ETF Versus

IJH vs VIG

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

Last updated: 2026-04-10

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 1.26%. Launched in 2000, the fund has a 26-year track record.

AUM: $111.0B ER: 0.05% Yield: 1.26% 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 1.56%. Launched in 2006, the fund has a 20-year track record.

AUM: $102.5B ER: 0.04% Yield: 1.56% 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. Over the past year, IJH has significantly outperformed with a 31.3% return vs 22.2%.

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 2022-07 2023-10 2025-01 2026-04
IJH +31.9%
VIG +46.7%

Performance Comparison

Period IJH VIG Difference
1 Month +3.07% +0.41% +2.66%
3 Months +1.81% -1.65% +3.46%
6 Months +9.27% +3.01% +6.26%
YTD +5.32% +0.59% +4.73%
1 Year +31.28% +22.20% +9.08%
3 Years +41.49% +43.12% -1.63%
5 Years +31.89% +46.75% -14.86%

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 0.15 0.30

Dividend Comparison

Metric IJH VIG
Annual Dividend (per share) $0.89 $3.45
Dividend Yield 1.26% 1.56%
Distribution Frequency Quarterly Quarterly

Top Holdings

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

IJH Top Holdings

NameWeight
TechnipFMC plcFTI0.88%
Flex Ltd.FLEX0.81%
Curtiss-Wright CorporationCW0.81%
United Therapeutics CorporationUTHR0.75%
XPO, Inc.XPO0.75%
Woodward, Inc.WWD0.71%
FabrinetFN0.66%
Royal Gold, Inc.RGLD0.65%
MasTec, Inc.MTZ0.64%
Carpenter Technology CorporationCRS0.64%

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.

Choose VIG if...

you prioritize dividend income and want higher regular distributions from your portfolio.

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