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ETF comparison

IJR vs VBR

Both US Small Cap.

iShares Core S&P Small-Cap ETF · Vanguard Morningstar Small-Cap Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
20.8 %

338 positions appear in both funds. Buying equal dollars of IJR and VBR would leave roughly 20.8% of each dollar exposed to the same underlying securities.

IJR unmatched 76.9% Shared 20.8% VBR unmatched 79.0%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In IJR only
265 positions
Shared
338 positions
In VBR only
502 positions

Side by side

IJR

iShares Core S&P Small-Cap ETF

iShares · US Small Cap

95 composite / 100
Expense ratio
0.060%
Net assets
$102.56B
TTM yield
1.24%
Top-10 conc.
10.8%
VBR

Vanguard Morningstar Small-Cap Value ETF

Vanguard · US Small Cap

95 composite / 100
Expense ratio
0.050%
Net assets
$64.12B
whole fund, 4 share classes
TTM yield
1.84%
Top-10 conc.
5.9%

Sub-score comparison

94
Cost
95
88
Tax efficiency
87
100
Liquidity
100
99
Concentration
100
—
Tracking quality
—
IJR sub-score VBR

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

VBR is 1 bps cheaper than IJR. On a $100,000 position that's about $10/yr more in fees for IJR.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IJR vs VBR.

Top shared holdings

338 shared in total
# Holding In IJR In VBR Overlap
1 MOLINA HEALTHCARE INC 0.64% 0.26% 0.26%
2 VIASAT INC 0.66% 0.25% 0.25%
3 ELEMENT SOLUTIONS INC 0.59% 0.24% 0.24%
4 RALLIANT CORP 0.45% 0.18% 0.18%
5 PLEXUS CORP 0.44% 0.17% 0.17%
6 ZURN ELKAY WATER SOLUTIONS CORP 0.41% 0.17% 0.17%
7 ENPRO INC 0.43% 0.17% 0.17%
8 EASTMAN CHEMICAL COMPANY 0.41% 0.16% 0.16%
9 POOL CORP 0.37% 0.16% 0.16%
10 QORVO INC 0.40% 0.16% 0.16%
11 JACKSON FINANCIAL INC 0.16% 0.15% 0.15%
12 ARCOSA INC 0.39% 0.15% 0.15%

Only in IJR

265 total
  • FORMFACTOR INC 0.67%
  • ARGAN INC 0.60%
  • BRIGHTSPRING HEALTH SERVICES INC 0.60%
  • MAXLINEAR INC 0.58%
  • KRYSTAL BIOTECH INC 0.53%
  • ESCO TECHNOLOGIES INC 0.49%
  • MATCH GROUP INC 0.48%
  • ALKERMES PLC 0.47%
  • EVERUS CONSTRUCTION GROUP INC 0.46%
  • STONEX GROUP INC 0.46%

Only in VBR

502 total
  • Jabil Inc 0.87%
  • NRG Energy Inc 0.66%
  • Tapestry Inc 0.63%
  • Atmos Energy Corp 0.62%
  • Williams-Sonoma Inc 0.59%
  • Moderna Inc 0.54%
  • Smurfit Westrock PLC 0.52%
  • F5 Inc 0.50%
  • US Foods Holding Corp 0.48%
  • JB Hunt Transport Services Inc 0.47%

Percentages are holdings overlap with the named fund.

Open IJR or VBR at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.