Data as of Oct 28, 2026.
IJH vs VBR: Differences, Returns & Fees
Over the year to Oct 28, 2026, IJH returned +13.2% to VBR's +17.6%; 41% of their weight is in the same names.
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Net assets: $122.8bn on Oct 27, 2026 for iShares Core S&P Mid-Cap ETF, and $35.1bn on Sep 30, 2026 for Vanguard Morningstar Small-Cap Value ETF.
Pair scorecard
Both cost 0.05% a year; their one-year returns differ by 4.4 points; IJH is 3.4 times larger.
Points (pts) are percentage points.
| Measure | IJH | VBR |
|---|---|---|
| Return | ||
| Total return, 1 year | +13.2% | +17.6% |
| Drawdown | ||
| Below its high | 6.5%, high on Aug 14, 2026 | 3.9%, high on Aug 14, 2026 |
| Benchmark | ||
| What it tracks | S&P MidCap 400 | Morningstar US Small Cap Value Index |
| Cost and size | ||
| Expense ratio | 0.05% | 0.05% |
| Net assets, as of Sep 30, 2026 | $120.9bn | $35.1bn |
| Holdings | ||
| Holdings in common | 41% | |
| Top ten holdings, share of the fund | 7.2% | 5.9% |
Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method
Risk and return
Feb 6, 2004 to Oct 23, 2026 · 1,185 weekly returnsIJH returned slightly more: +735.7% to +674.1%. IJH swung slightly less: 20.4% to 21.8%. IJH fell less at its worst: −54.6% to −61.3%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | IJH | VBR | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +735.7% | +674.1% | IJH (slight) | Price change plus distributions, reinvested. |
| Annualized | +9.8% | +9.4% | IJH (slight) | Total return as a yearly rate. |
| Price return | +507.4% | +382.6% | IJH | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 20.4% | 21.8% | IJH (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 14.4% | 15.3% | IJH (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −54.6% | −61.3% | IJH | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.47 | 0.44 | IJH (slight) | Return above Treasury bills per unit of volatility. |
| Sortino | 0.67 | 0.63 | IJH (slight) | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.18 | 0.15 | IJH | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,185 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IJH and VBR hold 41% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.
half
41% in common
Only in one fund ↓
Side by side
IJH and VBR on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IJH and VBR do different jobs. What does each one do in a portfolio?
- What each follows. IJH follows S&P MidCap 400 and VBR follows Morningstar US Small Cap Value Index.
- Holdings in common. 41% of the weight is in the same securities (holdings dated Oct 27, 2026 and Sep 30, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 IJH returned +13.2% and VBR +17.6% with distributions reinvested, a gap of 4.4 points.
Data as of Oct 28, 2026.
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IJH
IJH tracks the S&P MidCap 400. Over the year to Oct 28, 2026 it returned +13.2% with distributions reinvested, against +12.8% for its benchmark, the S&P MidCap 400. The prospectus expense ratio is 0.05% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 409 positions, with the top ten at 7.2%. It sat 6.5% below its high of Aug 14, 2026 on Oct 28, 2026.
VBR
VBR tracks an index of Small-Cap Value. Over the year to Oct 28, 2026 it returned +17.6% with distributions reinvested. By its holdings published by its issuer as of Sep 30, 2026, 30% of the fund by weight is stocks the S&P 500 also holds, across 822 positions, with the top ten at 5.9%. It sat 3.9% below its high of Aug 14, 2026 on Oct 28, 2026.
Questions people ask
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How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, IJH against VBR, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijh-vs-vbr
ETFIQ. (Oct 28, 2026). IJH against VBR. Retrieved from https://etfiq.com/compare/any/ijh-vs-vbr
[IJH against VBR (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/ijh-vs-vbr)
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