PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
IJH vs. VOO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IJH vs. VOO

Last updated Jun 13, 2026

IJH (iShares Core S&P Mid-Cap ETF) and VOO (Vanguard S&P 500 ETF) are both exchange-traded funds - IJH is a Mid Cap Blend Equities fund tracking the S&P MidCap 400 Index, while VOO is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, IJH returned 11.56%/yr vs 15.50%/yr for VOO. Their correlation of 0.87 suggests significant overlap in exposure. IJH charges 0.05%/yr vs 0.03%/yr for VOO.

Performance

IJH vs. VOO - 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 S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, IJH achieves a 15.48% return, which is significantly higher than VOO's 9.08% return. Over the past 10 years, IJH has underperformed VOO with an annualized return of 11.56%, while VOO has yielded a comparatively higher 15.50% annualized return.

IJH

1D
0.72%
1M
3.98%
YTD
15.48%
6M
14.03%
1Y
25.96%
3Y*
15.38%
5Y*
8.25%
10Y*
11.56%

VOO

1D
0.55%
1M
-0.07%
YTD
9.08%
6M
9.44%
1Y
24.36%
3Y*
20.95%
5Y*
13.43%
10Y*
15.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IJH vs. VOO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IJH
iShares Core S&P Mid-Cap ETF		15.48%7.42%13.92%16.40%-13.11%24.72%13.60%26.10%-11.19%16.26%
VOO
Vanguard S&P 500 ETF		9.08%17.82%24.98%26.32%-18.17%28.79%18.32%31.37%-4.50%21.77%

Correlation

The correlation between IJH and VOO is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

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

0.76

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

0.79

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

0.84

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

0.84

Correlation (All Time)
Calculated using the full available price history since Sep 9, 2010

0.87

The correlation between IJH and VOO shifts across timeframes, from 0.76 (1 year) to 0.87 (all time), reflecting how their relationship changes across market environments.

IJH vs. VOO - Sectors Allocation Comparison

Sectors
IJH
VOO

Industrials

25.0%
8.3%

Technology

15.7%
35.7%

Financial Services

14.4%
11.6%

Consumer Cyclical

10.7%
10.2%

Healthcare

8.6%
8.5%

Real Estate

7.5%
1.9%

Energy

5.5%
3.5%

Basic Materials

4.8%
1.8%

Consumer Defensive

3.8%
4.9%

Utilities

3.1%
2.4%

Communication Services

1.0%
11.3%

Industrials

IJH
25.0%
VOO
8.3%

Technology

IJH
15.7%
VOO
35.7%

Financial Services

IJH
14.4%
VOO
11.6%

Consumer Cyclical

IJH
10.7%
VOO
10.2%

Healthcare

IJH
8.6%
VOO
8.5%

Real Estate

IJH
7.5%
VOO
1.9%

Energy

IJH
5.5%
VOO
3.5%

Basic Materials

IJH
4.8%
VOO
1.8%

Consumer Defensive

IJH
3.8%
VOO
4.9%

Utilities

IJH
3.1%
VOO
2.4%

Communication Services

IJH
1.0%
VOO
11.3%

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 S&P 500 ETF

Often compared with IJH:
IJH vs. VOIJH vs. IJRIJH vs. MDYIJH vs. IJJIJH vs. IJKIJH vs. SCHMIJH vs. IVOO
Often compared with VOO:
VOO vs. VTIVOO vs. QQQVOO vs. SCHDVOO vs. VTVOO vs. SPYVOO vs. FXAIXVOO vs. IVV

Return for Risk

IJH vs. VOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IJH
IJH Risk / Return Rank: 6060
Overall Rank
IJH Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
IJH Sortino Ratio Rank: 5858
Sortino Ratio Rank
IJH Omega Ratio Rank: 5353
Omega Ratio Rank
IJH Calmar Ratio Rank: 6868
Calmar Ratio Rank
IJH Martin Ratio Rank: 6868
Martin Ratio Rank
VOO
VOO Risk / Return Rank: 7070
Overall Rank
VOO Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 6969
Sortino Ratio Rank
VOO Omega Ratio Rank: 7171
Omega Ratio Rank
VOO Calmar Ratio Rank: 6363
Calmar Ratio Rank
VOO Martin Ratio Rank: 7676
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. VOO - 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 S&P 500 ETF (VOO). 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.

IJHVOODifference
Sharpe ratioReturn per unit of total volatility
1.64
1.99

-0.35

Sortino ratioReturn per unit of downside risk
2.39
2.70

-0.31

Omega ratioGain probability vs. loss probability

1.29

1.36

-0.07

Calmar ratioReturn relative to maximum drawdown

2.95

2.75

+0.20

Martin ratioReturn relative to average drawdown

10.80

12.42

-1.63

IJH vs. VOO - Sharpe Ratio Comparison

The current IJH Sharpe Ratio is 1.64, which is comparable to the VOO Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of IJH and VOO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Drawdowns

IJH vs. VOO - Drawdown Comparison

The maximum IJH drawdown since its inception was -55.07%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IJH and VOO.

Loading charts...

Drawdown Indicators

IJHVOODifference

Max Drawdown

Largest peak-to-trough decline

-55.07%

-33.99%

-21.08%

Max Drawdown (1Y)

Largest decline over 1 year

-8.83%

-8.90%

+0.07%

Max Drawdown (3Y)

Largest decline over 3 years

-24.10%

-18.69%

-5.41%

Max Drawdown (5Y)

Largest decline over 5 years

-24.10%

-24.52%

+0.42%

Max Drawdown (10Y)

Largest decline over 10 years

-42.18%

-33.99%

-8.19%

Current Drawdown

Current decline from peak

0.00%

-2.34%

+2.34%

Average Drawdown

Average peak-to-trough decline

-7.56%

-3.68%

-3.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.41%

1.97%

+0.44%

Volatility

IJH vs. VOO - Volatility Comparison

iShares Core S&P Mid-Cap ETF (IJH) has a higher volatility of 5.09% compared to Vanguard S&P 500 ETF (VOO) at 4.34%. This indicates that IJH's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

IJHVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.09%

4.34%

+0.75%

Volatility (6M)

Calculated over the trailing 6-month period

11.73%

9.58%

+2.15%

Volatility (1Y)

Calculated over the trailing 1-year period

15.89%

12.27%

+3.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.79%

16.88%

+2.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.20%

18.03%

+3.17%

IJH vs. VOO - Expense Ratio Comparison

IJH has a 0.05% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

IJH vs. VOO - Dividend Comparison

IJH's dividend yield for the trailing twelve months is around 1.17%, more than VOO's 1.05% yield.

PositionTTM20252024202320222021202020192018201720162015
IJH
iShares Core S&P Mid-Cap ETF		1.17%1.36%1.33%1.46%1.68%1.18%1.28%1.63%1.72%1.19%1.60%1.56%
VOO
Vanguard S&P 500 ETF		1.05%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%

Frequently Asked Questions

IJH and VOO have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IJH has higher volatility (5.09%) compared to VOO (4.34%). In terms of maximum drawdown, IJH dropped -55.07% vs VOO's -33.99%.

On 10-year performance, VOO leads with 15.50% vs 11.56% for IJH. On fees, VOO is cheaper at 0.03% per year. On volatility, VOO has been the lower-risk option at 4.34%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VOO has performed better with a 15.50% return vs 11.56%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VOO is cheaper with a 0.03% expense ratio, compared with 0.05% for IJH.

IJH has the higher dividend yield at 1.17%, compared with 1.05% for VOO.

IJH is categorized as Mid Cap Blend Equities, while VOO is S&P 500. IJH tracks S&P MidCap 400 Index, while VOO tracks S&P 500 Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.05% for IJH and 0.03% for VOO.

VOO currently has the higher Sharpe Ratio (1.99 vs 1.64), 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 VOO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer