IJH vs VOO

Quick Verdict

VOO has a lower expense ratio. IJH delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: IJHMore Diversified: VOO

Side-by-Side Comparison

MetricIJHVOOWinner
Expense Ratio0.05%0.03%
AUM$123.1B$979.0B
Dividend Yield1.15%1.09%
Holdings413509
YTD Return+17.23%+13.72%
1Y Return+24.13%+21.63%
3Y Return (annualized)+14.93%+21.55%
5Y Return (annualized)+8.79%+13.26%
Volatility (annualized)17.7%14.1%
Max Drawdown-56.1%-34.3%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMay 22, 2000Sep 7, 2010

IJH vs VOO Performance

iShares Core S&P Mid-Cap ETF (IJH) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IJH returned +24.13% while VOO returned +21.63%. Year to date, IJH is up 17.23% versus a gain of 13.72% for VOO.

Over three years, IJH compounded at +14.93% per year against +21.55% for VOO; over five years the annualized figures are +8.79% and +13.26% respectively. Across the full 16-year window we track, VOO has the edge at +13.56% annualized vs +8.82%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IJH has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -56.1% for IJH and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IJH charges 0.05% per year while VOO charges 0.03%. On a $10,000 position that is $5 vs $3 annually, a gap of $2 per year that compounds over a long holding period. On income, IJH currently yields 1.15% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

IJH and VOO share 0 holdings out of 533 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IJH or VOO?

IJH has an expense ratio of 0.05% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, IJH or VOO?

Over the past year IJH returned +24.13% vs +21.63% for VOO, so IJH leads on 1-year performance. Over the longest common window we track (16 years), IJH annualized +8.82% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, IJH or VOO?

IJH has been the more volatile fund at 17.7% annualized versus 14.1% for VOO. Worst drawdown: IJH -56.1% vs VOO -34.3%.

Should I hold both IJH and VOO?

IJH and VOO have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between IJH and VOO?

IJH and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 533 unique securities.

Which pays a higher dividend, IJH or VOO?

IJH yields 1.15% while VOO yields 1.09%, so IJH currently pays the higher dividend yield.

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