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VT vs. IJR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VT vs. IJR

Last updated Jun 16, 2026

VT (Vanguard Total World Stock ETF) and IJR (iShares Core S&P Small-Cap ETF) are both exchange-traded funds - VT is a Global Equities fund tracking the FTSE Global All Cap Index, while IJR is a Small Cap Blend Equities fund tracking the S&P SmallCap 600 Index. Both are passively managed. Over the past 10 years, VT returned 13.03%/yr vs 11.21%/yr for IJR. Their correlation of 0.83 suggests significant overlap in exposure. Both charge a 0.06% expense ratio.

Performance

VT vs. IJR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Total World Stock ETF (VT) and iShares Core S&P Small-Cap ETF (IJR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VT achieves a 12.78% return, which is significantly lower than IJR's 19.86% return. Over the past 10 years, VT has outperformed IJR with an annualized return of 13.03%, while IJR has yielded a comparatively lower 11.21% annualized return.

VT

1D
1.55%
1M
3.39%
YTD
12.78%
6M
13.56%
1Y
29.41%
3Y*
19.92%
5Y*
11.15%
10Y*
13.03%

IJR

1D
0.11%
1M
7.39%
YTD
19.86%
6M
16.97%
1Y
37.16%
3Y*
15.09%
5Y*
6.35%
10Y*
11.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VT vs. IJR - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
VT
Vanguard Total World Stock ETF		12.78%22.43%16.49%22.02%-18.00%18.27%16.59%26.81%-9.76%24.50%
IJR
iShares Core S&P Small-Cap ETF		19.86%5.89%8.63%16.06%-16.20%26.58%11.28%22.82%-8.51%13.15%

Correlation

The correlation between VT and IJR is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.78

Correlation (3Y)
Calculated over the trailing 3-year period

0.80

Correlation (5Y)
Calculated over the trailing 5-year period

0.83

Correlation (10Y)
Calculated over the trailing 10-year period

0.80

Correlation (All Time)
Calculated using the full available price history since Jun 26, 2008

0.83

The correlation between VT and IJR has been stable across timeframes, ranging from 0.78 to 0.83 - a consistent structural relationship.

VT vs. IJR - Sectors Allocation Comparison

Sectors
VT
IJR

Technology

27.8%
15.9%

Financial Services

15.9%
16.0%

Industrials

12.0%
16.0%

Consumer Cyclical

9.5%
12.5%

Communication Services

8.3%
3.2%

Healthcare

8.1%
11.0%

Consumer Defensive

4.8%
3.2%

Energy

4.3%
6.8%

Basic Materials

4.2%
4.7%

Utilities

2.7%
1.9%

Real Estate

2.4%
7.5%

Technology

VT
27.8%
IJR
15.9%

Financial Services

VT
15.9%
IJR
16.0%

Industrials

VT
12.0%
IJR
16.0%

Consumer Cyclical

VT
9.5%
IJR
12.5%

Communication Services

VT
8.3%
IJR
3.2%

Healthcare

VT
8.1%
IJR
11.0%

Consumer Defensive

VT
4.8%
IJR
3.2%

Energy

VT
4.3%
IJR
6.8%

Basic Materials

VT
4.2%
IJR
4.7%

Utilities

VT
2.7%
IJR
1.9%

Real Estate

VT
2.4%
IJR
7.5%

Compare stocks, funds, or ETFs

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

Vanguard Total World Stock ETF

iShares Core S&P Small-Cap ETF

Often compared with VT:
VT vs. VOOVT vs. VTIVT vs. VXUSVT vs. SPYVT vs. ACWIVT vs. VWRA.LVT vs. VWCE.DE
Often compared with IJR:
IJR vs. IWMIJR vs. VBIJR vs. AVUVIJR vs. IJSIJR vs. IJHIJR vs. SCHAIJR vs. VBR

Return for Risk

VT vs. IJR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VT
VT Risk / Return Rank: 7575
Overall Rank
VT Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
VT Sortino Ratio Rank: 7676
Sortino Ratio Rank
VT Omega Ratio Rank: 7777
Omega Ratio Rank
VT Calmar Ratio Rank: 6767
Calmar Ratio Rank
VT Martin Ratio Rank: 7777
Martin Ratio Rank
IJR
IJR Risk / Return Rank: 7777
Overall Rank
IJR Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
IJR Sortino Ratio Rank: 7676
Sortino Ratio Rank
IJR Omega Ratio Rank: 6868
Omega Ratio Rank
IJR Calmar Ratio Rank: 8686
Calmar Ratio Rank
IJR Martin Ratio Rank: 8282
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.

VT vs. IJR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total World Stock ETF (VT) 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.

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.

VTIJRDifference
Sharpe ratioReturn per unit of total volatility
2.21
2.12

+0.09

Sortino ratioReturn per unit of downside risk
3.02
3.03

-0.01

Omega ratioGain probability vs. loss probability

1.40

1.36

+0.04

Calmar ratioReturn relative to maximum drawdown

3.05

4.30

-1.24

Martin ratioReturn relative to average drawdown

13.29

14.44

-1.15

VT vs. IJR - Sharpe Ratio Comparison

The current VT Sharpe Ratio is 2.21, which is comparable to the IJR Sharpe Ratio of 2.12. The chart below compares the historical Sharpe Ratios of VT and IJR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

VT vs. IJR - Drawdown Comparison

The maximum VT drawdown since its inception was -50.27%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for VT and IJR.

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Drawdown Indicators

VTIJRDifference

Max Drawdown

Largest peak-to-trough decline

-50.27%

-58.15%

+7.88%

Max Drawdown (1Y)

Largest decline over 1 year

-9.67%

-8.68%

-0.99%

Max Drawdown (3Y)

Largest decline over 3 years

-16.51%

-28.02%

+11.51%

Max Drawdown (5Y)

Largest decline over 5 years

-26.38%

-28.02%

+1.64%

Max Drawdown (10Y)

Largest decline over 10 years

-34.24%

-44.36%

+10.12%

Current Drawdown

Current decline from peak

-0.40%

0.00%

-0.40%

Average Drawdown

Average peak-to-trough decline

-7.01%

-9.27%

+2.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.22%

2.58%

-0.36%

Volatility

VT vs. IJR - Volatility Comparison

Vanguard Total World Stock ETF (VT) has a higher volatility of 5.46% compared to iShares Core S&P Small-Cap ETF (IJR) at 5.17%. This indicates that VT's price experiences larger fluctuations and is considered to be riskier than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

VTIJRDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.46%

5.17%

+0.29%

Volatility (6M)

Calculated over the trailing 6-month period

11.11%

11.93%

-0.82%

Volatility (1Y)

Calculated over the trailing 1-year period

13.41%

17.67%

-4.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.17%

21.44%

-5.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.28%

22.93%

-5.65%

VT vs. IJR - Expense Ratio Comparison

Both VT and IJR have an expense ratio of 0.06%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

VT vs. IJR - Dividend Comparison

VT's dividend yield for the trailing twelve months is around 1.58%, more than IJR's 1.42% yield.

PositionTTM20252024202320222021202020192018201720162015
IJR
iShares Core S&P Small-Cap ETF		1.42%1.44%2.05%1.31%1.41%1.53%1.11%1.44%1.58%1.20%1.22%1.48%
VT
Vanguard Total World Stock ETF		1.58%1.82%1.95%2.08%2.20%1.82%1.66%2.32%2.53%2.11%2.39%2.45%

Frequently Asked Questions

VT and IJR have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VT has higher volatility (5.46%) compared to IJR (5.17%). In terms of maximum drawdown, VT dropped -50.27% vs IJR's -58.15%.

On 10-year performance, VT leads with 13.03% vs 11.21% for IJR. Both ETFs have the same 0.06% expense ratio. On volatility, IJR has been the lower-risk option at 5.17%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VT has performed better with a 13.03% return vs 11.21%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VT and IJR have the same expense ratio: 0.06% per year.

VT has the higher dividend yield at 1.58%, compared with 1.42% for IJR.

VT is categorized as Global Equities, while IJR is Small Cap Blend Equities. VT tracks FTSE Global All Cap Index, while IJR tracks S&P SmallCap 600 Index. They also come from different issuers: Vanguard and iShares.

VT currently has the higher Sharpe Ratio (2.21 vs 2.12), 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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