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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 +7.9% compared to +5.5%

IJS vs VBR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IJS
$7.90B
Winner
VBR
$65B
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
1.36
5Y Beta
IJS
1.00
Winner
VBR
0.92
P/E Ratio
IJS
84.35
Winner
VBR
26.98
Forward P/E
Winner
IJS
13.11
VBR
13.72
5Y Dividends CAGR
Winner
IJS
20.24%
VBR
15.44%
5Y EPS CAGR
IJS
4.69%
Winner
VBR
8.35%
Debt to Equity
Winner
IJS
60.73%
VBR
66.38%
P/S Ratio
Winner
IJS
0.84
VBR
1.14
P/B Ratio
Winner
IJS
1.54
VBR
2.01

IJS vs VBR - Holdings Comparison

IJS and VBR have 254 common holdings. Overlap is 13.38%

IJS's top 25 holdings weight is 17.84%. VBR's top 25 holdings weight is 12.67%.

RankIJSVBR
#1
MOLINA HEALTHCARE INC (MOH) - 1.11%
JABIL INC (JBL) - 0.77%
#2
BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.03%
FLEX LTD (FLEX) - 0.76%
#3
EASTMAN CHEMICAL CO (EMN) - 0.99%
NRG ENERGY INC (NRG) - 0.75%
#4
MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.99%
ATMOS ENERGY CORP (ATO) - 0.71%
#5
ENPHASE ENERGY INC (ENPH) - 0.98%
TAPESTRY INC (TPR) - 0.67%
#6
SM ENERGY CO (SM) - 0.90%
UNITED THERAPEUTICS CORP (UTHR) - 0.57%
#7
JACKSON FINANCIAL INC (JXN) - 0.86%
OMNICOM GROUP INC (OMC) - 0.54%
#8
LKQ CORP (LKQ) - 0.82%
SLCMT1142 (n/a) - 0.52%
#9
PAYCOM SOFTWARE INC (PAYC) - 0.79%
WILLIAMS-SONOMA INC (WSM) - 0.49%
#10
VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.73%
C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.49%
#11
LAMB WESTON HOLDINGS INC (LW) - 0.71%
US FOODS HOLDING CORP (USFD) - 0.47%
#12
TELEFLEX INC (TFX) - 0.69%
BUNGE GLOBAL SA (BG) - 0.45%
#13
LINCOLN NATIONAL CORP (LNC) - 0.69%
EMCOR GROUP INC (EME) - 0.45%
#14
VISHAY INTERTECHNOLOGY INC (VSH) - 0.69%
SMURFIT WESTROCK PLC (SW) - 0.45%
#15
CAESARS ENTERTAINMENT INC (CZR) - 0.68%
CF INDUSTRIES HOLDINGS INC (CF) - 0.43%
#16
MATSON INC (MATX) - 0.67%
MKS INC (MKSI) - 0.43%
#17
CARMAX INC (KMX) - 0.67%
RELIANCE INC (RS) - 0.43%
#18
CELANESE CORP CLASS A (CE) - 0.67%
JB HUNT TRANSPORT SERVICES INC (JBHT) - 0.43%
#19
KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.64%
ITT INC (ITT) - 0.42%
#20
MOHAWK INDUSTRIES INC (MHK) - 0.63%
ILLUMINA INC (ILMN) - 0.42%
#21
SIGNET JEWELERS LTD (SIG) - 0.39%
DUPONT DE NEMOURS INC (DD) - 0.42%
#22
THE GEO GROUP INC (GEO) - 0.38%
F5 INC (FFIV) - 0.42%
#23
THE CHEMOURS CO (CC) - 0.38%
OVINTIV INC (OVV) - 0.40%
#24
CRESCENT ENERGY CO CLASS A (CRGY) - 0.38%
VIATRIS INC (VTRS) - 0.39%
#25
H.B. FULLER CO (FUL) - 0.37%
EAST WEST BANCORP INC (EWBC) - 0.39%
Total Holdings423837

IJS vs VBR - Historical Returns

Returns include dividend reinvestment.

1M
IJS
+0.68%
Winner
VBR
+0.94%
3M
Winner
IJS
+7.51%
VBR
+4.84%
6M
Winner
IJS
+14.68%
VBR
+11.32%
1Y
Winner
IJS
+37.01%
VBR
+26.15%
5Y(CAGR)
IJS
+5.48%
Winner
VBR
+7.88%
10Y(CAGR)
IJS
+9.89%
Winner
VBR
+10.37%
Max(CAGR)
Winner
IJS
+9.80%
VBR
+9.48%

IJS vs VBR - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIJSVBR
2026+13.71%+9.92%
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 -1.74%. The current VBR drawdown is -1.10%.

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
20260.16%0.53%
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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