Compare · 2 funds side by side · dividends reinvested

BUSM and IJH

BUSMBridgeway×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 03

BUSM and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.0

EA Series Trust - EA Bridgeway Ultra-Small Company Market ETFUS Stock Styles · Large cap0.73%0.00%[…][…][…][…][…][…]$108M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: BUSM 1997 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

EA Series Trust - EA Bridgeway Ultra-Small Company Market ETF · $108M[…]

BUSM

IJH

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BUSMMeasureIJH

[…]Year to dateJan 1 → Nov 5+9.5%

[…]1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $15,806+16.5%

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

0.73%Expense ratio$73 · $5 a year on $10k · lower is better0.05%

0.00%Trailing 12-mo yield$0 · $126 a year on $10k1.26%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer15.5%

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

0–2IJH wins

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

More Ways to See the Pairs

BUSM vs IJH: Top 5 Holdings

Today

BUSM

2.9%in top 5

IJH

in top 53.5%

BUSMStockIJH

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

0.6%OPRTnot top 5

0.6%RCKYnot top 5

0.6%ACCOnot top 5

0.6%FLXSnot top 5

0.6%TREEnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

BUSM vs IJH Returns, Every Period

BridgewayBUSM

[…]

past year

IJHiShares

+12.9%

past year

Returns […]

BUSMIJHFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BUSM vs IJH

YTD

BridgewayBUSM

[…]

IJHiShares

+9.5%

[…]Year to date+9.5%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.5%

0.0%Yield1.3%

$108MAssets$121B

1–0IJH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUSM, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

BUSM0.73%$73

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BUSM, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

BUSM0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

BUSM$0 − $73 = −$73

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BUSM, IJH

Today

0.0%most shared, BUSM and IJH

BUSMIJH

BUSM—0.0%

IJH0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.9%IJH, at 15.5% volatility

IJHWorst drop−8.8%15.5% vol

BUSMWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026