VBR ETF Expense Ratio 0.05% vs. IJJ's 0.18% for Investors

Published on 8/16/2026

VBR ETF Expense Ratio 0.05% vs. IJJ's 0.18% for Investors

AI Summary

Summarized by AI from the source below

The Vanguard Morningstar Small-Cap Value ETF (VBR) charges an expense ratio of 0.05%, significantly lower than the 0.18% charged by the iShares S&P Mid-Cap 400 Value ETF (IJJ). VBR offers a portfolio of 841 holdings primarily in Financial Services (17%), Industrials (17%), and Consumer Cyclical (14%). It has paid a dividend of $4.32 per share over the past year, yielding 1.7% based on its approximate share price of $251. The iShares fund has a distribution yield of 1.5% with 303 stocks. This cost difference matters for ordinary investors as it impacts overall returns over time.

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