IJH vs VO Stock Comparison: AI Score, Valuation, Performance and Upside
IJH and VO both target mid-cap blend exposure but take different paths to get there — IJH via the S&P MidCap 400 Index, and VO via the CRSP US Mid Cap Index. The practical differences come down to issuer, cost structure, and the specific index rules each fund follows, since both are pursuing a similar investment outcome.
IJH vs VO is largely a question of which issuer and index methodology you trust more for mid-cap blend exposure — the underlying investment case is similar, so cost, liquidity, and tracking precision tend to be the deciding factors.
VO holds the edge across 4 of 5 key metrics in this comparison. IJH has delivered stronger 1-year price return (+14.30% vs +12.19% for VO).
- want a cheap, liquid core mid-cap holding
- prefer iShares (BlackRock)'s approach and fund lineup
- value low expense ratio in the 'Core' iShares lineup
- are comfortable with mid-caps are more volatile than large-cap blends
- want broader mid-cap coverage than the S&P 400-based funds
- prefer Vanguard's approach and fund lineup
- value very low expense ratio
- are comfortable with lacks the S&P 400's quality/profitability filter
| Metric | IJH | VO |
|---|---|---|
| ETF scorei | 71.0 | 69.0 |
| Latest closei | $72.99 | $79.99 |
| 1M returni | -4.45% | -3.77% |
| 6M returni | +11.02% | +13.50% |
| 1Y returni | +14.30% | +12.19% |
The ETF score weights long-term returns and risk-adjusted performance most heavily, but still rewards low expense ratios, larger fund size, and broader diversification — so it can favor low-cost, broad, mega-cap funds over smaller thematic or actively-managed funds even when the latter have delivered stronger returns.
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | IJH | VO |
|---|---|---|
| 1Y ago | $11.58K (+15.8%) started 2025-09-25 | $11.38K (+13.8%) started 2025-09-25 |
| 5Y ago | $15.56K (+55.6%) started 2021-09-27 | $15.23K (+52.3%) started 2021-09-27 |
| 10Y ago | $32.41K (+224.1%) started 2016-09-26 | $34.21K (+242.1%) started 2016-09-26 |
Hypothetical — past performance does not guarantee future results.
| Metric | IJH | VO |
|---|---|---|
| Expense ratioi | 0.05% | 0.03% |
| Total assets (AUM)i | $124.94B | $226.38B |
| Dividend yieldi | 1.18% | 1.30% |
| Trailing P/Ei | 20.09 | 21.61 |
| Betai | 1.04 | 1.01 |
| 52-week change | 14.30% | 12.19% |
| Metric | IJH | VO |
|---|---|---|
| 1Y returni | +14.30% | +12.19% |
| 6M returni | +11.02% | +13.50% |
| 1M returni | -4.45% | -3.77% |
| 1Y Sharpe ratio | 0.66 | 0.62 |
| Betai | 1.04 | 1.01 |
| Dividend yieldi | 1.18% | 1.30% |
| 5Y CAGR | +7.64% | +7.13% |
Over the past year, IJH and VO have moved strongly in the same direction (correlation of 0.93), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | IJH | VO |
|---|---|---|---|
| 1Y | Growthi | +14.30% | +12.19% |
| CAGRi | +14.31% | +12.20% | |
| Volatilityi | 15.35% | 12.57% | |
| Sharpe ratioi | 0.66 | 0.62 | |
| Sortino ratioi | 0.97 | 0.89 | |
| Max drawdowni | 8.83% | 8.17% | |
| Current drawdowni | 6.94% | 5.29% | |
| Avg drawdowni | 2.00% | 1.68% | |
| Ulcer Indexi | 2.90% | 2.47% | |
| Max daily dropi | 2.83% | 2.32% | |
| Max wkly dropi | 4.57% | 3.76% | |
| 5Y | Growthi | +44.45% | +41.04% |
| CAGRi | +7.64% | +7.13% | |
| Volatilityi | 19.63% | 17.58% | |
| Sharpe ratioi | 0.25 | 0.23 | |
| Sortino ratioi | 0.35 | 0.32 | |
| Max drawdowni | 24.10% | 27.57% | |
| Current drawdowni | 6.94% | 5.29% | |
| Avg drawdowni | 6.99% | 8.23% | |
| Ulcer Indexi | 9.08% | 11.20% | |
| Max daily dropi | 6.73% | 5.98% | |
| Max wkly dropi | 12.79% | 11.92% | |
| 10Y | Growthi | +175.09% | +190.77% |
| CAGRi | +10.65% | +11.27% | |
| Volatilityi | 21.11% | 18.84% | |
| Sharpe ratioi | 0.37 | 0.42 | |
| Sortino ratioi | 0.52 | 0.58 | |
| Max drawdowni | 42.18% | 39.37% | |
| Current drawdowni | 6.94% | 5.29% | |
| Avg drawdowni | 5.90% | 5.88% | |
| Ulcer Indexi | 8.56% | 9.21% | |
| Max daily dropi | 14.43% | 12.39% | |
| Max wkly dropi | 22.31% | 20.80% |
| Category | IJH | VO |
|---|---|---|
| Fund name | iShares Core S&P Mid-Cap ETF | Vanguard Morningstar Mid-Cap ETF |
| Type | ETF | ETF |
| Expense ratioi | 0.05% | 0.03% |
| Total assets (AUM)i | $124.94B | $226.38B |
| Dividend yieldi | 1.18% | 1.30% |
- Low expense ratio in the 'Core' iShares lineup
- High liquidity relative to most mid-cap funds
- Tracks the well-established, profitability-screened S&P 400
- Very low expense ratio
- Broader universe of mid-cap names than S&P-400-based peers
- No profitability screen means faster inclusion of growing companies
- Mid-caps are more volatile than large-cap blends
- Overlaps with any other S&P MidCap 400 fund an investor holds
- Sensitive to domestic economic cycles given US-only mid-cap focus
- Lacks the S&P 400's quality/profitability filter
- Mid-cap volatility remains a category-wide trait
- Different index than MDY/IJH/IVOO means return divergence over time
Compare more than two at a time
This page is a fixed writeup on IJH and VO. Our comparison engine is the interactive version: load up to five tickers, switch timeframes, and get the correlation, drawdown, and overlap analysis that a static page can't show.
Add three more names beside IJH and VO, mixing stocks and ETFs in the same table — useful when the real question is which of a whole peer group to own.
AI score, forward P/E, analyst target upside, operating margin, and revenue growth are scored head-to-head, with a running tally of which ticker leads on how many metrics.
Volatility, Sharpe and Sortino ratios, maximum, current, and average drawdown, Ulcer Index, and worst single-day and single-week drops across every timeframe.
Pairwise daily-return correlation for every combination, so you can see whether two holdings actually diversify each other or just move together.
A scatter plot of forward P/E against return on equity, plus drawdown and 30-day rolling volatility charts, to separate what is cheap from what is merely beaten down.
For ETFs, a top-holdings comparison that exposes hidden overlap between funds. Every comparison exports to CSV for your own spreadsheet work.
Two comparisons a week are free without an account. A 14-day trial removes the limit and adds AI price forecasts, stock rankings, saved watchlists, and the intrinsic value calculator — no credit card required.
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.