Compare · 2 funds side by side · dividends reinvested

VOE and IJH

VOEVanguard×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,036VOE · best of the two

02 / 04

VOE and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.84%+20.7%+24.9%+21.9%+9.9%−6.9%11.0%$22.8B1.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: VOE 2006 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$16,036

VOE

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

VOEMeasureIJH

+20.7%Year to dateJan 1 → Nov 3+13.2%

+24.9%1 yearTotal return+15.7%

+21.9%3 years · per year$10,000 became $18,135 · $16,625+18.5%

+9.9%5 years · per year$10,000 became $16,036 · $14,303+7.4%

0.05%Expense ratio$5 · $5 a year on $10k · lower is better0.05%

1.84%Trailing 12-mo yield$184 · $122 a year on $10k1.22%

−6.9%Worst dropSmaller is better−8.8%

11.0%VolatilityLower is calmer15.0%

VOEIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

7–0VOE wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VOE vs IJH: Top 5 Holdings

Today

VOE

8.1%in top 5

IJH

in top 53.9%

VOEStockIJH

1.9%VLOnot top 5

1.9%MPCnot top 5

1.7%PSXnot top 5

1.4%HPEnot top 5

1.3%WBDnot top 5

not top 5OKTA1.0%

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

not top 5ATI0.7%

Held in common0.2%

End-of-day Nov 3, 2026 · share of each fund

VOE vs IJH Returns, Every Period

VanguardVOE

+9.9%

5 years, per year

IJHiShares

+7.4%

5 years, per year

VOEIJHFaded: behind in that period

4–0VOE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

VOE vs IJH

YTD

VanguardVOE

+20.7%

IJHiShares

+13.2%

+20.7%Year to date+13.2%

−6.9%Worst drop · 1Y−8.8%

11.0%Volatility · 1Y15.0%

1.8%Yield1.2%

$22.8BAssets$125B

4–0VOE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOE, IJH

Today

0.05%lowest, VOE

FundExpense ratioFee$10k

VOE0.05%$5

IJH0.05%$5

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VOE, IJH

1.84%highest, VOE

FundTrailing yieldYield$10k

VOE1.84%$184

IJH1.22%$122

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$179most kept, VOE

VOE$184 − $5 = $179

IJH$122 − $5 = $117

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VOE, IJH

Today

0.2%most shared, VOE and IJH

VOEIJH

VOE—0.2%

IJH0.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.9%VOE, at 11.0% volatility

VOEWorst drop−6.9%11.0% vol

IJHWorst drop−8.8%15.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VOEIJH

+20.7%Year to date+13.2%

1.8%Yield1.2%

+24.9%Past year+15.7%

0.05%Fee0.05%

3–0VOE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026