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IJR vs VT

Comparison between ISHARES CORE S&P SMALL-CAP ETF (IJR, ETF) and VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES (VT, ETF).

5-Year PerformanceVT has outperformed IJR, delivering a return of +10.7% compared to +6.6%

IJR vs VT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IJR
$104B
VT
$95B
Expense Ratio
IJR
0.06%
VT
0.06%
Max Drawdown
IJR
58.90%
Winner
VT
50.59%
Sharpe Ratio
Winner
IJR
1.63
VT
1.55
5Y Beta
IJR
1.02
Winner
VT
0.90
P/E Ratio
IJR
41.06
Winner
VT
24.26
Forward P/E
Winner
IJR
15.12
VT
19.90
PEG Ratio
IJR
N/A
VT
0.63
5Y Dividends CAGR
IJR
9.50%
Winner
VT
14.44%
5Y EPS CAGR
IJR
9.64%
VT
N/A
Debt to Equity
IJR
62.91%
Winner
VT
32.58%
P/S Ratio
Winner
IJR
1.14
VT
3.22
P/B Ratio
Winner
IJR
2.05
VT
4.91

IJR vs VT - Holdings Comparison

IJR and VT have 0 common holdings. Overlap is 0.00%

IJR's top 25 holdings weight is 13.67%. VT's top 25 holdings weight is 28.01%.

RankIJRVT
#1
BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.74%
APPLE INC (AAPL) - 4.10%
#2
SEMTECH CORP (SMTC) - 0.84%
NVIDIA CORP (NVDA) - 3.59%
#3
SANMINA CORP (SANM) - 0.77%
MICROSOFT CORP (MSFT) - 3.58%
#4
VIAVI SOLUTIONS INC (VIAV) - 0.66%
AMAZON.COM INC (AMZN) - 2.35%
#5
FORMFACTOR INC (FORM) - 0.61%
META PLATFORMS INC CLASS A (META) - 1.47%
#6
MOLINA HEALTHCARE INC (MOH) - 0.58%
ALPHABET INC CLASS A (GOOGL) - 1.28%
#7
ELEMENT SOLUTIONS INC (ESI) - 0.57%
TESLA INC (TSLA) - 1.28%
#8
ARGAN INC (AGX) - 0.54%
BROADCOM INC (AVGO) - 1.20%
#9
BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.53%
ALPHABET INC CLASS C (GOOG) - 1.05%
#10
STONEX GROUP INC (SNEX) - 0.53%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.81%
#11
MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.49%
JPMORGAN CHASE & CO (JPM) - 0.77%
#12
VIASAT INC (VSAT) - 0.48%
ELI LILLY AND CO (LLY) - 0.71%
#13
ESCO TECHNOLOGIES INC (ESE) - 0.48%
VISA INC CLASS A (V) - 0.57%
#14
KRYSTAL BIOTECH INC (KRYS) - 0.47%
EXXON MOBIL CORP (XOM) - 0.55%
#15
EASTMAN CHEMICAL CO (EMN) - 0.47%
UNITEDHEALTH GROUP INC (UNH) - 0.53%
#16
POWELL INDUSTRIES INC (POWL) - 0.47%
MASTERCARD INC CLASS A (MA) - 0.49%
#17
QORVO INC (QRVO) - 0.46%
COSTCO WHOLESALE CORP (COST) - 0.46%
#18
LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.45%
WALMART INC (WMT) - 0.45%
#19
PLEXUS CORP (PLXS) - 0.44%
PROCTER & GAMBLE CO (PG) - 0.45%
#20
JACKSON FINANCIAL INC (JXN) - 0.44%
NETFLIX INC (NFLX) - 0.44%
#21
FIRST BANCORP (FBP) - 0.36%
THE HOME DEPOT INC (HD) - 0.44%
#22
PTC THERAPEUTICS INC (PTCT) - 0.33%
JOHNSON & JOHNSON (JNJ) - 0.40%
#23
CELANESE CORP CLASS A (CE) - 0.32%
ABBVIE INC (ABBV) - 0.36%
#24
PRIMORIS SERVICES CORP (PRIM) - 0.32%
SALESFORCE INC (CRM) - 0.35%
#25
VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.32%
BANK OF AMERICA CORP (BAC) - 0.33%
Total Holdings566314

IJR vs VT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IJR
+4.22%
VT
-0.44%
3M
Winner
IJR
+16.53%
VT
+11.75%
6M
Winner
IJR
+16.85%
VT
+9.33%
1Y
Winner
IJR
+34.47%
VT
+25.70%
5Y(CAGR)
IJR
+6.58%
Winner
VT
+10.67%
10Y(CAGR)
IJR
+10.95%
Winner
VT
+12.35%
Max(CAGR)
Winner
IJR
+11.61%
VT
+8.79%

IJR vs VT - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIJRVT
2026+18.17%+9.26%
2025+6.12%+22.68%
2024+9.17%+17.49%
2023+16.24%+21.95%
2022-17.10%-18.48%
2021+27.79%+18.95%
2020+11.20%+15.44%
2019+22.26%+26.97%
2018-9.18%-10.54%
2017+12.52%+23.48%
2016+31.41%+10.37%
2015+0.07%-1.60%
2014+8.48%+5.23%
2013+38.99%+20.32%
2012+16.39%+14.96%
2011-0.01%-8.33%
2010+25.01%+10.49%
2009+25.23%+29.17%
2008-29.97%-33.05%
2007+0.66%N/A
2006+14.00%N/A
2005+11.69%N/A
2004+26.78%N/A
2003+39.62%N/A
2002-11.82%N/A
2001+13.39%N/A
2000+21.75%N/A

IJR vs VT Drawdown Comparison

The maximum drawdown for IJR was -57.42%, occurring on Mar 9, 2009. Recovery took 861 trading sessions.

The maximum drawdown for VT was -50.28%, occurring on Mar 9, 2009. Recovery took 632 trading sessions.

The current IJR drawdown is -0.43%. The current VT drawdown is -2.80%.

RankIJRVT
#1-57.42%
Jul 19, 2007 - Dec 16, 2010		-50.28%
Jun 26, 2008 - Dec 29, 2010
#2-44.35%
Aug 31, 2018 - Nov 24, 2020		-34.23%
Feb 12, 2020 - Aug 24, 2020
#3-32.55%
Apr 16, 2002 - Sep 2, 2003		-26.39%
Nov 8, 2021 - Jan 29, 2024
#4-28.01%
Nov 25, 2024 - Dec 11, 2025		-23.83%
Apr 29, 2011 - Jan 2, 2013
#5-26.46%
Nov 8, 2021 - Jul 16, 2024		-19.97%
Jan 26, 2018 - Oct 28, 2019
#6-26.35%
Jul 7, 2011 - Feb 3, 2012		-19.79%
May 21, 2015 - Dec 13, 2016
#7-23.42%
May 22, 2001 - Dec 26, 2001		-16.51%
Feb 18, 2025 - May 16, 2025
#8-19.15%
Jun 23, 2015 - Jun 8, 2016		-9.67%
Feb 25, 2026 - Apr 15, 2026
#9-16.39%
Feb 15, 2001 - May 18, 2001		-9.40%
Jul 3, 2014 - Feb 20, 2015
#10-13.68%
May 9, 2006 - Nov 15, 2006		-8.70%
May 21, 2013 - Aug 2, 2013
#11-12.49%
Sep 7, 2000 - Dec 27, 2000		-8.13%
Jul 16, 2024 - Aug 23, 2024
#12-11.83%
Mar 26, 2012 - Sep 6, 2012		-7.89%
Feb 18, 2011 - Apr 4, 2011
#13-11.37%
Jul 3, 2014 - Dec 22, 2014		-7.37%
Sep 2, 2020 - Nov 5, 2020
#14-11.07%
Jun 30, 2004 - Oct 1, 2004		-6.35%
Dec 31, 2013 - Feb 24, 2014
#15-10.18%
Sep 14, 2012 - Jan 2, 2013		-5.38%
Sep 3, 2021 - Oct 28, 2021

Correlation

Correlation between IJR and VT is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2000 - 2026)

IJR vs VT dividend yield comparison.

YearIJRVT
20260.44%0.58%
20251.44%1.82%
20242.05%1.95%
20231.31%2.08%
20221.41%2.20%
20211.53%1.82%
20201.11%1.66%
20191.44%2.32%
20181.58%2.53%
20171.20%2.11%
20162.43%2.39%
20152.97%2.45%
20142.46%2.44%
20132.00%2.06%
20123.31%2.30%
20112.05%2.36%
20102.15%1.92%
20091.96%1.54%
20083.00%0.62%
20072.13%0.00%
20061.53%0.00%
20052.87%0.00%
20044.40%0.00%
20033.65%0.00%
20023.89%0.00%
20013.04%0.00%
20007.46%0.00%

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