VYM vs IJH
Comparison between VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES (VYM, ETF) and ISHARES CORE S&P MID-CAP ETF (IJH, ETF).
5-Year PerformanceVYM has outperformed IJH, delivering a return of +10.9% compared to +7.5%
VYM vs IJH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VYM
$89B
Winner
IJH
$106B
Expense Ratio
Winner
VYM
0.04%
IJH
0.05%
Max Drawdown
VYM
58.80%
Winner
IJH
56.14%
Sharpe Ratio
Winner
VYM
1.97
IJH
1.43
5Y Beta
Winner
VYM
0.69
IJH
0.99
P/E Ratio
Winner
VYM
20.83
IJH
25.59
Forward P/E
Winner
VYM
16.15
IJH
16.48
5Y Dividends CAGR
Winner
VYM
13.15%
IJH
12.31%
5Y EPS CAGR
VYM
12.11%
Winner
IJH
12.25%
Debt to Equity
Winner
VYM
2.37%
IJH
32.62%
P/S Ratio
VYM
2.05
Winner
IJH
1.57
P/B Ratio
VYM
3.10
Winner
IJH
2.58
VYM vs IJH - Holdings Comparison
VYM and IJH have 143 common holdings. Overlap is 3.72%
VYM's top 25 holdings weight is 40.63%. IJH's top 25 holdings weight is 15.49%.
| Rank | VYM | IJH |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 6.28% | FLEX LTD (FLEX) - 0.97% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.27% | TECHNIPFMC PLC (FTI) - 0.89% |
| #3 | EXXON MOBIL CORP (XOM) - 3.15% | CURTISS-WRIGHT CORP (CW) - 0.77% |
| #4 | JOHNSON & JOHNSON (JNJ) - 2.58% | XPO INC (XPO) - 0.75% |
| #5 | CHEVRON CORP (CVX) - 1.70% | FABRINET (FN) - 0.72% |
| #6 | ABBVIE INC (ABBV) - 1.69% | UNITED THERAPEUTICS CORP (UTHR) - 0.71% |
| #7 | PROCTER & GAMBLE CO (PG) - 1.49% | MASTEC INC (MTZ) - 0.69% |
| #8 | THE HOME DEPOT INC (HD) - 1.44% | ENTEGRIS INC (ENTG) - 0.69% |
| #9 | CATERPILLAR INC (CAT) - 1.44% | EVERPURE INC CLASS A (P) - 0.68% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.36% | NVENT ELECTRIC PLC (NVT) - 0.67% |
| #11 | BANK OF AMERICA CORP (BAC) - 1.34% | WOODWARD INC (WWD) - 0.64% |
| #12 | MERCK & CO INC (MRK) - 1.31% | TWILIO INC CLASS A (TWLO) - 0.63% |
| #13 | COCA-COLA CO (KO) - 1.30% | CARPENTER TECHNOLOGY CORP (CRS) - 0.62% |
| #14 | RTX CORP (RTX) - 1.13% | ATI INC (ATI) - 0.61% |
| #15 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.13% | BWX TECHNOLOGIES INC (BWXT) - 0.59% |
| #16 | ORACLE CORP (ORCL) - 1.09% | BURLINGTON STORES INC (BURL) - 0.59% |
| #17 | WELLS FARGO & CO (WFC) - 1.08% | US FOODS HOLDING CORP (USFD) - 0.59% |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 1.08% | RB GLOBAL INC (RBA) - 0.58% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.04% | ROYAL GOLD INC (RGLD) - 0.58% |
| #20 | LINDE PLC (LIN) - 1.02% | ILLUMINA INC (ILMN) - 0.57% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.99% | RPM INTERNATIONAL INC (RPM) - 0.39% |
| #22 | MCDONALD'S CORP (MCD) - 0.98% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.39% |
| #23 | VERIZON COMMUNICATIONS INC (VZ) - 0.93% | GRACO INC (GGG) - 0.39% |
| #24 | PEPSICO INC (PEP) - 0.93% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.39% |
| #25 | AT&T INC (T) - 0.88% | RENAISSANCERE HOLDINGS LTD (RNR) - 0.39% |
| Total Holdings | 623 | 363 |
VYM vs IJH - Historical Returns
Returns include dividend reinvestment.
1M
VYM
+2.22%
Winner
IJH
+4.91%
3M
VYM
+0.41%
Winner
IJH
+3.30%
6M
VYM
+12.22%
Winner
IJH
+14.79%
1Y
VYM
+26.65%
Winner
IJH
+27.19%
5Y(CAGR)
Winner
VYM
+10.87%
IJH
+7.55%
10Y(CAGR)
Winner
VYM
+11.80%
IJH
+11.49%
Max(CAGR)
VYM
+9.23%
Winner
IJH
+9.86%
VYM vs IJH - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VYM | IJH |
|---|---|---|
| 2026 | +8.03% | +10.84% |
| 2025 | +15.47% | +7.70% |
| 2024 | +16.82% | +14.30% |
| 2023 | +6.76% | +16.97% |
| 2022 | -0.93% | -13.38% |
| 2021 | +27.75% | +26.66% |
| 2020 | +0.86% | +13.41% |
| 2019 | +23.87% | +26.51% |
| 2018 | -6.23% | -12.01% |
| 2017 | +15.80% | +15.64% |
| 2016 | +18.47% | +22.32% |
| 2015 | +0.30% | -2.19% |
| 2014 | +14.63% | +10.92% |
| 2013 | +27.05% | +29.75% |
| 2012 | +11.65% | +16.54% |
| 2011 | +9.87% | -3.28% |
| 2010 | +12.74% | +24.62% |
| 2009 | +14.51% | +34.22% |
| 2008 | -31.05% | -35.77% |
| 2007 | +1.36% | +6.60% |
| 2006 | +2.83% | +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% |
VYM vs IJH Drawdown Comparison
The maximum drawdown for VYM was -56.97%, occurring on Mar 5, 2009. Recovery took 1115 trading sessions.
The maximum drawdown for IJH was -55.07%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
The current VYM drawdown is -1.10%. The current IJH drawdown is -0.84%.
| Rank | VYM | IJH |
|---|---|---|
| #1 | -56.97% Oct 9, 2007 - Mar 13, 2012 | -55.07% Jun 4, 2007 - Dec 2, 2010 |
| #2 | -35.22% Jan 17, 2020 - Dec 31, 2020 | -42.18% Feb 20, 2020 - Nov 9, 2020 |
| #3 | -16.24% Jan 26, 2018 - Apr 12, 2019 | -31.94% Apr 17, 2002 - Oct 13, 2003 |
| #4 | -15.87% Apr 20, 2022 - Nov 30, 2022 | -26.17% Apr 29, 2011 - Mar 19, 2012 |
| #5 | -14.45% Feb 19, 2025 - Jun 30, 2025 | -25.63% Sep 7, 2000 - Mar 19, 2002 |
| #6 | -12.99% May 21, 2015 - Mar 17, 2016 | -24.10% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -9.95% Nov 30, 2022 - Dec 13, 2023 | -23.85% Nov 16, 2021 - Feb 9, 2024 |
| #8 | -8.32% Jul 13, 2007 - Oct 5, 2007 | -23.13% Aug 29, 2018 - Nov 25, 2019 |
| #9 | -7.18% Apr 2, 2012 - Jul 3, 2012 | -19.23% Jun 23, 2015 - Jul 11, 2016 |
| #10 | -7.07% Oct 18, 2012 - Jan 10, 2013 | -12.63% May 8, 2006 - Nov 22, 2006 |
| #11 | -6.76% Jan 12, 2022 - Apr 20, 2022 | -11.18% Mar 26, 2012 - Sep 6, 2012 |
| #12 | -6.70% Sep 19, 2014 - Oct 31, 2014 | -10.71% Apr 5, 2004 - Nov 4, 2004 |
| #13 | -6.69% Feb 11, 2026 - Apr 23, 2026 | -10.58% Jul 1, 2014 - Nov 21, 2014 |
| #14 | -6.31% Apr 30, 2019 - Jun 20, 2019 | -9.70% Jan 26, 2018 - Jun 6, 2018 |
| #15 | -6.16% Dec 31, 2013 - Mar 4, 2014 | -8.83% Feb 20, 2026 - Apr 17, 2026 |
Correlation
Correlation between VYM 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)
VYM vs IJH dividend yield comparison.
| Year | VYM | IJH |
|---|---|---|
| 2026 | 0.55% | 0.21% |
| 2025 | 2.44% | 1.36% |
| 2024 | 2.74% | 1.33% |
| 2023 | 3.12% | 1.46% |
| 2022 | 3.01% | 1.68% |
| 2021 | 2.76% | 1.18% |
| 2020 | 3.18% | 1.28% |
| 2019 | 3.03% | 1.63% |
| 2018 | 3.40% | 1.72% |
| 2017 | 2.80% | 1.19% |
| 2016 | 2.91% | 1.60% |
| 2015 | 3.22% | 1.56% |
| 2014 | 2.78% | 1.34% |
| 2013 | 2.81% | 1.29% |
| 2012 | 3.23% | 1.43% |
| 2011 | 2.93% | 1.27% |
| 2010 | 2.58% | 1.06% |
| 2009 | 3.07% | 1.28% |
| 2008 | 4.29% | 2.04% |
| 2007 | 2.66% | 1.29% |
| 2006 | 0.34% | 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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