Compare · 2 funds side by side · dividends reinvested

AVMV and IJH

AVMVAvantis×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,303IJH · best of the two

02 / 04

AVMV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$125B1.4

Avantis U.S. Mid Cap Value ETFUS Stock Styles · Mid cap0.20%1.09%+13.7%+19.5%[…][…]−8.9%12.6%$823M1.5

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: AVMV 2023 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Mid Cap Value ETF · $823M[…]

AVMV

IJH

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

$10,000 five years ago, dividends reinvested · they hold 25.2% in common

AVMVMeasureIJH

+13.7%Year to dateJan 1 → Nov 3+13.2%

+19.5%1 yearTotal return+15.7%

[…]3 years · per year$10,000 became […] · $16,625+18.5%

[…]5 years · per year$10,000 became […] · $14,303+7.4%

0.20%Expense ratio$20 · $5 a year on $10k · lower is better0.05%

1.09%Trailing 12-mo yield$109 · $122 a year on $10k1.22%

−8.9%Worst dropSmaller is better−8.8%

12.6%VolatilityLower is calmer15.0%

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

3–3Level

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

More Ways to See the Pairs

AVMV vs IJH: Top 5 Holdings

Today

AVMV

6.4%in top 5

IJH

in top 53.9%

AVMVStockIJH

1.5%DVNnot top 5

1.3%DALnot top 5

1.2%IDXXnot top 5

1.2%0EV1.Lnot top 5

1.2%CNCnot top 5

not top 5OKTA1.0%

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

not top 5ATI0.7%

Held in common25.2%

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

AVMV vs IJH Returns, Every Period

AvantisAVMV

+19.5%

past year

IJHiShares

+15.7%

past year

AVMVIJHFaded: behind in that period

2–0AVMV wins

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

AVMV vs IJH

YTD

AvantisAVMV

+13.7%

IJHiShares

+13.2%

+13.7%Year to date+13.2%

−8.9%Worst drop · 1Y−8.8%

12.6%Volatility · 1Y15.0%

1.1%Yield1.2%

$823MAssets$125B

2–2level

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

Cost, Income and Risk

Fees: AVMV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

AVMV0.20%$20

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

Yields: AVMV, IJH

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

AVMV1.09%$109

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

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

AVMV$109 − $20 = $89

KeptFee

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

Overlap: AVMV, IJH

Today

25.2%most shared, AVMV and IJH

AVMVIJH

AVMV—25.2%

IJH25.2%—

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

Return vs Bumpiness: 2 ETFs

+19.5%AVMV, at 12.6% volatility

AVMVWorst drop−8.9%12.6% 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

IJHAVMV

+13.2%Year to date+13.7%

1.2%Yield1.1%

+15.7%Past year+19.5%

0.05%Fee0.20%

2–2level

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