ETF Versus

IJH vs VTV

iShares Core S&P Mid-Cap ETF vs Vanguard Value 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
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 2.02%. Launched in 2004, the fund has a 22-year track record.

AUM: $162.0B ER: 0.03% Yield: 2.02% 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 (16.1% vs 14.1%). 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 96 112 128 144 160 2021-04 2022-06 2023-09 2024-12 2026-04
IJH +28.1%
VTV +47.7%

Performance Comparison

Period IJH VTV Difference
1 Month -5.55% -4.90% -0.65%
3 Months +1.78% +2.00% -0.22%
6 Months +3.54% +4.87% -1.33%
YTD +1.78% +2.00% -0.22%
1 Year +16.09% +14.12% +1.97%
3 Years +36.14% +41.26% -5.12%
5 Years +28.09% +47.66% -19.57%

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% 13.9%
Max Drawdown -24.6% -18.1%
Sharpe Ratio 0.12 0.31

Dividend Comparison

Metric IJH VTV
Annual Dividend (per share) $0.89 $3.97
Dividend Yield 1.31% 2.02%
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%

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 VTV if...

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

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