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 +12.5% compared to +7.7%
IJR vs VYM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IJR
$111B
VYM
$99B
Expense Ratio
IJR
0.06%
Winner
VYM
0.04%
Max Drawdown
IJR
58.90%
Winner
VYM
58.80%
Sharpe Ratio
IJR
1.65
Winner
VYM
1.96
5Y Beta
IJR
1.01
Winner
VYM
0.68
P/E Ratio
IJR
45.37
Winner
VYM
22.24
Forward P/E
Winner
IJR
15.68
VYM
16.56
5Y Dividends CAGR
Winner
IJR
9.50%
VYM
8.35%
5Y EPS CAGR
IJR
8.99%
Winner
VYM
11.75%
Debt to Equity
Winner
IJR
46.57%
VYM
55.33%
P/S Ratio
Winner
IJR
1.21
VYM
2.06
P/B Ratio
Winner
IJR
2.11
VYM
3.35
IJR vs VYM - Holdings Comparison
IJR and VYM have 146 common holdings. Overlap is -0.20%
IJR's top 25 holdings weight is 12.78%. VYM's top 25 holdings weight is 39.59%.
| Rank | IJR | VYM |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 2.20% | BROADCOM INC (AVGO) - 7.26% |
| #2 | VIASAT INC (VSAT) - 0.55% | JPMORGAN CHASE & CO (JPM) - 3.37% |
| #3 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.50% | JOHNSON & JOHNSON (JNJ) - 2.53% |
| #4 | CORCEPT THERAPEUTICS INC (CORT) - 0.50% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.35% |
| #5 | GLAUKOS CORP (GKOS) - 0.49% | CATERPILLAR INC (CAT) - 2.00% |
| #6 | KRYSTAL BIOTECH INC (KRYS) - 0.49% | CISCO SYSTEMS INC (CSCO) - 1.92% |
| #7 | FORMFACTOR INC (FORM) - 0.49% | ABBVIE INC (ABBV) - 1.84% |
| #8 | ELEMENT SOLUTIONS INC (ESI) - 0.48% | BANK OF AMERICA CORP (BAC) - 1.56% |
| #9 | JACKSON FINANCIAL INC (JXN) - 0.48% | UNITEDHEALTH GROUP INC (UNH) - 1.55% |
| #10 | ALKERMES PLC (ALKS) - 0.48% | THE HOME DEPOT INC (HD) - 1.45% |
| #11 | ESCO TECHNOLOGIES INC (ESE) - 0.47% | PROCTER & GAMBLE CO (PG) - 1.41% |
| #12 | ARGAN INC (AGX) - 0.47% | COCA-COLA CO (KO) - 1.31% |
| #13 | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.46% | MERCK & CO INC (MRK) - 1.31% |
| #14 | BRINKER INTERNATIONAL INC (EAT) - 0.46% | CHEVRON CORP (CVX) - 1.27% |
| #15 | CARMAX INC (KMX) - 0.45% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.17% |
| #16 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.45% | THE GOLDMAN SACHS GROUP INC (GS) - 1.14% |
| #17 | RALLIANT CORP (RAL) - 0.44% | TEXAS INSTRUMENTS INC (TXN) - 1.12% |
| #18 | TERRENO REALTY CORP (TRNO) - 0.44% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.09% |
| #19 | STONEX GROUP INC (SNEX) - 0.43% | RTX CORP (RTX) - 1.06% |
| #20 | ETSY INC (ETSY) - 0.43% | WELLS FARGO & CO (WFC) - 1.05% |
| #21 | FIRST BANCORP (FBP) - 0.38% | n/a (JCI) - 0.37% |
| #22 | ENOVA INTERNATIONAL INC (ENVA) - 0.31% | AUTOMATIC DATA PROCESSING INC (ADP) - 0.37% |
| #23 | VSE CORP (VSEC) - 0.31% | GENERAL DYNAMICS CORP (GD) - 0.37% |
| #24 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.31% | BLACKSTONE INC (BX) - 0.36% |
| #25 | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 0.31% | COMCAST CORP CLASS A (CMCSA) - 0.36% |
| Total Holdings | 566 | 578 |
IJR vs VYM - Historical Returns
Returns include dividend reinvestment.
1M
IJR
+2.43%
Winner
VYM
+3.11%
3M
Winner
IJR
+8.53%
VYM
+7.41%
6M
Winner
IJR
+13.37%
VYM
+7.83%
1Y
Winner
IJR
+36.43%
VYM
+26.12%
5Y(CAGR)
IJR
+7.67%
Winner
VYM
+12.46%
10Y(CAGR)
IJR
+10.94%
Winner
VYM
+11.88%
Max(CAGR)
Winner
IJR
+10.25%
VYM
+9.49%
IJR vs VYM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJR | VYM |
|---|---|---|
| 2026 | +23.27% | +15.81% |
| 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 -0.98%.
| 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 | 0.42% | 1.11% |
| 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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