Get the weekly note

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IJS vs VDE: how they differ

IJS and VDE hold 3% of their weight in the same names, and VDE returned more over the year.

iShares S&P Small-Cap 600 Value ETF and Vanguard Energy Index Fund.

What they hold in common

By the books each fund has filed, IJS and VDE hold 3% of their money in the same securities at the same weight.

Positions IJS and VDE both hold, largest shared weight first
HoldingIJSVDE
SM ENERGY COMPANY0.65%0.33%
MAGNOLIA OIL & GAS CORP0.52%0.24%
LIBERTY ENERGY INC0.47%0.23%
CORE NATURAL RESOURCES INC0.44%0.22%
PATTERSON-UTI ENERGY INC0.35%0.22%
CALIFORNIA RESOURCES CORP0.45%0.21%
HELMERICH & PAYNE INC0.18%0.20%
OCEANEERING INTERNATIONAL INC0.18%0.20%
CRESCENT ENERGY COMPANY0.26%0.17%
PEABODY ENERGY CORP -0.31%0.17%
PAR PACIFIC HOLDINGS INC0.16%0.19%
CACTUS INC0.14%0.20%
Largest positions each one holds and the other does not
Only in IJSOnly in VDE
MOLINA HEALTHCARE INC 1.30%Exxon Mobil Corp 21.37%
MATCH GROUP INC 0.97%Chevron Corp 14.53%
EASTMAN CHEMICAL COMPANY 0.84%ConocoPhillips 5.79%
CARMAX INC 0.82%Williams Cos Inc/The 3.65%
KULICKE AND SOFFA INDUSTRIES INC 0.77%SLB Ltd 3.49%
POOL CORP 0.75%Marathon Petroleum Corp 3.29%
LKQ CORP 0.73%Valero Energy Corp 3.19%
VISHAY INTERTECHNOLOGY INC 0.73%EOG Resources Inc 3.06%

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 and May 31, 2026.

IJS and VDE on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IJS
iShares S&P Small-Cap 600 Value ETF
VDE
Vanguard Energy Index Fund
Where it sitsCore index fundCore index fund
IssueriSharesVanguard
What it isS&P Small-Cap 600 ValueEnergy
Total return, 1 year+22.1%+50.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+4.7 pts+33.1 pts
Expense ratio0.18%0.09%
Already in the S&P 5000.0%81.6%
Holdings461105

IJS in plain words

IJS is an index equity fund tracking the S&P Small-Cap 600 Value. Over the year to Sep 11, 2026 it returned +22.1% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% 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 461 positions, with the top ten at 8.3%. It sat 4.3% below its high of Aug 14, 2026 on Sep 11, 2026.

VDE in plain words

VDE is an index equity fund tracking the Energy. Over the year to Sep 11, 2026 it returned +50.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for May 31, 2026, 82% of the fund by weight is stocks the S&P 500 also holds, across 105 positions, with the top ten at 64.0%.

Questions people ask

Which returned more over the last year, IJS or VDE?
In the year to Sep 12, 2026, with distributions reinvested, IJS returned +22.1% and VDE returned +50.6%, so VDE returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IJS or VDE?
IJS charges 0.18% a year and VDE charges 0.09%, so VDE is cheaper. Fees come from each fund's prospectus.
How much do IJS and VDE overlap with the S&P 500?
By their latest filed holdings, 0% of IJS and 82% of VDE by weight is stocks the S&P 500 already holds. Between the two funds, 3% of their books are the same securities at the same weight.

Other comparisons

Where to next

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.

IJS against VDE, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IJS against VDE, data as of Sep 12, 2026. https://etfiq.com/compare/any/IJS-VDE Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources