Vanguard Small-Cap ETF (CRSP US Small Cap) against iShares Core S&P Small-Cap ETF (S&P SmallCap 600) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| VB | IJR | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | — | +21.7% | — |
| 1Y CAGR | — | +24.4% | — |
| 3Y CAGR | — | +15.5% | — |
| 5Y CAGR | — | +6.84% | — |
| 10Y CAGR | — | +10.6% | — |
| Since inception CAGR | — | +10.1% | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is VB minus IJR. IJR since-inception measured from first available bar May 26, 2000. Since-inception spans differ — compare that row with care.
| VB | IJR | |
|---|---|---|
| Name | Vanguard Morningstar Small-Cap ETF | iShares Core S&P Small-Cap ETF |
| Category | Small Blend | Small Blend |
| Style | Passive | Passive |
| Expense ratio | 0.03% | 0.06% |
| Assets (AUM) | $183.4B | $109.6B |
| Dividend yield | 1.22% | 1.13% |
| Avg volume (3-mo) | 517K | 3.5M |
| Inception | January 26, 2004 | May 22, 2000 |
| Benchmark proxy | S&P 500 | S&P SmallCap 600 |
VB costs 0.03 pp less per year — about $3.00 per $10,000 invested.
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.