A Daily Network publication
Explore the network
Private Credit Daily
The Daily Read on Private Credit
Sunday, October 4, 2026The Morning Brief →Sign in

IJRvsUPGD

iShares Core S&P Small-Cap ETF against Invesco Raymond James SB-1 Equi — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
IJR 115UPGD 106Oct 25Oct 26GROWTH OF $100
Head to head
IJRUPGD
Expense ratio0.060%0.40%
Assets$102.6B$115M
Net flow, 1 month+$403M−$180K
Net flow, 1 year+$3.7B−$2M
Return, YTD+15.3%+9.0%
Return, 1 year+15.4%+6.3%
Avg daily volume3.4M1K
Holdings68853
ListedMay 22, 2000May 19, 2006
Options marketYesNo

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Private Credit Daily, in your inbox every weekday. Free.