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ETF comparison

IJR vs VOE

US Small Cap vs US Value.

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

Holdings overlap

Weighted by ISIN/CUSIP
0.0 %

0 positions appear in both funds. Buying equal dollars of IJR and VOE would leave roughly 0.0% of each dollar exposed to the same underlying securities.

IJR unmatched 97.7% Shared 0.0% VOE unmatched 99.4%

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
603 positions
Shared
0 positions
In VOE only
170 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%
VOE

Vanguard Morningstar Mid-Cap Value ETF

Vanguard · US Value

95 composite / 100
Expense ratio
0.050%
Net assets
$36.74B
whole fund, 3 share classes
TTM yield
1.87%
Top-10 conc.
12.6%

Sub-score comparison

94
Cost
95
88
Tax efficiency
87
100
Liquidity
100
99
Concentration
96
—
Tracking quality
—
IJR sub-score VOE

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

Cost difference

VOE 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 VOE.

Top shared holdings

0 shared in total

No shared holdings between these funds.

Only in IJR

603 total
  • FORMFACTOR INC 0.67%
  • VIASAT INC 0.66%
  • MOLINA HEALTHCARE INC 0.64%
  • ARGAN INC 0.60%
  • BRIGHTSPRING HEALTH SERVICES INC 0.60%
  • ELEMENT SOLUTIONS INC 0.59%
  • MAXLINEAR INC 0.58%
  • KRYSTAL BIOTECH INC 0.53%
  • ESCO TECHNOLOGIES INC 0.49%
  • MATCH GROUP INC 0.48%

Only in VOE

170 total
  • Cummins Inc 1.70%
  • Valero Energy Corp 1.33%
  • Marathon Petroleum Corp 1.29%
  • CRH PLC 1.23%
  • United Rentals Inc 1.22%
  • SLB Ltd 1.20%
  • General Motors Co 1.20%
  • Simon Property Group Inc 1.19%
  • Phillips 66 1.17%
  • Warner Bros Discovery Inc 1.10%

Related comparisons

More comparisons with IJR

More comparisons with VOE

Percentages are holdings overlap with the named fund.

Open IJR or VOE at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.