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 PerformanceIJH has outperformed VIG, delivering a return of +12.2% compared to +11.0%
VIG vs IJH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VIG
$128B
IJH
$119B
Expense Ratio
Winner
VIG
0.04%
IJH
0.05%
Max Drawdown
Winner
VIG
48.20%
IJH
56.14%
Sharpe Ratio
Winner
VIG
1.46
IJH
1.31
5Y Beta
Winner
VIG
0.73
IJH
0.98
P/E Ratio
VIG
27.10
Winner
IJH
25.78
Forward P/E
VIG
21.20
Winner
IJH
16.31
5Y Dividends CAGR
Winner
VIG
13.46%
IJH
8.73%
5Y EPS CAGR
Winner
VIG
14.09%
IJH
12.90%
Debt to Equity
VIG
82.14%
Winner
IJH
46.12%
P/S Ratio
VIG
2.81
Winner
IJH
1.56
P/B Ratio
VIG
5.43
Winner
IJH
2.67
VIG vs IJH - Holdings Comparison
VIG and IJH have 70 common holdings. Overlap is 2.19%
VIG's top 25 holdings weight is 51.05%. IJH's top 25 holdings weight is 16.65%.
| Rank | VIG | IJH |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 5.39% | FLEX LTD (FLEX) - 1.51% |
| #2 | APPLE INC (AAPL) - 4.55% | TWILIO INC CLASS A (TWLO) - 0.82% |
| #3 | MICROSOFT CORP (MSFT) - 4.26% | CURTISS-WRIGHT CORP (CW) - 0.79% |
| #4 | ELI LILLY AND CO (LLY) - 3.83% | CARPENTER TECHNOLOGY CORP (CRS) - 0.78% |
| #5 | JPMORGAN CHASE & CO (JPM) - 3.31% | TECHNIPFMC PLC (FTI) - 0.76% |
| #6 | EXXON MOBIL CORP (XOM) - 2.66% | NVENT ELECTRIC PLC (NVT) - 0.75% |
| #7 | JOHNSON & JOHNSON (JNJ) - 2.38% | ATI INC (ATI) - 0.75% |
| #8 | VISA INC CLASS A (V) - 2.24% | STERLING INFRASTRUCTURE INC (STRL) - 0.74% |
| #9 | WALMART INC (WMT) - 2.22% | ILLUMINA INC (ILMN) - 0.70% |
| #10 | CISCO SYSTEMS INC (CSCO) - 2.08% | WOODWARD INC (WWD) - 0.70% |
| #11 | COSTCO WHOLESALE CORP (COST) - 1.86% | XPO INC (XPO) - 0.70% |
| #12 | CATERPILLAR INC (CAT) - 1.78% | MKS INC (MKSI) - 0.69% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.76% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.66% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.74% | UNITED THERAPEUTICS CORP (UTHR) - 0.66% |
| #15 | ABBVIE INC (ABBV) - 1.69% | EVERPURE INC CLASS A (P) - 0.64% |
| #16 | ORACLE CORP (ORCL) - 1.68% | ENTEGRIS INC (ENTG) - 0.64% |
| #17 | UNITEDHEALTH GROUP INC (UNH) - 1.51% | MASTEC INC (MTZ) - 0.63% |
| #18 | BANK OF AMERICA CORP (BAC) - 1.50% | RELIANCE INC (RS) - 0.60% |
| #19 | PROCTER & GAMBLE CO (PG) - 1.46% | FABRINET (FN) - 0.59% |
| #20 | THE HOME DEPOT INC (HD) - 1.38% | TD SYNNEX CORP (SNX) - 0.59% |
| #21 | ELEVANCE HEALTH INC (ELV) - 0.37% | RPM INTERNATIONAL INC (RPM) - 0.39% |
| #22 | CSX CORP (CSX) - 0.37% | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.39% |
| #23 | EMERSON ELECTRIC CO (EMR) - 0.35% | UNUM GROUP (UNM) - 0.39% |
| #24 | WASTE MANAGEMENT INC (WM) - 0.34% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.39% |
| #25 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 0.34% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.39% |
| Total Holdings | 301 | 363 |
VIG vs IJH - Historical Returns
Returns include dividend reinvestment.
1M
VIG
+0.48%
Winner
IJH
+2.70%
3M
VIG
+9.40%
Winner
IJH
+12.53%
6M
VIG
+6.28%
Winner
IJH
+12.56%
1Y
VIG
+18.42%
Winner
IJH
+25.12%
5Y(CAGR)
VIG
+10.96%
Winner
IJH
+12.18%
10Y(CAGR)
VIG
+13.01%
Winner
IJH
+16.44%
Max(CAGR)
VIG
+10.10%
Winner
IJH
+16.40%
VIG vs IJH - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VIG | IJH |
|---|---|---|
| 2026 | +6.59% | +13.08% |
| 2025 | +14.71% | +7.70% |
| 2024 | +17.22% | +14.30% |
| 2023 | +14.55% | +24.60% |
| 2022 | -9.52% | -7.41% |
| 2021 | +25.45% | +33.09% |
| 2020 | +14.77% | +21.31% |
| 2019 | +30.46% | +35.46% |
| 2018 | -2.42% | -6.62% |
| 2017 | +21.81% | +21.67% |
| 2016 | +13.49% | +30.91% |
| 2015 | -1.78% | +3.79% |
| 2014 | +11.06% | +17.12% |
| 2013 | +26.20% | +37.28% |
| 2012 | +10.41% | +23.47% |
| 2011 | +5.46% | +1.65% |
| 2010 | +13.31% | +30.55% |
| 2009 | +16.47% | +42.38% |
| 2008 | -25.49% | -31.48% |
| 2007 | +5.32% | +12.09% |
| 2006 | +8.59% | +13.66% |
| 2005 | N/A | +22.03% |
| 2004 | N/A | +25.87% |
| 2003 | N/A | +43.81% |
| 2002 | N/A | -6.58% |
| 2001 | N/A | +11.46% |
| 2000 | N/A | +21.68% |
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 -51.85%, occurring on Nov 20, 2008. Recovery took 443 trading sessions.
The current VIG drawdown is -1.13%. The current IJH drawdown is -1.13%.
| Rank | VIG | IJH |
|---|---|---|
| #1 | -46.80% Oct 9, 2007 - Feb 16, 2011 | -51.85% Jun 5, 2008 - Mar 10, 2010 |
| #2 | -31.72% Feb 14, 2020 - Aug 26, 2020 | -42.18% Feb 20, 2020 - Oct 8, 2020 |
| #3 | -20.40% Jan 4, 2022 - Dec 11, 2023 | -29.24% Apr 17, 2002 - Jun 16, 2003 |
| #4 | -17.27% Sep 21, 2018 - Apr 5, 2019 | -25.08% Jul 7, 2011 - Feb 9, 2012 |
| #5 | -16.95% Jul 7, 2011 - Feb 3, 2012 | -24.45% May 21, 2001 - Jan 4, 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 | -21.19% Sep 28, 2018 - Apr 12, 2019 |
| #8 | -9.77% Jan 26, 2018 - Aug 17, 2018 | -20.81% Nov 16, 2021 - Jan 31, 2023 |
| #9 | -7.90% Feb 9, 2026 - May 5, 2026 | -17.35% Oct 9, 2007 - Jun 5, 2008 |
| #10 | -7.90% Jul 19, 2007 - Oct 1, 2007 | -16.44% Jan 30, 2001 - May 16, 2001 |
| #11 | -7.60% Apr 2, 2012 - Aug 7, 2012 | -16.37% Apr 23, 2010 - Oct 22, 2010 |
| #12 | -7.20% Dec 31, 2013 - Mar 4, 2014 | -15.60% Jun 24, 2015 - Mar 29, 2016 |
| #13 | -6.53% Oct 12, 2020 - Nov 9, 2020 | -12.85% Jul 31, 2023 - Dec 13, 2023 |
| #14 | -6.26% Sep 2, 2020 - Oct 9, 2020 | -12.69% Feb 2, 2023 - Jul 10, 2023 |
| #15 | -5.99% Apr 29, 2011 - Jul 7, 2011 | -12.58% May 8, 2006 - Oct 26, 2006 |
Correlation
Correlation between VIG and IJH is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
VIG vs IJH dividend yield comparison.
| Year | VIG | IJH |
|---|---|---|
| 2026 | 0.36% | 0.46% |
| 2025 | 1.62% | 1.36% |
| 2024 | 1.73% | 1.33% |
| 2023 | 1.88% | 7.30% |
| 2022 | 1.96% | 8.41% |
| 2021 | 1.55% | 5.92% |
| 2020 | 1.63% | 6.40% |
| 2019 | 1.71% | 8.13% |
| 2018 | 2.08% | 8.60% |
| 2017 | 1.88% | 5.96% |
| 2016 | 2.14% | 7.98% |
| 2015 | 2.34% | 7.81% |
| 2014 | 1.95% | 6.71% |
| 2013 | 1.84% | 6.46% |
| 2012 | 2.37% | 7.14% |
| 2011 | 2.14% | 6.37% |
| 2010 | 1.99% | 5.27% |
| 2009 | 2.09% | 6.39% |
| 2008 | 2.56% | 10.19% |
| 2007 | 1.56% | 6.47% |
| 2006 | 0.98% | 5.89% |
| 2005 | 0.00% | 7.20% |
| 2004 | 0.00% | 8.68% |
| 2003 | 0.00% | 8.69% |
| 2002 | 0.00% | 10.08% |
| 2001 | 0.00% | 7.88% |
| 2000 | 0.00% | 7.47% |
Select Stocks to Compare
Popular: VIG vs SPYIJH vs SPY
More Comparisons
Compare with similar stocks
Compare VIG with:
Compare IJH with:
Popular suggestions:
VIG vs VYM
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
VIG vs DGRO
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES vs ISHARES CORE DIVIDEND GROWTH ETF
SCHM vs IJH
SCHWAB U.S. MID-CAP ETF vs ISHARES CORE S&P MID-CAP ETF
SCHD vs VIG
SCHWAB U.S. DIVIDEND EQUITY ETF vs VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
NOBL vs VIG
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF vs VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
FIS vs VIG
Fidelity National Information Services Inc vs VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
MDY vs IJH
S&P MidCap 400 ETF vs ISHARES CORE S&P MID-CAP ETF
VYM vs VIG
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES vs VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
FLQL vs VIG
FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF vs VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
FUTY vs VIG
FIDELITY MSCI UTILITIES INDEX ETF vs VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
MOTI vs VIG
VANECK MORNINGSTAR INTERNATIONAL MOAT ETF vs VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES