Compare · 3 funds side by side · dividends reinvested

VO, IJS and IJR

VOVanguard×IJSiShares×IJRiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,867VO · best of the three

02 / 04

VO, IJS and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.6

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+18.9%+24.5%+17.5%+6.4%−9.3%16.3%$7.5B1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: VO 2004 · IJS 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

IJS

iShares S&P Small-Cap 600 Value ETF · $7.5B$13,632

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

VOMeasureIJS

+13.6%Year to dateJan 1 → Nov 9+18.9%

+15.6%1 yearTotal return+24.5%

+18.8%3 years · per year$10,000 became $16,763 · $16,208+17.5%

+6.8%5 years · per year$10,000 became $13,867 · $13,632+6.4%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.35%Trailing 12-mo yield$135 · $138 a year on $10k1.38%

−8.2%Worst dropSmaller is better−9.3%

13.1%VolatilityLower is calmer16.3%

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

5–3VO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs IJS: Top 5 Holdings

Today

5.3%in top 5

IJS

in top 54.8%

VOStockIJS

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

not top 5PAYC1.0%

1.0%PSXnot top 5

not top 5MTCH1.0%

1.0%PWRnot top 5

not top 5VSXY0.9%

not top 5EPAM0.9%

not top 5JXN0.9%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

VO vs IJS Returns, Every Period

VanguardVO

+6.8%

5 years, per year

IJSiShares

+6.4%

5 years, per year

VOIJSFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VO vs IJS

YTD

VanguardVO

+13.6%

IJSiShares

+18.9%

+13.6%Year to date+18.9%

−8.2%Worst drop · 1Y−9.3%

13.1%Volatility · 1Y16.3%

1.4%Yield1.4%

$103BAssets$7.5B

2–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VO, IJS, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

IJS0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VO, IJS, IJR

1.38%highest, IJS

FundTrailing yieldYield$10k

IJS1.38%$138

VO1.35%$135

IJR1.21%$121

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJS$138 − $18 = $120

IJR$121 − $6 = $115

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VO, IJS, IJR

Today

65.4%most shared, IJS and IJR

VOIJSIJR

VO—0.0%0.0%

IJS0.0%—65.4%

IJR0.0%65.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.5%IJS, at 16.3% volatility

VOWorst drop−8.2%13.1% vol

IJSWorst drop−9.3%16.3% vol

IJRWorst drop−9.7%16.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJSIJR

+18.9%Year to date+18.9%

1.4%Yield1.2%

+24.5%Past year+22.8%

0.18%Fee0.06%

2–1IJS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026