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

In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and VYM +18.0%.

Which is cheaper, IJR or VYM?

VYM 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 VYM overlap with the S&P 500?

By their latest filed holdings, 0% of IJR and 90% of VYM by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IJR vs VYM: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJR returned +17.5% to VYM's +18.0%; 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 $78.9bn on Sep 30, 2026 for Vanguard High Dividend Yield ETF.

IJR on its own →VYM on its own →

At a glance

+17.5%

IJR total return, 1 year

+18.0%

VYM total return, 1 year

0.06%

IJR expense ratio

0.04%

VYM expense ratio

Pair scorecard

VYM costs 0.02 points a year less; their one-year returns differ by 0.5 points; IJR is 1.3 times larger.

IJR vs VYM: Differences, Returns & Fees
Measure	IJR	VYM
Return
Measure	IJR	VYM
Total return, 1 year	+17.5%	+18.0%
Drawdown
Measure	IJR	VYM
Below its high	6.8%, high on Aug 14, 2026
Benchmark
Measure	IJR	VYM
What it tracks	S&P SmallCap 600	FTSE High Dividend Yield Index
Cost and size
Measure	IJR	VYM
Expense ratio	0.06%	0.04%
Net assets, as of Sep 30, 2026	$102.6bn	$78.9bn
Holdings
Measure	IJR	VYM
Holdings in common	2%
Top ten holdings, share of the fund	5.3%	26.2%

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 VYM 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 VYM

MATCH GROUP INC 0.57% 0.04%

JACKSON FINANCIAL CLASS A 0.48% 0.04%

SM ENERGY 0.53% 0.03%

EASTMAN CHEMICAL 0.43% 0.03%

LINCOLN NATIONAL CORP 0.33% 0.03%

CONAGRA BRANDS 0.39% 0.03%

LKQ CORP 0.25% 0.03%

MARKETAXESS HOLDINGS 0.33% 0.02%

MOLSON COORS BREWING CLASS B 0.36% 0.02%

POOL 0.40% 0.02%

ATLANTIC UNION BANKSHARES 0.32% 0.02%

LAMB WESTON HOLDINGS 0.42% 0.02%

Only in one fund ↓

Only in IJR

GLAUKOS 0.61%

PAYCOM SOFTWARE 0.57%

VIASAT INC 0.55%

PROTAGONIST THERAPEUTICS 0.52%

RYMAN HOSPITALITY PROPERTIES REIT 0.51%

LIFE TIME GROUP HOLDINGS 0.48%

ELEMENT SOLUTIONS INC 0.46%

TG THERAPEUTICS 0.46%

Only in VYM

Broadcom Inc 6.93%

JPMorgan Chase & Co 3.75%

ExxonMobil Holdings Corp 2.84%

Johnson & Johnson 2.71%

AbbVie Inc 1.96%

Cisco Systems Inc 1.80%

Chevron Corp 1.61%

Caterpillar Inc 1.56%

Check overlap with more funds →

Side by side

IJR iShares Core S&P Small-Cap ETF VYM Vanguard High Dividend Yield ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Vanguard

What it is Tracks the S&P SmallCap 600 Tracks an index of US high dividend

Total return, 1 year +17.5% +18.0%

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% 89.5%

Holdings 642 595

Net assets, IJR as of Oct 27, 2026 and VYM as of Sep 30, 2026 $104.6bn $78.9bn

IJR and VYM 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.

VYM

VYM tracks an index of US high dividend. Over the year to Oct 28, 2026 it returned +18.0% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer as of Sep 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 595 positions, with the top ten at 26.2%.

Questions people ask

Which returned more over the last year, IJR or VYM?: In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and VYM +18.0%.
Which is cheaper, IJR or VYM?: VYM 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 VYM overlap with the S&P 500?: By their latest filed holdings, 0% of IJR and 90% of VYM by weight is stocks the S&P 500 already holds.

Other comparisons

CGDV vs IJR IJR vs VTV FNDX vs IJR AVLV vs IJR VB vs VYM IWM vs VYM VTWO vs VYM IJT vs VYM

Where to next

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

Sources and dates

IJR filings on SEC EDGAR ↗

IJR prospectus with the expense ratio (SEC) ↗

iShares page for IJR ↗

VYM filings on SEC EDGAR ↗

VYM prospectus with the expense ratio (SEC) ↗

Vanguard page for VYM ↗

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

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