IJS vs. VIOV
Compare and contrast key facts about iShares S&P SmallCap 600 Value ETF (IJS) and Vanguard S&P Small-Cap 600 Value ETF (VIOV).
IJS and VIOV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IJS is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600/Citigroup Value Index. It was launched on Jul 24, 2000. VIOV is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Value Index. It was launched on Sep 7, 2010. Both IJS and VIOV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IJS or VIOV.
Key characteristics
| IJS | VIOV | |
|---|---|---|
| YTD Return | -4.62% | -4.65% |
| 1Y Return | 8.94% | 9.26% |
| 3Y Return (Ann) | 0.04% | 0.24% |
| 5Y Return (Ann) | 6.84% | 7.04% |
| 10Y Return (Ann) | 7.51% | 7.64% |
| Sharpe Ratio | 0.49 | 0.50 |
| Daily Std Dev | 21.25% | 21.19% |
| Max Drawdown | -60.11% | -47.36% |
| Current Drawdown | -8.07% | -7.60% |
Correlation
The correlation between IJS and VIOV is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IJS vs. VIOV - Performance Comparison
The year-to-date returns for both stocks are quite close, with IJS having a -4.62% return and VIOV slightly lower at -4.65%. Both investments have delivered pretty close results over the past 10 years, with IJS having a 7.51% annualized return and VIOV not far ahead at 7.64%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IJS vs. VIOV - Expense Ratio Comparison
IJS has a 0.25% expense ratio, which is higher than VIOV's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IJS vs. VIOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P SmallCap 600 Value ETF (IJS) and Vanguard S&P Small-Cap 600 Value ETF (VIOV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
IJS vs. VIOV - Dividend Comparison
IJS's dividend yield for the trailing twelve months is around 1.53%, less than VIOV's 2.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJS iShares S&P SmallCap 600 Value ETF | 1.53% | 1.42% | 1.46% | 1.52% | 1.00% | 1.66% | 1.75% | 1.41% | 1.22% | 1.59% | 1.41% | 1.18% |
VIOV Vanguard S&P Small-Cap 600 Value ETF | 2.31% | 2.18% | 1.81% | 1.59% | 1.42% | 1.60% | 1.76% | 1.43% | 1.17% | 1.32% | 1.27% | 0.91% |
Drawdowns
IJS vs. VIOV - Drawdown Comparison
The maximum IJS drawdown since its inception was -60.11%, which is greater than VIOV's maximum drawdown of -47.36%. Use the drawdown chart below to compare losses from any high point for IJS and VIOV. For additional features, visit the drawdowns tool.
Volatility
IJS vs. VIOV - Volatility Comparison
iShares S&P SmallCap 600 Value ETF (IJS) and Vanguard S&P Small-Cap 600 Value ETF (VIOV) have volatilities of 5.80% and 5.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.