Data as of Oct 28, 2026.
IJH vs VB: Differences, Returns & Fees
Over the year to Oct 28, 2026, IJH returned +13.2% to VB's +14.4%; 42% of their weight is in the same names.
askIQ about this page
askIQ about IJH and VB
Net assets: $122.8bn on Oct 27, 2026 for iShares Core S&P Mid-Cap ETF, and $76.9bn on Sep 30, 2026 for Vanguard Morningstar Small-Cap ETF.
Pair scorecard
VB costs 0.02 points a year less; their one-year returns differ by 1.2 points; IJH is 1.6 times larger.
| Measure | IJH | VB |
|---|---|---|
| Return | ||
| Total return, 1 year | +13.2% | +14.4% |
| Drawdown | ||
| Below its high | 6.5%, high on Aug 14, 2026 | 5.7%, high on Aug 14, 2026 |
| Benchmark | ||
| What it tracks | S&P MidCap 400 | Morningstar US Small Cap Index |
| Cost and size | ||
| Expense ratio | 0.05% | 0.03% |
| Net assets, as of Sep 30, 2026 | $120.9bn | $76.9bn |
| Holdings | ||
| Holdings in common | 42% | |
| Top ten holdings, share of the fund | 7.2% | 5.9% |
Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method
Risk and return
Feb 6, 2004 to Oct 23, 2026 · 1,185 weekly returnsIJH returned slightly more: +735.7% to +705.5%. IJH swung slightly less: 20.4% to 21.5%. IJH fell slightly less at its worst: −54.6% to −58.8%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | IJH | VB | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +735.7% | +705.5% | IJH (slight) | Price change plus distributions, reinvested. |
| Annualized | +9.8% | +9.6% | Tie | Total return as a yearly rate. |
| Price return | +507.4% | +482.0% | IJH (slight) | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 20.4% | 21.5% | IJH (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 14.4% | 15.1% | IJH (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −54.6% | −58.8% | IJH (slight) | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.47 | 0.45 | IJH (slight) | Return above Treasury bills per unit of volatility. |
| Sortino | 0.67 | 0.64 | IJH (slight) | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.18 | 0.16 | IJH (slight) | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,185 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IJH and VB hold 42% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.
half
42% in common
Only in one fund ↓
Side by side
IJH and VB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IJH and VB do different jobs. What does each one do in a portfolio?
- What each follows. IJH follows S&P MidCap 400 and VB follows Morningstar US Small Cap Index.
- Holdings in common. 42% of the weight is in the same securities (holdings dated Oct 27, 2026 and Sep 30, 2026).
- Number of holdings. IJH holds 409 positions and VB holds 1303.
Data as of Oct 28, 2026.
The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.
IJH
IJH tracks the S&P MidCap 400. Over the year to Oct 28, 2026 it returned +13.2% with distributions reinvested, against +12.8% for its benchmark, the S&P MidCap 400. The prospectus expense ratio is 0.05% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 409 positions, with the top ten at 7.2%. It sat 6.5% below its high of Aug 14, 2026 on Oct 28, 2026.
VB
VB tracks an index of Small-Cap. Over the year to Oct 28, 2026 it returned +14.4% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings published by its issuer as of Sep 30, 2026, 22% of the fund by weight is stocks the S&P 500 also holds, across 1,303 positions, with the top ten at 5.9%. It sat 5.7% below its high of Aug 14, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, IJH or VB?
- In the year to Oct 28, 2026, with distributions reinvested, IJH returned +13.2% and VB +14.4%.
- Which is cheaper, IJH or VB?
- VB is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, IJH against VB, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijh-vs-vb
ETFIQ. (Oct 28, 2026). IJH against VB. Retrieved from https://etfiq.com/compare/any/ijh-vs-vb
[IJH against VB (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/ijh-vs-vb)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.