Compare · 2 funds side by side · dividends reinvested

VBR and IJR

VBRVanguard×IJRiShares×

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

VBR and IJR, 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 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%$106B1.8

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: VBR 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

VBR

IJR

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

$10,000 five years ago, dividends reinvested · they hold 20.8% in common

VBRMeasureIJR

+17.4%Year to dateJan 1 → Nov 3+18.3%

+21.0%1 yearTotal return+21.3%

+20.5%3 years · per year$10,000 became $17,478 · $16,862+19.0%

+8.8%5 years · per year$10,000 became $15,249 · $13,468+6.1%

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

1.80%Trailing 12-mo yield$180 · $121 a year on $10k1.21%

−8.9%Worst dropSmaller is better−9.7%

13.9%VolatilityLower is calmer15.8%

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

6–2VBR wins

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

More Ways to See the Pairs

VBR vs IJR: Top 5 Holdings

Today

VBR

3.3%in top 5

IJR

in top 53.1%

VBRStockIJR

not top 5GKOS0.8%

0.8%MRNAnot top 5

0.7%JBLnot top 5

0.6%WSMnot top 5

not top 5VSAT0.6%

0.6%ATOnot top 5

not top 5PAYC0.6%

0.6%FFIVnot top 5

not top 5SM0.5%

not top 5MTCH0.5%

Held in common20.8%

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

VBR vs IJR Returns, Every Period

VanguardVBR

+8.8%

5 years, per year

IJRiShares

+6.1%

5 years, per year

VBRIJRFaded: behind in that period

2–2Level

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

VBR vs IJR

YTD

VanguardVBR

+17.4%

IJRiShares

+18.3%

+17.4%Year to date+18.3%

−8.9%Worst drop · 1Y−9.7%

13.9%Volatility · 1Y15.8%

1.8%Yield1.2%

$35.1BAssets$106B

3–1VBR wins

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

Cost, Income and Risk

Fees: VBR, IJR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

IJR0.06%$6

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

Yields: VBR, IJR

1.80%highest, VBR

FundTrailing yieldYield$10k

VBR1.80%$180

IJR1.21%$121

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

Income After Fees on $10,000

$175most kept, VBR

VBR$180 − $5 = $175

IJR$121 − $6 = $115

KeptFee

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

Overlap: VBR, IJR

Today

20.8%most shared, VBR and IJR

VBRIJR

VBR—20.8%

IJR20.8%—

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

VBRWorst drop−8.9%13.9% vol

IJRWorst drop−9.7%15.8% vol

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

Paid More vs Made More

YTD

VBRIJR

+17.4%Year to date+18.3%

1.8%Yield1.2%

+21.0%Past year+21.3%

0.05%Fee0.06%

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