IJR vs IJH vs VTS vs DGSM - Compare ETFs side by side

At a glance

Comparing IJR, IJH, VTS, and DGSM. VTS has the lowest management fee at 0.03% a year, IJH has the highest 10 years return at 11.5% a year, and DGSM offers the highest at 3.94%.

Lowest fee

VTS 0.03% p.a.

Highest 10 years return

IJH 11.5% p.a.

Highest yield

DGSM 3.94%

Highest risk-adjusted

IJH Sharpe 0.66 (10y)

Lowest volatility

IJH 15.1% (10y)

Largest fund

IJR $873m

Side-by-side comparison

Metric	IJR iShares S&P Small-Cap ETF	IJH iShares S&P Mid-Cap ETF	VTS Vanguard US Total Market Shares Index ETF	DGSM Dimensional Global Small Company Trust - Active ETF
Snapshot
Provider	iShares	iShares	Vanguard	—
Tracks index	S&P SmallCap 600 Index	S&P MidCap 400 Index	CRSP US Total Market Index	MSCI World ex Australia Small Cap Index
Categories	US, Small-Cap, Market-Cap	US, Market-Cap	US, Market-Cap	Intl, Small-Cap, Factor, Value
Listed since	2007 (19 yrs)	2007 (19 yrs)	2015 (11 yrs)	2024 (2 yrs)
Fund size (AUM)	$873m	$495m	—	$719m
Cost & income
Management fee	0.08%	0.07%	0.03%	0.55%
Dividend yield	1.12%	1.2%	—	3.94%
Franking	0%	0%	0%	0%
Turnover	15%	15%	3%	15%
Tax drag	0.72%	0.74%	0.07%	1.62%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	22.2% net	10.7% net	—	13.1% net
3-year return	11.4% net	11.1% net	—	12.6% net
5-year return	8.1% net	9.2% net	—	9.1% net
10-year return	11.4% net	11.5% net	—	10.9% net
Risk
Volatility (3y)	17.7%	14.4%	—	15.4%
Volatility (5y)	17%	14.6%	—	15.3%
Volatility (10y)	17.8%	15.1%	—	—
Sharpe ratio (3y)	0.47	0.52	—	0.58
Sharpe ratio (5y)	0.36	0.46	—	0.44
Sharpe ratio (10y)	0.57	0.66	—	—
Bid/ask spread	—	—	—	—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

IJR iShares S&P Small-Cap ETF

Top-12% returns over 1 year (36th of 308 ETFs we track).
Low-cost: a 0.08% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: VTS and IJH.

Full IJR analysis →

IJH iShares S&P Mid-Cap ETF

Low-cost: a 0.07% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: VTS and IVV.

Full IJH analysis →

VTS Vanguard US Total Market Shares Index ETF

Low-cost: a 0.03% management fee keeps more of the return in your pocket.

Full VTS analysis →

DGSM Dimensional Global Small Company Trust - Active ETF

Pays a useful 3.94% income yield.

Pricier than similar ETFs, which average around 0.49%.

Full DGSM analysis →

Frequently Asked Questions

What's the difference between IJR vs IJH vs VTS vs DGSM?

IJR, IJH, VTS, and DGSM are 4 Australian-listed ETFs we compare side by side. VTS carries the lowest management fee (0.03%). Over 10 years, IJH has delivered the highest total return (11.5% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lowest fees - IJR vs IJH vs VTS vs DGSM?

VTS has the lowest management fee at 0.03% a year, versus IJR 0.08%, IJH 0.07%, and DGSM 0.55%.

Which has performed highest - IJR vs IJH vs VTS vs DGSM?

Over the past 10 years, IJH has delivered the highest total return at 11.5% a year. Past performance is not a reliable indicator of future returns.

Which pays the highest dividend yield?

DGSM pays the highest at 3.94%. Remember distributions are taxed each year at your marginal rate.

Which is the largest and most liquid?

IJR is the largest fund by assets ($873m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

IJR vs AVSV IJR vs RSSL IJH vs IVV IJH vs U100 IJH vs RSSL VTS vs IVV VTS vs U100 VTS vs NDQ

← Back to all ETFs

General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.