IJR vs VTV

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

Quick take
  • VTV has the lower expense ratio at 0.03% vs 0.06% for IJR.
  • VTV pays a higher dividend yield (1.88%).

Side-by-side metrics

MetricIJRVTV
Expense ratio
Annual fee. Lower is better.
0.06%0.03%
Dividend yield
Trailing 12-month yield.
1.11%1.88%
AUM
Assets under management — bigger funds are typically more liquid.
$111.32B$254.46B
YTD return
20.11%15.16%
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.
1.080.69
P/E ratio
18.9721.62
Last price
$145.47$218.56
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%

VTV top holdings

Top holdings · VTV
MUMicron Technology Inc4.15%
JPMJPMorgan Chase & Co2.87%
BRK-BBerkshire Hathaway Inc Class B2.81%
XOMExxon Mobil Corp2.30%
JNJJohnson & Johnson2.06%
WMTWalmart Inc1.93%
INTCIntel Corp1.74%
CSCOCisco Systems Inc1.63%
CATCaterpillar Inc1.55%
ABBVAbbVie Inc1.46%
Sector breakdown · VTV
Real Estate2.7%
Consumer Cyclical4.0%
Basic Materials3.0%
Consumer Defensive8.9%
Technology16.9%
Communication Services3.1%
Financial Services21.5%
Utilities4.8%
Industrials13.5%
Energy7.4%
Healthcare14.2%

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 VTV

VTV (Vanguard Value ETF) is Large-cap US value stocks. Managed by Vanguard, the fund carries $254.5B in assets under management, an expense ratio of 0.03%, a dividend yield of 1.88%. Its largest holding is Micron Technology Inc (MU), which represents 4.1% of the portfolio. Real Estate is the fund's largest sector exposure at 2.7%.