Compare · 2 funds side by side · dividends reinvested

IJS and VBR

IJSiShares×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,249VBR · best of the two

02 / 04

IJS and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.80%+17.4%+21.0%+20.5%+8.8%−8.9%13.9%$35.1B1.3

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.39%+18.3%+22.6%+19.4%+6.7%−9.3%15.9%$7.7B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IJS 2000 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Small-Cap 600 Value ETF · $7.7B$13,814

IJS

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,249

$10,000 five years ago, dividends reinvested · they hold 17.9% in common

IJSMeasureVBR

+18.3%Year to dateJan 1 → Nov 3+17.4%

+22.6%1 yearTotal return+21.0%

+19.4%3 years · per year$10,000 became $17,014 · $17,478+20.5%

+6.7%5 years · per year$10,000 became $13,814 · $15,249+8.8%

0.18%Expense ratio$18 · $5 a year on $10k · lower is better0.05%

1.39%Trailing 12-mo yield$139 · $180 a year on $10k1.80%

−9.3%Worst dropSmaller is better−8.9%

15.9%VolatilityLower is calmer13.9%

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

2–6VBR wins

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

More Ways to See the Pairs

IJS vs VBR: Top 5 Holdings

Today

IJS

4.9%in top 5

VBR

in top 53.3%

IJSStockVBR

1.1%PAYCnot top 5

1.0%SMnot top 5

1.0%MTCHnot top 5

0.9%JXNnot top 5

0.8%KMXnot top 5

not top 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common17.9%

End-of-day Nov 3, 2026 · share of each fund

IJS vs VBR Returns, Every Period

iSharesIJS

+6.7%

5 years, per year

VBRVanguard

+8.8%

5 years, per year

IJSVBRFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IJS vs VBR

YTD

iSharesIJS

+18.3%

VBRVanguard

+17.4%

+18.3%Year to date+17.4%

−9.3%Worst drop · 1Y−8.9%

15.9%Volatility · 1Y13.9%

1.4%Yield1.8%

$7.7BAssets$35.1B

3–1VBR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJS, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

IJS0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IJS, VBR

1.80%highest, VBR

FundTrailing yieldYield$10k

VBR1.80%$180

IJS1.39%$139

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$175most kept, VBR

VBR$180 − $5 = $175

IJS$139 − $18 = $121

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IJS, VBR

Today

17.9%most shared, IJS and VBR

IJSVBR

IJS—17.9%

VBR17.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.6%IJS, at 15.9% volatility

VBRWorst drop−8.9%13.9% vol

IJSWorst drop−9.3%15.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VBRIJS

+17.4%Year to date+18.3%

1.8%Yield1.4%

+21.0%Past year+22.6%

0.05%Fee0.18%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026