Compare · 2 funds side by side · dividends reinvested

CDL and IJH

CDLVictoryShares×IJHiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,692CDL · best of the two

02 / 04

CDL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.00%+22.2%+25.6%+20.3%+10.8%−7.9%11.0%$408M1.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−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 4, 2026 · returns include dividends · since: CDL 2015 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $408M$16,692

CDL

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,620

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

CDLMeasureIJH

+22.2%Year to dateJan 1 → Nov 4+13.9%

+25.6%1 yearTotal return+16.4%

+20.3%3 years · per year$10,000 became $17,409 · $16,594+18.4%

+10.8%5 years · per year$10,000 became $16,692 · $14,620+7.9%

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

3.00%Trailing 12-mo yield$300 · $121 a year on $10k1.21%

−7.9%Worst dropSmaller is better−8.8%

11.0%VolatilityLower is calmer15.0%

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

7–1CDL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CDL vs IJH: Top 5 Holdings

Today

CDL

8.2%in top 5

IJH

in top 53.6%

CDLStockIJH

1.7%WECnot top 5

1.6%DUKnot top 5

1.6%EDnot top 5

1.6%EVRGnot top 5

1.6%LNTnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

Held in common1.8%

End-of-day Nov 4, 2026 · share of each fund

CDL vs IJH Returns, Every Period

VictorySharesCDL

+10.8%

5 years, per year

IJHiShares

+7.9%

5 years, per year

CDLIJHFaded: behind in that period

4–0CDL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CDL vs IJH

YTD

VictorySharesCDL

+22.2%

IJHiShares

+13.9%

+22.2%Year to date+13.9%

−7.9%Worst drop · 1Y−8.8%

11.0%Volatility · 1Y15.0%

3.0%Yield1.2%

$408MAssets$125B

4–0CDL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDL, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

CDL0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CDL, IJH

3.00%highest, CDL

FundTrailing yieldYield$10k

CDL3.00%$300

IJH1.21%$121

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$262most kept, CDL

CDL$300 − $38 = $262

IJH$121 − $5 = $116

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CDL, IJH

Today

1.8%most shared, CDL and IJH

CDLIJH

CDL—1.8%

IJH1.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.6%CDL, at 11.0% volatility

CDLWorst drop−7.9%11.0% vol

IJHWorst drop−8.8%15.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CDLIJH

+22.2%Year to date+13.9%

3.0%Yield1.2%

+25.6%Past year+16.4%

0.38%Fee0.05%

3–1CDL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026