A Daily Network publication
Explore the network
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Friday, October 2, 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 107Oct 25Oct 26GROWTH OF $100
Head to head
IJRUPGD
Expense ratio0.060%0.40%
Assets$102.6B$114M
Net flow, 1 month−$181M−$180K
Net flow, 1 year+$4.2B−$2M
Return, YTD+14.0%+8.2%
Return, 1 year+14.9%+6.6%
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 private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.