VYM vs IJR
Comparison between VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES (VYM, ETF) and ISHARES CORE S&P SMALL-CAP ETF (IJR, ETF).
5-Year PerformanceVYM has outperformed IJR, delivering a return of +12.1% compared to +6.6%
VYM vs IJR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VYM
$96B
Winner
IJR
$104B
Expense Ratio
Winner
VYM
0.04%
IJR
0.06%
Max Drawdown
Winner
VYM
58.80%
IJR
58.90%
Sharpe Ratio
Winner
VYM
1.85
IJR
1.63
5Y Beta
Winner
VYM
0.68
IJR
1.02
P/E Ratio
Winner
VYM
21.38
IJR
41.06
Forward P/E
VYM
16.15
Winner
IJR
15.12
5Y Dividends CAGR
VYM
8.35%
Winner
IJR
9.50%
5Y EPS CAGR
Winner
VYM
11.58%
IJR
9.64%
Debt to Equity
Winner
VYM
26.25%
IJR
62.91%
P/S Ratio
VYM
2.09
Winner
IJR
1.14
P/B Ratio
VYM
3.22
Winner
IJR
2.05
VYM vs IJR - Holdings Comparison
VYM and IJR have 142 common holdings. Overlap is 0.28%
VYM's top 25 holdings weight is 43.00%. IJR's top 25 holdings weight is 13.67%.
| Rank | VYM | IJR |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 8.49% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.74% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.13% | SEMTECH CORP (SMTC) - 0.84% |
| #3 | EXXON MOBIL CORP (XOM) - 2.52% | SANMINA CORP (SANM) - 0.77% |
| #4 | JOHNSON & JOHNSON (JNJ) - 2.23% | VIAVI SOLUTIONS INC (VIAV) - 0.66% |
| #5 | CISCO SYSTEMS INC (CSCO) - 1.97% | FORMFACTOR INC (FORM) - 0.61% |
| #6 | CATERPILLAR INC (CAT) - 1.67% | MOLINA HEALTHCARE INC (MOH) - 0.58% |
| #7 | ABBVIE INC (ABBV) - 1.59% | ELEMENT SOLUTIONS INC (ESI) - 0.57% |
| #8 | ORACLE CORP (ORCL) - 1.56% | ARGAN INC (AGX) - 0.54% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.42% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.53% |
| #10 | CHEVRON CORP (CVX) - 1.41% | STONEX GROUP INC (SNEX) - 0.53% |
| #11 | BANK OF AMERICA CORP (BAC) - 1.39% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.49% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.39% | VIASAT INC (VSAT) - 0.48% |
| #13 | THE HOME DEPOT INC (HD) - 1.30% | ESCO TECHNOLOGIES INC (ESE) - 0.48% |
| #14 | COCA-COLA CO (KO) - 1.26% | KRYSTAL BIOTECH INC (KRYS) - 0.47% |
| #15 | MERCK & CO INC (MRK) - 1.21% | EASTMAN CHEMICAL CO (EMN) - 0.47% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 1.18% | POWELL INDUSTRIES INC (POWL) - 0.47% |
| #17 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.14% | QORVO INC (QRVO) - 0.46% |
| #18 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.14% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.45% |
| #19 | TEXAS INSTRUMENTS INC (TXN) - 1.14% | PLEXUS CORP (PLXS) - 0.44% |
| #20 | QUALCOMM INC (QCOM) - 1.10% | JACKSON FINANCIAL INC (JXN) - 0.44% |
| #21 | RTX CORP (RTX) - 0.99% | FIRST BANCORP (FBP) - 0.36% |
| #22 | WELLS FARGO & CO (WFC) - 0.99% | PTC THERAPEUTICS INC (PTCT) - 0.33% |
| #23 | MORGAN STANLEY (MS) - 0.97% | CELANESE CORP CLASS A (CE) - 0.32% |
| #24 | LINDE PLC (LIN) - 0.96% | PRIMORIS SERVICES CORP (PRIM) - 0.32% |
| #25 | CITIGROUP INC (C) - 0.85% | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.32% |
| Total Holdings | 618 | 566 |
VYM vs IJR - Historical Returns
Returns include dividend reinvestment.
1M
VYM
+0.26%
Winner
IJR
+4.22%
3M
VYM
+8.47%
Winner
IJR
+16.53%
6M
VYM
+10.84%
Winner
IJR
+16.85%
1Y
VYM
+24.08%
Winner
IJR
+34.47%
5Y(CAGR)
Winner
VYM
+12.06%
IJR
+6.58%
10Y(CAGR)
Winner
VYM
+11.61%
IJR
+10.95%
Max(CAGR)
VYM
+9.30%
Winner
IJR
+11.61%
VYM vs IJR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VYM | IJR |
|---|---|---|
| 2026 | +10.56% | +18.17% |
| 2025 | +15.47% | +6.12% |
| 2024 | +16.82% | +9.17% |
| 2023 | +6.76% | +16.24% |
| 2022 | -0.93% | -17.10% |
| 2021 | +27.75% | +27.79% |
| 2020 | +0.86% | +11.20% |
| 2019 | +23.87% | +22.26% |
| 2018 | -6.23% | -9.18% |
| 2017 | +15.80% | +12.52% |
| 2016 | +18.47% | +31.41% |
| 2015 | +0.30% | +0.07% |
| 2014 | +14.63% | +8.48% |
| 2013 | +27.05% | +38.99% |
| 2012 | +11.65% | +16.39% |
| 2011 | +9.87% | -0.01% |
| 2010 | +12.74% | +25.01% |
| 2009 | +14.51% | +25.23% |
| 2008 | -31.05% | -29.97% |
| 2007 | +1.36% | +0.66% |
| 2006 | +2.83% | +14.00% |
| 2005 | N/A | +11.69% |
| 2004 | N/A | +26.78% |
| 2003 | N/A | +39.62% |
| 2002 | N/A | -11.82% |
| 2001 | N/A | +13.39% |
| 2000 | N/A | +21.75% |
VYM vs IJR Drawdown Comparison
The maximum drawdown for VYM was -56.97%, occurring on Mar 5, 2009. Recovery took 1115 trading sessions.
The maximum drawdown for IJR was -57.42%, occurring on Mar 9, 2009. Recovery took 861 trading sessions.
The current VYM drawdown is -1.28%. The current IJR drawdown is -0.43%.
| Rank | VYM | IJR |
|---|---|---|
| #1 | -56.97% Oct 9, 2007 - Mar 13, 2012 | -57.42% Jul 19, 2007 - Dec 16, 2010 |
| #2 | -35.22% Jan 17, 2020 - Dec 31, 2020 | -44.35% Aug 31, 2018 - Nov 24, 2020 |
| #3 | -16.24% Jan 26, 2018 - Apr 12, 2019 | -32.55% Apr 16, 2002 - Sep 2, 2003 |
| #4 | -15.87% Apr 20, 2022 - Nov 30, 2022 | -28.01% Nov 25, 2024 - Dec 11, 2025 |
| #5 | -14.45% Feb 19, 2025 - Jun 30, 2025 | -26.46% Nov 8, 2021 - Jul 16, 2024 |
| #6 | -12.99% May 21, 2015 - Mar 17, 2016 | -26.35% Jul 7, 2011 - Feb 3, 2012 |
| #7 | -9.95% Nov 30, 2022 - Dec 13, 2023 | -23.42% May 22, 2001 - Dec 26, 2001 |
| #8 | -8.32% Jul 13, 2007 - Oct 5, 2007 | -19.15% Jun 23, 2015 - Jun 8, 2016 |
| #9 | -7.18% Apr 2, 2012 - Jul 3, 2012 | -16.39% Feb 15, 2001 - May 18, 2001 |
| #10 | -7.07% Oct 18, 2012 - Jan 10, 2013 | -13.68% May 9, 2006 - Nov 15, 2006 |
| #11 | -6.76% Jan 12, 2022 - Apr 20, 2022 | -12.49% Sep 7, 2000 - Dec 27, 2000 |
| #12 | -6.70% Sep 19, 2014 - Oct 31, 2014 | -11.83% Mar 26, 2012 - Sep 6, 2012 |
| #13 | -6.69% Feb 11, 2026 - Apr 23, 2026 | -11.37% Jul 3, 2014 - Dec 22, 2014 |
| #14 | -6.31% Apr 30, 2019 - Jun 20, 2019 | -11.07% Jun 30, 2004 - Oct 1, 2004 |
| #15 | -6.16% Dec 31, 2013 - Mar 4, 2014 | -10.18% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between VYM and IJR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
VYM vs IJR dividend yield comparison.
| Year | VYM | IJR |
|---|---|---|
| 2026 | 1.16% | 0.44% |
| 2025 | 2.44% | 1.44% |
| 2024 | 2.74% | 2.05% |
| 2023 | 3.12% | 1.31% |
| 2022 | 3.01% | 1.41% |
| 2021 | 2.76% | 1.53% |
| 2020 | 3.18% | 1.11% |
| 2019 | 3.03% | 1.44% |
| 2018 | 3.40% | 1.58% |
| 2017 | 2.80% | 1.20% |
| 2016 | 2.91% | 2.43% |
| 2015 | 3.22% | 2.97% |
| 2014 | 2.78% | 2.46% |
| 2013 | 2.81% | 2.00% |
| 2012 | 3.23% | 3.31% |
| 2011 | 2.93% | 2.05% |
| 2010 | 2.58% | 2.15% |
| 2009 | 3.07% | 1.96% |
| 2008 | 4.29% | 3.00% |
| 2007 | 2.66% | 2.13% |
| 2006 | 0.34% | 1.53% |
| 2005 | 0.00% | 2.87% |
| 2004 | 0.00% | 4.40% |
| 2003 | 0.00% | 3.65% |
| 2002 | 0.00% | 3.89% |
| 2001 | 0.00% | 3.04% |
| 2000 | 0.00% | 7.46% |
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