IJR vs VDE

iShares Core S&P Small-Cap ETF vs Vanguard Energy ETF

Quick take
  • IJR has the lower expense ratio at 0.06% vs 0.09% for VDE.
  • VDE pays a higher dividend yield (2.68%).

Side-by-side metrics

MetricIJRVDE
Expense ratio
Annual fee. Lower is better.
0.06%0.09%
Dividend yield
Trailing 12-month yield.
1.11%2.68%
AUM
Assets under management — bigger funds are typically more liquid.
$111.32B$11.08B
YTD return
20.11%26.19%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.08-0.01
P/E ratio
19.0120.09
Last price
$145.78$154.79
Inception
Issuer
iSharesVanguard

IJR top holdings

Top holdings · IJR
XTSLABlackRock Cash Funds Treasury SL Agency2.08%
FORMFormFactor Inc0.67%
VSATViasat Inc0.66%
MOHMolina Healthcare Inc0.64%
AGXArgan Inc0.60%
BTSGBrightSpring Health Services Inc0.60%
ESIElement Solutions Inc0.59%
MXLMaxLinear Inc0.58%
KRYSKrystal Biotech Inc0.53%
ESEESCO Technologies Inc0.49%
Sector breakdown · IJR
Real Estate7.6%
Consumer Cyclical13.2%
Basic Materials4.7%
Consumer Defensive4.2%
Technology15.5%
Communication Services3.2%
Financial Services17.0%
Utilities1.8%
Industrials15.6%
Energy4.9%
Healthcare12.4%

VDE top holdings

Top holdings · VDE
XOMExxon Mobil Corp21.86%
CVXChevron Corp14.14%
COPConocoPhillips5.75%
WMBWilliams Companies Inc3.62%
SLBSLB Ltd3.47%
MPCMarathon Petroleum Corp3.13%
VLOValero Energy Corp3.13%
EOGEOG Resources Inc3.04%
PSXPhillips 662.96%
BKRBaker Hughes Co Class A2.63%
Sector breakdown · VDE
Basic Materials0.4%
Industrials0.1%
Energy99.5%

About IJR

IJR (iShares Core S&P Small-Cap ETF) is Tracks the S&P SmallCap 600 index. Managed by iShares, the fund carries $111.3B in assets under management, an expense ratio of 0.06%, a dividend yield of 1.11%. Its largest holding is BlackRock Cash Funds Treasury SL Agency (XTSLA), which represents 2.1% of the portfolio. Real Estate is the fund's largest sector exposure at 7.6%.

About VDE

VDE (Vanguard Energy ETF) is US energy sector stocks. Managed by Vanguard, the fund carries $11.1B in assets under management, an expense ratio of 0.09%, a dividend yield of 2.68%. Its largest holding is Exxon Mobil Corp (XOM), which represents 21.9% of the portfolio. Basic Materials is the fund's largest sector exposure at 0.4%.