Which returned more over the last year, IJR or VIG?

In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and VIG +13.9%.

Which is cheaper, IJR or VIG?

VIG is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IJR and VIG overlap with the S&P 500?

By their latest filed holdings, 0% of IJR and 93% of VIG by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IJR vs VIG: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJR returned +17.5% to VIG's +13.9%; 1% of their weight is in the same names.

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Net assets: $104.6bn on Oct 27, 2026 for iShares Core S&P Small-Cap ETF, and $109.1bn on Sep 30, 2026 for Vanguard Div Appreciation ETF.

IJR on its own →VIG on its own →

At a glance

+17.5%

IJR total return, 1 year

+13.9%

VIG total return, 1 year

0.06%

IJR expense ratio

0.04%

VIG expense ratio

Pair scorecard

VIG costs 0.02 points a year less; their one-year returns differ by 3.6 points; VIG is 1.1 times larger.

IJR vs VIG: Differences, Returns & Fees
Measure	IJR	VIG
Return
Measure	IJR	VIG
Total return, 1 year	+17.5%	+13.9%
Drawdown
Measure	IJR	VIG
Below its high	6.8%, high on Aug 14, 2026
Benchmark
Measure	IJR	VIG
What it tracks	S&P SmallCap 600	S&P U.S. Dividend Growers Index
Cost and size
Measure	IJR	VIG
Expense ratio	0.06%	0.04%
Net assets, as of Sep 30, 2026	$102.6bn	$109.1bn
Holdings
Measure	IJR	VIG
Holdings in common	1%
Top ten holdings, share of the fund	5.3%	34.5%

Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method

What they share

By the books each fund has filed, IJR and VIG hold 1% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.

50%

0 half 100%

half

1% in common

Positions both hold · largest shared weight first IJR VIG

ENPRO 0.34% 0.03%

MATSON INC 0.39% 0.03%

MARKETAXESS HOLDINGS 0.33% 0.03%

POOL 0.40% 0.03%

MATERION 0.28% 0.03%

BALCHEM 0.31% 0.02%

MOBILITY GLOBAL INC 0.30% 0.02%

SERVISFIRST BANCSHARES INC 0.23% 0.02%

UNITED COMMUNITY BANKS INC 0.25% 0.02%

FRANKLIN ELECTRIC 0.23% 0.02%

BADGER METER 0.25% 0.02%

BRADY NONVOTING CLASS A 0.20% 0.02%

Only in one fund ↓

Only in IJR

GLAUKOS 0.61%

PAYCOM SOFTWARE 0.57%

MATCH GROUP INC 0.57%

VIASAT INC 0.55%

SM ENERGY 0.53%

PROTAGONIST THERAPEUTICS 0.52%

RYMAN HOSPITALITY PROPERTIES REIT 0.51%

JACKSON FINANCIAL CLASS A 0.48%

Only in VIG

Microsoft Corp 4.90%

Apple Inc 4.88%

Broadcom Inc 4.30%

Eli Lilly & Co 4.10%

JPMorgan Chase & Co 3.89%

ExxonMobil Holdings Corp 2.96%

Johnson & Johnson 2.83%

Visa Inc 2.53%

Check overlap with more funds →

Side by side

IJR iShares Core S&P Small-Cap ETF VIG Vanguard Div Appreciation ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Vanguard

What it is Tracks the S&P SmallCap 600 Tracks an index of Dividend growth

Total return, 1 year +17.5% +13.9%

Its benchmark over the same days +17.6% (SPSM) not measured

Gap to its benchmark −0.1 pts vs SPSM not measured

Expense ratio 0.06% 0.04%

Already in the S&P 500 0.0% 92.6%

Holdings 642 335

Net assets, IJR as of Oct 27, 2026 and VIG as of Sep 30, 2026 $104.6bn $109.1bn

IJR and VIG on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

IJR

IJR tracks the S&P SmallCap 600. Over the year to Oct 28, 2026 it returned +17.5% with distributions reinvested, against +17.6% for its benchmark, the S&P SmallCap 600. The prospectus expense ratio is 0.06% 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 642 positions, with the top ten at 5.3%. It sat 6.8% below its high of Aug 14, 2026 on Oct 28, 2026.

VIG

VIG tracks an index of Dividend growth. Over the year to Oct 28, 2026 it returned +13.9% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer as of Sep 30, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 335 positions, with the top ten at 34.5%.

Questions people ask

Which returned more over the last year, IJR or VIG?: In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and VIG +13.9%.
Which is cheaper, IJR or VIG?: VIG is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IJR and VIG overlap with the S&P 500?: By their latest filed holdings, 0% of IJR and 93% of VIG by weight is stocks the S&P 500 already holds.

Other comparisons

IJR vs SPYM IJR vs IWB IJR vs QUAL IJR vs SCHB VB vs VIG IWM vs VIG VIG vs VTWO IJT vs VIG

Where to next

IJR on its own →VIG on its own →Hold both: look the portfolio through →Rankings →IJR dividend history →IJR holdings →VIG dividend history →VIG holdings →Standards and sources →

Sources and dates

IJR filings on SEC EDGAR ↗

IJR prospectus with the expense ratio (SEC) ↗

iShares page for IJR ↗

VIG filings on SEC EDGAR ↗

VIG prospectus with the expense ratio (SEC) ↗

Vanguard page for VIG ↗

Links are sources, not endorsements. A comparison is not a recommendation.

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, IJR against VIG, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijr-vs-vig

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.