IJR vs VBR

Both IJR and VBR are ETFs. IJR has a higher 5-year return than VBR (1.4% vs -1.3%). IJR and VBR have the same expense ratio (0.07%). Below is the comparison between IJR and VBR.

IJR VBR
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap Value
Issuer BlackRock Vanguard
Net Assets $32.7B $10.66B
Expense Ratio 0.07% 0.07%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.89% 2.62%
Underlying Index S&P SmallCap 600 Index CRSP US Small Cap Value Index
YTD Return -29.76% -32.08%
1-Year Return -23.39% -27.01%
3-Year Return -4.04% -6.88%
5-Year Return 1.40% -1.30%
10-Year Return 8.12% 6.35%

IJR description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P SmallCap 600 Index. The Fund uses a replication strategy to try to track the Index, which includes approximately 2.5% of the market capitalization of the US equity market.

IJR performance & returns

YTD Return -29.76%
1-Month Return 2.48%
3-Month Return -29.62%
1-Year Return -23.39%
3-Year Return -4.04%
5-Year Return 1.40%
10-Year Return 8.12%
IJR expense ratio is 0.07%.

IJR holdings

Top 10 Holdings (6.44% of Total Assets)

Name Symbol % Assets
LHC Group Inc LHCG 0.79%
Exponent Inc EXPO 0.71%
Neogen Corp NEOG 0.67%
eHealth Inc EHTH 0.67%
Cogent Communications Holdings Inc CCOI 0.65%
Balchem Corp BCPC 0.61%
Momenta Pharmaceuticals Inc MNTA 0.59%
Strategic Education Inc STRA 0.59%
Aerojet Rocketdyne Holdings Inc AJRD 0.58%
Community Bank System Inc CBU 0.58%

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VBR description

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index by investing all of its assets in the stocks that make up the Index.

VBR performance & returns

YTD Return -32.08%
1-Month Return 1.38%
3-Month Return -32.31%
1-Year Return -27.01%
3-Year Return -6.88%
5-Year Return -1.30%
10-Year Return 6.35%
VBR expense ratio is 0.07%.

VBR holdings

Top 10 Holdings (7.03% of Total Assets)

Name Symbol % Assets
Leidos Holdings Inc LDOS 0.94%
Atmos Energy Corp ATO 0.85%
IDEX Corp IEX 0.76%
Booz Allen Hamilton Holding Corp Class A BAH 0.7%
Medical Properties Trust Inc MPW 0.65%
Essential Utilities Inc WTRG 0.63%
Molina Healthcare Inc MOH 0.63%
Brown & Brown Inc BRO 0.63%
Allegion PLC ALLE 0.62%
Cypress Semiconductor Corp CY 0.62%

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