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 +10.9% compared to +5.8%
IJR vs VYM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IJR
$92B
VYM
$89B
Expense Ratio
IJR
0.06%
Winner
VYM
0.04%
Max Drawdown
IJR
58.90%
Winner
VYM
58.80%
Sharpe Ratio
IJR
1.66
Winner
VYM
1.97
5Y Beta
IJR
1.03
Winner
VYM
0.69
P/E Ratio
IJR
39.43
Winner
VYM
20.83
Forward P/E
Winner
IJR
15.38
VYM
16.15
5Y Dividends CAGR
Winner
IJR
13.42%
VYM
13.15%
5Y EPS CAGR
Winner
IJR
13.79%
VYM
12.11%
Debt to Equity
IJR
N/A
VYM
2.37%
P/S Ratio
Winner
IJR
1.11
VYM
2.05
P/B Ratio
Winner
IJR
1.97
VYM
3.10
IJR vs VYM - Holdings Comparison
IJR and VYM have 141 common holdings. Overlap is 0.56%
IJR's top 25 holdings weight is 13.04%. VYM's top 25 holdings weight is 40.63%.
| Rank | IJR | VYM |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.42% | BROADCOM INC (AVGO) - 6.28% |
| #2 | FORMFACTOR INC (FORM) - 0.67% | JPMORGAN CHASE & CO (JPM) - 3.27% |
| #3 | VIAVI SOLUTIONS INC (VIAV) - 0.62% | EXXON MOBIL CORP (XOM) - 3.15% |
| #4 | SANMINA CORP (SANM) - 0.61% | JOHNSON & JOHNSON (JNJ) - 2.58% |
| #5 | PRIMORIS SERVICES CORP (PRIM) - 0.56% | CHEVRON CORP (CVX) - 1.70% |
| #6 | SEMTECH CORP (SMTC) - 0.56% | ABBVIE INC (ABBV) - 1.69% |
| #7 | ELEMENT SOLUTIONS INC (ESI) - 0.55% | PROCTER & GAMBLE CO (PG) - 1.49% |
| #8 | ARGAN INC (AGX) - 0.55% | THE HOME DEPOT INC (HD) - 1.44% |
| #9 | MOLINA HEALTHCARE INC (MOH) - 0.55% | CATERPILLAR INC (CAT) - 1.44% |
| #10 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.52% | CISCO SYSTEMS INC (CSCO) - 1.36% |
| #11 | ESCO TECHNOLOGIES INC (ESE) - 0.50% | BANK OF AMERICA CORP (BAC) - 1.34% |
| #12 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.50% | MERCK & CO INC (MRK) - 1.31% |
| #13 | EASTMAN CHEMICAL CO (EMN) - 0.49% | COCA-COLA CO (KO) - 1.30% |
| #14 | LKQ CORP (LKQ) - 0.48% | RTX CORP (RTX) - 1.13% |
| #15 | VIASAT INC (VSAT) - 0.48% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.13% |
| #16 | JACKSON FINANCIAL INC (JXN) - 0.48% | ORACLE CORP (ORCL) - 1.09% |
| #17 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.47% | WELLS FARGO & CO (WFC) - 1.08% |
| #18 | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 0.46% | UNITEDHEALTH GROUP INC (UNH) - 1.08% |
| #19 | STONEX GROUP INC (SNEX) - 0.44% | THE GOLDMAN SACHS GROUP INC (GS) - 1.04% |
| #20 | POWELL INDUSTRIES INC (POWL) - 0.44% | LINDE PLC (LIN) - 1.02% |
| #21 | FIRST BANCORP (FBP) - 0.37% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.99% |
| #22 | AXOS FINANCIAL INC (AX) - 0.33% | MCDONALD'S CORP (MCD) - 0.98% |
| #23 | GRANITE CONSTRUCTION INC (GVA) - 0.33% | VERIZON COMMUNICATIONS INC (VZ) - 0.93% |
| #24 | ALKERMES PLC (ALKS) - 0.33% | PEPSICO INC (PEP) - 0.93% |
| #25 | AMERIS BANCORP (ABCB) - 0.33% | AT&T INC (T) - 0.88% |
| Total Holdings | 567 | 623 |
IJR vs VYM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJR
+6.56%
VYM
+2.22%
3M
Winner
IJR
+4.98%
VYM
+0.41%
6M
Winner
IJR
+18.03%
VYM
+12.22%
1Y
Winner
IJR
+35.31%
VYM
+26.65%
5Y(CAGR)
IJR
+5.83%
Winner
VYM
+10.87%
10Y(CAGR)
IJR
+11.03%
Winner
VYM
+11.80%
Max(CAGR)
Winner
IJR
+10.03%
VYM
+9.23%
IJR vs VYM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJR | VYM |
|---|---|---|
| 2026 | +14.17% | +8.03% |
| 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 | +29.64% | +18.47% |
| 2015 | -1.35% | +0.30% |
| 2014 | +7.12% | +14.63% |
| 2013 | +37.43% | +27.05% |
| 2012 | +14.45% | +11.65% |
| 2011 | -1.04% | +9.87% |
| 2010 | +23.56% | +12.74% |
| 2009 | +23.80% | +14.51% |
| 2008 | -30.85% | -31.05% |
| 2007 | -0.34% | +1.36% |
| 2006 | +13.09% | +2.83% |
| 2005 | +9.35% | N/A |
| 2004 | +21.81% | N/A |
| 2003 | +34.70% | N/A |
| 2002 | -14.38% | N/A |
| 2001 | +10.30% | N/A |
| 2000 | +14.42% | N/A |
IJR vs VYM Drawdown Comparison
The maximum drawdown for IJR was -58.15%, occurring on Mar 9, 2009. Recovery took 896 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 -0.42%. The current VYM drawdown is -1.10%.
| Rank | IJR | VYM |
|---|---|---|
| #1 | -58.15% Jul 19, 2007 - Feb 7, 2011 | -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 | -33.57% Apr 16, 2002 - Oct 14, 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 | -26.58% Jul 7, 2011 - Feb 3, 2012 | -14.45% Feb 19, 2025 - Jun 30, 2025 |
| #6 | -26.46% Nov 8, 2021 - Jul 16, 2024 | -12.99% May 21, 2015 - Mar 17, 2016 |
| #7 | -23.78% May 22, 2001 - Jan 4, 2002 | -9.95% Nov 30, 2022 - Dec 13, 2023 |
| #8 | -20.00% Jun 23, 2015 - Jul 11, 2016 | -8.32% Jul 13, 2007 - Oct 5, 2007 |
| #9 | -16.87% Feb 15, 2001 - May 21, 2001 | -7.18% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -13.83% May 9, 2006 - Nov 22, 2006 | -7.07% Oct 18, 2012 - Jan 10, 2013 |
| #11 | -12.83% Sep 7, 2000 - Jan 23, 2001 | -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 | -11.63% 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 | -10.66% Mar 7, 2005 - Jun 16, 2005 | -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 | 0.14% | 0.55% |
| 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 | 1.22% | 2.91% |
| 2015 | 1.49% | 3.22% |
| 2014 | 1.23% | 2.78% |
| 2013 | 1.00% | 2.81% |
| 2012 | 1.66% | 3.23% |
| 2011 | 1.02% | 2.93% |
| 2010 | 1.08% | 2.58% |
| 2009 | 0.98% | 3.07% |
| 2008 | 1.50% | 4.29% |
| 2007 | 1.07% | 2.66% |
| 2006 | 0.77% | 0.34% |
| 2005 | 0.87% | 0.00% |
| 2004 | 0.73% | 0.00% |
| 2003 | 0.61% | 0.00% |
| 2002 | 0.65% | 0.00% |
| 2001 | 0.51% | 0.00% |
| 2000 | 1.24% | 0.00% |
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