Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IJR vs VBR: how they differ
IJR and VBR hold 20% of their weight in the same names, and IJR returned more over the year.
iShares Core S&P Small-Cap ETF and Vanguard Small-Cap Value Index Fund.
What they hold in common
By the books each fund has filed, IJR and VBR hold 20% of their money in the same securities at the same weight.
| Holding | IJR | VBR |
|---|---|---|
| MOLINA HEALTHCARE INC | 0.66% | 0.26% |
| VIASAT INC | 0.68% | 0.25% |
| ELEMENT SOLUTIONS INC | 0.61% | 0.24% |
| RALLIANT CORP | 0.46% | 0.18% |
| PLEXUS CORP | 0.45% | 0.17% |
| ZURN ELKAY WATER SOLUTIONS CORP | 0.42% | 0.17% |
| ENPRO INC | 0.44% | 0.17% |
| EASTMAN CHEMICAL COMPANY | 0.42% | 0.16% |
| POOL CORP | 0.38% | 0.16% |
| QORVO INC | 0.41% | 0.16% |
| ARCOSA INC | 0.40% | 0.15% |
| JACKSON FINANCIAL INC | 0.16% | 0.15% |
| Only in IJR | Only in VBR |
|---|---|
| FORMFACTOR INC 0.69% | Jabil Inc 0.87% |
| ARGAN INC 0.62% | NRG Energy Inc 0.66% |
| BRIGHTSPRING HEALTH SERVICES INC 0.61% | Tapestry Inc 0.64% |
| MAXLINEAR INC 0.60% | Atmos Energy Corp 0.62% |
| KRYSTAL BIOTECH INC 0.54% | Williams-Sonoma Inc 0.59% |
| ESCO TECHNOLOGIES INC 0.50% | Moderna Inc 0.54% |
| MATCH GROUP INC 0.49% | Smurfit Westrock PLC 0.52% |
| ALKERMES PLC 0.48% | F5 Inc 0.50% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.
| IJR iShares Core S&P Small-Cap ETF | VBR Vanguard Small-Cap Value Index Fund | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Vanguard |
| What it is | S&P SmallCap 600 | Small-Cap Value |
| Total return, 1 year | +19.9% | +16.3% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +2.4 pts | −1.2 pts |
| Expense ratio | 0.06% | 0.05% |
| Already in the S&P 500 | 0.0% | 30.5% |
| Holdings | 603 | 840 |
IJR in plain words
IJR is an index equity fund tracking the S&P SmallCap 600. Over the year to Sep 11, 2026 it returned +19.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 603 positions, with the top ten at 6.0%. It sat 5.5% below its high of Aug 14, 2026 on Sep 11, 2026.
VBR in plain words
VBR is an index equity fund tracking the Small-Cap Value. Over the year to Sep 11, 2026 it returned +16.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Jun 30, 2026, 30% of the fund by weight is stocks the S&P 500 also holds, across 840 positions, with the top ten at 5.9%. It sat 3.8% below its high of Aug 14, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, IJR or VBR?
- In the year to Sep 12, 2026, with distributions reinvested, IJR returned +19.9% and VBR returned +16.3%, so IJR returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IJR or VBR?
- IJR charges 0.06% a year and VBR charges 0.05%, so VBR is cheaper. Fees come from each fund's prospectus.
- How much do IJR and VBR overlap with the S&P 500?
- By their latest filed holdings, 0% of IJR and 30% of VBR by weight is stocks the S&P 500 already holds. Between the two funds, 20% of their books are the same securities at the same weight.
Other comparisons
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IJR against VBR, data as of Sep 12, 2026. https://etfiq.com/compare/any/IJR-VBR Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources