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IJS vs VBR

Comparison between ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS, ETF) and VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES (VBR, ETF).

5-Year PerformanceVBR has outperformed IJS, delivering a return of +9.7% compared to +8.1%

IJS vs VBR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IJS
$8B
Winner
VBR
$68B
Expense Ratio
IJS
0.18%
Winner
VBR
0.05%
Max Drawdown
Winner
IJS
61.28%
VBR
64.05%
Sharpe Ratio
Winner
IJS
1.61
VBR
1.25
5Y Beta
IJS
0.99
Winner
VBR
0.91
P/E Ratio
IJS
120.56
Winner
VBR
26.56
Forward P/E
Winner
IJS
13.47
VBR
13.86
5Y Dividends CAGR
Winner
IJS
14.39%
VBR
13.45%
5Y EPS CAGR
IJS
4.02%
Winner
VBR
9.28%
Debt to Equity
Winner
IJS
64.84%
VBR
67.61%
P/S Ratio
Winner
IJS
0.86
VBR
1.24
P/B Ratio
Winner
IJS
1.63
VBR
2.05

IJS vs VBR - Holdings Comparison

IJS and VBR have 265 common holdings. Overlap is 13.34%

IJS's top 25 holdings weight is 17.93%. VBR's top 25 holdings weight is 11.89%.

RankIJSVBR
#1
BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.56%
JABIL INC (JBL) - 0.87%
#2
MOLINA HEALTHCARE INC (MOH) - 1.36%
SLCMT1142 (n/a) - 0.75%
#3
MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.97%
NRG ENERGY INC (NRG) - 0.66%
#4
JACKSON FINANCIAL INC (JXN) - 0.92%
TAPESTRY INC (TPR) - 0.63%
#5
CARMAX INC (KMX) - 0.85%
ATMOS ENERGY CORP (ATO) - 0.61%
#6
EASTMAN CHEMICAL CO (EMN) - 0.83%
WILLIAMS-SONOMA INC (WSM) - 0.59%
#7
LINCOLN NATIONAL CORP (LNC) - 0.76%
MODERNA INC (MRNA) - 0.53%
#8
SM ENERGY CO (SM) - 0.73%
SMURFIT WESTROCK PLC (SW) - 0.52%
#9
POOL CORP (POOL) - 0.73%
F5 INC (FFIV) - 0.50%
#10
CONAGRA BRANDS INC (CAG) - 0.73%
US FOODS HOLDING CORP (USFD) - 0.48%
#11
VICTORIA'S SECRET & CO (VSXY) - 0.70%
JB HUNT TRANSPORT SERVICES INC (JBHT) - 0.47%
#12
MATSON INC (MATX) - 0.69%
EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.47%
#13
LAMB WESTON HOLDINGS INC (LW) - 0.69%
C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.45%
#14
LKQ CORP (LKQ) - 0.68%
OMNICOM GROUP INC (OMC) - 0.44%
#15
CAESARS ENTERTAINMENT INC (CZR) - 0.66%
TD SYNNEX CORP (SNX) - 0.41%
#16
PAYCOM SOFTWARE INC (PAYC) - 0.64%
RELIANCE INC (RS) - 0.41%
#17
ATLANTIC UNION BANKSHARES CORP (AUB) - 0.64%
ESSEX PROPERTY TRUST INC (ESS) - 0.40%
#18
ENPHASE ENERGY INC (ENPH) - 0.64%
DUPONT DE NEMOURS INC (DD) - 0.40%
#19
VISHAY INTERTECHNOLOGY INC (VSH) - 0.63%
EVERGY INC (EVRG) - 0.40%
#20
TELEFLEX INC (TFX) - 0.62%
EMCOR GROUP INC (EME) - 0.39%
#21
ORGANON & CO ORDINARY SHARES (OGN) - 0.38%
HEALTHPEAK PROPERTIES INC (DOC) - 0.31%
#22
MOBILITY GLOBAL INC (MBGL) - 0.38%
RPM INTERNATIONAL INC (RPM) - 0.30%
#23
FIRST HAWAIIAN INC (FHB) - 0.38%
AMKOR TECHNOLOGY INC (AMKR) - 0.30%
#24
FIRST FINANCIAL BANCORP (FFBC) - 0.38%
THE COOPER COMPANIES INC (COO) - 0.30%
#25
GROUP 1 AUTOMOTIVE INC (GPI) - 0.38%
OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.30%
Total Holdings423797

IJS vs VBR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IJS
+3.26%
VBR
+2.38%
3M
Winner
IJS
+7.98%
VBR
+5.40%
6M
Winner
IJS
+11.92%
VBR
+8.35%
1Y
Winner
IJS
+36.26%
VBR
+24.44%
5Y(CAGR)
IJS
+8.11%
Winner
VBR
+9.73%
10Y(CAGR)
IJS
+10.19%
Winner
VBR
+10.63%
Max(CAGR)
Winner
IJS
+10.00%
VBR
+9.63%

IJS vs VBR - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIJSVBR
2026+20.45%+14.70%
2025+7.00%+9.44%
2024+7.65%+12.56%
2023+14.64%+16.36%
2022-12.62%-10.07%
2021+32.05%+30.18%
2020+2.66%+6.01%
2019+22.85%+22.50%
2018-13.74%-12.95%
2017+10.51%+10.98%
2016+33.81%+26.76%
2015-6.20%-4.44%
2014+8.47%+11.77%
2013+35.62%+32.77%
2012+15.61%+17.01%
2011-3.66%-5.79%
2010+21.79%+22.76%
2009+21.44%+29.07%
2008-28.27%-31.00%
2007-5.75%-7.16%
2006+17.22%+17.31%
2005+7.67%+7.83%
2004+21.99%+20.49%
2003+35.84%N/A
2002-14.49%N/A
2001+14.90%N/A
2000+15.79%N/A

IJS vs VBR Drawdown Comparison

The maximum drawdown for IJS was -60.11%, occurring on Mar 9, 2009. Recovery took 1176 trading sessions.

The maximum drawdown for VBR was -61.99%, occurring on Mar 9, 2009. Recovery took 933 trading sessions.

The current IJS drawdown is -0.56%. The current VBR drawdown is -0.94%.

RankIJSVBR
#1-60.11%
Jun 4, 2007 - Feb 1, 2012		-61.99%
Jun 4, 2007 - Feb 14, 2011
#2-47.67%
Aug 22, 2018 - Jan 6, 2021		-45.28%
Jan 16, 2020 - Nov 24, 2020
#3-36.41%
May 3, 2002 - Nov 26, 2003		-27.93%
Apr 29, 2011 - Sep 6, 2012
#4-28.64%
Nov 25, 2024 - Dec 10, 2025		-24.19%
Nov 25, 2024 - Dec 5, 2025
#5-24.30%
Nov 5, 2021 - Jul 16, 2024		-23.49%
Aug 29, 2018 - Jan 16, 2020
#6-21.92%
May 22, 2001 - Dec 26, 2001		-21.21%
Nov 8, 2021 - Dec 14, 2023
#7-20.54%
Jun 23, 2015 - Jul 11, 2016		-20.53%
Jun 23, 2015 - Jul 12, 2016
#8-15.44%
Feb 15, 2001 - May 21, 2001		-11.04%
Jul 3, 2014 - Nov 24, 2014
#9-13.55%
Mar 26, 2012 - Sep 7, 2012		-10.81%
Apr 2, 2004 - Sep 16, 2004
#10-13.54%
May 8, 2006 - Nov 14, 2006		-10.01%
May 5, 2006 - Oct 12, 2006
#11-12.72%
Jun 8, 2021 - Nov 5, 2021		-9.68%
Jun 8, 2021 - Oct 25, 2021
#12-11.13%
Jul 3, 2014 - Nov 26, 2014		-9.39%
Aug 2, 2005 - Jan 5, 2006
#13-10.36%
Sep 14, 2012 - Dec 20, 2012		-9.27%
Jan 23, 2018 - Jun 5, 2018
#14-10.25%
Mar 12, 2021 - Jun 1, 2021		-9.24%
Sep 14, 2012 - Dec 20, 2012
#15-10.22%
Mar 4, 2005 - Jun 15, 2005		-8.95%
Mar 4, 2005 - Jun 14, 2005

Correlation

Correlation between IJS and VBR is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2000 - 2026)

IJS vs VBR dividend yield comparison.

YearIJSVBR
20260.54%0.96%
20251.62%1.95%
20241.78%1.98%
20231.42%2.12%
20221.46%2.03%
20211.52%1.75%
20201.00%1.68%
20191.66%2.06%
20181.75%2.35%
20171.41%1.79%
20161.22%1.77%
20151.59%1.99%
20141.41%1.77%
20131.18%1.87%
20121.87%2.62%
20111.32%2.20%
20101.14%1.94%
20091.59%1.99%
20081.92%3.20%
20071.77%2.42%
20061.14%1.93%
20051.02%1.92%
20041.11%1.66%
20030.76%0.00%
20020.95%0.00%
20010.69%0.00%
20000.78%0.00%

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