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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.
|Segment||Equity: U.S. - Small Cap||Equity: U.S. - Small Cap Value|
|Management Style||passive (index-based)||passive (index-based)|
|Underlying Index||S&P SmallCap 600 Index||CRSP US Small Cap Value Index|
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
Top 10 Holdings (6.44% of Total Assets)
|LHC Group Inc||LHCG||0.79%|
|Cogent Communications Holdings Inc||CCOI||0.65%|
|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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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
Top 10 Holdings (7.03% of Total Assets)
|Leidos Holdings Inc||LDOS||0.94%|
|Atmos Energy Corp||ATO||0.85%|
|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%|
|Cypress Semiconductor Corp||CY||0.62%|
Other relevant VBR comparisons
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