ETF Versus

IJH vs VTV

iShares Core S&P Mid-Cap ETF vs Vanguard Value 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
VTV Vanguard

Vanguard Value Index Fund ETF Shares (VTV) is an exchange-traded fund issued by Vanguard that provides exposure to large-cap U.S. value stocks trading at below-market valuations. It charges a very low expense ratio of 0.03%. The fund offers a moderate dividend yield of 1.97%. Launched in 2004, the fund has a 22-year track record.

AUM: $168.0B ER: 0.03% Yield: 1.97% Since: Jan 26, 2004

Quick Verdict

VTV has a slightly lower expense ratio (0.03% vs 0.05%), saving about $40 per $10,000 over 10 years. IJH has edged ahead over the past year (31.3% vs 26.4%). Income investors may prefer VTV for its higher yield (2.0% vs 1.3%).

Key Metrics

Metric IJH VTV
Expense Ratio 0.05% 0.03%
Dividend Yield 1.3% 2.0%
Fund Family iShares Vanguard
Category US Mid Cap US Large Cap Value

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%
VTV +50.8%

Performance Comparison

Period IJH VTV Difference
1 Month +3.07% +1.13% +1.94%
3 Months +1.81% +2.41% -0.60%
6 Months +9.27% +9.27% +0.00%
YTD +5.32% +4.58% +0.74%
1 Year +31.28% +26.35% +4.93%
3 Years +41.49% +44.02% -2.53%
5 Years +31.89% +50.81% -18.92%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IJH Fees VTV Fees You Save
$10,000 10 years $100 $60 $40
$10,000 20 years $430 $258 $171
$10,000 30 years $1,388 $835 $553
$50,000 10 years $499 $299 $199
$50,000 30 years $6,941 $4,176 $2,765
$100,000 30 years $13,882 $8,352 $5,531

Risk Metrics

Based on 5 years of daily returns

Metric IJH VTV
Annualized Volatility 19.8% 14.0%
Max Drawdown -24.6% -18.1%
Sharpe Ratio 0.15 0.34

Dividend Comparison

Metric IJH VTV
Annual Dividend (per share) $0.89 $3.97
Dividend Yield 1.26% 1.97%
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%

VTV Top Holdings

NameWeight
Berkshire Hathaway Inc.BRK.B3.07%
JPMorgan Chase & Co.JPM2.98%
Exxon Mobil CorporationXOM2.50%
Johnson & JohnsonJNJ2.33%
Walmart Inc.WMT2.18%
Micron Technology, Inc.MU1.81%
AbbVie Inc.ABBV1.60%
The Procter & Gamble CompanyPG1.52%
The Home Depot, Inc.HD1.47%
Chevron CorporationCVX1.39%

Which One Should You Choose?

Choose VTV if...

you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.

Choose IJH if...

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

Choose VTV if...

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

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