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IJH vs. VB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IJH vs. VB

Last updated Jun 12, 2026

IJH (iShares Core S&P Mid-Cap ETF) and VB (Vanguard Small-Cap ETF) are both exchange-traded funds - IJH is a Mid Cap Blend Equities fund tracking the S&P MidCap 400 Index, while VB is a Small Cap Blend Equities fund tracking the CRSP US Small Cap Index. Both are passively managed. Over the past 10 years, IJH returned 11.45%/yr vs 11.49%/yr for VB. With a 0.97 correlation, they move nearly in lockstep. Both charge a 0.05% expense ratio.

Performance

IJH vs. VB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core S&P Mid-Cap ETF (IJH) and Vanguard Small-Cap ETF (VB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with IJH having a 14.66% return and VB slightly lower at 14.53%. Both investments have delivered pretty close results over the past 10 years, with IJH having a 11.45% annualized return and VB not far ahead at 11.49%.

IJH

1D
2.51%
1M
2.96%
YTD
14.66%
6M
11.74%
1Y
25.20%
3Y*
15.52%
5Y*
8.10%
10Y*
11.45%

VB

1D
2.50%
1M
2.79%
YTD
14.53%
6M
11.37%
1Y
27.63%
3Y*
16.36%
5Y*
6.83%
10Y*
11.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IJH vs. VB - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IJH
iShares Core S&P Mid-Cap ETF		14.66%7.42%13.92%16.40%-13.11%24.72%13.60%26.10%-11.19%16.26%
VB
Vanguard Small-Cap ETF		14.53%8.87%14.17%18.22%-17.51%17.57%19.19%27.34%-9.34%16.26%

Correlation

The correlation between IJH and VB is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.97

Correlation (3Y)
Calculated over the trailing 3-year period

0.98

Correlation (5Y)
Calculated over the trailing 5-year period

0.99

Correlation (10Y)
Calculated over the trailing 10-year period

0.98

Correlation (All Time)
Calculated using the full available price history since Jan 30, 2004

0.97

The correlation between IJH and VB has been stable across timeframes, ranging from 0.97 to 0.99 - a consistent structural relationship.

IJH vs. VB - Sectors Allocation Comparison

Sectors
IJH
VB

Industrials

25.0%
20.8%

Technology

15.7%
17.2%

Financial Services

14.4%
12.6%

Consumer Cyclical

10.7%
11.3%

Healthcare

8.6%
11.1%

Real Estate

7.5%
7.6%

Energy

5.5%
4.7%

Basic Materials

4.8%
4.8%

Consumer Defensive

3.8%
3.4%

Utilities

3.1%
3.3%

Communication Services

1.0%
3.1%

Industrials

IJH
25.0%
VB
20.8%

Technology

IJH
15.7%
VB
17.2%

Financial Services

IJH
14.4%
VB
12.6%

Consumer Cyclical

IJH
10.7%
VB
11.3%

Healthcare

IJH
8.6%
VB
11.1%

Real Estate

IJH
7.5%
VB
7.6%

Energy

IJH
5.5%
VB
4.7%

Basic Materials

IJH
4.8%
VB
4.8%

Consumer Defensive

IJH
3.8%
VB
3.4%

Utilities

IJH
3.1%
VB
3.3%

Communication Services

IJH
1.0%
VB
3.1%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Core S&P Mid-Cap ETF

Vanguard Small-Cap ETF

Often compared with IJH:
IJH vs. VOIJH vs. IJRIJH vs. MDYIJH vs. IJJIJH vs. IJKIJH vs. SCHMIJH vs. IVOO
Often compared with VB:
VB vs. VBRVB vs. IJRVB vs. VOOVB vs. VBKVB vs. SCHAVB vs. VTWOVB vs. FSSNX

Return for Risk

IJH vs. VB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IJH
IJH Risk / Return Rank: 6262
Overall Rank
IJH Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
IJH Sortino Ratio Rank: 6060
Sortino Ratio Rank
IJH Omega Ratio Rank: 5555
Omega Ratio Rank
IJH Calmar Ratio Rank: 6969
Calmar Ratio Rank
IJH Martin Ratio Rank: 6969
Martin Ratio Rank
VB
VB Risk / Return Rank: 6565
Overall Rank
VB Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
VB Sortino Ratio Rank: 6262
Sortino Ratio Rank
VB Omega Ratio Rank: 5757
Omega Ratio Rank
VB Calmar Ratio Rank: 7373
Calmar Ratio Rank
VB Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IJH vs. VB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Mid-Cap ETF (IJH) and Vanguard Small-Cap ETF (VB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

IJHVBDifference
Sharpe ratioReturn per unit of total volatility
1.59
1.67

-0.07

Sortino ratioReturn per unit of downside risk
2.33
2.39

-0.06

Omega ratioGain probability vs. loss probability

1.28

1.29

-0.01

Calmar ratioReturn relative to maximum drawdown

2.87

3.09

-0.22

Martin ratioReturn relative to average drawdown

10.47

11.33

-0.87

IJH vs. VB - Sharpe Ratio Comparison

The current IJH Sharpe Ratio is 1.59, which is comparable to the VB Sharpe Ratio of 1.67. The chart below compares the historical Sharpe Ratios of IJH and VB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

IJH vs. VB - Drawdown Comparison

The maximum IJH drawdown since its inception was -55.07%, smaller than the maximum VB drawdown of -59.56%. Use the drawdown chart below to compare losses from any high point for IJH and VB.

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Drawdown Indicators

IJHVBDifference

Max Drawdown

Largest peak-to-trough decline

-55.07%

-59.56%

+4.49%

Max Drawdown (1Y)

Largest decline over 1 year

-8.83%

-8.98%

+0.15%

Max Drawdown (3Y)

Largest decline over 3 years

-24.10%

-25.36%

+1.26%

Max Drawdown (5Y)

Largest decline over 5 years

-24.10%

-28.15%

+4.05%

Max Drawdown (10Y)

Largest decline over 10 years

-42.18%

-42.05%

-0.13%

Current Drawdown

Current decline from peak

0.00%

-0.37%

+0.37%

Average Drawdown

Average peak-to-trough decline

-7.56%

-8.43%

+0.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.41%

2.45%

-0.04%

Volatility

IJH vs. VB - Volatility Comparison

The current volatility for iShares Core S&P Mid-Cap ETF (IJH) is 5.07%, while Vanguard Small-Cap ETF (VB) has a volatility of 5.40%. This indicates that IJH experiences smaller price fluctuations and is considered to be less risky than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IJHVBDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.07%

5.40%

-0.33%

Volatility (6M)

Calculated over the trailing 6-month period

11.85%

12.32%

-0.47%

Volatility (1Y)

Calculated over the trailing 1-year period

15.89%

16.67%

-0.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.80%

20.80%

-1.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.20%

21.45%

-0.25%

IJH vs. VB - Expense Ratio Comparison

Both IJH and VB have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

IJH vs. VB - Dividend Comparison

IJH's dividend yield for the trailing twelve months is around 1.18%, which matches VB's 1.19% yield.

PositionTTM20252024202320222021202020192018201720162015
IJH
iShares Core S&P Mid-Cap ETF		1.18%1.36%1.33%1.46%1.68%1.18%1.28%1.63%1.72%1.19%1.60%1.56%
VB
Vanguard Small-Cap ETF		1.19%1.33%1.30%1.55%1.59%1.24%1.14%1.39%1.67%1.35%1.50%1.48%

Frequently Asked Questions

With a correlation of 0.97, IJH and VB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

VB has higher volatility (5.40%) compared to IJH (5.07%). In terms of maximum drawdown, IJH dropped -55.07% vs VB's -59.56%.

On 10-year performance, VB leads with 11.49% vs 11.45% for IJH. Both ETFs have the same 0.05% expense ratio. On volatility, IJH has been the lower-risk option at 5.07%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VB has performed better with a 11.49% return vs 11.45%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IJH and VB have the same expense ratio: 0.05% per year.

VB has the higher dividend yield at 1.19%, compared with 1.18% for IJH.

IJH is categorized as Mid Cap Blend Equities, while VB is Small Cap Blend Equities. IJH tracks S&P MidCap 400 Index, while VB tracks CRSP US Small Cap Index. They also come from different issuers: iShares and Vanguard.

VB currently has the higher Sharpe Ratio (1.67 vs 1.59), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for IJH and VB

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