VXF vs. IJH
Compare and contrast key facts about Vanguard Extended Market ETF (VXF) and iShares Core S&P Mid-Cap ETF (IJH).
VXF and IJH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VXF is a passively managed fund by Vanguard that tracks the performance of the S&P Completion Index. It was launched on Dec 27, 2001. IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Index. It was launched on May 22, 2000. Both VXF and IJH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VXF or IJH.
Correlation
The correlation between VXF and IJH is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VXF vs. IJH - Performance Comparison
Key characteristics
VXF:
1.16
IJH:
0.99
VXF:
1.66
IJH:
1.46
VXF:
1.21
IJH:
1.18
VXF:
1.12
IJH:
1.89
VXF:
6.38
IJH:
5.35
VXF:
3.31%
IJH:
2.95%
VXF:
18.18%
IJH:
15.96%
VXF:
-58.04%
IJH:
-55.06%
VXF:
-6.86%
IJH:
-7.74%
Returns By Period
In the year-to-date period, VXF achieves a 18.36% return, which is significantly higher than IJH's 14.01% return. Both investments have delivered pretty close results over the past 10 years, with VXF having a 9.58% annualized return and IJH not far ahead at 9.59%.
VXF
18.36%
-3.53%
15.70%
18.32%
10.18%
9.58%
IJH
14.01%
-3.24%
7.35%
14.25%
10.32%
9.59%
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VXF vs. IJH - Expense Ratio Comparison
Both VXF and IJH have an expense ratio of 0.06%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VXF vs. IJH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Extended Market ETF (VXF) and iShares Core S&P Mid-Cap ETF (IJH). 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.
Dividends
VXF vs. IJH - Dividend Comparison
VXF's dividend yield for the trailing twelve months is around 0.78%, less than IJH's 1.33% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Extended Market ETF | 0.78% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 1.32% | 1.14% |
iShares Core S&P Mid-Cap ETF | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% | 1.29% |
Drawdowns
VXF vs. IJH - Drawdown Comparison
The maximum VXF drawdown since its inception was -58.04%, which is greater than IJH's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for VXF and IJH. For additional features, visit the drawdowns tool.
Volatility
VXF vs. IJH - Volatility Comparison
Vanguard Extended Market ETF (VXF) has a higher volatility of 6.36% compared to iShares Core S&P Mid-Cap ETF (IJH) at 5.32%. This indicates that VXF's price experiences larger fluctuations and is considered to be riskier than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.