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 +9.8% compared to +7.5%
VIG vs IJH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VIG
$117B
IJH
$106B
Expense Ratio
Winner
VIG
0.04%
IJH
0.05%
Max Drawdown
Winner
VIG
48.20%
IJH
56.14%
Sharpe Ratio
Winner
VIG
1.49
IJH
1.43
5Y Beta
Winner
VIG
0.74
IJH
0.99
P/E Ratio
VIG
25.95
Winner
IJH
25.59
Forward P/E
VIG
20.99
Winner
IJH
16.48
5Y Dividends CAGR
Winner
VIG
13.46%
IJH
12.31%
5Y EPS CAGR
Winner
VIG
14.05%
IJH
12.25%
Debt to Equity
VIG
40.54%
Winner
IJH
32.62%
P/S Ratio
VIG
2.78
Winner
IJH
1.57
P/B Ratio
VIG
5.18
Winner
IJH
2.58
VIG vs IJH - Holdings Comparison
VIG and IJH have 70 common holdings. Overlap is 2.28%
VIG's top 25 holdings weight is 49.44%. IJH's top 25 holdings weight is 15.49%.
| Rank | VIG | IJH |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 4.07% | FLEX LTD (FLEX) - 0.97% |
| #2 | APPLE INC (AAPL) - 4.03% | TECHNIPFMC PLC (FTI) - 0.89% |
| #3 | MICROSOFT CORP (MSFT) - 3.81% | CURTISS-WRIGHT CORP (CW) - 0.77% |
| #4 | JPMORGAN CHASE & CO (JPM) - 3.53% | XPO INC (XPO) - 0.75% |
| #5 | ELI LILLY AND CO (LLY) - 3.48% | FABRINET (FN) - 0.72% |
| #6 | EXXON MOBIL CORP (XOM) - 3.38% | UNITED THERAPEUTICS CORP (UTHR) - 0.71% |
| #7 | JOHNSON & JOHNSON (JNJ) - 2.81% | MASTEC INC (MTZ) - 0.69% |
| #8 | WALMART INC (WMT) - 2.60% | ENTEGRIS INC (ENTG) - 0.69% |
| #9 | VISA INC CLASS A (V) - 2.26% | EVERPURE INC CLASS A (P) - 0.68% |
| #10 | COSTCO WHOLESALE CORP (COST) - 2.11% | NVENT ELECTRIC PLC (NVT) - 0.67% |
| #11 | MASTERCARD INC CLASS A (MA) - 1.94% | WOODWARD INC (WWD) - 0.64% |
| #12 | ABBVIE INC (ABBV) - 1.83% | TWILIO INC CLASS A (TWLO) - 0.63% |
| #13 | PROCTER & GAMBLE CO (PG) - 1.60% | CARPENTER TECHNOLOGY CORP (CRS) - 0.62% |
| #14 | CATERPILLAR INC (CAT) - 1.57% | ATI INC (ATI) - 0.61% |
| #15 | THE HOME DEPOT INC (HD) - 1.56% | BWX TECHNOLOGIES INC (BWXT) - 0.59% |
| #16 | BANK OF AMERICA CORP (BAC) - 1.47% | BURLINGTON STORES INC (BURL) - 0.59% |
| #17 | CISCO SYSTEMS INC (CSCO) - 1.46% | US FOODS HOLDING CORP (USFD) - 0.59% |
| #18 | MERCK & CO INC (MRK) - 1.42% | RB GLOBAL INC (RBA) - 0.58% |
| #19 | COCA-COLA CO (KO) - 1.40% | ROYAL GOLD INC (RGLD) - 0.58% |
| #20 | LAM RESEARCH CORP (LRCX) - 1.27% | ILLUMINA INC (ILMN) - 0.57% |
| #21 | BANK OF NEW YORK MELLON CORP (BK) - 0.39% | RPM INTERNATIONAL INC (RPM) - 0.39% |
| #22 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.39% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.39% |
| #23 | CSX CORP (CSX) - 0.36% | GRACO INC (GGG) - 0.39% |
| #24 | SHERWIN-WILLIAMS CO (SHW) - 0.35% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.39% |
| #25 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 0.35% | RENAISSANCERE HOLDINGS LTD (RNR) - 0.39% |
| Total Holdings | 303 | 363 |
VIG vs IJH - Historical Returns
Returns include dividend reinvestment.
1M
VIG
+2.76%
Winner
IJH
+4.91%
3M
VIG
-0.32%
Winner
IJH
+3.30%
6M
VIG
+6.60%
Winner
IJH
+14.79%
1Y
VIG
+20.27%
Winner
IJH
+27.19%
5Y(CAGR)
Winner
VIG
+9.81%
IJH
+7.55%
10Y(CAGR)
Winner
VIG
+12.96%
IJH
+11.49%
Max(CAGR)
Winner
VIG
+10.02%
IJH
+9.86%
VIG vs IJH - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VIG | IJH |
|---|---|---|
| 2026 | +3.79% | +10.84% |
| 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 -0.77%. The current IJH drawdown is -0.84%.
| 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 | 0.37% | 0.21% |
| 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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