Data as of Oct 28, 2026.

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IJH vs VO: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJH returned +13.2% to VO's +12.8%; 0% of their weight is in the same names.

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Net assets: $122.8bn on Oct 27, 2026 for iShares Core S&P Mid-Cap ETF, and $103.4bn on Sep 30, 2026 for Vanguard Morningstar Mid-Cap ETF.

At a glance
+13.2%
IJH total return, 1 year
+12.8%
VO total return, 1 year
0.05%
IJH expense ratio
0.03%
VO expense ratio

Pair scorecard

VO costs 0.02 points a year less; their one-year returns differ by 0.4 points; IJH is 1.2 times larger.

IJH vs VO: Differences, Returns & Fees
MeasureIJHVO
Return
Total return, 1 year+13.2%+12.8%
Drawdown
Below its high6.5%, high on Aug 14, 20263.1%, high on Aug 14, 2026
Benchmark
What it tracksS&P MidCap 400Morningstar US Mid Cap Index (formerly CRSP US Mid Cap Index)
Cost and size
Expense ratio0.05%0.03%
Net assets, as of Sep 30, 2026$120.9bn$103.4bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund7.2%9.7%

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 returns
IJH VO
Return
Total return edge VO (slight) +735.7% +797.9%
Annualized edge VO (slight) +9.8% +10.1%
Price return edge VO (slight) +507.4% +546.9%
Risk
Volatility edge VO (slight) 20.4% 19.6%
Max drawdown edge IJH (slight) −54.6% −58.4%
Risk-adjusted
Sharpe edge VO (slight) 0.47 0.50
Sortino edge VO (slight) 0.67 0.71
Calmar edge IJH (slight) 0.18 0.17
Reading

VO returned slightly more: +797.9% to +735.7%. VO swung slightly less: 19.6% to 20.4%. IJH fell slightly less at its worst: −54.6% to −58.4%.

Full scorecard

9 measures, with how each is measured
Open ↓
Risk and return: IJH vs VO: Differences, Returns & Fees
MeasureIJHVOEdgeHow it is measured
Return
Total return+735.7%+797.9%VO (slight)Price change plus distributions, reinvested.
Annualized+9.8%+10.1%VO (slight)Total return as a yearly rate.
Price return+507.4%+546.9%VO (slight)Price change alone, distributions left out.
Risk
Volatility20.4%19.6%VO (slight)Spread of weekly returns, annualized. Lower is steadier.
Downside deviation14.4%13.8%VO (slight)Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown−54.6%−58.4%IJH (slight)Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe0.470.50VO (slight)Return above Treasury bills per unit of volatility.
Sortino0.670.71VO (slight)Return above Treasury bills per unit of downside deviation.
Calmar0.180.17IJH (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

0%

By the books each fund has filed, IJH and VO hold 0% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IJH VO
CORTEVA 0.23% 0.51%
Only in one fund ↓
Only in IJH
OKTA CLASS A 1.10%
TECHNIPFMC PLC 0.82%
UNITED THERAPEUTICS 0.74%
ENTEGRIS INC 0.67%
ATI 0.66%
US FOODS HOLDING 0.65%
RELIANCE STEEL & ALUMINUM 0.65%
XPO 0.64%
Only in VO
Cloudflare Inc 1.11%
Valero Energy Corp 1.10%
Marathon Petroleum Corp 1.10%
Phillips 66 1.01%
Quanta Services Inc 0.95%
Vertiv Holdings Co 0.92%
Datadog Inc 0.91%
Howmet Aerospace Inc 0.89%
Check overlap with more funds →

Side by side

IJH iShares Core S&P Mid-Cap ETF VO Vanguard Morningstar Mid-Cap ETF
Where it sits Stock ETF Stock ETF
What it is Tracks the S&P MidCap 400 Tracks an index of Mid-Cap
Total return, 1 year +13.2% +12.8%
Its benchmark over the same days +12.8% (MDY) not measured
Gap to its benchmark +0.4 pts vs MDY not measured
Expense ratio 0.05% 0.03%
Already in the S&P 500 0.0% 91.1%
Holdings 409 273
Net assets, IJH as of Oct 27, 2026 and VO as of Sep 30, 2026 $122.8bn $103.4bn

IJH and VO on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-7804897462

IJH and VO are built for the same job. How do they differ in cost, holdings and results?

  1. What each follows. IJH follows S&P MidCap 400 and VO follows Morningstar US Mid Cap Index (formerly CRSP US Mid Cap Index).
  2. Holdings in common. 0% of the weight is in the same securities (holdings dated Oct 27, 2026 and Sep 30, 2026).
  3. One-year total return (similar). Over 1 year to Oct 28, 2026 IJH returned +13.2% and VO +12.8% with distributions reinvested, a gap of 0.4 points.

Data as of Oct 28, 2026.

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About each fund
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.

VO

VO tracks an index of Mid-Cap. Over the year to Oct 28, 2026 it returned +12.8% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings published by its issuer as of Sep 30, 2026, 91% of the fund by weight is stocks the S&P 500 also holds, across 273 positions, with the top ten at 9.7%. It sat 3.1% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IJH or VO?
In the year to Oct 28, 2026, with distributions reinvested, IJH returned +13.2% and VO +12.8%.
Which is cheaper, IJH or VO?
VO 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.
How much do IJH and VO overlap with the S&P 500?
By their latest filed holdings, 0% of IJH and 91% of VO by weight is stocks the S&P 500 already holds.
Other comparisons
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ETFIQ, IJH against VO, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijh-vs-vo

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