VBR vs IJS

Both VBR and IJS are ETFs. VBR has a lower 5-year return than IJS (-1.3% vs -1.23%). VBR has a lower expense ratio than IJS (0.07% vs 0.25%). Below is the comparison between VBR and IJS.

IJS VBR
Segment Equity: U.S. - Small Cap Value Equity: U.S. - Small Cap Value
Issuer BlackRock Vanguard
Net Assets $4.09B $10.66B
Expense Ratio 0.25% 0.07%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.32% 2.62%
Underlying Index S&P Small Cap 600 Value Index CRSP US Small Cap Value Index
YTD Return -35.70% -32.08%
1-Year Return -29.67% -27.01%
3-Year Return -7.89% -6.88%
5-Year Return -1.23% -1.30%
10-Year Return 6.05% 6.35%

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%
Brown & Brown Inc BRO 0.63%
Essential Utilities Inc WTRG 0.63%
Molina Healthcare Inc MOH 0.63%
Allegion PLC ALLE 0.62%
Cypress Semiconductor Corp CY 0.62%

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IJS 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/BARRA Value Index. The Index measures the performance of the small-capitalization value sector of the US equity market. Uses a replication to try to track the Index.

IJS performance & returns

YTD Return -35.70%
1-Month Return 0.99%
3-Month Return -33.61%
1-Year Return -29.67%
3-Year Return -7.89%
5-Year Return -1.23%
10-Year Return 6.05%
IJS expense ratio is 0.25%.

IJS holdings

Top 10 Holdings (8.93% of Total Assets)

Name Symbol % Assets
Avista Corp AVA 1.2%
Anixter International Inc AXE 1.12%
Old National Bancorp ONB 0.95%
Simmons First National Corp Class A SFNC 0.89%
Integer Holdings Corp ITGR 0.87%
Arcosa Inc ACA 0.82%
Columbia Banking System Inc COLB 0.82%
Sanmina Corp SANM 0.81%
Merit Medical Systems Inc MMSI 0.73%
American Equity Investment Life Holding Co AEL 0.72%

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