Compare · 2 funds side by side · dividends reinvested

XJR and VTV

XJRiShares×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,585VTV · best of the two

02 / 04

XJR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

iShares ESG Select Screened S&P Small-Cap ETFUS Stock Styles · Small cap0.12%0.95%+15.4%+16.8%+17.3%+5.5%−10.2%16.8%$210M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: XJR 2020 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Select Screened S&P Small-Cap ETF · $210M$13,084

XJR

VTV

Vanguard Morningstar Value ETF · $184B$17,585

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

XJRMeasureVTV

+15.4%Year to dateJan 1 → Nov 6+18.5%

+16.8%1 yearTotal return+22.9%

+17.3%3 years · per year$10,000 became $16,158 · $17,687+20.9%

+5.5%5 years · per year$10,000 became $13,084 · $17,585+12.0%

0.12%Expense ratio$12 · $3 a year on $10k · lower is better0.03%

0.95%Trailing 12-mo yield$95 · $187 a year on $10k1.87%

−10.2%Worst dropSmaller is better−6.4%

16.8%VolatilityLower is calmer10.7%

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

0–8VTV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XJR vs VTV: Top 5 Holdings

Today

XJR

3.0%in top 5

VTV

in top 515.8%

XJRStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

0.6%PAYCnot top 5

0.6%LTHnot top 5

0.6%MTCHnot top 5

0.6%RHPnot top 5

0.6%PTGXnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

XJR vs VTV Returns, Every Period

iSharesXJR

+5.5%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

XJRVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XJR vs VTV

YTD

iSharesXJR

+15.4%

VTVVanguard

+18.5%

+15.4%Year to date+18.5%

−10.2%Worst drop · 1Y−6.4%

16.8%Volatility · 1Y10.7%

1.0%Yield1.9%

$210MAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XJR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

XJR0.12%$12

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XJR, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

XJR0.95%$95

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

XJR$95 − $12 = $83

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XJR, VTV

Today

0.0%most shared, XJR and VTV

XJRVTV

XJR—0.0%

VTV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

XJRWorst drop−10.2%16.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVXJR

+18.5%Year to date+15.4%

1.9%Yield1.0%

+22.9%Past year+16.8%

0.03%Fee0.12%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026