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IJH vs VYM

Comparison between ISHARES CORE S&P MID-CAP ETF (IJH, ETF) and VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES (VYM, ETF).

5-Year PerformanceIJH has outperformed VYM, delivering a return of +12.2% compared to +12.1%

IJH vs VYM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IJH
$119B
VYM
$96B
Expense Ratio
IJH
0.05%
Winner
VYM
0.04%
Max Drawdown
Winner
IJH
56.14%
VYM
58.80%
Sharpe Ratio
IJH
1.31
Winner
VYM
1.85
5Y Beta
IJH
0.98
Winner
VYM
0.68
P/E Ratio
IJH
25.78
Winner
VYM
21.38
Forward P/E
IJH
16.31
Winner
VYM
16.15
5Y Dividends CAGR
Winner
IJH
8.73%
VYM
8.35%
5Y EPS CAGR
Winner
IJH
12.90%
VYM
11.58%
Debt to Equity
IJH
46.12%
Winner
VYM
26.25%
P/S Ratio
Winner
IJH
1.56
VYM
2.09
P/B Ratio
Winner
IJH
2.67
VYM
3.22

IJH vs VYM - Holdings Comparison

IJH and VYM have 146 common holdings. Overlap is 3.75%

IJH's top 25 holdings weight is 16.65%. VYM's top 25 holdings weight is 43.00%.

RankIJHVYM
#1
FLEX LTD (FLEX) - 1.51%
BROADCOM INC (AVGO) - 8.49%
#2
TWILIO INC CLASS A (TWLO) - 0.82%
JPMORGAN CHASE & CO (JPM) - 3.13%
#3
CURTISS-WRIGHT CORP (CW) - 0.79%
EXXON MOBIL CORP (XOM) - 2.52%
#4
CARPENTER TECHNOLOGY CORP (CRS) - 0.78%
JOHNSON & JOHNSON (JNJ) - 2.23%
#5
TECHNIPFMC PLC (FTI) - 0.76%
CISCO SYSTEMS INC (CSCO) - 1.97%
#6
NVENT ELECTRIC PLC (NVT) - 0.75%
CATERPILLAR INC (CAT) - 1.67%
#7
ATI INC (ATI) - 0.75%
ABBVIE INC (ABBV) - 1.59%
#8
STERLING INFRASTRUCTURE INC (STRL) - 0.74%
ORACLE CORP (ORCL) - 1.56%
#9
ILLUMINA INC (ILMN) - 0.70%
UNITEDHEALTH GROUP INC (UNH) - 1.42%
#10
WOODWARD INC (WWD) - 0.70%
CHEVRON CORP (CVX) - 1.41%
#11
XPO INC (XPO) - 0.70%
BANK OF AMERICA CORP (BAC) - 1.39%
#12
MKS INC (MKSI) - 0.69%
PROCTER & GAMBLE CO (PG) - 1.39%
#13
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.66%
THE HOME DEPOT INC (HD) - 1.30%
#14
UNITED THERAPEUTICS CORP (UTHR) - 0.66%
COCA-COLA CO (KO) - 1.26%
#15
EVERPURE INC CLASS A (P) - 0.64%
MERCK & CO INC (MRK) - 1.21%
#16
ENTEGRIS INC (ENTG) - 0.64%
THE GOLDMAN SACHS GROUP INC (GS) - 1.18%
#17
MASTEC INC (MTZ) - 0.63%
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.14%
#18
RELIANCE INC (RS) - 0.60%
PHILIP MORRIS INTERNATIONAL INC (PM) - 1.14%
#19
FABRINET (FN) - 0.59%
TEXAS INSTRUMENTS INC (TXN) - 1.14%
#20
TD SYNNEX CORP (SNX) - 0.59%
QUALCOMM INC (QCOM) - 1.10%
#21
RPM INTERNATIONAL INC (RPM) - 0.39%
RTX CORP (RTX) - 0.99%
#22
DIGITALOCEAN HOLDINGS INC (DOCN) - 0.39%
WELLS FARGO & CO (WFC) - 0.99%
#23
UNUM GROUP (UNM) - 0.39%
MORGAN STANLEY (MS) - 0.97%
#24
PERMIAN RESOURCES CORP CLASS A (PR) - 0.39%
LINDE PLC (LIN) - 0.96%
#25
JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.39%
CITIGROUP INC (C) - 0.85%
Total Holdings363618

IJH vs VYM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IJH
+2.70%
VYM
+0.26%
3M
Winner
IJH
+12.53%
VYM
+8.47%
6M
Winner
IJH
+12.56%
VYM
+10.84%
1Y
Winner
IJH
+25.12%
VYM
+24.08%
5Y(CAGR)
Winner
IJH
+12.18%
VYM
+12.06%
10Y(CAGR)
Winner
IJH
+16.44%
VYM
+11.61%
Max(CAGR)
Winner
IJH
+16.40%
VYM
+9.30%

IJH vs VYM - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIJHVYM
2026+13.08%+10.56%
2025+7.70%+15.47%
2024+14.30%+16.82%
2023+24.60%+6.76%
2022-7.41%-0.93%
2021+33.09%+27.75%
2020+21.31%+0.86%
2019+35.46%+23.87%
2018-6.62%-6.23%
2017+21.67%+15.80%
2016+30.91%+18.47%
2015+3.79%+0.30%
2014+17.12%+14.63%
2013+37.28%+27.05%
2012+23.47%+11.65%
2011+1.65%+9.87%
2010+30.55%+12.74%
2009+42.38%+14.51%
2008-31.48%-31.05%
2007+12.09%+1.36%
2006+13.66%+2.83%
2005+22.03%N/A
2004+25.87%N/A
2003+43.81%N/A
2002-6.58%N/A
2001+11.46%N/A
2000+21.68%N/A

IJH vs VYM Drawdown Comparison

The maximum drawdown for IJH was -51.85%, occurring on Nov 20, 2008. Recovery took 443 trading sessions.

The maximum drawdown for VYM was -56.97%, occurring on Mar 5, 2009. Recovery took 1115 trading sessions.

The current IJH drawdown is -1.13%. The current VYM drawdown is -1.28%.

RankIJHVYM
#1-51.85%
Jun 5, 2008 - Mar 10, 2010
-56.97%
Oct 9, 2007 - Mar 13, 2012
#2-42.18%
Feb 20, 2020 - Oct 8, 2020
-35.22%
Jan 17, 2020 - Dec 31, 2020
#3-29.24%
Apr 17, 2002 - Jun 16, 2003
-16.24%
Jan 26, 2018 - Apr 12, 2019
#4-25.08%
Jul 7, 2011 - Feb 9, 2012
-15.87%
Apr 20, 2022 - Nov 30, 2022
#5-24.45%
May 21, 2001 - Jan 4, 2002
-14.45%
Feb 19, 2025 - Jun 30, 2025
#6-24.10%
Nov 25, 2024 - Dec 10, 2025
-12.99%
May 21, 2015 - Mar 17, 2016
#7-21.19%
Sep 28, 2018 - Apr 12, 2019
-9.95%
Nov 30, 2022 - Dec 13, 2023
#8-20.81%
Nov 16, 2021 - Jan 31, 2023
-8.32%
Jul 13, 2007 - Oct 5, 2007
#9-17.35%
Oct 9, 2007 - Jun 5, 2008
-7.18%
Apr 2, 2012 - Jul 3, 2012
#10-16.44%
Jan 30, 2001 - May 16, 2001
-7.07%
Oct 18, 2012 - Jan 10, 2013
#11-16.37%
Apr 23, 2010 - Oct 22, 2010
-6.76%
Jan 12, 2022 - Apr 20, 2022
#12-15.60%
Jun 24, 2015 - Mar 29, 2016
-6.70%
Sep 19, 2014 - Oct 31, 2014
#13-12.85%
Jul 31, 2023 - Dec 13, 2023
-6.69%
Feb 11, 2026 - Apr 23, 2026
#14-12.69%
Feb 2, 2023 - Jul 10, 2023
-6.31%
Apr 30, 2019 - Jun 20, 2019
#15-12.58%
May 8, 2006 - Oct 26, 2006
-6.16%
Dec 31, 2013 - Mar 4, 2014

Correlation

Correlation between IJH and VYM 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 VYM dividend yield comparison.

YearIJHVYM
20260.46%1.16%
20251.36%2.44%
20241.33%2.74%
20237.30%3.12%
20228.41%3.01%
20215.92%2.76%
20206.40%3.18%
20198.13%3.03%
20188.60%3.40%
20175.96%2.80%
20167.98%2.91%
20157.81%3.22%
20146.71%2.78%
20136.46%2.81%
20127.14%3.23%
20116.37%2.93%
20105.27%2.58%
20096.39%3.07%
200810.19%4.29%
20076.47%2.66%
20065.89%0.34%
20057.20%0.00%
20048.68%0.00%
20038.69%0.00%
200210.08%0.00%
20017.88%0.00%
20007.47%0.00%

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