Compare · 2 funds side by side · dividends reinvested

VO and IJR

VOVanguard×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,290VO · best of the two

02 / 04

VO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−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 4, 2026 · returns include dividends · since: VO 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

IJR

iShares Core S&P Small-Cap ETF · $106B$13,920

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VOMeasureIJR

+14.7%Year to dateJan 1 → Nov 4+19.9%

+15.3%1 yearTotal return+22.7%

+20.7%3 years · per year$10,000 became $17,578 · $16,979+19.3%

+7.4%5 years · per year$10,000 became $14,290 · $13,920+6.8%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.34%Trailing 12-mo yield$134 · $120 a year on $10k1.20%

−8.2%Worst dropSmaller is better−9.7%

12.4%VolatilityLower is calmer15.8%

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

6–2VO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs IJR: Top 5 Holdings

Today

5.3%in top 5

IJR

in top 52.7%

VOStockIJR

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

VO vs IJR Returns, Every Period

VanguardVO

+7.4%

5 years, per year

IJRiShares

+6.8%

5 years, per year

VOIJRFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VO vs IJR

YTD

VanguardVO

+14.7%

IJRiShares

+19.9%

+14.7%Year to date+19.9%

−8.2%Worst drop · 1Y−9.7%

12.4%Volatility · 1Y15.8%

1.3%Yield1.2%

$103BAssets$106B

3–1VO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VO, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VO, IJR

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

IJR1.20%$120

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

IJR$120 − $6 = $114

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VO, IJR

Today

0.0%most shared, VO and IJR

VOIJR

VO—0.0%

IJR0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.7%IJR, at 15.8% volatility

VOWorst drop−8.2%12.4% vol

IJRWorst drop−9.7%15.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VOIJR

+14.7%Year to date+19.9%

1.3%Yield1.2%

+15.3%Past year+22.7%

0.03%Fee0.06%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026