VIG vs IJH
Comparison between VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES (VIG, ETF) and ISHARES CORE S&P MID-CAP ETF (IJH, ETF).
5-Year PerformanceVIG has outperformed IJH, delivering a return of +10.8% compared to +8.7%
VIG vs IJH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VIG
$130B
IJH
$124B
Expense Ratio
Winner
VIG
0.04%
IJH
0.05%
Max Drawdown
Winner
VIG
48.20%
IJH
56.14%
Sharpe Ratio
Winner
VIG
1.53
IJH
1.19
5Y Beta
Winner
VIG
0.72
IJH
0.98
P/E Ratio
VIG
26.67
Winner
IJH
24.75
Forward P/E
VIG
21.31
Winner
IJH
17.10
5Y Dividends CAGR
VIG
8.14%
Winner
IJH
8.73%
5Y EPS CAGR
Winner
VIG
13.77%
IJH
11.66%
Debt to Equity
Winner
VIG
40.58%
IJH
44.06%
P/S Ratio
VIG
3.05
Winner
IJH
1.59
P/B Ratio
VIG
5.61
Winner
IJH
2.77
VIG vs IJH - Holdings Comparison
VIG and IJH have 74 common holdings. Overlap is 2.39%
VIG's top 25 holdings weight is 55.90%. IJH's top 25 holdings weight is 15.51%.
| Rank | VIG | IJH |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 4.52% | TWILIO INC CLASS A (TWLO) - 0.83% |
| #2 | APPLE INC (AAPL) - 4.20% | TECHNIPFMC PLC (FTI) - 0.83% |
| #3 | ELI LILLY AND CO (LLY) - 4.13% | CARPENTER TECHNOLOGY CORP (CRS) - 0.82% |
| #4 | JPMORGAN CHASE & CO (JPM) - 3.55% | ILLUMINA INC (ILMN) - 0.81% |
| #5 | MICROSOFT CORP (MSFT) - 3.51% | ATI INC (ATI) - 0.75% |
| #6 | JOHNSON & JOHNSON (JNJ) - 2.66% | CURTISS-WRIGHT CORP (CW) - 0.74% |
| #7 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.47% | NVENT ELECTRIC PLC (NVT) - 0.72% |
| #8 | LAM RESEARCH CORP (LRCX) - 2.36% | XPO INC (XPO) - 0.70% |
| #9 | VISA INC CLASS A (V) - 2.31% | WOODWARD INC (WWD) - 0.68% |
| #10 | WALMART INC (WMT) - 2.16% | OKTA INC CLASS A (OKTA) - 0.66% |
| #11 | CATERPILLAR INC (CAT) - 2.14% | MKS INC (MKSI) - 0.65% |
| #12 | CISCO SYSTEMS INC (CSCO) - 2.02% | EVERPURE INC CLASS A (P) - 0.65% |
| #13 | ABBVIE INC (ABBV) - 1.94% | UNITED THERAPEUTICS CORP (UTHR) - 0.63% |
| #14 | COSTCO WHOLESALE CORP (COST) - 1.81% | BURLINGTON STORES INC (BURL) - 0.62% |
| #15 | MASTERCARD INC CLASS A (MA) - 1.80% | MASTEC INC (MTZ) - 0.60% |
| #16 | KLA CORP (KLAC) - 1.72% | ENTEGRIS INC (ENTG) - 0.60% |
| #17 | UNITEDHEALTH GROUP INC (UNH) - 1.64% | STERLING INFRASTRUCTURE INC (STRL) - 0.59% |
| #18 | BANK OF AMERICA CORP (BAC) - 1.62% | US FOODS HOLDING CORP (USFD) - 0.58% |
| #19 | THE HOME DEPOT INC (HD) - 1.53% | RB GLOBAL INC (RBA) - 0.57% |
| #20 | PROCTER & GAMBLE CO (PG) - 1.49% | RELIANCE INC (RS) - 0.55% |
| #21 | MERCK & CO INC (MRK) - 1.38% | TOLL BROTHERS INC (TOL) - 0.39% |
| #22 | COCA-COLA CO (KO) - 1.37% | LAMAR ADVERTISING CO CLASS A (LAMR) - 0.39% |
| #23 | THE GOLDMAN SACHS GROUP INC (GS) - 1.24% | HF SINCLAIR CORP (DINO) - 0.39% |
| #24 | TEXAS INSTRUMENTS INC (TXN) - 1.18% | DICK'S SPORTING GOODS INC (DKS) - 0.38% |
| #25 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.15% | EQUITABLE HOLDINGS INC (EQH) - 0.38% |
| Total Holdings | 342 | 364 |
VIG vs IJH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VIG
+2.23%
IJH
+0.43%
3M
Winner
VIG
+6.78%
IJH
+3.11%
6M
VIG
+7.34%
Winner
IJH
+7.51%
1Y
VIG
+20.05%
Winner
IJH
+24.09%
5Y(CAGR)
Winner
VIG
+10.78%
IJH
+8.74%
10Y(CAGR)
Winner
VIG
+13.17%
IJH
+11.06%
Max(CAGR)
Winner
VIG
+10.29%
IJH
+9.93%
VIG vs IJH - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VIG | IJH |
|---|---|---|
| 2026 | +11.69% | +15.26% |
| 2025 | +14.71% | +7.70% |
| 2024 | +17.22% | +14.30% |
| 2023 | +14.55% | +16.97% |
| 2022 | -9.52% | -13.38% |
| 2021 | +25.45% | +26.66% |
| 2020 | +14.77% | +13.41% |
| 2019 | +30.46% | +26.51% |
| 2018 | -2.42% | -12.01% |
| 2017 | +21.81% | +15.64% |
| 2016 | +13.49% | +22.32% |
| 2015 | -1.78% | -2.19% |
| 2014 | +11.06% | +10.92% |
| 2013 | +26.20% | +29.75% |
| 2012 | +10.41% | +16.54% |
| 2011 | +5.46% | -3.28% |
| 2010 | +13.31% | +24.62% |
| 2009 | +16.47% | +34.22% |
| 2008 | -25.49% | -35.77% |
| 2007 | +5.32% | +6.60% |
| 2006 | +8.59% | +8.29% |
| 2005 | N/A | +14.46% |
| 2004 | N/A | +15.78% |
| 2003 | N/A | +31.45% |
| 2002 | N/A | -13.94% |
| 2001 | N/A | +3.46% |
| 2000 | N/A | +13.87% |
VIG vs IJH Drawdown Comparison
The maximum drawdown for VIG was -46.80%, occurring on Mar 9, 2009. Recovery took 846 trading sessions.
The maximum drawdown for IJH was -55.07%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
The current VIG drawdown is -0.00%. The current IJH drawdown is -0.94%.
| Rank | VIG | IJH |
|---|---|---|
| #1 | -46.80% Oct 9, 2007 - Feb 16, 2011 | -55.07% Jun 4, 2007 - Dec 2, 2010 |
| #2 | -31.72% Feb 14, 2020 - Aug 26, 2020 | -42.18% Feb 20, 2020 - Nov 9, 2020 |
| #3 | -20.40% Jan 4, 2022 - Dec 11, 2023 | -31.94% Apr 17, 2002 - Oct 13, 2003 |
| #4 | -17.27% Sep 21, 2018 - Apr 5, 2019 | -26.17% Apr 29, 2011 - Mar 19, 2012 |
| #5 | -16.95% Jul 7, 2011 - Feb 3, 2012 | -25.63% Sep 7, 2000 - Mar 19, 2002 |
| #6 | -14.95% Feb 19, 2025 - Jun 30, 2025 | -24.10% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -12.14% Mar 2, 2015 - Mar 29, 2016 | -23.85% Nov 16, 2021 - Feb 9, 2024 |
| #8 | -9.77% Jan 26, 2018 - Aug 17, 2018 | -23.13% Aug 29, 2018 - Nov 25, 2019 |
| #9 | -7.90% Feb 9, 2026 - May 5, 2026 | -19.23% Jun 23, 2015 - Jul 11, 2016 |
| #10 | -7.90% Jul 19, 2007 - Oct 1, 2007 | -12.63% May 8, 2006 - Nov 22, 2006 |
| #11 | -7.60% Apr 2, 2012 - Aug 7, 2012 | -11.18% Mar 26, 2012 - Sep 6, 2012 |
| #12 | -7.20% Dec 31, 2013 - Mar 4, 2014 | -10.71% Apr 5, 2004 - Nov 4, 2004 |
| #13 | -6.53% Oct 12, 2020 - Nov 9, 2020 | -10.58% Jul 1, 2014 - Nov 21, 2014 |
| #14 | -6.26% Sep 2, 2020 - Oct 9, 2020 | -9.70% Jan 26, 2018 - Jun 6, 2018 |
| #15 | -5.99% Apr 29, 2011 - Jul 7, 2011 | -8.83% Feb 20, 2026 - Apr 17, 2026 |
Correlation
Correlation between VIG and IJH is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
VIG vs IJH dividend yield comparison.
| Year | VIG | IJH |
|---|---|---|
| 2026 | 0.75% | 0.45% |
| 2025 | 1.62% | 1.36% |
| 2024 | 1.73% | 1.33% |
| 2023 | 1.88% | 1.46% |
| 2022 | 1.96% | 1.68% |
| 2021 | 1.55% | 1.18% |
| 2020 | 1.63% | 1.28% |
| 2019 | 1.71% | 1.63% |
| 2018 | 2.08% | 1.72% |
| 2017 | 1.88% | 1.19% |
| 2016 | 2.14% | 1.60% |
| 2015 | 2.34% | 1.56% |
| 2014 | 1.95% | 1.34% |
| 2013 | 1.84% | 1.29% |
| 2012 | 2.37% | 1.43% |
| 2011 | 2.14% | 1.27% |
| 2010 | 1.99% | 1.06% |
| 2009 | 2.09% | 1.28% |
| 2008 | 2.56% | 2.04% |
| 2007 | 1.56% | 1.29% |
| 2006 | 0.98% | 1.18% |
| 2005 | 0.00% | 1.13% |
| 2004 | 0.00% | 0.87% |
| 2003 | 0.00% | 0.87% |
| 2002 | 0.00% | 1.01% |
| 2001 | 0.00% | 0.79% |
| 2000 | 0.00% | 0.75% |
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