ETF Versus

IJR vs MGC

iShares Core S&P Small-Cap ETF vs Vanguard Mega Cap Index Fund

Last updated: 2026-04-02

IJR

iShares Core S&P Small-Cap ETF (IJR) is an exchange-traded fund that provides exposure to small-cap U.S. equities with higher growth potential and volatility. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-05-26
MGC

Vanguard Mega Cap Index Fund (MGC) is an exchange-traded fund that provides exposure to large-cap U.S. equities across growth and value styles. Launched in 2007, the fund has a 19-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2007-12-27

Quick Verdict

Both funds have delivered similar 1-year returns (17.5% vs 17.1%), tracking closely.

Key Metrics

Metric IJR MGC
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Small Cap US Large Cap Blend

Performance Chart

Indexed to 100 at start (5-year comparison)

75 96 117 138 159 180 2021-04 2022-06 2023-09 2024-12 2026-04
IJR +13.0%
MGC +65.6%

Performance Comparison

Period IJR MGC Difference
1 Month -3.31% -3.61% +0.30%
3 Months +2.92% -5.14% +8.06%
6 Months +4.30% -3.23% +7.53%
YTD +2.92% -5.14% +8.06%
1 Year +17.46% +17.08% +0.38%
3 Years +29.06% +65.68% -36.62%
5 Years +12.98% +65.63% -52.65%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IJR Fees MGC Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric IJR MGC
Annualized Volatility 21.6% 17.3%
Max Drawdown -28.9% -26.6%
Sharpe Ratio 0.01 0.41

Dividend Comparison

Metric IJR MGC
Annual Dividend (per share) $1.60 $2.42
Dividend Yield 1.28% 1.01%
Distribution Frequency Quarterly Quarterly

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