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

In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and VT +13.5%.

Which is cheaper, IJR or VT?

Neither: IJR and VT both charge 0.06% a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 0% of IJR and 55% of VT by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IJR vs VT: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJR returned +17.5% to VT's +13.5%; 2% 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 $81.8bn on Sep 30, 2026 for Vanguard Total World Stock Index ETF.

IJR on its own →VT on its own →

At a glance

+17.5%

IJR total return, 1 year

+13.5%

VT total return, 1 year

0.06%

IJR expense ratio

0.06%

VT expense ratio

Pair scorecard

Both cost 0.06% a year; their one-year returns differ by 4.0 points; IJR is 1.3 times larger.

Points (pts) are percentage points.

IJR vs VT: Differences, Returns & Fees
Measure	IJR	VT
Return
Measure	IJR	VT
Total return, 1 year	+17.5%	+13.5%
Drawdown
Measure	IJR	VT
Below its high	6.8%, high on Aug 14, 2026
Benchmark
Measure	IJR	VT
What it tracks	S&P SmallCap 600	FTSE Global All Cap Index
Cost and size
Measure	IJR	VT
Expense ratio	0.06%	0.06%
Net assets, as of Sep 30, 2026	$102.6bn	$81.8bn
Holdings
Measure	IJR	VT
Holdings in common	2%
Top ten holdings, share of the fund	5.3%	22.5%

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

Risk and return

Jul 3, 2008 to Oct 23, 2026 · 955 weekly returns

IJR VT

Return

Total return edge IJR +516.0% +371.6%

Annualized edge IJR +10.4% +8.8%

Price return edge IJR +376.5% +221.4%

Risk

Volatility edge VT 23.1% 18.3%

Max drawdown edge VT (slight) −52.7% −48.3%

Risk-adjusted

Sharpe edge Tie 0.48 0.48

Sortino edge IJR (slight) 0.70 0.66

Calmar edge IJR (slight) 0.20 0.18

Reading

IJR returned more: +516.0% to +371.6%. VT swung less: 18.3% to 23.1%. VT fell slightly less at its worst: −48.3% to −52.7%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: IJR vs VT: Differences, Returns & Fees
Measure	IJR	VT	Edge	How it is measured
Return
Total return	+516.0%	+371.6%	IJR	Price change plus distributions, reinvested.
Annualized	+10.4%	+8.8%	IJR	Total return as a yearly rate.
Price return	+376.5%	+221.4%	IJR	Price change alone, distributions left out.
Risk
Volatility	23.1%	18.3%	VT	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	15.9%	13.1%	VT	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−52.7%	−48.3%	VT (slight)	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	0.48	0.48	Tie	Return above Treasury bills per unit of volatility.
Sortino	0.70	0.66	IJR (slight)	Return above Treasury bills per unit of downside deviation.
Calmar	0.20	0.18	IJR (slight)	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 955 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, IJR and VT hold 2% 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

2% in common

Positions both hold · largest shared weight first IJR VT

AAR 0.23% 0.11%

MOELIS CLASS A 0.24% 0.09%

ENERGIZER HOLDINGS 0.08% 0.10%

CORE NATURAL RESOURCES 0.26% 0.06%

UNITED COMMUNITY BANKS INC 0.25% 0.02%

MINERALS TECHNOLOGIES 0.11% 0.02%

STEWART INFO SERVICES CORP 0.07% 0.02%

FB FINANCIAL 0.15% 0.01%

BENCHMARK ELECTRONICS INC 0.14% 0.01%

TRINITY INDUSTRIES INC 0.12% 0.01%

ASBURY AUTOMOTIVE GROUP INC 0.20% 0.01%

GLAUKOS 0.61% 0.01%

Only in one fund ↓

Only in IJR

INTERNATIONAL SEAWAYS 0.26%

CRESCENT ENERGY CLASS A 0.26%

SOLARIS ENERGY INFRASTRUCTURE INC 0.24%

CHEFS WAREHOUSE INC 0.23%

AXT 0.21%

SKYWEST 0.21%

ATMUS FILTRATION TECHNOLOGIES 0.21%

TUTOR PERINI 0.21%

Only in VT

NVIDIA Corp 4.54%

Apple Inc 4.11%

Microsoft Corp 3.25%

Amazon.com Inc 2.06%

Alphabet Inc 1.73%

Taiwan Semiconductor Manufacturing Co Ltd 1.62%

Broadcom Inc 1.39%

Meta Platforms Inc 1.36%

Check overlap with more funds →

Side by side

IJR iShares Core S&P Small-Cap ETF VT Vanguard Total World Stock Index ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Vanguard

What it is Tracks the S&P SmallCap 600 Tracks an index of Total World Stock

Total return, 1 year +17.5% +13.5%

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% 0.06%

Already in the S&P 500 0.0% 54.7%

Holdings 642 10194

Net assets, IJR as of Oct 27, 2026 and VT as of Sep 30, 2026 $104.6bn $81.8bn

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

Client brief · page 1 of 2 Report BR-882B6F167A

IJR and VT do different jobs. What does each one do in a portfolio?

What each follows. IJR follows S&P SmallCap 600 and VT follows FTSE Global All Cap Index.
Holdings in common. 2% 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 IJR returned +17.5% and VT +13.5% with distributions reinvested, a gap of 4.0 points.

Data as of Oct 28, 2026.

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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.

VT tracks an index of Total World Stock. Over the year to Oct 28, 2026 it returned +13.5% with distributions reinvested. By its holdings published by its issuer as of Sep 30, 2026, 55% of the fund by weight is stocks the S&P 500 also holds, across 10,194 positions, with the top ten at 22.5%.

Questions people ask

Which returned more over the last year, IJR or VT?: In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and VT +13.5%.
Which is cheaper, IJR or VT?: Neither: IJR and VT both charge 0.06% a year. Fees come from each fund's prospectus.
How much do IJR and VT overlap with the S&P 500?: By their latest filed holdings, 0% of IJR and 55% of VT by weight is stocks the S&P 500 already holds.

Other comparisons

ACWI vs IJR IJR vs URTH IJR vs VWO IJR vs VEU VB vs VT IWM vs VT VT vs VTWO IJT vs VT

Where to next

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

Sources and dates

IJR filings on SEC EDGAR ↗

IJR prospectus with the expense ratio (SEC) ↗

iShares page for IJR ↗

VT filings on SEC EDGAR ↗

VT prospectus with the expense ratio (SEC) ↗

Vanguard page for VT ↗

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 VT, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijr-vs-vt

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