Vanguard VBR vs. iShares IJJ: Is a Small-Cap or Mid-Cap ETF the Better Buy for Investors?
Compare diversification, sector exposure, and risk profiles as these two value-focused ETFs take different approaches to capturing market opportunities.
Vanguard VBR vs. iShares IJJ: Is a Small-Cap or Mid-Cap ETF the Better Buy for Investors?
Overview
Both the iShares S&P Mid-Cap 400 Value ETF (NYSEMKT:IJJ) and the Vanguard Small-Cap Value ETF (NYSEMKT:VBR) provide targeted exposure to U.S. equities with value characteristics, but they operate in different segments of the market capitalization spectrum.
While IJJ focuses on mid-sized companies, VBR casts a wider net across the small-cap landscape, offering distinct risk-reward profiles for value-oriented portfolios seeking diversification.
Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
Details
Source
Originally published at www.fool.com.
