Compare · 2 funds side by side · dividends reinvested

VTV and IJR

VTVVanguard×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,352VTV · best of the two

02 / 04

VTV and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.0

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%$108B2.0

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: VTV 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$18,352

VTV

IJR

iShares Core S&P Small-Cap ETF · $108B$13,920

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

VTVMeasureIJR

+22.8%Year to dateJan 1 → Nov 4+19.9%

+27.5%1 yearTotal return+22.7%

+22.9%3 years · per year$10,000 became $18,551 · $16,979+19.3%

+12.9%5 years · per year$10,000 became $18,352 · $13,920+6.8%

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

1.80%Trailing 12-mo yield$180 · $120 a year on $10k1.20%

−6.4%Worst dropSmaller is better−9.7%

10.2%VolatilityLower is calmer15.8%

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

8–0VTV wins

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

More Ways to See the Pairs

VTV vs IJR: Top 5 Holdings

Today

VTV

15.8%in top 5

IJR

in top 52.7%

VTVStockIJR

4.6%MUnot top 5

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.6%XOMnot top 5

2.4%JNJnot 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

VTV vs IJR Returns, Every Period

VanguardVTV

+12.9%

5 years, per year

IJRiShares

+6.8%

5 years, per year

VTVIJRFaded: behind in that period

4–0VTV wins

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

VTV vs IJR

YTD

VanguardVTV

+22.8%

IJRiShares

+19.9%

+22.8%Year to date+19.9%

−6.4%Worst drop · 1Y−9.7%

10.2%Volatility · 1Y15.8%

1.8%Yield1.2%

$184BAssets$108B

4–0VTV wins

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

Cost, Income and Risk

Fees: VTV, IJR

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

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

Yields: VTV, IJR

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

IJR1.20%$120

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IJR$120 − $6 = $114

KeptFee

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

Overlap: VTV, IJR

Today

0.0%most shared, VTV and IJR

VTVIJR

VTV—0.0%

IJR0.0%—

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

Return vs Bumpiness: 2 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% 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

VTVIJR

+22.8%Year to date+19.9%

1.8%Yield1.2%

+27.5%Past year+22.7%

0.03%Fee0.06%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026