | U.S. Equity | 5.2% | -7.0% | 0.8% | * | * | * | * | * | * | * |
| Russell 2000 BuyWrite | IWMW | U.S. Equity | 1.6% | -7.1% | -1.1% | * | * | * | * | * | * | * |
| Russell 2000 Val | IWN | U.S. Equity | 4.2% | -7.8% | -1.5% | * | * | * | * | * | * | * |
| R2K Growth | IWO | U.S. Equity | 6.3% | -6.2% | 3.1% | * | * | * | * | * | * | * |
| MSCI EAFE SC | SCZ | U.S. Equity | 6.2% | 16.3% | 13.2% | * | * | * | * | * | * | * |
| U.S. Small-Cap Eq. Factor | SMLF | U.S. Equity | 6.7% | -3.3% | 5.9% | * | * | * | * | * | * | * |
| Russell 2500 | SMMD | U.S. Equity | 6.0% | -4.2% | 3.4% | * | * | * | * | * | * | * |
| MSCI USA SC Min Vol Factor | SMMV | U.S. Equity | 2.1% | 1.8% | 14.2% | * | * | * | * | * | * | * |
| US SCV Factor | SVAL | U.S. Equity | 5.2% | -7.7% | 2.2% | * | * | * | * | * | * | * |
| ESG S&P Small-Cap | XJR | U.S. Equity | 5.3% | -7.1% | 0.2% | * | * | * | * | * | * | * |