IJR vs VYM
Comparison between ISHARES CORE S&P SMALL-CAP ETF (IJR, ETF) and VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES (VYM, ETF).
5-Year PerformanceVYM has outperformed IJR, delivering a return of +12.1% compared to +6.6%
IJR vs VYM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IJR
$104B
VYM
$96B
Expense Ratio
IJR
0.06%
Winner
VYM
0.04%
Max Drawdown
IJR
58.90%
Winner
VYM
58.80%
Sharpe Ratio
IJR
1.63
Winner
VYM
1.85
5Y Beta
IJR
1.02
Winner
VYM
0.68
P/E Ratio
IJR
41.06
Winner
VYM
21.38
Forward P/E
Winner
IJR
15.12
VYM
16.15
5Y Dividends CAGR
Winner
IJR
9.50%
VYM
8.35%
5Y EPS CAGR
IJR
9.64%
Winner
VYM
11.58%
Debt to Equity
IJR
62.91%
Winner
VYM
26.25%
P/S Ratio
Winner
IJR
1.14
VYM
2.09
P/B Ratio
Winner
IJR
2.05
VYM
3.22
IJR vs VYM - Holdings Comparison
IJR and VYM have 142 common holdings. Overlap is 0.28%
IJR's top 25 holdings weight is 13.67%. VYM's top 25 holdings weight is 43.00%.
| Rank | IJR | VYM |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.74% | BROADCOM INC (AVGO) - 8.49% |
| #2 | SEMTECH CORP (SMTC) - 0.84% | JPMORGAN CHASE & CO (JPM) - 3.13% |
| #3 | SANMINA CORP (SANM) - 0.77% | EXXON MOBIL CORP (XOM) - 2.52% |
| #4 | VIAVI SOLUTIONS INC (VIAV) - 0.66% | JOHNSON & JOHNSON (JNJ) - 2.23% |
| #5 | FORMFACTOR INC (FORM) - 0.61% | CISCO SYSTEMS INC (CSCO) - 1.97% |
| #6 | MOLINA HEALTHCARE INC (MOH) - 0.58% | CATERPILLAR INC (CAT) - 1.67% |
| #7 | ELEMENT SOLUTIONS INC (ESI) - 0.57% | ABBVIE INC (ABBV) - 1.59% |
| #8 | ARGAN INC (AGX) - 0.54% | ORACLE CORP (ORCL) - 1.56% |
| #9 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.53% | UNITEDHEALTH GROUP INC (UNH) - 1.42% |
| #10 | STONEX GROUP INC (SNEX) - 0.53% | CHEVRON CORP (CVX) - 1.41% |
| #11 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.49% | BANK OF AMERICA CORP (BAC) - 1.39% |
| #12 | VIASAT INC (VSAT) - 0.48% | PROCTER & GAMBLE CO (PG) - 1.39% |
| #13 | ESCO TECHNOLOGIES INC (ESE) - 0.48% | THE HOME DEPOT INC (HD) - 1.30% |
| #14 | KRYSTAL BIOTECH INC (KRYS) - 0.47% | COCA-COLA CO (KO) - 1.26% |
| #15 | EASTMAN CHEMICAL CO (EMN) - 0.47% | MERCK & CO INC (MRK) - 1.21% |
| #16 | POWELL INDUSTRIES INC (POWL) - 0.47% | THE GOLDMAN SACHS GROUP INC (GS) - 1.18% |
| #17 | QORVO INC (QRVO) - 0.46% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.14% |
| #18 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.45% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.14% |
| #19 | PLEXUS CORP (PLXS) - 0.44% | TEXAS INSTRUMENTS INC (TXN) - 1.14% |
| #20 | JACKSON FINANCIAL INC (JXN) - 0.44% | QUALCOMM INC (QCOM) - 1.10% |
| #21 | FIRST BANCORP (FBP) - 0.36% | RTX CORP (RTX) - 0.99% |
| #22 | PTC THERAPEUTICS INC (PTCT) - 0.33% | WELLS FARGO & CO (WFC) - 0.99% |
| #23 | CELANESE CORP CLASS A (CE) - 0.32% | MORGAN STANLEY (MS) - 0.97% |
| #24 | PRIMORIS SERVICES CORP (PRIM) - 0.32% | LINDE PLC (LIN) - 0.96% |
| #25 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.32% | CITIGROUP INC (C) - 0.85% |
| Total Holdings | 566 | 618 |
IJR vs VYM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJR
+4.22%
VYM
+0.26%
3M
Winner
IJR
+16.53%
VYM
+8.47%
6M
Winner
IJR
+16.85%
VYM
+10.84%
1Y
Winner
IJR
+34.47%
VYM
+24.08%
5Y(CAGR)
IJR
+6.58%
Winner
VYM
+12.06%
10Y(CAGR)
IJR
+10.95%
Winner
VYM
+11.61%
Max(CAGR)
Winner
IJR
+11.61%
VYM
+9.30%
IJR vs VYM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJR | VYM |
|---|---|---|
| 2026 | +18.17% | +10.56% |
| 2025 | +6.12% | +15.47% |
| 2024 | +9.17% | +16.82% |
| 2023 | +16.24% | +6.76% |
| 2022 | -17.10% | -0.93% |
| 2021 | +27.79% | +27.75% |
| 2020 | +11.20% | +0.86% |
| 2019 | +22.26% | +23.87% |
| 2018 | -9.18% | -6.23% |
| 2017 | +12.52% | +15.80% |
| 2016 | +31.41% | +18.47% |
| 2015 | +0.07% | +0.30% |
| 2014 | +8.48% | +14.63% |
| 2013 | +38.99% | +27.05% |
| 2012 | +16.39% | +11.65% |
| 2011 | -0.01% | +9.87% |
| 2010 | +25.01% | +12.74% |
| 2009 | +25.23% | +14.51% |
| 2008 | -29.97% | -31.05% |
| 2007 | +0.66% | +1.36% |
| 2006 | +14.00% | +2.83% |
| 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 VYM Drawdown Comparison
The maximum drawdown for IJR was -57.42%, occurring on Mar 9, 2009. Recovery took 861 trading sessions.
The maximum drawdown for VYM was -56.97%, occurring on Mar 5, 2009. Recovery took 1115 trading sessions.
The current IJR drawdown is -0.43%. The current VYM drawdown is -1.28%.
| Rank | IJR | VYM |
|---|---|---|
| #1 | -57.42% Jul 19, 2007 - Dec 16, 2010 | -56.97% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -44.35% Aug 31, 2018 - Nov 24, 2020 | -35.22% Jan 17, 2020 - Dec 31, 2020 |
| #3 | -32.55% Apr 16, 2002 - Sep 2, 2003 | -16.24% Jan 26, 2018 - Apr 12, 2019 |
| #4 | -28.01% Nov 25, 2024 - Dec 11, 2025 | -15.87% Apr 20, 2022 - Nov 30, 2022 |
| #5 | -26.46% Nov 8, 2021 - Jul 16, 2024 | -14.45% Feb 19, 2025 - Jun 30, 2025 |
| #6 | -26.35% Jul 7, 2011 - Feb 3, 2012 | -12.99% May 21, 2015 - Mar 17, 2016 |
| #7 | -23.42% May 22, 2001 - Dec 26, 2001 | -9.95% Nov 30, 2022 - Dec 13, 2023 |
| #8 | -19.15% Jun 23, 2015 - Jun 8, 2016 | -8.32% Jul 13, 2007 - Oct 5, 2007 |
| #9 | -16.39% Feb 15, 2001 - May 18, 2001 | -7.18% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -13.68% May 9, 2006 - Nov 15, 2006 | -7.07% Oct 18, 2012 - Jan 10, 2013 |
| #11 | -12.49% Sep 7, 2000 - Dec 27, 2000 | -6.76% Jan 12, 2022 - Apr 20, 2022 |
| #12 | -11.83% Mar 26, 2012 - Sep 6, 2012 | -6.70% Sep 19, 2014 - Oct 31, 2014 |
| #13 | -11.37% Jul 3, 2014 - Dec 22, 2014 | -6.69% Feb 11, 2026 - Apr 23, 2026 |
| #14 | -11.07% Jun 30, 2004 - Oct 1, 2004 | -6.31% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -10.18% Sep 14, 2012 - Jan 2, 2013 | -6.16% Dec 31, 2013 - Mar 4, 2014 |
Correlation
Correlation between IJR and VYM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IJR vs VYM dividend yield comparison.
| Year | IJR | VYM |
|---|---|---|
| 2026 | 0.44% | 1.16% |
| 2025 | 1.44% | 2.44% |
| 2024 | 2.05% | 2.74% |
| 2023 | 1.31% | 3.12% |
| 2022 | 1.41% | 3.01% |
| 2021 | 1.53% | 2.76% |
| 2020 | 1.11% | 3.18% |
| 2019 | 1.44% | 3.03% |
| 2018 | 1.58% | 3.40% |
| 2017 | 1.20% | 2.80% |
| 2016 | 2.43% | 2.91% |
| 2015 | 2.97% | 3.22% |
| 2014 | 2.46% | 2.78% |
| 2013 | 2.00% | 2.81% |
| 2012 | 3.31% | 3.23% |
| 2011 | 2.05% | 2.93% |
| 2010 | 2.15% | 2.58% |
| 2009 | 1.96% | 3.07% |
| 2008 | 3.00% | 4.29% |
| 2007 | 2.13% | 2.66% |
| 2006 | 1.53% | 0.34% |
| 2005 | 2.87% | 0.00% |
| 2004 | 4.40% | 0.00% |
| 2003 | 3.65% | 0.00% |
| 2002 | 3.89% | 0.00% |
| 2001 | 3.04% | 0.00% |
| 2000 | 7.46% | 0.00% |
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