IJH vs VTI

IJH vs VTI

Which is better, IJH or VTI?

Mid Cap Blend against Large Cap Blend.

VTI has a lower expense ratio. IJH led over the full window, VTI over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.94.

Lower Fees: VTIHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIJHVTI
Expense Ratio0.05%0.03%Best
AUM$123.7B$666.9B
Dividend Yield1.18%1.03%
Holdings4133,543
YTD Return+10.92%+11.65%Best
1Y Return+14.38%+17.34%Best
3Y Return (annualized)+14.03%+20.35%Best
5Y Return (annualized)+7.97%+11.72%Best
Volatility (annualized)17.5%15.3%Best
Max Drawdown-56.1%Best-56.6%
$10,000 over 5 years$14,673$17,404Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionMay 22, 2000May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 31, 2001 to Sep 10, 2026 (25.3 years).

IJH vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 25.3 years both funds cover.

IJH vs VTI Performance

iShares Core S&P Mid-Cap ETF (IJH) is an ETF from iShares by BlackRock (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year IJH returned +14.38% while VTI returned +17.34%. Year to date, IJH is up 10.92% versus a gain of 11.65% for VTI.

Over three years, IJH compounded at +14.03% per year against +20.35% for VTI; over five years the annualized figures are +7.97% and +11.72% respectively. Across the full 25-year window we track, IJH has the edge at +8.35% annualized vs +8.01%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IJH has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 15.3% for VTI. 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 -56.6% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.94. 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 VTI 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 1.18% against 1.03% for VTI.

Holdings Overlap

IJH already in VTI74.8%

At least 74.8% of IJH's money is in holdings VTI also owns.

Stated as a floor: for VTI, our book for it covers 90.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of IJH is already inside VTI. Owning both mostly buys the same companies twice.

The two holdings books were reported 62 days apart, IJH as of Aug 31, 2026 and VTI as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

296 positions in common, counted across the 400 positions we hold weights for in IJH and 2,787 in VTI, against full books of 413 and 3,543.

Top Shared Holdings

StockWeight in IJHWeight in VTIDifference
TWLOTwilio Inc. Class A1.00%0.04%0.96%
ILMNIllumina, Inc.0.91%0.03%0.88%
0RMV:LNTechnipfmc Plc0.87%0.04%0.83%
PSTGPure Storage Inc0.82%0.03%0.79%
OKTAOkta Inc.0.81%0.03%0.78%
ATIAti Inc0.78%0.04%0.74%
NVT:IENvent Electric Plc Ordinary Shares0.68%0.04%0.64%
CRSCarpenter Technology Corp0.66%0.04%0.62%
USFDUS Foods Holding Corp0.65%0.03%0.62%
XPOXpo Logistics Inc.0.64%0.03%0.61%

74.8% of IJH is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IJHVTI

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Frequently Asked Questions

Which is cheaper, IJH or VTI?

IJH has an expense ratio of 0.05% while VTI charges 0.03%. VTI is the cheaper option, by $2 a year on a $10,000 investment.

Which performed better, IJH or VTI?

Over the past year IJH returned +14.38% vs +17.34% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (25 years), IJH annualized +8.35% vs +8.01% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IJH or VTI?

IJH has been the more volatile fund at 17.5% annualized versus 15.3% for VTI. Worst drawdown: IJH -56.1% vs VTI -56.6%.

Should I hold both IJH and VTI?

IJH and VTI have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between IJH and VTI?

At least 74.8% of IJH's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 296 positions in common, counted across the 400 positions we hold weights for in IJH and 2,787 in VTI.

Which pays a higher dividend, IJH or VTI?

IJH yields 1.18% while VTI yields 1.03%, so IJH currently pays the higher dividend yield.

Is VTI better than IJH?

VTI has a lower expense ratio. IJH led over the full window, VTI over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.94. Which one suits a particular account depends on what it is for. This is information, not a recommendation.