ETF Versus

IJR vs VONV

iShares Core S&P Small-Cap ETF vs Vanguard Russell 1000 Value Index Fund ETF Shares

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

Vanguard Russell 1000 Value Index Fund ETF Shares (VONV) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2010, the fund has a 16-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2010-09-22

Quick Verdict

IJR has edged ahead over the past year (17.5% vs 13.5%).

Key Metrics

Metric IJR VONV
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 Value

Performance Chart

Indexed to 100 at start (5-year comparison)

75 90 105 120 135 150 2021-04 2022-06 2023-09 2024-12 2026-04
IJR +13.0%
VONV +39.4%

Performance Comparison

Period IJR VONV Difference
1 Month -3.31% -3.32% +0.01%
3 Months +2.92% +1.28% +1.64%
6 Months +4.30% +4.67% -0.37%
YTD +2.92% +1.28% +1.64%
1 Year +17.46% +13.48% +3.98%
3 Years +29.06% +40.36% -11.30%
5 Years +12.98% +39.42% -26.44%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IJR Fees VONV 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 VONV
Annualized Volatility 21.6% 14.8%
Max Drawdown -28.9% -20.2%
Sharpe Ratio 0.01 0.22

Dividend Comparison

Metric IJR VONV
Annual Dividend (per share) $1.60 $1.71
Dividend Yield 1.28% 1.81%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose IJR if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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