IJH vs VIG
Comparison between ISHARES CORE S&P MID-CAP ETF (IJH, ETF) and VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES (VIG, ETF).
5-Year PerformanceVIG has outperformed IJH, delivering a return of +10.5% compared to +8.8%
IJH vs VIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJH
$124B
Winner
VIG
$130B
Expense Ratio
IJH
0.05%
Winner
VIG
0.04%
Max Drawdown
IJH
56.14%
Winner
VIG
48.20%
Sharpe Ratio
IJH
1.04
Winner
VIG
1.23
5Y Beta
IJH
0.98
Winner
VIG
0.72
P/E Ratio
Winner
IJH
25.62
VIG
27.70
Forward P/E
Winner
IJH
16.98
VIG
21.32
PEG Ratio
IJH
0.07
VIG
N/A
5Y Dividends CAGR
Winner
IJH
8.73%
VIG
8.14%
5Y EPS CAGR
IJH
13.41%
Winner
VIG
14.62%
Debt to Equity
Winner
IJH
45.44%
VIG
85.01%
P/S Ratio
Winner
IJH
1.67
VIG
2.96
P/B Ratio
Winner
IJH
2.83
VIG
5.65
IJH vs VIG - Holdings Comparison
IJH and VIG have 79 common holdings. Overlap is 2.75%
IJH's top 25 holdings weight is 16.44%. VIG's top 25 holdings weight is 51.24%.
| Rank | IJH | VIG |
|---|---|---|
| #1 | TWILIO INC CLASS A (TWLO) - 0.93% | BROADCOM INC (AVGO) - 4.52% |
| #2 | TECHNIPFMC PLC (FTI) - 0.83% | APPLE INC (AAPL) - 4.20% |
| #3 | ILLUMINA INC (ILMN) - 0.81% | ELI LILLY AND CO (LLY) - 4.13% |
| #4 | CARPENTER TECHNOLOGY CORP (CRS) - 0.80% | JPMORGAN CHASE & CO (JPM) - 3.55% |
| #5 | CURTISS-WRIGHT CORP (CW) - 0.78% | MICROSOFT CORP (MSFT) - 3.51% |
| #6 | OKTA INC CLASS A (OKTA) - 0.73% | JOHNSON & JOHNSON (JNJ) - 2.66% |
| #7 | NVENT ELECTRIC PLC (NVT) - 0.73% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.47% |
| #8 | ATI INC (ATI) - 0.72% | LAM RESEARCH CORP (LRCX) - 2.36% |
| #9 | XPO INC (XPO) - 0.69% | VISA INC CLASS A (V) - 2.31% |
| #10 | EVERPURE INC CLASS A (P) - 0.68% | WALMART INC (WMT) - 2.16% |
| #11 | MKS INC (MKSI) - 0.68% | CATERPILLAR INC (CAT) - 2.14% |
| #12 | WOODWARD INC (WWD) - 0.66% | CISCO SYSTEMS INC (CSCO) - 2.02% |
| #13 | UNITED THERAPEUTICS CORP (UTHR) - 0.63% | ABBVIE INC (ABBV) - 1.94% |
| #14 | MASTEC INC (MTZ) - 0.63% | COSTCO WHOLESALE CORP (COST) - 1.81% |
| #15 | US FOODS HOLDING CORP (USFD) - 0.62% | MASTERCARD INC CLASS A (MA) - 1.80% |
| #16 | ENTEGRIS INC (ENTG) - 0.60% | KLA CORP (KLAC) - 1.72% |
| #17 | BURLINGTON STORES INC (BURL) - 0.59% | UNITEDHEALTH GROUP INC (UNH) - 1.64% |
| #18 | STERLING INFRASTRUCTURE INC (STRL) - 0.58% | BANK OF AMERICA CORP (BAC) - 1.62% |
| #19 | RB GLOBAL INC (RBA) - 0.57% | THE HOME DEPOT INC (HD) - 1.53% |
| #20 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.55% | PROCTER & GAMBLE CO (PG) - 1.49% |
| #21 | RELIANCE INC (RS) - 0.55% | MARSH (MRSH) - 0.35% |
| #22 | TD SYNNEX CORP (SNX) - 0.53% | SHERWIN-WILLIAMS CO (SHW) - 0.34% |
| #23 | RBC BEARINGS INC (RBC) - 0.52% | ACCENTURE PLC CLASS A (ACN) - 0.33% |
| #24 | ROKU INC CLASS A (ROKU) - 0.52% | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.32% |
| #25 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.51% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 0.32% |
| Total Holdings | 404 | 302 |
IJH vs VIG - Historical Returns
Returns include dividend reinvestment.
1M
IJH
-0.46%
Winner
VIG
+1.09%
3M
IJH
+4.10%
Winner
VIG
+5.22%
6M
Winner
IJH
+8.17%
VIG
+6.72%
1Y
Winner
IJH
+21.69%
VIG
+16.82%
5Y(CAGR)
IJH
+8.80%
Winner
VIG
+10.46%
10Y(CAGR)
IJH
+11.07%
Winner
VIG
+12.88%
Max(CAGR)
IJH
+9.89%
Winner
VIG
+10.15%
IJH vs VIG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJH | VIG |
|---|---|---|
| 2026 | +13.71% | +8.30% |
| 2025 | +7.70% | +14.71% |
| 2024 | +14.30% | +17.22% |
| 2023 | +16.97% | +14.55% |
| 2022 | -13.38% | -9.52% |
| 2021 | +26.66% | +25.45% |
| 2020 | +13.41% | +14.77% |
| 2019 | +26.51% | +30.46% |
| 2018 | -12.01% | -2.42% |
| 2017 | +15.64% | +21.81% |
| 2016 | +22.32% | +13.49% |
| 2015 | -2.19% | -1.78% |
| 2014 | +10.92% | +11.06% |
| 2013 | +29.75% | +26.20% |
| 2012 | +16.54% | +10.41% |
| 2011 | -3.28% | +5.46% |
| 2010 | +24.62% | +13.31% |
| 2009 | +34.22% | +16.47% |
| 2008 | -35.77% | -25.49% |
| 2007 | +6.60% | +5.32% |
| 2006 | +8.29% | +8.59% |
| 2005 | +14.46% | N/A |
| 2004 | +15.78% | N/A |
| 2003 | +31.45% | N/A |
| 2002 | -13.94% | N/A |
| 2001 | +3.46% | N/A |
| 2000 | +13.87% | N/A |
IJH vs VIG Drawdown Comparison
The maximum drawdown for IJH was -55.07%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
The maximum drawdown for VIG was -46.80%, occurring on Mar 9, 2009. Recovery took 846 trading sessions.
The current IJH drawdown is -1.80%. The current VIG drawdown is -0.90%.
| Rank | IJH | VIG |
|---|---|---|
| #1 | -55.07% Jun 4, 2007 - Dec 2, 2010 | -46.80% Oct 9, 2007 - Feb 16, 2011 |
| #2 | -42.18% Feb 20, 2020 - Nov 9, 2020 | -31.72% Feb 14, 2020 - Aug 26, 2020 |
| #3 | -31.94% Apr 17, 2002 - Oct 13, 2003 | -20.40% Jan 4, 2022 - Dec 11, 2023 |
| #4 | -26.17% Apr 29, 2011 - Mar 19, 2012 | -17.27% Sep 21, 2018 - Apr 5, 2019 |
| #5 | -25.63% Sep 7, 2000 - Mar 19, 2002 | -16.95% Jul 7, 2011 - Feb 3, 2012 |
| #6 | -24.10% Nov 25, 2024 - Dec 10, 2025 | -14.95% Feb 19, 2025 - Jun 30, 2025 |
| #7 | -23.85% Nov 16, 2021 - Feb 9, 2024 | -12.14% Mar 2, 2015 - Mar 29, 2016 |
| #8 | -23.13% Aug 29, 2018 - Nov 25, 2019 | -9.77% Jan 26, 2018 - Aug 17, 2018 |
| #9 | -19.23% Jun 23, 2015 - Jul 11, 2016 | -7.90% Feb 9, 2026 - May 5, 2026 |
| #10 | -12.63% May 8, 2006 - Nov 22, 2006 | -7.90% Jul 19, 2007 - Oct 1, 2007 |
| #11 | -11.18% Mar 26, 2012 - Sep 6, 2012 | -7.60% Apr 2, 2012 - Aug 7, 2012 |
| #12 | -10.71% Apr 5, 2004 - Nov 4, 2004 | -7.20% Dec 31, 2013 - Mar 4, 2014 |
| #13 | -10.58% Jul 1, 2014 - Nov 21, 2014 | -6.53% Oct 12, 2020 - Nov 9, 2020 |
| #14 | -9.70% Jan 26, 2018 - Jun 6, 2018 | -6.26% Sep 2, 2020 - Oct 9, 2020 |
| #15 | -8.83% Feb 20, 2026 - Apr 17, 2026 | -5.99% Apr 29, 2011 - Jul 7, 2011 |
Correlation
Correlation between IJH and VIG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
IJH vs VIG dividend yield comparison.
| Year | IJH | VIG |
|---|---|---|
| 2026 | 0.46% | 0.77% |
| 2025 | 1.36% | 1.62% |
| 2024 | 1.33% | 1.73% |
| 2023 | 1.46% | 1.88% |
| 2022 | 1.68% | 1.96% |
| 2021 | 1.18% | 1.55% |
| 2020 | 1.28% | 1.63% |
| 2019 | 1.63% | 1.71% |
| 2018 | 1.72% | 2.08% |
| 2017 | 1.19% | 1.88% |
| 2016 | 1.60% | 2.14% |
| 2015 | 1.56% | 2.34% |
| 2014 | 1.34% | 1.95% |
| 2013 | 1.29% | 1.84% |
| 2012 | 1.43% | 2.37% |
| 2011 | 1.27% | 2.14% |
| 2010 | 1.06% | 1.99% |
| 2009 | 1.28% | 2.09% |
| 2008 | 2.04% | 2.56% |
| 2007 | 1.29% | 1.56% |
| 2006 | 1.18% | 0.98% |
| 2005 | 1.13% | 0.00% |
| 2004 | 0.87% | 0.00% |
| 2003 | 0.87% | 0.00% |
| 2002 | 1.01% | 0.00% |
| 2001 | 0.79% | 0.00% |
| 2000 | 0.75% | 0.00% |
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