IJS vs. VV
IJS (iShares S&P SmallCap 600 Value ETF) and VV (Vanguard Large-Cap ETF) are both exchange-traded funds - IJS is a Small Cap Value Equities fund tracking the S&P SmallCap 600 Value Index, while VV is a Large Cap Blend Equities fund tracking the CRSP US Large Cap Index. Both are passively managed. Over the past 10 years, IJS returned 10.17%/yr vs 15.14%/yr for VV. Their correlation of 0.81 means they have usually moved in the same direction. IJS charges 0.25%/yr vs 0.04%/yr for VV.
Performance
IJS vs. VV - Performance Comparison
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Returns By Period
In the year-to-date period, IJS achieves a 20.25% return, which is significantly higher than VV's 9.78% return. Over the past 10 years, IJS has underperformed VV with an annualized return of 10.17%, while VV has yielded a comparatively higher 15.14% annualized return.
IJS
- 1D
- 0.09%
- 1M
- 0.38%
- 6M
- 12.92%
- YTD
- 20.25%
- 1Y
- 39.43%
- 3Y*
- 12.47%
- 5Y*
- 7.91%
- 10Y*
- 10.17%
- ALL TIME*
- 9.94%
VV
- 1D
- 0.68%
- 1M
- 0.19%
- 6M
- 8.54%
- YTD
- 9.78%
- 1Y
- 20.98%
- 3Y*
- 19.53%
- 5Y*
- 12.36%
- 10Y*
- 15.14%
- ALL TIME*
- 10.97%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $28.19M | $29.28M | $50.29M | |
| $85.99M | $75.21M | $96.89M |
IJS vs. VV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IJS iShares S&P SmallCap 600 Value ETF | 20.25% | 6.54% | 7.33% | 14.68% | -11.34% | 30.53% | 2.63% | 24.11% | -12.86% | 11.35% |
VV Vanguard Large-Cap ETF | 9.78% | 18.11% | 25.25% | 27.18% | -19.91% | 27.41% | 21.04% | 31.25% | -4.46% | 22.00% |
Correlation
The correlation between IJS and VV is 0.64, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.64 |
Correlation (3Y) Balances recent behavior with more history. | 0.67 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jan 30, 2004 | 0.81 |
The correlation between IJS and VV shifts across timeframes, from 0.64 (1 year) to 0.81 (all time), reflecting how their relationship changes across market environments.
IJS vs. VV - Sectors Allocation Comparison
Sectors
IJS
VV
Financial Services
Consumer Cyclical
Industrials
Technology
Real Estate
Energy
Healthcare
Basic Materials
Consumer Defensive
Communication Services
Utilities
Financial Services
IJS
VV
Consumer Cyclical
IJS
VV
Industrials
IJS
VV
Technology
IJS
VV
Real Estate
IJS
VV
Energy
IJS
VV
Healthcare
IJS
VV
Basic Materials
IJS
VV
Consumer Defensive
IJS
VV
Communication Services
IJS
VV
Utilities
IJS
VV
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Return for Risk
IJS vs. VV — Risk / Return Rank
IJS
VV
IJS vs. VV - 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 Large-Cap ETF (VV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IJS | VV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.63 | ||
| Sortino ratioReturn per unit of downside risk | +0.98 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.26 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.99 | 2.07 | +1.92 |
| Martin ratioReturn relative to average drawdown | 13.67 | 8.71 | +4.96 |
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Drawdowns
IJS vs. VV - Drawdown Comparison
The maximum IJS drawdown since its inception was -60.11%, which is greater than VV's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for IJS and VV.
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Drawdown Indicators
| IJS | VV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.11% | -54.81% | -5.30% |
Max Drawdown (1Y)Largest decline over 1 year | -9.28% | -9.21% | -0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -28.65% | -18.97% | -9.68% |
Max Drawdown (5Y)Largest decline over 5 years | -28.65% | -25.66% | -2.99% |
Max Drawdown (10Y)Largest decline over 10 years | -47.68% | -34.28% | -13.40% |
Current DrawdownCurrent decline from peak | -1.56% | -1.53% | -0.03% |
Average DrawdownAverage peak-to-trough decline | -9.84% | -6.80% | -3.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.18% | +0.52% |
Volatility
IJS vs. VV - Volatility Comparison
iShares S&P SmallCap 600 Value ETF (IJS) and Vanguard Large-Cap ETF (VV) have volatilities of 3.53% and 3.64%, 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.
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Volatility by Period
| IJS | VV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 3.64% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 11.13% | 10.18% | +0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.74% | 13.01% | +4.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.71% | 17.35% | +4.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.54% | 18.21% | +5.33% |
IJS vs. VV - Expense Ratio Comparison
IJS has a 0.25% expense ratio, which is higher than VV's 0.04% 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%.
Dividends
IJS vs. VV - Dividend Comparison
IJS's dividend yield for the trailing twelve months is around 1.32%, more than VV's 1.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJS iShares S&P SmallCap 600 Value ETF | 1.32% | 1.62% | 1.78% | 1.42% | 1.46% | 1.52% | 1.00% | 1.66% | 1.75% | 1.41% | 1.22% | 1.59% |
VV Vanguard Large-Cap ETF | 1.02% | 1.08% | 1.24% | 1.41% | 1.66% | 1.19% | 1.46% | 1.81% | 2.09% | 1.75% | 1.98% | 1.96% |
Frequently Asked Questions
IJS and VV have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VV has higher volatility (3.64%) compared to IJS (3.53%). In terms of maximum drawdown, IJS dropped -60.11% vs VV's -54.81%.
On 10-year performance, VV leads with 15.14% vs 10.17% for IJS. On fees, VV is cheaper at 0.04% per year. On volatility, IJS has been the lower-risk option at 3.53%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, VV has performed better with a 15.14% return vs 10.17%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VV is cheaper with a 0.04% expense ratio, compared with 0.25% for IJS.
IJS has the higher dividend yield at 1.32%, compared with 1.02% for VV.
IJS is categorized as Small Cap Value Equities, while VV is Large Cap Blend Equities. IJS tracks S&P SmallCap 600 Value Index, while VV tracks CRSP US Large Cap Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.25% for IJS and 0.04% for VV.
IJS currently has the higher Sharpe Ratio (2.09 vs 1.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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