IJS vs VTI
iShares S&P SmallCap 600 Value ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. IJS delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | IJS | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $8.4B | $666.9B | |
| Dividend Yield | 1.33% | 1.07% | |
| Holdings | 487 | 3,543 | |
| YTD Return | +23.38% | +14.82% | |
| 1Y Return | +33.70% | +22.43% | |
| 3Y Return (annualized) | +15.29% | +21.93% | |
| 5Y Return (annualized) | +8.45% | +12.34% | |
| Volatility (annualized) | 20.3% | 15.4% | |
| Max Drawdown | -61.3% | -56.6% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2000 | May 24, 2001 |
IJS vs VTI Performance
iShares S&P SmallCap 600 Value ETF (IJS) is a ETF from iShares by BlackRock (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year IJS returned +33.70% while VTI returned +22.43%. Year to date, IJS is up 23.38% versus a gain of 14.82% for VTI.
Over three years, IJS compounded at +15.29% per year against +21.93% for VTI; over five years the annualized figures are +8.45% and +12.34% respectively. Across the full 25-year window we track, IJS has the edge at +8.86% annualized vs +8.16%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IJS has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 15.4% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -61.3% for IJS and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IJS charges 0.18% per year while VTI charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, IJS currently yields 1.33% against 1.07% for VTI.
Holdings Overlap
IJS and VTI share 19 holdings out of 2792 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IJS or VTI?
IJS has an expense ratio of 0.18% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, IJS or VTI?
Over the past year IJS returned +33.70% vs +22.43% for VTI, so IJS leads on 1-year performance. Over the longest common window we track (25 years), IJS annualized +8.86% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, IJS or VTI?
IJS has been the more volatile fund at 20.3% annualized versus 15.4% for VTI. Worst drawdown: IJS -61.3% vs VTI -56.6%.
Should I hold both IJS and VTI?
IJS and VTI have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IJS and VTI?
IJS and VTI share 19 common holdings with a 0.0% weight overlap. Combined, they hold 2792 unique securities.
Which pays a higher dividend, IJS or VTI?
IJS yields 1.33% while VTI yields 1.07%, so IJS currently pays the higher dividend yield.
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