Compare · 3 funds side by side · dividends reinvested

IJS, IJR and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

IJS, IJR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.42%+15.7%+19.1%+17.6%+6.4%−9.3%16.2%$7.5B2.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IJS 2000 · IJR 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Small-Cap 600 Value ETF · $7.5B$13,645

IJS

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

$10,000 five years ago, dividends reinvested · they hold 65.4% in common

IJSMeasureIJR

+15.7%Year to dateJan 1 → Nov 6+15.5%

+19.1%1 yearTotal return+17.6%

+17.6%3 years · per year$10,000 became $16,272 · $16,147+17.3%

+6.4%5 years · per year$10,000 became $13,645 · $13,170+5.7%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

1.42%Trailing 12-mo yield$142 · $124 a year on $10k1.24%

−9.3%Worst dropSmaller is better−9.7%

16.2%VolatilityLower is calmer16.2%

IJSIJR Winner of the row, in its colourEach row: the bigger of the two fills its side

6–1IJS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJS vs IJR: Top 5 Holdings

Today

IJS

4.8%in top 5

IJR

in top 52.6%

IJSStockIJR

1.1%PAYC0.6%

1.0%MTCH0.5%

0.9%EPAMnot top 5

0.9%VSXYnot top 5

0.9%JXNnot top 5

not top 5LTH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common65.4%

End-of-day Nov 6, 2026 · share of each fund

IJS vs IJR Returns, Every Period

iSharesIJS

+6.4%

5 years, per year

IJRiShares

+5.7%

5 years, per year

IJSIJRFaded: behind in that period

4–0IJS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IJS vs VTV

YTD

iSharesIJS

+15.7%

VTVVanguard

+18.5%

+15.7%Year to date+18.5%

−9.3%Worst drop · 1Y−6.4%

16.2%Volatility · 1Y10.7%

1.4%Yield1.9%

$7.5BAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJS, IJR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

IJS0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IJS, IJR, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IJS1.42%$142

IJR1.24%$124

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IJS$142 − $18 = $124

IJR$124 − $6 = $118

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IJS, IJR, VTV

Today

65.4%most shared, IJS and IJR

IJSIJRVTV

IJS—65.4%0.0%

IJR65.4%—0.0%

VTV0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IJSWorst drop−9.3%16.2% vol

IJRWorst drop−9.7%16.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIJS

+18.5%Year to date+15.7%

1.9%Yield1.4%

+22.9%Past year+19.1%

0.03%Fee0.18%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026