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VOOV vs XJR

Vanguard S&P 500 Value ETF

VOOVANYSE Arca

iShares ESG Select Screened S&P Small-Cap ETF

XJRBCboe

Overlap

Expense ratio

VOOV −0.05pt a year

VOOV0.07%XJR0.12%

Avg volume · 30D

VOOV 8.6×the volume

VOOV69.9KXJR8.1K

5Y return · a year

VOOV +6.5pt

VOOV+11.4%XJR+4.9%

VOOV vs XJR Performance

Nov 9, 2021 – Nov 9, 2026

+71.5%VOOV+27.0%XJR

Nov 9, 2021 to Nov 9, 2026. VOOV +71.5%. XJR +27.0%. Use the arrow keys to read each point.−20%0%40%60%Nov 2021May 2024Nov 2026
Expense ratio
VOOV 0.07%, better
XJR 0.12%
Fund size
VOOV $6.6B
XJR $210M
1Y total return
VOOV +17.6%
XJR +22.3%, better
Yield (12M)
VOOV 1.61%, better
XJR 0.92%
Holdings
VOOV 452
XJR 548
Avg volume (30D)
VOOV 69.9K sh, better
XJR 8.1K sh
NAV per share
VOOV $227.43
XJR $48.83
52W range

ETF.net Grade

VOOV: Cost 88, Risk 84, Mission 88, Tradability 52, Holdings 70, Durability 84. XJR: Cost 70, Risk 39, Mission 83, Tradability 48, Holdings 84, Durability 63.
Pillar letters and Scores for VOOV, XJR, with each pillar’s weight
PillarVOOVXJR
Cost30% weightA88HigherA70
Mission25% weightA88HigherA83
Risk15% weightA84HigherD39
Tradability15% weightC52HigherC48
Holdings10% weightA70A84Higher
Durability5% weightA84HigherB63

Rank among Other Major Indexes funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. VOOV and XJR are both graded against the same 41 Other Major Indexes funds, so their Grades compare head to head.

Other Major Indexes⁠

Category · 41 funds
See all 41 ›

VOOV ranks 4th and XJR 14th of 41 funds in the Other Major Indexes Category.

  1. Rank 1ASPYVState Street SPDR Portfolio S&P 500 Value ETFScore 89
  2. Rank 2ASCHKSchwab 1000 Index ETFScore 86
  3. Rank 3APBUSInvesco MSCI USA ETFScore 83
  4. Rank 4AVOOVVanguard S&P 500 Value ETFScore 80
  5. Rank 5AVOTETCW Transform 500 ETFScore 79
  6. Rank 14BRWLInvesco S&P 500 Revenue ETFScore 66
  7. Rank 14BXJRiShares ESG Select Screened S&P Small-Cap ETFScore 66
  8. Rank 16BONEQFidelity Nasdaq Composite Index ETFScore 65

Our read on each fund

ETF.net Research

VOOVAVanguard S&P 500 Value ETF

XJRBiShares ESG Select Screened S&P Small-Cap ETF

In short

VOOV Vanguard takes the S&P 500, sorts it by value traits, and hands you the cheap half: roughly 400 familiar large caps, one published index, seven basis points. A value tilt without leaving the blue-chip universe.

XJR XJR lays a light ESG screen over the S&P SmallCap 600, an index that only admits companies with positive earnings. Tobacco, thermal coal, oil sands and weapons get struck out; the rest of the small-cap field stays.

Stated mandate

VOOV The fund seeks to track the performance of the S&P 500 Value Index.

XJR The fund seeks to track small-capitalization U.S. equities through an index that applies environmental, social, and governance screens for controversies and controversial business activities.

Why people hold it

  • VOOV Charges 0.07% a year against a 0.45% median for its index-tracker peer group. The value tilt arrives without the usual factor-fund markup.
  • No manager discretion. It follows one published benchmark, the S&P 500 Value Index, holding roughly 400 large-cap names most investors already know.vanguard.com
  • Running since 2010 and now a multi-billion-dollar fund, it sits among the strongest implementations in its peer group of plain index wrappers.
  • XJR Costs 0.12% a year, roughly a quarter of the median fee among the index-tracking funds it competes with.
  • The parent S&P SmallCap 600 admits only companies with positive earnings in the latest quarter and the trailing four, so unprofitable small caps never make the list.spglobal.com
  • Exclusions are spelled out: controversial weapons, small arms, tobacco, oil sands and shale, thermal coal, fossil fuel reserves. You can check what got left out.ishares.com

Worth knowing

  • VOOV SPYV tracks the same S&P 500 Value Index for 0.04%. Same benchmark, thinner fee.
  • You own one side of the index. When the growth half of the S&P 500 leads, this fund's path diverges from the headline benchmark.
  • Volume is moderate rather than heavy, so spreads can run wider than the busiest large-cap ETFs. Cash comes back quarterly, not monthly.
  • XJR A smaller fund that trades lightly. Spreads can widen, so limit orders do real work here.
  • The screen removes offenders rather than ranking companies on sustainability. A firm clears by avoiding the listed businesses and serious controversies.ishares.com
  • Small caps swing harder than large caps in both directions, and the earnings rule softens that without erasing it.spglobal.com

Full VOOV profile⁠

Full XJR profile⁠

VOOV vs XJR Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

VOOV vs XJR Cost

Overpaying XJR vs VOOV

$1,040

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • VOOV 0.07%

    $1,480

  • XJR 0.12%

    $2,520

$10,000
30 years

Cost over time

  • VOOV 0.07%
  • XJR 0.12%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$1K$2K$3K051015202530XJR $2,520VOOV $1,480

Year by year

YearVOOVXJROverpaying
10$128$220$92
20$503$859$356
30$1,480$2,520$1,040

Expense ratio

  • 0.07%VOOV, cheaper
  • 0.12%XJR
  • Middle half of Other Major Indexes funds
  • Median 0.29%

VOOV 6th cheapest of 41 funds

XJR 13th cheapest of 41 funds

VOOV vs XJR Dividends

Last 12 months to Nov 9, 2026
Yield (12M)
VOOV 1.61%, better
XJR 0.92%
Payout (12M)
VOOV $3.75
XJR $0.47
Last payment
VOOV $0.95
XJR $0.14
Ex-dividend
VOOV Sep 23, 2026
XJR Sep 15, 2026
Paid on
VOOV Sep 25, 2026
XJR Sep 18, 2026
Frequency
VOOV Quarterly
XJR Quarterly

Distribution history

Per share, 2017 to 2026, same scale for both

VOOVQuarterly · 39 paymentsAll VOOV payments⁠
One bar per payment. 39 payments from 2017 to 2026 YTD. Mar 22, 2017 $0.47; Jun 28, 2017 $0.58; Sep 27, 2017 $0.66; Dec 19, 2017 $0.64; Mar 26, 2018 $0.57; Jun 28, 2018 $0.62; Sep 26, 2018 $0.68; Dec 13, 2018 $0.71; Mar 25, 2019 $0.60; Jun 27, 2019 $0.67; Sep 26, 2019 $0.69; Dec 16, 2019 $0.69; Mar 10, 2020 $0.63; Jun 25, 2020 $0.83; Sep 11, 2020 $0.63; Dec 22, 2020 $0.93; Mar 26, 2021 $0.56; Jun 24, 2021 $0.62; Sep 29, 2021 $0.83; Dec 21, 2021 $0.83; Mar 24, 2022 $0.59; Jun 23, 2022 $0.71; Sep 28, 2022 $0.82; Dec 20, 2022 $0.95; Mar 24, 2023 $0.56; Jun 29, 2023 $0.69; Sep 28, 2023 $0.70; Dec 20, 2023 $0.89; Mar 22, 2024 $0.79; Jun 28, 2024 $0.99; Sep 27, 2024 $1.06; Dec 23, 2024 $1.04; Mar 25, 2025 $0.86; Jun 26, 2025 $0.87; Sep 24, 2025 $0.93; Dec 22, 2025 $0.95; Mar 24, 2026 $0.93; Jun 24, 2026 $0.92; Sep 23, 2026 $0.95. Use the arrow keys to read each point.$0$12017202020232026YTD
XJRQuarterly · 21 paymentsAll XJR payments⁠
One bar per payment. 21 payments from 2017 to 2026 YTD. Dec 14, 2020 $0.19; Mar 25, 2021 $0.06; Jun 10, 2021 $0.34; Sep 24, 2021 $0.15; Dec 13, 2021 $0.26; Mar 24, 2022 $0.03; Jun 9, 2022 $0.08; Sep 26, 2022 $0.12; Dec 13, 2022 $0.19; Mar 23, 2023 $0.10; Jun 7, 2023 $0.11; Sep 26, 2023 $0.14; Jun 11, 2024 $0.14; Sep 25, 2024 $0.22; Dec 17, 2024 $0.44; Jun 16, 2025 $0.15; Sep 16, 2025 $0.16; Dec 16, 2025 $0.18; Mar 17, 2026 $0.0014; Jun 15, 2026 $0.14; Sep 15, 2026 $0.14. Use the arrow keys to read each point.$0$12017202020232026YTD

VOOV vs XJR Risk

Fall from peak · 5 years

  • VOOV
  • XJR
Nov 9, 2021 to Nov 9, 2026. Worst fall: XJR −27.1% · Apr 2025. Use the arrow keys to read each point.−30%−20%−10%0%Nov 2021May 2024Nov 2026

Risk facts

VolatilityStd dev, 3 years
VOOV 11.8%, betterXJR 18.7%
Return per unit of riskSharpe ratio, 3 years
VOOV 1.15, betterXJR 0.74
Worst fallMax drawdown, 5 years
VOOV −18.1%, betterXJR −27.1%
Market sensitivityBeta, 5 years
VOOV 0.84XJR 1.05

VOOV and XJR in the news

All news⁠

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