VSMAX vs. IJR
Compare and contrast key facts about Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) and iShares Core S&P Small-Cap ETF (IJR).
VSMAX is managed by Vanguard. It was launched on Nov 13, 2000. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSMAX or IJR.
Correlation
The correlation between VSMAX and IJR is 0.97, 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
VSMAX vs. IJR - Performance Comparison
Key characteristics
VSMAX:
1.01
IJR:
0.58
VSMAX:
1.47
IJR:
0.97
VSMAX:
1.18
IJR:
1.12
VSMAX:
1.50
IJR:
0.97
VSMAX:
5.30
IJR:
3.08
VSMAX:
3.25%
IJR:
3.73%
VSMAX:
17.02%
IJR:
19.71%
VSMAX:
-59.68%
IJR:
-58.15%
VSMAX:
-7.11%
IJR:
-8.22%
Returns By Period
In the year-to-date period, VSMAX achieves a 14.92% return, which is significantly higher than IJR's 9.20% return. Both investments have delivered pretty close results over the past 10 years, with VSMAX having a 9.14% annualized return and IJR not far behind at 9.00%.
VSMAX
14.92%
-4.35%
12.01%
14.77%
9.44%
9.14%
IJR
9.20%
-3.40%
11.37%
9.69%
8.43%
9.00%
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VSMAX vs. IJR - Expense Ratio Comparison
VSMAX has a 0.05% expense ratio, which is lower than IJR's 0.07% expense ratio. Despite the difference, 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
VSMAX vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) and iShares Core S&P Small-Cap ETF (IJR). 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
VSMAX vs. IJR - Dividend Comparison
VSMAX's dividend yield for the trailing twelve months is around 0.92%, less than IJR's 2.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSMAX Vanguard Small-Cap Index Fund Admiral Shares | 0.92% | 1.55% | 1.54% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.49% | 1.48% | 1.43% | 1.31% |
IJR iShares Core S&P Small-Cap ETF | 2.04% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% | 1.00% |
Drawdowns
VSMAX vs. IJR - Drawdown Comparison
The maximum VSMAX drawdown since its inception was -59.68%, roughly equal to the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for VSMAX and IJR. For additional features, visit the drawdowns tool.
Volatility
VSMAX vs. IJR - Volatility Comparison
The current volatility for Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) is 5.64%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 5.94%. This indicates that VSMAX experiences smaller price fluctuations and is considered to be less risky than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.