Compare · 2 funds side by side · dividends reinvested

BRSM and IJH

BRSMMFS×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 / 03

BRSM 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%$125B1.0

MFS Blended Research Small-Mid Cap ETFUS Stock Styles · Mid cap0.38%0.00%[…][…][…][…][…][…]$28M2.0

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: BRSM 2026 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

MFS Blended Research Small-Mid Cap ETF · $28M[…]

BRSM

IJH

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

$10,000 five years ago, dividends reinvested · they hold 22.0% in common

BRSMMeasureIJH

[…]Year to dateJan 1 → Nov 3+13.2%

[…]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%

0.38%Expense ratio$38 · $5 a year on $10k · lower is better0.05%

0.00%Trailing 12-mo yield$0 · $122 a year on $10k1.22%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer15.0%

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

0–2IJH wins

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

More Ways to See the Pairs

BRSM vs IJH: Top 5 Holdings

Today

BRSM

5.4%in top 5

IJH

in top 53.9%

BRSMStockIJH

1.3%BOXnot top 5

1.1%EGnot top 5

1.0%ARMKnot top 5

not top 5OKTA1.0%

1.0%BILLnot top 5

1.0%SSDnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

not top 5ATI0.7%

Held in common22.0%

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

BRSM vs IJH Returns, Every Period

MFSBRSM

[…]

past year

IJHiShares

+15.7%

past year

Returns […]

BRSMIJHFaded: behind in that period

0–0Level

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

BRSM vs IJH

YTD

MFSBRSM

[…]

IJHiShares

+13.2%

[…]Year to date+13.2%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.0%

0.0%Yield1.2%

$27.6MAssets$125B

1–0IJH wins

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

Cost, Income and Risk

Fees: BRSM, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

BRSM0.38%$38

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

Yields: BRSM, IJH

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

BRSM0.00%$0

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

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

BRSM$0 − $38 = −$38

KeptFee

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

Overlap: BRSM, IJH

Today

22.0%most shared, BRSM and IJH

BRSMIJH

BRSM—22.0%

IJH22.0%—

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

Return vs Bumpiness: 2 ETFs

+15.7%IJH, at 15.0% volatility

IJHWorst drop−8.8%15.0% vol

BRSMWorst drop[…][…]

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

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