PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
IJS vs. VISVX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IJS vs. VISVX

Last updated Apr 5, 2026

Compare and contrast key facts about iShares S&P SmallCap 600 Value ETF (IJS) and Vanguard Small Cap Value Index Fund (VISVX).

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. VISVX is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap Value Index. It was launched on May 21, 1998. Both IJS and VISVX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

IJS vs. VISVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares S&P SmallCap 600 Value ETF (IJS) and Vanguard Small Cap Value Index Fund (VISVX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

Returns By Period

In the year-to-date period, IJS achieves a 4.77% return, which is significantly higher than VISVX's 3.72% return. Over the past 10 years, IJS has underperformed VISVX with an annualized return of 9.52%, while VISVX has yielded a comparatively higher 10.03% annualized return.

IJS

1D
0.22%
1M
0.37%
YTD
4.77%
6M
6.54%
1Y
37.59%
3Y*
10.12%
5Y*
4.81%
10Y*
9.52%

VISVX

1D
0.17%
1M
-2.24%
YTD
3.72%
6M
4.51%
1Y
31.66%
3Y*
13.23%
5Y*
7.42%
10Y*
10.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IJS vs. VISVX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IJS
iShares S&P SmallCap 600 Value ETF		4.77%6.54%7.33%14.68%-11.34%30.53%2.63%24.11%-12.86%11.35%
VISVX
Vanguard Small Cap Value Index Fund		3.72%8.27%11.21%16.92%-9.43%27.97%5.68%22.61%-12.35%11.67%

Correlation

The correlation between IJS and VISVX is 0.97 — these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk. Consider pairing with a less correlated asset class instead.

IJS vs. VISVX - Expense Ratio Comparison

IJS has a 0.25% expense ratio, which is higher than VISVX's 0.19% 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%.

IJS
iShares S&P SmallCap 600 Value ETF
VISVX
Vanguard Small Cap Value Index Fund

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares S&P SmallCap 600 Value ETF

Vanguard Small Cap Value Index Fund

Often compared with IJS:
IJS vs. IJRIJS vs. AVUVIJS vs. VBRIJS vs. VIOVIJS vs. IWNIJS vs. VOOIJS vs. IWM
Often compared with VISVX:
VISVX vs. DFFVXVISVX vs. VEXRXVISVX vs. VIOVVISVX vs. VTSAXVISVX vs. SWYJXVISVX vs. VUGVISVX vs. SPY

Return for Risk

IJS vs. VISVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IJS
IJS Risk / Return Rank: 4747
Overall Rank
IJS Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
IJS Sortino Ratio Rank: 5050
Sortino Ratio Rank
IJS Omega Ratio Rank: 4545
Omega Ratio Rank
IJS Calmar Ratio Rank: 4545
Calmar Ratio Rank
IJS Martin Ratio Rank: 4545
Martin Ratio Rank
VISVX
VISVX Risk / Return Rank: 3535
Overall Rank
VISVX Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
VISVX Sortino Ratio Rank: 3333
Sortino Ratio Rank
VISVX Omega Ratio Rank: 3030
Omega Ratio Rank
VISVX Calmar Ratio Rank: 3737
Calmar Ratio Rank
VISVX Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IJS vs. VISVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P SmallCap 600 Value ETF (IJS) and Vanguard Small Cap Value Index Fund (VISVX). 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.

IJSVISVXDifference

Sharpe ratio

Return per unit of total volatility

0.93

0.84

+0.08

Sortino ratio

Return per unit of downside risk

1.43

1.32

+0.11

Omega ratio

Gain probability vs. loss probability

1.19

1.18

+0.01

Calmar ratio

Return relative to maximum drawdown

1.51

1.35

+0.16

Martin ratio

Return relative to average drawdown

5.68

5.50

+0.19

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IJS vs. VISVX - Sharpe Ratio Comparison

The current IJS Sharpe Ratio is 0.93, which is comparable to the VISVX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of IJS and VISVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading graphics...

Sharpe Ratios by Period

IJSVISVXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.93

0.84

+0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

0.38

-0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

0.46

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.39

0.00

Drawdowns

IJS vs. VISVX - Drawdown Comparison

The maximum IJS drawdown since its inception was -60.11%, roughly equal to the maximum VISVX drawdown of -62.15%. Use the drawdown chart below to compare losses from any high point for IJS and VISVX.

Loading graphics...

Drawdown Indicators

IJSVISVXDifference

Max Drawdown

Largest peak-to-trough decline

-60.11%

-62.15%

+2.04%

Max Drawdown (1Y)

Largest decline over 1 year

-9.28%

-8.87%

-0.41%

Max Drawdown (5Y)

Largest decline over 5 years

-28.65%

-24.60%

-4.05%

Max Drawdown (10Y)

Largest decline over 10 years

-47.68%

-45.39%

-2.29%

Current Drawdown

Current decline from peak

-5.84%

-5.57%

-0.27%

Average Drawdown

Average peak-to-trough decline

-9.95%

-9.07%

-0.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.17%

3.48%

+0.69%

Volatility

IJS vs. VISVX - Volatility Comparison

iShares S&P SmallCap 600 Value ETF (IJS) and Vanguard Small Cap Value Index Fund (VISVX) have volatilities of 5.31% and 5.41%, 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.

Loading graphics...

Volatility by Period

IJSVISVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.31%

5.41%

-0.10%

Volatility (6M)

Calculated over the trailing 6-month period

13.50%

11.25%

+2.25%

Volatility (1Y)

Calculated over the trailing 1-year period

23.75%

20.69%

+3.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.13%

19.84%

+2.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.60%

21.81%

+1.79%

Dividends

IJS vs. VISVX - Dividend Comparison

IJS's dividend yield for the trailing twelve months is around 1.42%, less than VISVX's 1.77% yield.

TTM20252024202320222021202020192018201720162015
IJS
iShares S&P SmallCap 600 Value ETF		1.42%1.62%1.78%1.42%1.46%1.52%1.00%1.66%1.75%1.41%1.22%1.59%
VISVX
Vanguard Small Cap Value Index Fund		1.77%1.28%1.86%1.98%1.90%1.63%1.58%1.95%2.20%1.68%1.42%1.85%