Data as of Oct 28, 2026.

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IJH vs VYM: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJH returned +13.2% to VYM's +18.0%; 4% 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 $78.9bn on Sep 30, 2026 for Vanguard High Dividend Yield ETF.

At a glance
+13.2%
IJH total return, 1 year
+18.0%
VYM total return, 1 year
0.05%
IJH expense ratio
0.04%
VYM expense ratio

Pair scorecard

VYM costs 0.01 points a year less; their one-year returns differ by 4.8 points; IJH is 1.5 times larger.

IJH vs VYM: Differences, Returns & Fees
MeasureIJHVYM
Return
Total return, 1 year+13.2%+18.0%
Drawdown
Below its high6.5%, high on Aug 14, 2026
Benchmark
What it tracksS&P MidCap 400FTSE High Dividend Yield Index
Cost and size
Expense ratio0.05%0.04%
Net assets, as of Sep 30, 2026$120.9bn$78.9bn
Holdings
Holdings in common4%
Top ten holdings, share of the fund7.2%26.2%

Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method

Risk and return

Nov 24, 2006 to Oct 23, 2026 · 1,039 weekly returns
IJH VYM
Return
Total return edge Tie +495.9% +487.1%
Annualized edge Tie +9.3% +9.3%
Price return edge IJH +346.2% +220.2%
Risk
Volatility edge VYM 21.2% 16.7%
Max drawdown edge IJH (slight) −54.6% −56.7%
Risk-adjusted
Sharpe edge VYM 0.45 0.52
Sortino edge VYM 0.64 0.73
Calmar edge IJH (slight) 0.17 0.16
Reading

IJH and VYM returned about the same: +495.9% and +487.1%. VYM swung less: 16.7% to 21.2%. IJH fell slightly less at its worst: −54.6% to −56.7%.

Full scorecard

9 measures, with how each is measured
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Risk and return: IJH vs VYM: Differences, Returns & Fees
MeasureIJHVYMEdgeHow it is measured
Return
Total return+495.9%+487.1%TiePrice change plus distributions, reinvested.
Annualized+9.3%+9.3%TieTotal return as a yearly rate.
Price return+346.2%+220.2%IJHPrice change alone, distributions left out.
Risk
Volatility21.2%16.7%VYMSpread of weekly returns, annualized. Lower is steadier.
Downside deviation15.0%11.8%VYMLike volatility, counting only weeks below the Treasury bill rate.
Max drawdown−54.6%−56.7%IJH (slight)Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe0.450.52VYMReturn above Treasury bills per unit of volatility.
Sortino0.640.73VYMReturn above Treasury bills per unit of downside deviation.
Calmar0.170.16IJH (slight)Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,039 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

4%

By the books each fund has filed, IJH and VYM hold 4% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.

0 half 100%

half

4% in common

Positions both hold · largest shared weight first IJH VYM
RELIANCE STEEL & ALUMINUM 0.65% 0.08%
EAST WEST BANCORP 0.53% 0.07%
PERMIAN RESOURCES CLASS A 0.62% 0.07%
HF SINCLAIR 0.52% 0.07%
REINSURANCE GROUP OF AMERICA 0.50% 0.07%
OVINTIV 0.57% 0.07%
EQUITABLE HOLDINGS 0.41% 0.06%
PINNACLE FINANCIAL PARTNERS 0.44% 0.06%
UNUM 0.38% 0.06%
RPM INTERNATIONAL INC 0.37% 0.05%
BORGWARNER 0.33% 0.05%
DT MIDSTREAM 0.38% 0.05%
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%
XPO 0.64%
NVENT ELECTRIC PLC 0.64%
Only in VYM
Broadcom Inc 6.93%
JPMorgan Chase & Co 3.75%
ExxonMobil Holdings Corp 2.84%
Johnson & Johnson 2.71%
AbbVie Inc 1.96%
Cisco Systems Inc 1.80%
Chevron Corp 1.61%
Caterpillar Inc 1.56%
Check overlap with more funds →

Side by side

IJH iShares Core S&P Mid-Cap ETF VYM Vanguard High Dividend Yield ETF
Where it sits Stock ETF Stock ETF
What it is Tracks the S&P MidCap 400 Tracks an index of US high dividend
Total return, 1 year +13.2% +18.0%
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% 0.04%
Already in the S&P 500 0.0% 89.5%
Holdings 409 595
Net assets, IJH as of Oct 27, 2026 and VYM as of Sep 30, 2026 $122.8bn $78.9bn

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

Client brief · page 1 of 2 Report BR-1CB23794DA

IJH and VYM do different jobs. What does each one do in a portfolio?

  1. What each follows. IJH follows S&P MidCap 400 and VYM follows FTSE High Dividend Yield Index.
  2. Holdings in common. 4% of the weight is in the same securities (holdings dated Oct 27, 2026 and Sep 30, 2026).
  3. One-year total return. Over 1 year to Oct 28, 2026 IJH returned +13.2% and VYM +18.0% with distributions reinvested, a gap of 4.8 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.

VYM

VYM tracks an index of US high dividend. Over the year to Oct 28, 2026 it returned +18.0% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer as of Sep 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 595 positions, with the top ten at 26.2%.

Questions people ask

Which returned more over the last year, IJH or VYM?
In the year to Oct 28, 2026, with distributions reinvested, IJH returned +13.2% and VYM +18.0%.
Which is cheaper, IJH or VYM?
VYM is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IJH and VYM overlap with the S&P 500?
By their latest filed holdings, 0% of IJH and 90% of VYM by weight is stocks the S&P 500 already holds.
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ETFIQ, IJH against VYM, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijh-vs-vym

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