Compare · 3 funds side by side · dividends reinvested

AVSC, IJH and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

AVSC, IJH and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.25%1.00%+20.3%+23.8%+20.1%[…]−8.1%16.1%$3.3B1.6

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AVSC 2022 · IJH 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Small Cap Equity ETF · $3.3B[…]

AVSC

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 10.9% in common

AVSCMeasureIJH

+20.3%Year to dateJan 1 → Nov 6+9.5%

+23.8%1 yearTotal return+12.9%

+20.1%3 years · per year$10,000 became $17,318 · $15,806+16.5%

[…]5 years · per year$10,000 became […] · $13,830+6.7%

0.25%Expense ratio$25 · $5 a year on $10k · lower is better0.05%

1.00%Trailing 12-mo yield$100 · $126 a year on $10k1.26%

−8.1%Worst dropSmaller is better−8.8%

16.1%VolatilityLower is calmer15.5%

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

4–3AVSC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVSC vs IJH: Top 5 Holdings

Today

AVSC

1.8%in top 5

IJH

in top 53.5%

AVSCStockIJH

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

0.4%LIVNnot top 5

0.4%CONnot top 5

0.4%FTDRnot top 5

0.4%HAEnot top 5

0.3%TENBnot top 5

Held in common10.9%

End-of-day Nov 6, 2026 · share of each fund

AVSC vs IJH Returns, Every Period

AvantisAVSC

+23.8%

past year

IJHiShares

+12.9%

past year

AVSCIJHFaded: behind in that period

3–0AVSC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

AVSC vs IJH

YTD

AvantisAVSC

+20.3%

IJHiShares

+9.5%

+20.3%Year to date+9.5%

−8.1%Worst drop · 1Y−8.8%

16.1%Volatility · 1Y15.5%

1.0%Yield1.3%

$3.3BAssets$121B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVSC, IJH, IWF

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

AVSC0.25%$25

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AVSC, IJH, IWF

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

AVSC1.00%$100

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

AVSC$100 − $25 = $75

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AVSC, IJH, IWF

Today

10.9%most shared, AVSC and IJH

AVSCIJHIWF

AVSC—10.9%0.1%

IJH10.9%—1.9%

IWF0.1%1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.8%AVSC, at 16.1% volatility

IJHWorst drop−8.8%15.5% vol

AVSCWorst drop−8.1%16.1% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHAVSC

+9.5%Year to date+20.3%

1.3%Yield1.0%

+12.9%Past year+23.8%

0.05%Fee0.25%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026