ETF Versus

IJR vs MGK

iShares Core S&P Small-Cap ETF vs Vanguard Mega Cap Growth 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
MGK

Vanguard Mega Cap Growth Index Fund (MGK) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. 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 18.4%), tracking closely.

Key Metrics

Metric IJR MGK
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 Growth

Performance Chart

Indexed to 100 at start (5-year comparison)

75 100 125 150 175 200 2021-04 2022-06 2023-09 2024-12 2026-04
IJR +13.0%
MGK +73.1%

Performance Comparison

Period IJR MGK Difference
1 Month -3.31% -3.59% +0.28%
3 Months +2.92% -9.52% +12.44%
6 Months +4.30% -8.71% +13.01%
YTD +2.92% -9.52% +12.44%
1 Year +17.46% +18.42% -0.96%
3 Years +29.06% +81.85% -52.79%
5 Years +12.98% +73.14% -60.16%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IJR Fees MGK 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 MGK
Annualized Volatility 21.6% 22.6%
Max Drawdown -28.9% -36.4%
Sharpe Ratio 0.01 0.40

Dividend Comparison

Metric IJR MGK
Annual Dividend (per share) $1.60 $1.43
Dividend Yield 1.28% 0.39%
Distribution Frequency Quarterly Quarterly

Related Comparisons

IJH vs IJR IJR vs ITOT IJR vs IVV IJR vs IWD IJR vs IWF IJR vs IWM IJR vs MGC IJR vs QQQ