ETF Versus

IJH vs VIG

iShares Core S&P Mid-Cap ETF vs Vanguard Dividend Appreciation Index Fund ETF Shares

Last updated: 2026-04-02

IJH iShares

iShares Core S&P Mid-Cap ETF (IJH) is an exchange-traded fund issued by iShares that provides exposure to mid-cap U.S. companies balancing growth potential and stability. It charges a very low expense ratio of 0.05%. The fund offers a moderate dividend yield of 1.31%. Launched in 2000, the fund has a 26-year track record.

AUM: $104.0B ER: 0.05% Yield: 1.31% Since: May 22, 2000
VIG Vanguard

Vanguard Dividend Appreciation Index Fund ETF Shares (VIG) is an exchange-traded fund issued by Vanguard that provides exposure to U.S. dividend-paying stocks selected for yield or dividend growth. It charges a very low expense ratio of 0.04%. The fund offers a moderate dividend yield of 1.60%. Launched in 2006, the fund has a 20-year track record.

AUM: $97.2B ER: 0.04% Yield: 1.60% Since: Apr 21, 2006

Quick Verdict

Both funds have nearly identical expense ratios (0.04% vs 0.05%), so fees are not a differentiator here. IJH has edged ahead over the past year (16.1% vs 11.4%).

Key Metrics

Metric IJH VIG
Expense Ratio 0.05% 0.04%
Dividend Yield 1.3% 1.6%
Fund Family iShares Vanguard
Category US Mid Cap US Dividend

Performance Chart

Indexed to 100 at start (5-year comparison)

80 95 110 125 140 155 2021-04 2022-06 2023-09 2024-12 2026-04
IJH +28.1%
VIG +43.7%

Performance Comparison

Period IJH VIG Difference
1 Month -5.55% -5.05% -0.50%
3 Months +1.78% -2.23% +4.01%
6 Months +3.54% -0.97% +4.51%
YTD +1.78% -2.23% +4.01%
1 Year +16.09% +11.38% +4.71%
3 Years +36.14% +39.10% -2.96%
5 Years +28.09% +43.71% -15.62%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IJH Fees VIG Fees You Save
$10.000 10 years $100 $80 $20
$10.000 20 years $430 $344 $86
$10.000 30 years $1.388 $1.112 $276
$50.000 10 years $499 $399 $100
$50.000 30 years $6.941 $5.560 $1.381
$100.000 30 years $13.882 $11.121 $2.762

Risk Metrics

Based on 5 years of daily returns

Metric IJH VIG
Annualized Volatility 19.8% 14.3%
Max Drawdown -24.6% -21.5%
Sharpe Ratio 0.12 0.27

Dividend Comparison

Metric IJH VIG
Annual Dividend (per share) $0.89 $3.45
Dividend Yield 1.31% 1.60%
Distribution Frequency Quarterly Quarterly

Top Holdings

0 of top 10 holdings overlap (0% overlap in top holdings)

IJH Top Holdings

NameWeight
TechnipFMC plcFTI0.92%
Casey's General Stores, Inc.CASY0.84%
Curtiss-Wright CorporationCW0.78%
Flex Ltd.FLEX0.76%
United Therapeutics CorporationUTHR0.72%
XPO, Inc.XPO0.70%
Woodward, Inc.WWD0.67%
US Foods Holding Corp.USFD0.64%
FabrinetFN0.63%
Burlington Stores, Inc.BURL0.62%

VIG Top Holdings

NameWeight
Broadcom Inc.AVGO5.92%
Apple Inc.AAPL3.89%
Eli Lilly and CompanyLLY3.70%
Microsoft CorporationMSFT3.45%
JPMorgan Chase & Co.JPM3.42%
Exxon Mobil CorporationXOM2.87%
Johnson & JohnsonJNJ2.65%
Walmart Inc.WMT2.48%
Visa Inc.V2.23%
Costco Wholesale CorporationCOST1.98%

Which One Should You Choose?

Choose IJH if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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