VXF vs. IJR

In the year-to-date period, VXF achieves a -2.37% return, which is significantly higher than IJR's -6.92% return. Over the past 10 years, VXF has outperformed IJR with an annualized return of 8.62%, while IJR has yielded a comparatively lower 7.79% annualized return.

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

VXF has a 0.06% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market ETF (VXF) 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.

The current VXF Sharpe Ratio is 0.35, which is higher than the IJR Sharpe Ratio of -0.05. The chart below compares the historical Sharpe Ratios of VXF and IJR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VXF's dividend yield for the trailing twelve months is around 1.21%, less than IJR's 2.21% yield.

The maximum VXF drawdown since its inception was -58.04%, roughly equal to the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for VXF and IJR. For additional features, visit the drawdowns tool.

Vanguard Extended Market ETF (VXF) and iShares Core S&P Small-Cap ETF (IJR) have volatilities of 6.57% and 6.32%, 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.