Compare · 2 funds side by side · dividends reinvested

VBK and IJR

VBKVanguard×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,468IJR · best of the two

02 / 04

VBK and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B1.3

Vanguard Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.05%0.42%+10.4%+10.0%+19.9%+3.1%−11.4%20.5%$22.8B1.8

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: VBK 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Growth ETF · $22.8B$11,659

VBK

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 14.9% in common

VBKMeasureIJR

+10.4%Year to dateJan 1 → Nov 3+18.3%

+10.0%1 yearTotal return+21.3%

+19.9%3 years · per year$10,000 became $17,233 · $16,862+19.0%

+3.1%5 years · per year$10,000 became $11,659 · $13,468+6.1%

0.05%Expense ratio$5 · $6 a year on $10k · lower is better0.06%

0.42%Trailing 12-mo yield$42 · $121 a year on $10k1.21%

−11.4%Worst dropSmaller is better−9.7%

20.5%VolatilityLower is calmer15.8%

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

2–6IJR wins

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

More Ways to See the Pairs

VBK vs IJR: Top 5 Holdings

Today

VBK

6.4%in top 5

IJR

in top 53.1%

VBKStockIJR

1.6%NTRAnot top 5

1.3%TWLOnot top 5

1.2%RVMDnot top 5

1.2%ILMNnot top 5

1.2%Pnot top 5

not top 5GKOS0.8%

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5SM0.5%

not top 5MTCH0.5%

Held in common14.9%

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

VBK vs IJR Returns, Every Period

VanguardVBK

+3.1%

5 years, per year

IJRiShares

+6.1%

5 years, per year

VBKIJRFaded: behind in that period

1–3IJR wins

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

VBK vs IJR

YTD

VanguardVBK

+10.4%

IJRiShares

+18.3%

+10.4%Year to date+18.3%

−11.4%Worst drop · 1Y−9.7%

20.5%Volatility · 1Y15.8%

0.4%Yield1.2%

$22.8BAssets$106B

4–0IJR wins

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

Cost, Income and Risk

Fees: VBK, IJR

Today

0.05%lowest, VBK

FundExpense ratioFee$10k

VBK0.05%$5

IJR0.06%$6

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

Yields: VBK, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

VBK0.42%$42

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

VBK$42 − $5 = $37

KeptFee

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

Overlap: VBK, IJR

Today

14.9%most shared, VBK and IJR

VBKIJR

VBK—14.9%

IJR14.9%—

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

Return vs Bumpiness: 2 ETFs

+21.3%IJR, at 15.8% volatility

IJRWorst drop−9.7%15.8% vol

VBKWorst drop−11.4%20.5% vol

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

Paid More vs Made More

YTD

IJRVBK

+18.3%Year to date+10.4%

1.2%Yield0.4%

+21.3%Past year+10.0%

0.06%Fee0.05%

3–1IJR wins

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