IJR vs VTV
iShares Core S&P Small-Cap ETF vs Vanguard Value Index Fund ETF Shares
Last updated: 2026-04-02
iShares Core S&P Small-Cap ETF (IJR) is an exchange-traded fund issued by iShares that provides exposure to small-cap U.S. equities with higher growth potential and volatility. It charges a low expense ratio of 0.06%. The fund offers a moderate dividend yield of 1.28%. Launched in 2000, the fund has a 26-year track record.
Vanguard Value Index Fund ETF Shares (VTV) is an exchange-traded fund issued by Vanguard that provides exposure to large-cap U.S. value stocks trading at below-market valuations. It charges a very low expense ratio of 0.03%. The fund offers a moderate dividend yield of 2.02%. Launched in 2004, the fund has a 22-year track record.
Quick Verdict
VTV has a slightly lower expense ratio (0.03% vs 0.06%), saving about $60 per $10,000 over 10 years. Over the past year, IJR has significantly outperformed with a 19.2% return vs 14.1%. Income investors may prefer VTV for its higher yield (2.0% vs 1.3%).
Key Metrics
Performance Chart
Indexed to 100 at start (5-year comparison)
Performance Comparison
Fee Impact Over Time
Estimated fee cost difference assuming 8% annual returns
Risk Metrics
Based on 5 years of daily returns
Dividend Comparison
Top Holdings
0 of top 10 holdings overlap (0% overlap in top holdings)
IJR Top Holdings
| Name | Weight |
|---|---|
| BLK CSH FND TREASURY SL AGENCYXTSLA | 1.37% |
| Eastman Chemical CompanyEMN | 0.54% |
| Viavi Solutions Inc.VIAV | 0.53% |
| Argan, Inc.AGX | 0.52% |
| Primoris Services CorporationPRIM | 0.52% |
| FormFactor, Inc.FORM | 0.51% |
| Element Solutions IncESI | 0.51% |
| LKQ CorporationLKQ | 0.50% |
| SM Energy CompanySM | 0.49% |
| ESCO Technologies Inc.ESE | 0.48% |
VTV Top Holdings
| Name | Weight |
|---|---|
| Berkshire Hathaway Inc.BRK.B | 3.07% |
| JPMorgan Chase & Co.JPM | 2.98% |
| Exxon Mobil CorporationXOM | 2.50% |
| Johnson & JohnsonJNJ | 2.33% |
| Walmart Inc.WMT | 2.18% |
| Micron Technology, Inc.MU | 1.81% |
| AbbVie Inc.ABBV | 1.60% |
| The Procter & Gamble CompanyPG | 1.52% |
| The Home Depot, Inc.HD | 1.47% |
| Chevron CorporationCVX | 1.39% |
Which One Should You Choose?
Choose VTV if...
you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.
Choose IJR if...
recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.
Choose VTV if...
you prioritize dividend income and want higher regular distributions from your portfolio.